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Jack at HarborOneSpecialist

posted in Lounge Area

COCC Bank forum

Hi everyone, Looking to connect with other COCC banks that are offering MX to their customer base. Would like to have a place to discuss common issues, ideas, and other details about the user experience. Thank you,Jack

Jingqi WuCommunity Manager

asked in Lounge Area

New Research Findings: What features do consumers want?

Hi council members, Hope everyone enjoyed a lovely Thanksgiving break! Join us on Dec. 13 for a first look into new research that unveils what consumers really want from their financial providers. Key highlights include: Features related to fraud and financial data rank as most critical for consumers. Gaining a complete picture of finances may be more important than ever. A majority of respondents agree they expect to be able to see all of their financial data in one place. Are financial providers doing enough to support consumer financial needs? Consumers weigh in on their worries and expectations. Comment below if you’d like to join our exclusive preview of our new consumer research!

MX TeamCommunity Manager

posted in Lounge Area

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

posted in Lounge Area

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

published in News & Announcements

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

published in 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

Jingqi WuCommunity Manager

published in 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

posted in 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

jessica.kendallCommunity Manager

published in News & Announcements

Our Greatest Opportunity is Open DataBlog

Open data is the single best opportunity we have as an industry to improve consumer outcomes, according to Simon Taylor, head of strategy at Sardine.ai and previous co-founder at 11:FS. But, we’re not yet living up to the promise of open data and Open Finance. Read more on the MX blog.

Jingqi WuCommunity Manager

posted in News & Announcements

MXS 2022 Rewind - Money Matters

Money is the No. 1 source of stress for the majority of consumers. But, it doesn't have to be. MX CEO Jim Magats shares his perspective on how we can unlock the potential of financial data. Watch the full video here: https://www.mx.com/summit/2022/money-matters-jim-magats What are your thoughts on how we can unlock the potential of financial data? Comment below to get the conversation started!

Jingqi WuCommunity Manager

posted in Lounge Area

Consumer Money Matters: Debt on the Rise, Savings on the Decline

A recent survey from MX highlights data points between consumers and their money, including attitudes towards saving, debt, financial trust, and mobile apps. Consumer Money Matters: Debt on the Rise, Savings on the DeclineRecord-breaking inflation rates. A slowing economy with predictions of a recession to come. Everyday necessities like milk and gas at sky-high prices. Skyrocketing household debt. This is the reality for American adults today. And, according to new research from MX, consumers are less confident in their financial futures due to rising costs. The latest research of 1,000 U.S. consumers from MX shows that 40% of consumers surveyed believe their current financial situation has changed for the worse due to rising costs compared to last year. Half of the respondents also say they are saving less money today, while 32% say the amount of debt they owe has increased. Across generations, Gen Z may be most optimistic in the face of these economic challenges, while the majority

Jingqi WuCommunity Manager

posted in Lounge Area

Introduce Yourself & Meet Your Peers

Welcome to MXcommunity! We are so excited you are here. 🤗 Let’s build this community together! ⭐️ Now, let’s get to know each other a little more. Tell us a little bit about yourself, where you're located, and how you work with MX.

Jingqi WuCommunity Manager

published in News & Announcements

Going To MXS? Meet Your Peers Now!

Hiya community members! It’s great to see you all here, and I’m super excited to see you in person next month! 🎉🎊 Feel free to introduce yourself below and let us know what you’re most looking forward to at MXS this year. I’ll start first! My name is Jingqi Wu, and I’m the client community manager at MX. I’m hosting our first Client Community Corner at the MXS Open Reception on 9/20. And the thing I’m most excited about is the opportunity to meet you all in person. Make sure you stop by at the Client Community Corner and get a specialty drink! 🥳 Now it’s your turn to introduce yourselves! CheersJW

Jingqi WuCommunity Manager

published in News & Announcements

MXS 2022 Exclusive Diversity Spotlight and More

Money Experience Summit has something for everyone on September 20-22, 2022, at Snowbird Resort in Utah. In addition to iconic speakers and curated discussions, join us for unique experiences and networking opportunities. Diversity Spotlight: Changing Money NormsWe’ll be hosting an exclusive documentary screening of $avvy followed by a panel discussion and cocktail networking reception on Tuesday, September 20. Be sure to secure your pass now and RSVP to join Robin Hauser, award-winning producer and director of $avvy, and MX for this exclusive opportunity, networking, and discussions on the shift in money norms among minorities and women, the importance of financial inclusion, and mitigating bias.RSVP Here Just Dewitt Classic Charity Golf TournamentCome a day early and tee off for charity with the Brandon Dewitt Foundation on Monday, September 19, at Thanksgiving Point Golf Club. Hosted and managed by the Foundation, the format will be Best Ball and also feature contests for men’s a

Jingqi WuCommunity Manager

posted in Lounge Area

Finally! The MX Product Roadmap Portal is here! 🎉🎊Tutorial

Finally! The MX Product Roadmap Portal is here! We are excited to announce that our community members can now access the MX Product Roadmap Portal, a dedicated space for MX product teams and clients to collaborate, collect feedback, prioritize features, plan roadmaps, and track the progress of product development. We’d love to hear your input on what we should focus on next and are committed to reviewing your ideas to help us build MX! Have an idea? Follow these 3 steps: Search the portal first to see if the idea already exists before submitting. If your idea is already on the roadmap, make sure to like or comment to help get it more visibility! Click "Submit Idea" within the product roadmap portal. When adding your idea, please make sure to explain it clearly, providing as many details as possible. For product ideas, make sure to answer the following questions in the description: What is your use case? What problem are you trying to solve? Is it a critical feature that blocks you f

jessica.kendallCommunity Manager

published in News & Announcements

New MX Research Shows 70% of Respondents Expect Their Financial Provider to Give Them Personalized InsightsNews

MX released a new report on consumer trends in online and mobile banking today. The research highlights opportunities for financial institutions and fintechs to build brand loyalty by offering consumers more personalized, digital and mobile experiences. Seventy-two percent of all respondents say they now prefer to manage all their finances online or through a mobile app. At the same time, 70% expect their financial service providers to give them personalized notifications and insights. Read more.

jessica.kendallCommunity Manager

published in News & Announcements

Fiserv and MX Enable Secure Consumer Financial Data Access to Accelerate Future of Open FinanceNews

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial services technology solutions, and MX, a financial data platform provider and a leader in modern connectivity, are accelerating the future of open finance through secure, reliable consumer financial data sharing. MX is the first company to access tokenized consumer data via AllData® Connect from Fiserv, to better enable a more secure way for consumers to share their financial data with their favorite apps or services. Read more.

jessica.kendallCommunity Manager

published in News & Announcements

Anything But the Weather: How to Create More Meaningful Connections

Connecting to one another is one of the ways we are truly human, according to Susan McPherson, best-selling author of The Lost Art of Connecting and “serial connector.” The pandemic opened our eyes to the importance of meaningful connections. After 2 years of isolation during the height of the pandemic, Susan joined a gathering of some of the brightest minds in financial services and fintech to talk about building meaningful relationships at FinTech Festival this past week. Her advice is to connect on a human level and build authentic relationships. How do you do this? Susan has three simple steps you can take. Read more on the MX blog.

jessica.kendallCommunity Manager

published in News & Announcements

FinTech Festival 2022 and Open Finance

Last week, MX hosted the 11th Annual FinTech Festival at the Sundance Mountain Resort. The annual event brings together the brightest minds in the financial industry to discuss how open finance is driving customer outcomes and reshaping the future. Check out key takeaways on the MX blog. You can also watch the replay of FinTech Festival LIVE for the full keynote sessions.

jessica.kendallCommunity Manager

published in Lounge Area

The Clock is Ticking for a Better Digital Banking ExperienceBlog

Thirty percent of financial organizations do not allow consumers to open checking accounts online according to new data conducted by GLG. In today’s digital age, this is shockingly high. For other types of accounts, the numbers are even worse — only 66% of organizations say you can open savings accounts online. And, it’s 60% for credit cards, less than half for loans (46%) and lines of credit (45%), and less than a third for mortgages (33%), auto loans (28%), and insurance (15%). Click to read more.

jessica.kendallCommunity Manager

posted in Lounge Area

Brandon Dewitt Honored as CTO of the Year

So cool to see Brandon Dewitt honored last night as CTO of the Year by Silicon Slopes. Check it out! https://www.facebook.com/watch/?v=847561159977548

jessica.kendallCommunity Manager

published in News & Announcements

Deposits.com Selects MX to Advance the Pace of Financial Inclusion in Underserved CommunitiesNews

LEHI, Utah and DALLAS – February 22, 2022 – MX, the financial data platform and leader in modern connectivity, announced today that Deposits.com, a trailblazing financial technology and customer experience platform that “makes money more awesome,” has chosen MX for account linking, personal financial management, insights, and embedded financial wellness products. This partnership will level the playing field for community banks, credit unions, and community developers seeking financial innovation and inclusion. Click to read more.

Jingqi WuCommunity Manager

published in News & Announcements

Connect Release Notes — February 1, 2022News

UpdatesFor clients using Connect inside a WebView, we've improved the process of redirecting users back to their native app. The new `client_redirect_url` parameter should be used instead of the `ui_message_webview_url_scheme` parameter. You can learn more in our API reference or integration guide. `ui_message_webview_url_scheme` is still supported, however. We have expanded behavioral metrics to improve research on the user journey through the widget.FixesWe made some minor updates to capital and lowercase letters, Spanish translations, and accessibility functions.

Jingqi WuCommunity Manager

published in Lounge Area

MXcommunity GuidelinesTutorial

Welcome! The MXcommunity is a place for our clients & partners to share experiences, discuss and learn from one another, and make suggestions to improve and support each other. In order to create a great experience for everybody, we ask our community members to follow the guidelines below: Be kindTreat one another with respect. Any posts that are seen as racist, sexist, discriminatory, derogatory, threatening, harassing, or otherwise insulting will not be tolerated. Be constructiveHaving a different opinion and being critical is great but only if it is used to foster healthy discussions. Help others grow by giving them constructive and respectful feedback. Be openIt’s all about being transparent, honest, and truthful. Embrace and welcome new people, processes, ideas, ways of doing things, and visions of others. Don’t be scared to go outside of your comfort zone! Be mindful of private or confidential informationPlease refrain from sharing any personal (e.g., telephone numbers, emai

Jingqi WuCommunity Manager

published in Lounge Area

New to MXcommunity? Let’s get you started!Tutorial

Welcome to MXcommunity! We are excited to have you join our conversations. Here’s everything you need to know about the MXcommunity: What is MXcommunity?The MXcommunity is built for MX’s clients and partners to discuss challenges, submit ideas, and engage with one another to share insights, best practices and help each other grow. Whether it’s your first or your thousandth day working with MX, there is something in the MXcommunity for you. First, make sure you are signed in to get the full community experience! ✅💃 So what are you waiting for? Introduce yourself in our introductions thread and meet who else is here! Next, let’s take a quick tour. If you scroll to the top of the MXcommunity from any page, you’ll see a few options available to you: News & AnnouncementsThis is where we keep you updated on what’s happening within our company, the community, or our products and services. Lounge AreaInterested in meeting folks and having a chat about something off-topic? Discuss it her

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