Case Study: 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 - Customer Case Study

Evansville Teachers Federal Credit Union, committed to a “people helping people” philosophy, needed a better way to improve members’ financial well‑being and strengthen loyalty through digital tools. In 2016 they migrated their digital money management to MX Technologies, adopting MX’s Money Management solution plus the Insight & Target platform to gain richer member data and enable mobile integration and targeted offers.

Using MX Technologies’ Money Management (integrated into their mobile app) and Insight & Target with Discovered Accounts, ETFCU quickly ran hyper‑personalized campaigns and improved the digital experience. Within two months they saw a 5x increase in total aggregated accounts, a 41% adoption rate (21% of Money Management users aggregating accounts), and a credit‑card campaign that generated 6x more balances transferred and 3x more new cards — delivering clear ROI, stronger member engagement, and seamless implementation.

Evansville Teachers Federal Credit Union

Meagan Elpers

VP of Operations