MX Financial Health Score
Coming Soon

Behavior-Based Financial Health Scores

Give your customers a score based on their personal financial behavior and provide personalized and automated tips that help them improve their financial wellness.

MX Financial Health Score

The MX Financial Health Score tool provides users with a precise score of their financial health based on their financial behaviors with tips on how to improve their score through organizing, automating, saving, protecting, and growing their finances.

Features & Benefits

SCORE FINANCIAL HEALTH BASED ON FINANCIAL BEHAVIORS

Rather than scoring financial health based on your customer’s responses to a series of survey questions, use scores that are generated based on actual spending, saving, and borrowing behaviors.

GUIDE USERS ON THEIR PATH TO FINANCIAL WELLNESS

Provide your customers with personalized steps they need to take—based on their behavior—to improve their financial wellness.

DRIVE HIGHER LEVELS OF CUSTOMER ENGAGEMENT AND SATISFACTION

Become the primary source of education on how to improve personal financial standing.

INCREASE THE NUMBER OF LINKED EXTERNAL ACCOUNTS

Aggregation is incentivized by increasing scores and prompting the user at various points in the interface to connect additional accounts.