Evansville Teachers Federal Credit Union (ETFCU) migrated to MX’s Money Management platform to enhance financial well-being and loyalty. Within two months, aggregated accounts increased fivefold, adoption hit 41%, and 21% of users aggregated their accounts. Integration into mobile opened access for mobile-first members, boosting engagement and retention. By adding MX Insight & Target and Discovered Accounts, ETFCU re-ran a credit card campaign, achieving six times more balances transferred and three times more new cards than before. These hyper-personalized offers drove ROI while improving member loyalty and satisfaction.

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