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Money Experience Summit

Join the must-attend finance and fintech industry event of the year

MXS

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kyle.woolstenhulmeMXer

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Budgets - How does it Auto-Generate the Budget?

For Budgets that are Auto Generated, Both within the MX widget and through the MX API. What amount of historical transactional data does it look at to come up with the suggested budget amount? Is it 60 days? 90 days? All available transactions?

MX TeamCommunity Manager

Remembering Brandon Dewitt

Yesterday marked the one-year anniversary of the passing of our co-founder and friend Brandon Dewitt. Our MX team was reminded of some “Brandon-isms” with these postcards. Brandon’s passion and the way he inspired others will never be forgotten. What is your favorite Brandonism?

Jingqi WuCommunity Manager

Brandonisms

Today marks the one-year anniversary of the passing of our co-founder and friend Brandon Dewitt. Our MX team were reminded of some “Brandon-isms” this morning with these postcards. Brandon’s passion and the way he inspired others will never be forgotten. #JustDewitt

Jingqi WuCommunity Manager

MX Release Notes — November 2022

We’ve made a few changes to our Connect Widget user experience! For details, review our November Release Notes at https://www.mx.com/product-updates/2022-11-15/

Jingqi WuCommunity Manager

Modernization = Speed?Blog

We live in the age of Instacart, DoorDash, and same-day shipping from Amazon Prime. Yet, many financial services and processes can still take hours, days, or weeks to complete. Leaders across banking, fintech, payments, and lending all point to an increased need for speed to meet consumer expectations when it comes to account opening, money movement, and more. One panel at September’s Money Experience Summit points to a few factors related to speed: 1. Moving MoneyAccording to Stephany Kirkpatrick, founder and CEO of Orum, “real-time payments and FedNow exist but are significantly underutilized and underadopted.” Speed matters for the end user because they need their money. Every generation going forward is going to expect money to move fast, says Larry Talley, founder and CEO of Everyware. 2. Providing Data AccessAccording to Jean-Paul LaClair, director of financial wellness and open banking at USAA, it’s not just the speed of moving money — it’s the speed of moving data. When you c

Jingqi WuCommunity Manager

News & Announcements

Orum and MX Enable Real-Time Money Movement and End-to-End Payment Solutions for Fintechs

Partnership brings together smart-routing, multi-rail payments solutions and instant account verifications NEW YORK and LEHI, Utah – November 2, 2022 – Orum, an intelligent all-in-one payments platform, today announced a strategic partnership with MX, a leader in Open Finance, to deliver secure end-to-end payments flow and intelligent, real-time money movement for fintechs. Orum’s unified money movement application programming interface (API) and MX’s instant account verification (IAV) and balance check capabilities enable instant payments in any direction, any time.“More than ever, fintechs and verticalized payments companies are looking for innovative solutions that automate and simplify money movement, from unlocking instant and risk-mitigated on and off ramps, to optimizing the customer experience through instant availability of funds and payouts,” said Rouzbeh Rotabi, Chief Revenue Officer at Orum. “By partnering with MX, Orum is further enhancing the ability to offer the best exp

Erika WangSpecialist

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Is there an ability to send SMS/SMTP messages to users based on MXinsights using the APIs?

"Is there an ability to send SMS/SMTP messages to users based on MXinsights using the APIs? For example – if you see a potentially duplicate charge at Target can we notify them? Or if they cross a certain threshold of spending can we notify them? Or do Insights simply show up in the “feed” when they’re logged in?

Erika WangSpecialist

Got a question?

What counts as a session for MXaccess?

For MXaccess does a session count each time a person uses a token or is it session per day? For example, if a person logs in 5 times a day, does that mean it is 5 sessions?

Jingqi WuCommunity Manager

News & Announcements

MX Applauds White House & CFPB Efforts To Improve Financial Data Access

This morning, the Consumer Financial Protection Bureau announced at #Money2020 that it will launch the process this week to formalize rule making under Dodd-Frank Section 1033 that establishes personal financial data rights for Americans. We're excited that this takes us another step closer to an open finance ecosystem!CFPB Director Rohit Chopra shared how this will help create a more open and competitive market: more choice, more innovation, etc: https://lnkd.in/gBQ_xXakCheck out our thoughts here: https://www.mx.com/blog/mx-applauds-white-house-and-cfpb-efforts-to-improve-financial-data-access/

Jingqi WuCommunity Manager

News & Announcements

Introducing the new Client Dashboard Quick Start Guide

This guide will help you get set up in dashboard super quick, and track your completion so you don't miss a thing! It includes how to:Get access to dashboard A quick tutorial video on how to navigate the tool 4 step set up checklist to optimize their experience FAQs & answers Links to more information on Oauth, Dev docs and the help desk Access the Quick Start Dashboard Learning Guide here: https://view.ceros.com/mx/dashboard-learning-guide/p/1

Erika WangSpecialist

Got a question?

Is there an ability to send SMS/SMTP messages to users based on MXinsights using the APIs?

"Is there an ability to send SMS/SMTP messages to users based on MXinsights using the APIs? For example – if you see a potentially duplicate charge at Target can we notify them? Or if they cross a certain threshold of spending can we notify them? Or do Insights simply show up in the “feed” when they’re logged in?

jasonweberSpecialist

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How do i handle members who are not in a connected status?

How do i handle members who are not in a connected status?

Got a question?

"When does the widget time out? When we stay a few minutes in the initial screen without iteration, a timeout screen is shown. "

When does the widget time out? When we stay a few minutes in the initial screen without iteration, a timeout screen is shown.

svati.sundara-murthySpecialist

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Why does AvailableBalance: return null, at times?

Why does AvailableBalance: return null, at times?

erin.caldwellCommunity Manager

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Under what circumstances does calling either aggregation or check balance NOT result in the user's bank account balance being retrieved in real time?

Under what circumstances does calling either aggregation or check balance NOT result in the user's bank account balance being retrieved in real time?

erin.caldwellCommunity Manager

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Does MX offer customization on its Widgets?

Does MX offer customization on its Widgets?

jasonweberSpecialist

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How does the Notification Settings widget work and how do Notifications work in Mx Widgets

How does the Notification Settings widget work and how do Notifications work in Mx Widgets

Jingqi WuCommunity Manager

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How do i see my OAuth Connections?

How do i see my OAuth Connections?

jessica.kendallCommunity Manager

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Who do you want to see at Money Experience Summit 2022?

We’re in planning mode for Money Experience Summit in September this year, which brings together the best of the best in finance and fintech. Are there any industry influencers or experts that you really want to hear from? Share any ideas here!

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