Guide

The Ultimate Guide to MONEY EXPERIENCE

The Ultimate Guide to MONEY EXPERIENCE

Pages 17 Pages

The Ultimate Guide to Money Experience explains how banking must shift from manual money management to seamless, personalized interactions powered by connectivity, enhanced data, and AI. Consumers want aggregation, with 91% valuing the ability to see all accounts in one app, yet 60% lack this today. Enhanced data—clean, categorized, and augmented—builds trust and enables predictive insights. Tools like MX Pulse and FinStrong provide real-time insights and financial strength scores, turning banking into a proactive experience. By focusing on outcomes and advocacy, institutions can boost loyalty, engagement, and long-term growth.

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