/retail banking

News and resources on retail banking, consumer finance and reinventing customer experience in finance.

MX partners Goalry to help people reach financial goals

Source: MX

MX, the financial data platform and leader in modern connectivity, today announced it is helping Goalry, a finance platform and "virtual goal mall," to enable its customers to take control of managing their financial lives.

With MX's data platform to power its one-stop-shop solution, Goalry customers will see improvements in their efforts to increase their savings, retirement, and in paying off debts.

"We loved MX from the beginning because it was always about more than just the accomplishment of the financial goal, but the financial empowerment and memories that are made when you achieve your goals," said Ethan Taub, Founder and CEO of Goalry. "The connection with MX was immediate because we're helping people with life management -- taking action on their goals and socializing what you're doing with your life."

With help from MX, Goalry quickly incorporated its personal financial management features into the Goalry experience. Lacking the resources to recreate everything on its own, Goalry was able to move faster with help from the MX team.

"It would have taken us years to create this on our own," said Taub. "Working with MX has been amazing for that reason alone."

Goalry uses MX's aggregation capabilities and money management tools to provide its customers with a unified money experience. Members are given a single "Member Key" that grants them access to unlock various financial service "stores." When a financial account is added in one store, it is also instantly available to the member at any other store in the mall. By allowing customers to connect all of their financial data in one place, Goalry is enabling its customers to take control of managing their financial lives.

"We share a common vision with Goalry to make finances as they should be for the millions of Americans who want simpler and more efficient tools," said Nate Gardner, Chief Customer Officer of MX. "Through this partnership Goalry customers can better control their financial lives which ultimately improves the quality of their entire life." 

Comments: (0)