Pioneer Bank, with 22 branches in upstate New York, sought deeper insights into its customers to enhance offerings and strengthen connections. By implementing the FIS Personal Finance solution powered by MX, the bank aggregated internal and external accounts for a 360-degree financial view. This revealed that 58% of top external loans were student loans, guiding Pioneer to refine its products for competitiveness. Within months, adoption was strong, with 65% of users engaging regularly and overall users doubling in one quarter. The data-driven approach enabled targeted campaigns, boosting engagement and customer loyalty.

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