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

H&R Block - Customer Case Study

H&R Block (NYSE: HRB), a global provider of tax preparation, financial products, and small business solutions, needed enhanced transaction data for its Spruce mobile banking platform to give consumers greater transparency into how they spend, save, and manage money. To meet that need, H&R Block partnered with MX Technologies (MX), leveraging MXpfm, MXdata, and MXapi to enrich account and merchant data.

MX Technologies implemented data enhancement that delivers detailed spending histories with merchant names and locations so Spruce users can immediately see what they purchased, when, and where. The MX-powered integration improved the customer experience by providing the visibility and insights customers need into their finances, delivering clearer transaction context and stronger financial management capabilities.

H&R Block

Les Whiting

Chief Financial Services Officer