ATB Financial, with $58.3 billion in assets and 800,000 clients, wanted to strengthen its competitive edge by embedding financial wellness tools into its digital banking. Partnering with MX, ATB integrated personal financial management and account aggregation, creating an intuitive platform where customers could view all accounts, track spending, and take immediate action to improve finances. Adoption reached 46% within six months, with an average of 4.4 accounts per user. Leaders praised MX’s innovative, customer-focused approach, noting that the partnership drives engagement, positions ATB as the primary bank, and aligns with its goal of creating customer happiness.

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