Features Overview

The MX Mobile App delivers a comprehensive suite of native features designed to provide your users with a complete digital banking experience.

Core Features

Dashboard

The Dashboard serves as the central hub of the mobile app, providing users with an at-a-glance view of their financial life. It displays all connected accounts organized by type, offers quick access to the Connect Widget, and showcases Financial Insights (when purchased). Users can customize their dashboard experience, manage notifications, and access key account actions—all from a single, personalized interface.

Accounts

The Accounts feature delivers comprehensive account information across multiple touchpoints within the app. Users can view detailed account information, track balances, review recent transactions, and take account-specific actions based on eligibility and configuration.

Transactions

The Transactions feature provides users with a comprehensive view of all account activity, organized chronologically with search and filtering capabilities. Users can categorize transactions, view embedded financial insights, and manage their spending across all connected accounts.

Move Money

The Move Money feature centralizes all money movement activities into a single, easy-to-access location. Users can transfer funds between accounts, deposit checks via mobile capture, send payments, and manage payees.

Connect

The Connect feature embeds the MX Connect Widget directly into the mobile app, enabling users to securely link external financial accounts. With multiple entry points throughout the app, users can gather their financial data and get a complete view of their finances.

Communication Features

Notifications

The Notifications feature keeps users informed about important account activity, budget status, and financial insights through push and SMS notifications. Users have granular control over notification preferences, including custom thresholds and delivery method preferences.

Marketing

The Marketing feature enables financial institutions to deliver promotional messages, product updates, and relevant information directly to users through push notifications and in-app channels. This creates opportunities for engagement and helps institutions communicate value to their users.

Contact Support

The Contact Support feature provides users with direct access to help and feedback channels throughout the app. Users can submit feedback, report issues, or request help through convenient entry points integrated into key app screens.

Feature Configuration

All features can be customized and configured to match your institution's specific needs and branding requirements. Feature availability, behavior, and appearance are controlled through:

• MDX API: Configure account actions, eligibility rules, and feature behavior
• Branding: Customize colors, logos, and visual elements
• Feature flags: Enable or disable specific features per your license
• Configuration settings: Set thresholds, defaults, and user-facing options

Next Steps

Explore individual feature pages to learn about specific capabilities, configuration options, and implementation details. Each feature page includes:

• Detailed feature descriptions
• Visual examples and Figma embeds
• Configuration guidance
• User experience flows

For implementation guidance, see the Setup documentation to learn how to configure and deploy these features in your mobile app.