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2025

December​

12-10 Mobile App Redesign​

We've redesigned our Mobile Banking experience. The new experience focuses on user-centric design and delivers significant improvements in usability, satisfaction, and engagement.

12-03 Insights User Feedback​

MX has enhanced the User Feedback insight. Previously limited to a single rating and open comment, the updated feedback survey now includes three questions. This update provides a clearer view of user sentiment and product performance while maintaining the same in-feed, interactable experience.

November​

11-24 Audiences | Marketing Opt-Out List​

In Audiences, you can import a single list of users who have opted-out of promotional communications to exclude them from new messages.

See Marketing Opt-Out List.

11-14 Custom Insights​

MX now offers custom-made Financial Insights. We can help you create, configure, and deploy your own insights to support your unique business goals. You can define language and CTAs and view performance metrics for the insights you create. Learn more about Custom Insights.

October​

10-02 Micro Widget Updates​

We've updated our Insights Micro Widget with optional style features.

  • An updated carousel which shows peeks of the next card to indicate continuity
  • Redesigned dots below the cards to indicate position
  • New theming capabilities to allow your institution branding to reflect in the micro widget

Reach out to your MX representative to enable these features.

September​

09-26 Recurring Transactions Widget​

We’ve updated our Recurring Transactions widget with a new style.

09-22 Customer Analytics Audience Assistant​

Create an audience using natural language with Audience Assistant.

Audience Assistant reads your plain-language request, translates it to the underlying Customer Analytics filters, and shows the human‑readable conditions that define the resulting audience.

09-02 Data Access API Weekly Stats Report​

We've added a new premium feature to Data Access for Channel Partners and Data Providers. You can add up to 5 email addresses to receive a weekly report (scheduled Sunday 12 a.m. UTC) about API stats such as total requests, overall availability, an error summary, stats per endpoint, and more.

To set this up, visit Performance Monitoring, then select Manage Settings.

August​

08-27 New Widget Sizes​

We've released a micro version of our Trends Widget, Net Worth Widget, and Recurring Transactions Widget. We also released a Mini Goals Widget.

08-20 Financial Insights Notifications​

Users can now get timely notifications for the Financial Insights that matter to them the most. Notifications are delivered through any of our available channels (in-app, SMS, push notifications, or email). Reach out your MX representative to get them set up.

08-20 Supported Systems​

MX only supports devices that have received security updates in the last 6 months.

08-19 PFM Locales​

You can now set the language for the Money Dashboard widget. Do this in one of three ways: contact your MX representative to set the locale globally or set your integration to respect the user's browser settings, or pass the locale parameter through your Widget URL request.

08-12 Insights Retention​

We've updated our platform to only display the last 90 days of Financial Insights (previously 180 days) to improve platform stability and provide quicker loading and response times.

July​

07-31 New Actionable Integration Widget​

The Actionable Integration widget is designed to unlock existing and many future functionalities without requiring you to enroll in Insights. Now you can call directly to our integration of direct deposit SDKs (as well as future SDK integrations) and display it wherever you need to.

07-30 Data Access Improvements​

Data Access has improved real-time visibility into consumer data sharing activity.

We’ve enhanced the ability to disable third party applications in a way that minimizes connectivity disruptions for end-users and aligns with 1033’s requirements for revoking an app’s access.

We’ve also improved webhook notifications to enable Data Providers to receive:

  • First time consent to share data with a third party
  • Renewed consent to share data with a third party
  • Expiring consent to share data to a third party
  • Revoked consent to share data to a third party
  • Modified consent to share data to a third party

07-11 Updated PFM buttons​

We’ve added the “Add Accounts” button to the Accounts widget header and the Money Dashboard welcome bar to make it easier to connect your external accounts.

07-11 New Notification​

We’ve created a new version of the Large Deposit notification that will only trigger on POSTED transactions. You can choose to enable this version or the original version (triggers when the transaction is first seen, regardless of status) based on your desired user experience.

07-09 Updated MX IP Address Ranges​

Added new IP range to be utilized at MX Data Center and Cloud locations. See: MX IP Address Ranges.

07-07 Platform API Version documentation​

With our Unified Product Ordering release in March, we introduced Platform API version v20250224 using a beta header for passing the API version. Now, we're releasing full documentation for v20250224 and updates to our versioning guide. This update includes support for MX's new version header for Unified Product Ordering:


_10
-H 'Accept-Version: v20250224'

To view the latest API documentation, visit MX Platform API. Details for migrating from previous versions are in the Migration guide. The previous version is available via the Version dropdown menu.

06-25 Customer Analytics Campaign ROI​

Customer Analytics has a new home page that now allows you to easily track campaign ROI metrics. ROI metrics include: deposits, direct deposit, aggregation rate, products per user, loan balance, and digital adoption.

Looking for metrics formerly on the home page? Some metrics have moved. Use the Digital engagement & aggregation dashboard to find total platform users, adoption and engagement rates, number of accounts over time, aggregation trend over time, and login rate. Use the External relationships dashboard to view the number of customers with external accounts, top 15 competitors, and top 20 aggregated institutions.

The Customer Analytics User Guide has more information.

06-23 Feedback Survey​

We've added a Give Feedback button to the side of every page. Now, you can rate a page as helpful or unhelpful and share your comments.

06-16 Money Dashboard Updates​

The Recurring Transactions Widget now allows a Twice a Month recurrence type.

06-01 Insights Updates​

We've updated elements of our Insights UI to address various accessibility standards and needs.

You can now use a Messaging setting to flag a campaign as a “direct deposit” campaign, which directs the CTA button to open the Insights widget with a direct deposit SDK overlaid.

May​

05-19 Money Dashboard Updates​

You can now customize your Money Dashboard widget's primary color and choose light or dark mode.

The Settings widget has a new Help tab which displays FAQs and the Request Support button.

05-16 New Spend-to-Income Dashboard​

Customer Analytics now has a dedicated dashboard for the Spend-to-Income calculation, which delivers crucial insights for your products and services.

This dash unlocks the full story with aggregated and discovered account data through Customer Analytics, helping you better assist your customers in the following groups:

  • High spend-to-income ratio. These customers may benefit from increased engagement with budgeting tools, debt consolidation services, or financial health consultations.
  • Low spend-to-income ratio. These customers may find value in high-yield savings products or investment products and services.

By leveraging this data within Customer Analytics, you may more effectively equip your customers with the products or services necessary for them to be financially strong.

05-14 Priority Data​

When requesting products using Platform API version 20250224, you can optionally retrieve priority data before all requested data has aggregated. This helps:

  • Reduce user drop-off during the connection flow
  • Power time-sensitive workflows such as account verification or balance display

See Accessing Priority Data for more info.

05-07 Documentation site navigation improvements​

We're making incremental improvements to our navigation to help you find what you need. Our top navigation now has an API Reference dropdown to help you get to documentation with fewer clicks. Plus, we've streamlined product documentation into product areas with new left sidebars. There's less scrolling to get where you need to go.

05-06 Customer Analytics UX enhancements​

Customer Analytics has launched significant UX enhancements to address several pain points identified through user interviews, client feedback, and user sessions.

  • All dashboards are now organized under two main navigation categories:
    • Segment Analytics: This category includes dashboards designed for audience creation. These dashboards are tagged to indicate their potential use cases.
    • Product Performance: This category includes dashboards not intended for audience creation. These dashboards are for general analysis and discovery about money movement, your customers, your institution, etc.
  • Dashboard changes:
    • All Opportunities dashboards (credit cards, mortgage, auto loans, wealth) have been consolidated into a single External Relationships dashboard.
    • The Savings attrition and Checking attrition dashboards are merged into one Account Churn dashboard.
    • Renamed dashboards:
      • Lookalike audiences → Current customer snapshot
      • Retail audience builder → Pre-built audiences

Plus, we’ve added search bars and made the Business glossary more accessible.

April​

04-29 Money Dashboard Widget​

The Money Dashboard Widget is our refreshed Master Widget. The new layout has a left navigation bar which groups our other widgets into high-level categories of "Save," "Spend," "Borrow," and "Plan." The Dashboard page is a collection of mini widgets you can configure and display to your users. The Money Dashboard Widget can also display Customer Analytics banner campaigns.

04-23 Connections Widget Use Case Filter​

If you're using the use_cases parameter, you can set the Connections Widget to only show connections (members) with the use_cases you set when requesting the widget URL.

For API examples, see Filter Connections.

For more info on the use_cases parameter, see one of the following guides depending on the API you're using:

04-21 Data Access Webhooks​

Now, in the Data Access portal, you may create, edit, disable (pause), or delete your webhook endpoints to receive notifications when your customers update consent.

04-08 Messaging Micro and Mini Widgets​

Our Messaging feature now has the ability to send Insights using micro or mini widgets. When creating an Insight using the Messaging feature, you may choose regular, micro, or mini size for the Insight widget.

04-03 Data Access Statements​

We now have support for the FDX Statements API. Use these endpoints to provide account statements for users.

04-02 Updated Settings Widget​

Our Settings Widget has a new look and is the new home for the Help content.

March​

3/31 Unified Product Ordering​

If you're using the Platform API, you can include a version header for version 20250224 to aggregate data from multiple products in a single API call.

If you’re using the Platform API, you can include a version header for version 20250224 to aggregate data from multiple products in a single API call.

3/31 New Insights​

We've added a Discovered Accounts Insight that will identify discovered accounts from the user’s held account data and suggests they connect the discovered account.

February​

ISO Country Code​

We’ve added support for country-specific institution filtering in the Connect Widget and Platform API. This enhancement allows you to control which financial institutions are available in the widget or API based on country codes, improving user experience and conversion rates. With this, you'll have:

  • More control over which institutions end users can connect to.
  • Fewer issues related to international transfers in payment use cases.
  • A more seamless experience for users in specific countries.

You'll set the country codes when requesting a widget URL or listing institutions.

Recurring Transactions API​

We've added a group of new transactions endpoints that empower you to deliver insights into recurring financial obligations (bills, subscriptions) and income streams. By identifying patterns in transaction data, users can gain clarity on cash flow, enabling proactive budgeting and personalized financial experiences.

See our Recurring Transactions guide for requirements, endpoints, and more.

January​

Connect Widget​

Member Use Cases​

If you've implemented the Connect Widget to support PFM and money movement use cases, you can use the use_cases field on applicable requests to ensure:

  • Each member is associated with a specific use case.
  • Our PFM and Insights products reflect data only for members with the PFM use case.
  • Members with "use_cases": ["MONEY_MOVEMENT"] do not aggregate transaction data.

In the Connect Widget, this change impacts the flow of new members and existing members.

This is now available for Platform API and Nexus & SSO API integrations. You must work with MX before enabling this functionality.

See the Connect Widget docs for more info.

Callback Header​

If you set the X-CALLBACK-PAYLOAD header in the widget URL request, this will be returned in the metadata for all Widget Events.

Financial Insights​

insights/featuresinsights/features#set-up-direct-deposit) insight prompts users without an active direct deposit to set one up.

Platform API​

The X-CALLBACK-PAYLOAD header will appear in the Member and Member Data Updated webhooks if it was set in the Create/Update Member or Aggregate/Verify Member respectively, allowing you to trace user interactions and workflows initiated externally and internally in the MX Platform.

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