Case Study: SVB Private Bank achieves deeper customer insights and enhanced digital money management with MX Technologies

SVB Private Bank - Customer Case Study

SVB Private Bank, with over $10 billion in assets, serves technology, life science and healthcare, private equity and venture capital, and premium wine clients. Wanting to deliver a premium digital banking experience while extracting actionable insight from customer data, SVB Private Bank partnered with MX Technologies and deployed MX’s Money Map along with Data Aggregation, Data Enhancement, Personal Financial Management, Analytics Suite and Marketing Hub.

MX Technologies implemented Money Map to power customers’ digital money management and used Analytics Suite and Marketing Hub to visualize engagement and track how customers interact with their finances, SVB products, and competitors. The solution gave SVB Private Bank clearer, actionable insights to guide personalization, product strategy and marketing efforts—improving visibility into customer behavior and campaign targeting.

SVB Private Bank