A global financial institution sought to boost retention and loyalty by driving mobile adoption. Partnering with MX, it launched a mobile-first financial tools app featuring budgeting visualizations and account aggregation, enabling customers to link checking, savings, investments, credit cards, and more into one view. The app used intuitive visuals, with budget categories shifting from green to red as spending exceeded limits. Within five months, the initiative doubled new monthly usership and increased aggregation by 101%, giving customers a one-stop financial hub while providing the bank with rich data to inform future strategies.

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