Question: Is there a platform that offers financial data enhancement and categorization to improve customer intelligence and financial wellness?

MX offers a full suite of solutions for financial institutions, fintechs and their customers. The platform aggregates financial accounts, identifies insights and creates personalized money moments by securely linking and verifying financial data, cleaning and categorizing it. With broad connectivity to more than 13,000 financial institutions and processing more than 170 billion transactions per day, MX offers security and compliance while empowering personalized financial experiences that drive engagement and growth.

Another top option is Plaid, a data network and payments platform that securely and efficiently connects users' financial data to a broad range of apps and services. Plaid offers features like payment initiation, categorized transaction data, real-time balance verification and point-in-time snapshots of financial profiles. With global coverage and support for a variety of financial use cases, Plaid is a good fit for personal and business finances, lending and banking and wealth management.

If you need a deeper integration and access to a wider range of financial data sources, take a look at Envestnet | Yodlee. The company offers AI-powered financial experiences, transaction data enrichment and deeper insights into customers' financial lives. With access to more than 17,000 global data sources, Envestnet | Yodlee supports a wide range of use cases, including retail banking, credit and lending, financial wellness and open banking, so it's a good option for improving customer intelligence and financial wellness.