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MX

By MX Technologies

4.7 out of 5 stars
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How would you rate your experience with MX?

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MX Reviews & Product Details

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MX Media

MX Demo - MoneyMap PFM
Our bubble budget view enables you to quickly see where your money is going and where you are at risk, overspending, or staying in line with your plan.
MX Demo - Helios Mobile App
Our intuitive 5-star mobile app helps you go beyond simple transactions and account management, giving you the tools you need to give your customers the experience they want—today and in the future.
MX Demo - Customer Insights
Better understand how your customers are engaging with your products and offerings.
MX Demo - Account Aggregation
Aggregate all your accounts into one app so you can access and manage your budget, all your expenses, and savings goals from one location.
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MX Reviews (14)

Reviews

MX Reviews (14)

4.7
14 reviews

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Jannelle W.
JW
Mid-Market (51-1000 emp.)
"A human solution for technical problems"
What do you like best about MX?

The people at MX are very easy to work and communicate with, from the client management side to the customer support side. They are curious to understand how our product works and what our needs are, so they can offer or build solutions into their product. Issues do come up, of course, but they are quick to resolve those issues and easy to work with in the meantime. Review collected by and hosted on G2.com.

What do you dislike about MX?

We have seen their support team go through lots of changes over the years, and those gaps in training can result in different handling of our tickets. Review collected by and hosted on G2.com.

DC
Small-Business (50 or fewer emp.)
"Great company to work with and their product is ahead of the curve"
What do you like best about MX?

We had an outstanding experience with MX. Especially their tech integration team, their Bank account authorization widget needed some enhancements for our business and they were quick to make those changes for us. Our customers use this quite frequently to validate their bank accounts and find it very easy to use. Customer support if needed has been spot on! Review collected by and hosted on G2.com.

What do you dislike about MX?

Regarding using the widget for Bank Authorization, The ability to approve only one account for integration would be an excellent enhancement instead of having to get AUTH on all accounts housed at a particular bank. Review collected by and hosted on G2.com.

Verified User in Banking
AB
Mid-Market (51-1000 emp.)
"MX is a great tool for our customers. We love the data we can now see and use."
What do you like best about MX?

We now have access to view the data we've had for so long, but never had a way to view it. We can see and analyze insights of our customers' behavior. I like that we can target market based on what data we see. Review collected by and hosted on G2.com.

What do you dislike about MX?

I dislike that the reports on the analytics don't export exactly as they look on the admin side. Review collected by and hosted on G2.com.

Stephanie M.
SM
SVP of Digital Experiences
Enterprise (> 1000 emp.)
"Best vision. Best values. Best people."
What do you like best about MX?

They are a data company that delivers best in class experiences. Their core values speak to using data to make the world a better place. And their actions live up to that value. They are also one of the first data companies that I've talked to that understand data isn't just transactional. That experience, feedback, and empathy all play a role. They want to understand my customers - what's important to them and what they struggle with - to hear from them directly, and not just want access to their financial data for selfish gains. Review collected by and hosted on G2.com.

What do you dislike about MX?

I dislike very little - they are always transparent about their roadmap and their processes. Anything I disliked they have already changed and improved. Review collected by and hosted on G2.com.

Brent B.
BB
Board Member
Enterprise (> 1000 emp.)
"CEO"
What do you like best about MX?

MX gets that data is about empowering both clients and our teams. What matters and how can we systematically use that to help? Review collected by and hosted on G2.com.

What do you dislike about MX?

We've had more issues w uptime on the mobile app than I'd like. The quality appears to have degraded but I know they are working to rectify Review collected by and hosted on G2.com.

Joshua D.
JD
CEO
Small-Business (50 or fewer emp.)
"Best service, Direct APIs, and User Experience"
What do you like best about MX?

MX is reliable as a product and they go above and beyond to make sure they meet your needs as a customer and individually. I feel like a partner instead of a number and that has made all the difference for us and knowing MX will grow with us and help connect us to others. Review collected by and hosted on G2.com.

What do you dislike about MX?

That's a hard one. I wish they had a KYC and KYB services.

Would make a better all in one platform and allow me not to have to use so many vendors . After talking with the product team I understand why they chose to not incorporate everything into their services and to allow for better partnerships but it's on the wish list still. Review collected by and hosted on G2.com.

JL
Mid-Market (51-1000 emp.)
"Clear and compelling vision. Outstanding people."
What do you like best about MX?

Understanding that data is the key to understanding the custome and therefore is the most critical strategic advantage for a financial services organization. Review collected by and hosted on G2.com.

What do you dislike about MX?

Development of the app is no longer fully supported Review collected by and hosted on G2.com.

AR
Mid-Market (51-1000 emp.)
"Great quality product with customer support to match."
What do you like best about MX?

Bespoke customer support throughout the onboarding journey. Review collected by and hosted on G2.com.

What do you dislike about MX?

Our partnership is still new, nothing negative to report. Review collected by and hosted on G2.com.

Brian F.
BF
Chief Technology Officer
Small-Business (50 or fewer emp.)
"Transforming Aggregation with MX"
What do you like best about MX?

I've worked with every financial data aggregator in the business - none come close to the level of support and customer commitment that MX provides me. Review collected by and hosted on G2.com.

What do you dislike about MX?

Had some language differences to start that led to confusion about product pricing. The concept of coterminus minimums is unique in the aggregation industry and made it through in our initial contract without any discussion nor acknowledgement of how that affect the product usage. Review collected by and hosted on G2.com.

Verified User in Banking
EB
Small-Business (50 or fewer emp.)
"good quality of data, sometimes slow response time ..."
What do you like best about MX?

data quality, can do attitude, business accumen Review collected by and hosted on G2.com.

What do you dislike about MX?

slow response time, missing description, missing data (e.g. notifications, 3rd party subscriptions, ...) although data fields are there Review collected by and hosted on G2.com.

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