MX Analytics & Marketing

MX Analytics Suite enables you to see how your customers are engaging with your products and your competitors’ offerings. On the left side panel, you will see that the analytics suite is divided into a few sections containing various dashboards: overview, customer intel, platform engagement and business insights.

Overview

When you first login to the MX analytics platform, you will be brought to the Overview tab. This is the first screen and displays charts and data covering high-level information about your customers usage and engagement, including:

• Usage last 90 days
• Active user count over time
• Usage over time
• Active users by month
• Total users by month
• Users with external accounts
• Total accounts by month

Customer Intel

The dashboards in this section include Financial Health and Spending Behavior.

Financial health dashboard shows the real-time sum of various groups of users depending on their financial health scores. The financial health score is calculated based on the spend-to-income ratio, debt-to-income ratio, emergency savings resiliency, late and overnight draft fees, and savings balance.

• Vulnerable users have a score of 0–25
• Building users have a score of 26–50
• Stable users have a score of 51–75
• Strong users have a score of 76–100

Spending behavior dashboard charts shows information including: total transaction volume, internal transaction volume, external transaction volume, total transaction volume by month, total transaction volume by category and total transaction volume by merchant.

Platform Engagement 

Each dashboard has charts that give you insights into your customers’ engagement with your digital offerings. The three dashboards you will have access to through the Platform Engagement tab are: MXpfm, MXmobile and MXinsights.

MXpfm displays information including the number of: new MXpfm users, active MXpfm users, active MXpfm users over time, pageviews per feature, sessions per active user, average session duration, total pageviews, active MXpfm users by day and active MXpfm users by device.

MXmobile displays information including the number of: active MXmobile users, new MXmobile users, active MX mobile users over time, pageviews per feature, sessions per active user, average session duration, total pageviews, active MXmobile users by day, active MXmobile users by OS and total MXmobile users.

MXinsights displays the total number of insights delivered and insights delivered by type.

Business Insights

The dashboards in the Business Insights section include Accounts and Discovered Accounts. Each dashboard will give you insights into what accounts your customers are utilizing in addition to your institution's accounts.

Accounts

Accounts dashboard charts display information including: total accounts, total internal accounts, total external accounts, total accounts by month, total accounts by type, external accounts by organization, external accounts by interest rate, users with internal/external accounts, internal/external accounts per users, users with accounts by month, users with accounts by account type, users with external accounts by organization, users with external accounts by interest rate, total internal/external account balances, average internal/external account balance, total account balances by type, external account balances by organization, external account balances by interest rate.

Discovered Accounts

Discovered Accounts leverages existing transactional data to find these outside accounts — it does not rely on users connecting those accounts to MX software.

Discovered dashboard charts display information including: total discovered accounts, users with discovered accounts, discovered accounts per user, users with discovered accounts by month, users with discovered accounts by account type, users with discovered accounts by organization, total transaction volume to discovered accounts, total transactions to discovered accounts, average transaction volume to discovered accounts, total transaction volume to discovered accounts by month, total transaction volume to discovered accounts by organization, total discovered accounts by month, total discovered accounts by type, total discovered accounts by organization.

Marketing Hub

With the marketing hub, you will be able to put together an audience or group that you would like to market to. This is done by first setting up specific audiences and then creating tailored marketing campaigns within the MX tool.

Audiences

An audience is the specific group of users to whom you will direct your campaign. You are able to build a new audience list in the Audience tab on the left-hand side of the screen within the Marketing Hub. A new audience list can be created from scratch or by importing an external GUID list.

You are able to configure the audience conditions including balance, type, interest rate, minimum payment. You are able to enable multiple conditions and the platform can help calculate the number of users included and the percentage of total FI users based on your current configurations.

Campaigns

Custom campaigns allow you to send targeted messaging to pre-set locations in MX products, as well as embedded spaces outside MX products with Embedded Spaces. Custom campaigns will be sent to users you've assigned to audiences.

Custom campaigns can be set as continuous, meaning the campaign will be sent to users in your selected audience and to new users who meet the audience criteria in the future. A continuous campaign does not mean a campaign will continuously go to the same users. Rather, it means the campaign will be sent to users who are newly added to an Audience.

Training & Resources

What is MX Academy?

MX Academy Admin Tools: Analytics Suite

MX Academy Admin Tools: Marketing Hub

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