MX Technologies B2B Case Studies & Customer Successes

AbbyBank achieves unified financial visibility and real-time money management with MX Technologies

AbbyBank

Natalyn Jannene

Assistant Vice President Marketing

Affinity Federal Credit Union achieves 22% user growth and deeper engagement with MX Technologies

Affinity Federal Credit Union

Shireen Davis

Assistant Vice President

Alaska USA Federal Credit Union achieves a reimagined mobile banking experience and boosted mobile engagement with MX Technologies

Alaska Usa Federal Credit Union

Geoff Lundfelt

President and Chief Executive Officer

Altabank achieves rapid PPP loan approvals—91% approval and millions in relief processed in seconds with MX Technologies

Altabank

Len E. Williams,

Chief Executive Officer and President

America First Credit Union achieves 4.5+ star app ratings and rapid mobile innovation with MX Technologies' Helios framework

America First Credit Union

Brice Mindrum

Mobile Services Manager

America First Credit Union achieves 4.5+‑star member satisfaction with MX Technologies' agile, integrated mobile banking solution

America First Credit Union

Brice Mindrum

Mobile Services Manager

ATB Financial achieves 46% user adoption and stronger customer engagement with MX Technologies

ATB Financial

Dylan Roth

Director of Data Science Innovation

BBVA Compass achieves 101% increase in mobile account aggregation with MX Technologies

BBVA Compass

Alex Carriles

Executive Director of Mobile

BECU achieves dramatic mobile engagement growth and higher remote deposit completion with MX Technologies' Helios

BECU

Howie Wu

Vice President of Virtual Banking

BECU achieves increased member engagement and up to 10% lift in loan applications with MX Technologies

BECU

Brian Knollenberg

Senior Vice President of Marketing

BECU cuts call center volume growth and boosts member loyalty with MX Technologies' Helios mobile app

BECU

Nathan Hickman

Vice President, Contact Center

BECU achieves 10x alert engagement and 20x PFM adoption with MX Technologies

BECU

Howie Wu

Vice President of Virtual Banking

BECU achieves $1.5M+ in member savings with MX Technologies' Quick Save (powered by MX Helios)

BECU

Borrowell achieves better on-time bill payments and protects credit scores with MX Technologies' Data Aggregation & Enhancement

Borrowell

Andrew Graham

Chief Executive Officer and Co-Founder

Cadence Bank grows interchange revenue and customer engagement with MX Technologies' data insights

Cadence Bank

Tommy Sanderson

Senior Vice President

Cambridge Savings Bank achieves improved customer financial wellness with MX Technologies' Money Management

Cambridge Savings Bank

Susan Nachtigall

SVP Head of Digital Banking & Solutions

Central Pacific Bank achieves clearer financial visibility and improved customer financial health with MX Technologies' Helios & MoneyMap

Central Pacific Bank

Catherine Ngo

President and Chief Executive Officer

Citizens Bank of Edmond achieves rapid PPP approvals and streamlined SBA applications with MX Technologies' Easy SBA Portal

Citizens Bank

Jill Castilla

President and Chie Executive Officer

Ent Credit Union achieves greater member financial visibility and control with MX Technologies' MoneyMap

Ent Credit Union

Tanan Miles

Sr. Vice President of Electronic Banking

Evansville Teachers Federal Credit Union achieves 5x account aggregation, 6x balance transfers and 3x more credit cards with MX Technologies

Evansville Teachers Federal Credit Union

Meagan Elpers

VP of Operations

First Citizens Bank achieves 27% customer adoption and strong employee engagement with MX Technologies' Digital Money Management

First Citizens Bank

Lee Chalk

Senior Vice President

First Hawaiian Bank achieves a unified mobile banking experience and AI-powered financial insights with MX Technologies

First Hawaiian Bank

Chris Dods

Executive Vice President, Consumer Banking and Marketing Group Manager

FormFree achieves automated borrower verification and faster mortgage approvals with MX Technologies

FormFree

Brent Chandler

Founder & Chief Executive Officer

Goalry achieves a unified money experience and rapid go-to-market with MX Technologies

Goalry

Ethan Taub

Chief Executive Officer

H&R Block achieves enhanced transaction visibility in Spruce mobile banking with MX Technologies' data enhancement

H&R Block

Les Whiting

Chief Financial Services Officer

Hughes Federal Credit Union achieves a world-class mobile banking experience with MX Technologies' Helios platform

Hughes Federal Credit Union

Rich Griesser

VP of IT

I Hate Receipts achieves higher receipt capture and cleaner transaction data with MX Technologies

I Hate Receipts

Christopher Walton

Chief Product Officer

Leading Regional Commercial Bank achieves 101% increase in account aggregation with MX Technologies

Leading Regional Commercial Bank

Libro Credit Union achieves greater member financial resilience with MX Technologies' data-driven Yooli app

Libro Credit Union

Michael Smit

Executive Vice President, Brand & Digital Delivery

Local Government FCU achieves precise member financial-health insights and identifies vulnerable members with MX Technologies

Local Government FCU

Sherrie Krizic

SVP of Financial Planning

Lokyata achieves affordable, data-driven lending for underbanked borrowers with MX Technologies

Lokyata

Steve Bireley

Chief Technology Officer

M&T Bank achieves proactive cash management with MX Technologies' Cash Flow tool

M&T Bank

Mary Kate Loftus

Executive Vice President, Director of Digital

Maps Credit Union achieves improved member financial health and top‑tier digital banking with MX Technologies

Maps Credit Union

Chris Giles

Chief Experience Officer

Moov Financial achieves faster, more secure account verification and a seamless payments experience with MX Technologies' Instant Account Verification

Moov Financial

Wade Arnold

Chief Executive Officer

Mountain America Credit Union achieves 40%+ user adoption and 500%+ external account growth with MX Technologies

Mountain America Credit Union

Rob Cummings

SVP of Online Banking

Mountain America Credit Union achieves increased balance transfers and $408 average annual member savings with MX Technologies' FinSmart

Mountain America Credit Union

NaviPlan achieves comprehensive, accurate client financial views with MX Technologies

NaviPlan

Angela Pecoraro

Chief Executive Officer

Notre Dame FCU achieves 3X increase in active users with MX Technologies

Notre Dame FCU

Rick Burden

Chief Strategic Officer

OrbisPay achieves on-demand access to earned wages and personalized financial coaching with MX Technologies

OrbisPay

OurBanc achieves rapid fintech app launch and improved financial health for underserved communities with MX Technologies

OurBanc

David D.

Founder & Chief Executive Officer

Park Sterling Bank achieves stronger employee financial wellness and 92% assessment completion with MX Technologies' FinStrong

Park Sterling Bank

David Reid

Director of Marketing

Pioneer Bank achieves 2X user growth and 65% regular engagement with MX Technologies' Personal Finance solution

Pioneer Bank

Samantha Burrington

PROJECT MANAGEMENT OFFICER

Pioneer Bank achieves data-driven customer insights and competitive product growth with MX Technologies' MoneyMap

Pioneer Bank

Tom Amell

PRESIDENT AND CEO

SVB Private Bank achieves deeper customer insights and enhanced digital money management with MX Technologies

SVB Private Bank

Tinker Federal Credit Union (TFCU) achieves improved member financial health and account aggregation with MX Technologies' MoneyMap

Tinker Federal Credit Union (TFCU)

Brian Koehn

Assistant Vice President

Travis Credit Union achieves 93% adoption and massive member engagement with MX Technologies' Digital Money Management (MyInsight)

Travis Credit Union

Nav Khanna

Executive Vice President of Strategy & Innovation

U.S. Bank achieves faster, more secure customer data access and enriched financial insights with MX Technologies

U.S. Bank

Gareth Gaston

EVP & Chief Digital Officer, Enterprise Platforms & Capabilities

Utah Community Credit Union achieves higher member engagement and retention with MX Technologies' Digital Money Manager

Utah Community Credit Union

Brad Norton

SVP of Marketing UCCU

UCCU successfully launched innovative Digital Money Manager by MX

Utah Community Credit Union

Brad Norton

SVP of Marketing UCCU

Viva achieves Spanish-first mobile banking and improved Latino financial wellness with MX Technologies

Viva

Jim Simpson

Co-Founder

VyStar Credit Union achieves unified member financial views and modernized mobile banking with MX Technologies' Data Connectivity API

VyStar Credit Union

Joseph R. Colca

Senior Vice President

WaFd Bank achieves higher customer advocacy with MX Technologies' Helios mobile banking platform

WaFd Bank

Cathy Cooper

Executive Vice President, Chief Consumer Banker

WaFd Bank achieves an average employee financial health score of 83 with MX Technologies' FinStrong program

WaFd Bank

Lisa King

SVP & Chief People Officer

MX Technologies B2B Case Studies & Customer Successes

Case Studies

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