Case Study

From Insights to Impact: How OneUnited Bank Boosted Engagement and Financial Wellness

From Insights to Impact: How OneUnited Bank Boosted Engagement and Financial Wellness

Pages 2 Pages

OneUnited Bank, the nation’s leading community development financial institution, partnered with MX to tackle the systemic lack of financial literacy in the U.S. education system. By integrating MX Insights, OneUnited created a financial wellness benefits program that aggregates account data, delivers personalized real-time recommendations, and offers tools such as early paycheck access and credit-building support. This approach led to an 18% jump in product engagement, with engaged users logging in over 3 times more and maintaining checking balances nearly 10 times higher than others. Savings also grew nearly 4 times more, showing that personalized insights drive deeper engagement, trust, and financial wellness.

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