MX Alternatives

Securely connect and verify financial data, transforming it into actionable insights and enabling personalized experiences that drive engagement and growth.
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Envestnet | Yodlee

If you're looking for a different MX alternative, Envestnet | Yodlee is another good choice. It's a broad financial data aggregation platform that taps into more than 17,000 data sources around the world for a rich understanding of customers' financial lives. With tools like AI-powered financial experiences, transaction data enrichment and a variety of APIs, it can be used for a variety of use cases from retail banking to wealth management. The company's security and compliance work is built into the platform, so it should be a good choice if you're looking for something to drop into your existing infrastructure.

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Plaid

Another good option is Plaid, a data network and payments platform that lets users share financial data with a wide range of apps and services. It can be used for payment initiation, real-time balance checks and 24 months of categorized transaction data. It's got a wide range of financial use cases, and its integration is relatively easy, so it's a good option for companies that want to add new financial services.

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Flybits

Flybits is another option. The company's platform lets banks use data orchestration and hyper-personalization to offer customers personalized experiences. It's good for a variety of use cases, including onboarding, spend stimulation and cross-sell opportunities. Flybits is designed to increase customer engagement, and it can lead to big sales and marketing ROI improvements.

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MoEngage

Last, MoEngage offers an insights-led customer engagement platform that uses AI to optimize interactions and personalize customers' experiences across different channels. With features like customer journey orchestration and real-time transactional alerts, MoEngage is geared for enterprise-level companies in financial services and other industries, helping them to improve customer engagement and ROI.

More Alternatives to MX

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Ocrolus

Converts unstructured financial documents into actionable data with industry-leading accuracy, enabling faster and more accurate decision-making.

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Qualtrics

Reveals actionable insights across customer, employee, and market research, empowering organizations to make better decisions and fuel growth.

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Pulse iD

Provides personalized rewards solutions using AI-driven offers based on individual spending behavior and preferences, driving stronger customer relationships.

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InMoment

Captures and connects experience data from every touchpoint, generating richer insights and predicting customer intent to empower targeted actions.

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Synerise

Converts raw behavioral data into actionable insights with unprecedented accuracy and speed, enabling data-driven decisions.

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D•engage

Unlock valuable customer insights by gathering data from multiple sources and building a single customer profile, enabling personalized interactions across multiple channels.

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Verisk Marketing Solutions

Unlock real-time consumer insights to personalize interactions and drive customer acquisition and retention.

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Tealium

Unify customer data in real-time, creating a single, 360-degree customer view that fuels targeted engagement strategies and powers AI-driven predictions.

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Zeta Global

Unify customer data, personalize email marketing, and optimize paid media campaigns to drive results across the customer lifecycle with AI-powered insights.

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Qlik

Unifies data from hundreds of sources into a single fabric, enabling customers to integrate, transform, analyze, and take action on their data for better decisions.

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HighRadius

Automates and optimizes financial operations, including Order-to-Cash, Treasury, and Record-to-Report processes, to reduce DSO, improve cash flow, and increase productivity.

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Medallia

Uncovers critical insights from every interaction, providing a single source of truth for businesses to drive meaningful change and improve experiences.

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Nasdaq Verafin

Combines machine learning and consortium analytics to detect unusual payment patterns, strengthen security, and improve efficiency in financial crime management.

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Zoot

Automate decision-making and operations with data orchestration, leveraging robust connections and private cloud infrastructure to deliver exceptional customer service.

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mParticle

Unify customer data across touchpoints into a single profile, enabling AI-powered predictions and real-time audience segmentation for targeted marketing and improved customer experiences.

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Quilt Labs

Accelerate financial research with AI-driven search, extraction, and analysis tools, uncovering insights from vast datasets with ease and precision.

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Alteryx

Automates workflows, delivers self-service insights, and aligns data analysis with strategic business outcomes, empowering enterprise analytics for all users and roles.

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Emplifi

Unify customer engagement across social and digital channels with AI-powered automation, real-time insights, and streamlined workflows.

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FinChat

Combines institutional-quality financial data with advanced analytics and conversational AI to accelerate investment research, providing consistent rigor and detail.

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Optimizely Data Platform

Unify customer data from multiple sources in real-time, creating a single, up-to-date view to activate personalized experiences across channels.