Case Study: Pioneer Bank achieves 2X user growth and 65% regular engagement with MX Technologies' Personal Finance solution

Pioneer Bank - Customer Case Study

Pioneer Bank, a regional bank with 22 branches in Upstate New York, needed deeper customer insights after a recent rebrand to determine whether its efforts were reaching a younger demographic and to better tailor products and messaging. To address this challenge, Pioneer Bank implemented the Personal Finance solution from MX Technologies to aggregate internal and external account data and reveal actionable customer behavior and relationships.

MX Technologies’ Personal Finance solution provided a 360° view of customers through advanced cleansing and categorization, enabling Pioneer Bank to build targeted segments and campaigns. As a result, Pioneer saw 2X growth in users within one quarter, 65% of users engaging regularly, 35% of users accessing the tool via mobile banking, and insights such as 58% of top external loan accounts being student loans—data that informed product adjustments and improved marketing effectiveness.

Pioneer Bank

Samantha Burrington

PROJECT MANAGEMENT OFFICER