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

BECU - Customer Case Study

BECU, a member-owned credit union, needed to modernize its digital banking experience to boost member engagement and replace a prior personal financial management (PFM) tool that never exceeded 1% adoption. They selected MX Technologies’ platform, including its PFM product and a stand‑alone alerts widget, to deliver a richer, more engaging user experience.

MX Technologies implemented its PFM and alerts solutions and provided direct access to analytics via the MX platform, enabling smooth integration and real‑time insights. The results were dramatic: PFM adoption rose to over 20% in months, alerts interactions increased 10x, members aggregated an average of 5.2 accounts each, and BECU gained direct, on‑demand analytics access — all driving stronger member engagement and loyalty.

BECU

Howie Wu

Vice President of Virtual Banking