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

ATB Financial - Customer Case Study

ATB Financial sought to widen its competitive lead and support its campaign of “using banking to create happiness” by adding a digital money management capability to its online banking portal. After evaluating options, ATB selected MX Technologies to deliver an integrated personal financial management (PFM) and account aggregation solution that would drive customer engagement with cleaner UX and in-the-moment financial actions.

MX Technologies embedded its PFM/account-aggregation tools directly into ATB’s digital banking experience, delivering a modern interface and actionable insights that aligned with ATB’s customer-happiness goals. The implementation drove strong early adoption—46% of users in six months—with an average of 4.4 accounts linked per user—and positioned ATB to increase customer engagement and future product opportunities through MX Technologies’ platform.

ATB Financial

Dylan Roth

Director of Data Science Innovation