MXinsights
Learning Guide
Let’s take a look
Watch this in-depth overview video on how to interact with your financial feed.
Complete these three easy steps to get your insight feed up and running.
Set up your insights
Take a look at our amazing facts and figures around the success of MXinsights.
View the numbers
Study the Support in Levels Learning Guide to become acquainted with the support resources available to you for MXinsights.
Support your users
Read 5 support articles that detail everything you need to know about Insights.
Need some help?
View the most frequently asked Insights questions and answers.
Questions and
answers
Read 5 support articles that detail everything you need to know about Insights.
Need some help?
Complete these three easy steps to get your insight feed up and running.
Set up your insights
Read up on the big three insight categories and 40+ available insights.
Meet your Insights
Take Insights to your customers by learning the major talking points, use cases, and elevator pitch.
Talk to your users
Meet your insights
View the most frequently asked Insights questions and answers.
Questions and
answers
Take a closer look with these in-depth Dashboard resources.
Explore more
MXinsights aims to provide you with a constant stream of financial protection, guidance, and information.
Guard and analyze finances to identify anomalies or potential fraud
Protect
Direct and guide to help keep you moving in the right direction
Guide
Update with news and notifications that you need to stay on top of your finances
Inform
Learn about all the insights in detail.
MXinsights Learning Guide
Talk to your users
Explore more
Foster Customer Adoption Learning Guide
MXinsights Learning Guide
Questions and answers
Watch this in-depth overview video on how to interact with your financial feed.
Let’s take a look
Take a look at our amazing facts and figures around the success of MXinsights.
View the numbers
Read up on the big three insight categories and 40+ available insights.
Meet your Insights
Take Insights to your customers by learning the major talking points, use cases, and elevator pitch.
Talk to your users
Study the Support in Levels Learning Guide to become acquainted with the support resources available to you for MXinsights.
Support your users
Take a closer look with these in-depth Dashboard resources.
Explore more
You will make an astronomically bigger difference in your customers’ lives if you can talk to them about your new tool in a natural, authentic, and confident way.
Fostering Customer Adoption Learning Guide
Elevator pitch
Talking points
Use case
If you have a financial climber who struggles to save, provide them with actions to make simple improvements.
If you have a busy professional who only has time to check their finances between the car and the office, show them where to prioritize.
Insights look and feel just like any other social media app so you can easily navigate and engage with your finances.
Familiar, scrollable experience:
The information that fills your feed is personalized based on your financial behavior and content preferences.
Personalized, relevant insights:
Insights are automatically generated, giving you tailored guidance that doesn’t require any heavy lifting.
Automated, simplified interactions:
Insights provides you with a real-time, personalized financial feed that doesn’t require any heavy lifting. Using your transactions Insights suggests ways to protect, guide, and inform you on behaviors that will improve your financial standing.
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View the numbers
3x
more time spent in app
higher savings balance
2x
increase in savings deposits over 6 months (non-users had a decrease in savings by 18%)
2x
increase in number of credit cards with the FI,2x the increase seen with non-users
8.4%
increase in number of savings accounts with the FI,~3x the increase seen with non-users
2.3%
