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  • The State of Aggregation: An Open Banking Conversation
    The State of Aggregation: An Open Banking Conversation
    Nate Caldwell, Product Manager at MX Recorded: May 30 2019 46 mins
    Data aggregation is significantly changing the way financial institutions use and share customer information. And with Open Banking quickly gaining ground in the financial industry, it’s now more important than ever before to be part of the conversation.

    Today’s consumers want to manage their accounts in one place—with convenience and ease. And with the right type of partner, you can serve your customers’ needs securely, without ever compromising their financial information. Join Nate Caldwell, Product Manager at MX, for this timely conversation.

    In this webinar you’ll learn:
    - The significance of data quality when it comes to creating a seamless customer experience
    - What the current state of aggregation is, and how the way people connect to their financial data is changing
    - The importance of data aggregation and the primary benefits to both you and your customers
  • How to Power Your Digital Strategy with New Technologies
    How to Power Your Digital Strategy with New Technologies
    Justin Martin, Product General Manager for Mobile at MX Recorded: Apr 4 2019 35 mins
    The financial industry is going through a digital transformation that will fundamentally redefine the way financial institutions connect with existing customers and reach new users. Today, consumers’ expectations for simplicity and convenience is at an all time high. To meet their growing demands, financial institutions must strengthen their digital strategy with new technologies—from chatbots to machine learning—powered by clean data.

    Join Justin Martin, Product General Manager for Mobile at MX, to learn how you can leverage technology, powered by clean data, to drive digital initiatives that lead to higher engagement.

    In this webinar you’ll gain three main insights:
    - How a lower barrier to entry in the financial industry is causing less friction and more choice for consumers
    - How you can attract younger demographics and build loyalty along the way
    - How incorporating new technologies into your digital strategy increases engagement and boosts retention
  • Don't Let Apple Take a Bite Out of You: Compete Against Big Tech
    Don't Let Apple Take a Bite Out of You: Compete Against Big Tech
    Don MacDonald CMO at MX & Ivan Hurtt Product at MX Recorded: Mar 29 2019 39 mins
    Join Don MacDonald CMO, MX and Ivan Hurtt Product, MX for our webinar "Don’t Let Apple Take a Bite Out of You: Compete Against Big Tech" this Friday, March 29, 2019.

    Learn how you can leverage your data to create a truly exceptional customer experience and compete effectively against the big tech giants.

    In this webinar we’ll discuss the elements of a winning strategy:

    - Understand how Apple’s user experience drives their competitive advantage
    - How MX helps you use your data to create a world class customer experience
    - How to achieve a time-to-market advantage with MX
  • A Data-Driven Approach to Really Knowing Your Customers
    A Data-Driven Approach to Really Knowing Your Customers
    Dan Ries, Product Manager at MX Recorded: Mar 7 2019 39 mins
    Most financial institutions have siloed customer data all across their organization—making it hard to access and nearly impossible to act on.

    Join Dan Ries, Product Manager at MX, for our webinar: A Data-Driven Approach to Really Knowing Your Customers on Thursday, March 7th at 1:00 P.M. EST to learn how you can leverage your data to strengthen engagement with customers, boost adoption among new users, and drastically increase ROA.

    In this 45 minute webinar you’ll learn how you can:

    Place the right offer in front of the right account holders at the right time

    Create segments, deploy adaptive offers, and start tracking campaigns instantly

    Breakdown data into visual formats so you can discover and act on new opportunities faster

    With unprecedented choice and virtually no friction, consumers can easily switch to data-savvy competitors or big tech companies for their financial needs. Financial institutions that effectively use data to increase revenue, reduce cost, and deliver truly amazing customer experiences will win new customers and drive ROA.
  • How to Increase Financial Awareness
    How to Increase Financial Awareness
    Nate Gardner, Chief Customer Officer at MX Recorded: Jan 10 2019 48 mins
    Financial stress can drastically impact employees’ wellbeing and work performance. In fact, a recent report revealed that 60% of employees facing financial issues were unable to focus during work. Financial institutions are well positioned to help employees manage their finances more effectively with the right education, tools, and guidance.

    When employees are financially stronger, they become advocates that can help your members make well-informed decisions about their financial goals. Strengthening your members’ financial literacy, strengthens your credit union as a whole.
  • Why Member Advocacy Matters: Make an Impact Now
    Why Member Advocacy Matters: Make an Impact Now
    Jane Barratt, Chief Advocacy Officer at MX Recorded: Dec 18 2018 52 mins
    Data-driven member advocacy is the new standard for success. In this webinar you'll learn how data can help you become member-obsessed, what steps to take to maximize your member advocacy, and why there's no better time than right now to pivot your business model to be data first.
  • The Importance of Data Quality in the Digital Age
    The Importance of Data Quality in the Digital Age
    Mike Bates Recorded: Dec 12 2018 37 mins
    At MX, we set the bar for data cleansing and classification higher than anyone else on the market—because 50% cleansed data is simply not good enough. We help fintech innovators act on their data quickly, so they can spend less time cleansing transactions and more time executing on strategic initiatives.


    Join Mike Bates, Product Manager at MX for our webinar The Importance of Data Quality in the Digital Age on Thursday, December 12th at 1:00 PM EST.

    In this webinar you’ll learn what high-quality data makes possible:
    Understand your customers’ expenses and their type of debt to income ratio
    Provide customers with recommendations based on their behavioral patterns
    Increase engagement and boost adoption with relevant digital experiences across platforms and devices

    The quality of your data is directly related to the success of your business. When your data is properly cleansed and accurately classified, you’ll power better user experience, insights, and data analytics.
  • The ROI of Advocacy: Why financial institutions need to put customers first
    The ROI of Advocacy: Why financial institutions need to put customers first
    Jane Barratt, Ryan Smith Recorded: Dec 6 2018 40 mins
    Traditionally, the financial industry has been primarily focused on shareholders’ wealth over consumer advocacy. Today, we’re seeing a shift in the financial industry—well-funded startups and big tech innovators are winning consumers’ hearts by using data to promote advocacy and deliver better experiences. Overall, there are two main trends that are driving change: increase consumer choice and decrease in friction to change. To become an innovator in the space and disrupt the norm, financial institutions must shift to a data-driven mindset—inherently focusing on consumer obsession and putting the customer first.

    In this webinar we’ll discuss:

    Why customer advocacy matters now more than ever before
    How data helps financial institutions drive customer advocacy
    How financial institutions’ focus on customers drives higher ROI
  • Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019?
    Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019?
    James Dotter Recorded: Oct 30 2018 30 mins
    You’re sitting on a goldmine of data—it’s time to convert it into ROI.

    Join James Dotter, CFO at MX and Howie Wu. Head of Consumer Digital Banking Strategy at First Republic Bank for our webinar: Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019? on October 30, 2018 at 1:00 p.m. EST to learn how you can turn your goldmine of data into profit. In this 45 minute webinar you’ll gain three main valuable insights:

    - How you stack up in your peer group among 1400 financial institutions
    - How to transform your financial institution into a data-driven organization
    - How to identify consumer trends and become an innovator in the marketplace

    Business as usual will be anything but in 2019—so if you’re planning on growth in the next year, you need a data-driven strategy. With unprecedented choice and virtually no friction, your customers can easily switch to data-savvy competitors or big tech solutions for their banking needs. Leverage all the insights you’ve gained by acquiring customers to become the primary financial institution.

    Financial institutions that effectively use data will increase revenue, reduce cost, and deliver truly amazing customer experiences—winning new business and driving growth.
  • Data is the Answer: Will You Be the Disrupter or the Disrupted?
    Data is the Answer: Will You Be the Disrupter or the Disrupted?
    Jim Marous, Don MacDonald Recorded: Oct 25 2018 60 mins
    To become an innovator in banking and disrupt the status quo, financial institutions must shift to a data-driven mindset, with a relentless focus on putting the customer first.

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