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

Goalry - Customer Case Study

Goalry is a fintech platform and virtual "goal mall" that brings multiple financial solutions into one place to help people reach savings, retirement, and debt-payoff goals. Facing the need for a robust data platform to power its one-stop-shop and to go to market quickly while continuing to innovate and improve customer experience, Goalry partnered with MX Technologies and leveraged MX’s Data Aggregation, Data Enhancement, Personal Financial Management, and Financial Feed Insights.

Using MX Technologies’ aggregation capabilities and money-management tools, Goalry implemented a single Member Key that grants access to all “stores” in the mall so that when an account is added in one place it is instantly available across the platform. The MX Technologies solution delivered cleansed, unified financial data and simplified money management for members, enabling Goalry’s customers to more easily connect accounts and improve efforts to increase savings, plan for retirement, and pay down debt.

Goalry

Ethan Taub

Chief Executive Officer