The MXwellness provides users with a precise score of their financial health based on their financial behaviors with tips on how to improve their score through organizing, automating, saving, protecting, and growing their finances.
Features & Benefits
SCORE FINANCIAL HEALTH BASED ON FINANCIAL BEHAVIORS
Rather than scoring financial health based on your customer’s responses to a series of survey questions, use scores that are generated based on actual spending, saving, and borrowing behaviors.
GUIDE USERS ON THEIR PATH TO FINANCIAL WELLNESS
Provide your customers with personalized steps they need to take—based on their behavior—to improve their financial wellness.
DRIVE HIGHER LEVELS OF CUSTOMER ENGAGEMENT AND SATISFACTION
Become the primary source of education on how to improve personal financial standing.
INCREASE THE NUMBER OF LINKED EXTERNAL ACCOUNTS
Aggregation is incentivized by increasing scores and prompting the user at various points in the interface to connect additional accounts.