Question: I'm looking for a way to build personalized financial experiences that drive engagement and growth, do you know of any tools that can help?

If you're looking to build personalized financial experiences that drive engagement and growth, MX is a great starting point. MX Technologies offers a robust platform for financial institutions and fintechs to connect, enhance, and enrich financial data. This platform supports various use cases such as account opening, customer intelligence, digital banking, and financial wellness, helping businesses create tailored experiences that boost engagement and growth.

Another excellent option is Envestnet | Yodlee, a financial data aggregation platform that provides deep insights through access to over 17,000 global data sources. It includes features like transaction data enrichment, AI-powered financial experiences, and customizable financial applications. This platform is suitable for retail banking, credit and lending, open banking, and more, making it a versatile tool for driving growth and enhancing customer satisfaction.

For AI-powered personalization across various digital touchpoints, consider Dynamic Yield. This platform uses advanced algorithms to match unique content, products, and offers to each customer, enhancing customer engagement and experience optimization. It is designed to improve operational efficiency, reduce costs, and drive revenue, making it ideal for financial services among other industries.

Lastly, Flybits offers a data-driven personalization platform tailored for banking institutions. It enables the creation of contextual and personalized experiences at scale, helping build trust with customers through meaningful interactions. The platform supports a range of use cases, including onboarding, spend stimulation, and cross-sell efforts, which can significantly improve engagement rates and sales.