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Suncoast Credit Union Teams With MX To Provide Clearer Financial Insights And Enhanced User Experience To Its Members

Florida’s largest credit union will use MX’s award-winning data enhancement, financial health and insights tools to empower its members to live their best financial lives.

MX, the financial data platform and leader in modern connectivity, announced it is partnering with Suncoast Credit Union, Florida’s largest credit union in both membership and assets. As a credit union, Suncoast is passionate about empowering its members to enjoy healthy financial lives grounded in education.

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Suncoast has selected MX’s award-winning data enhancement platform, personal finance management, and MXinsights to help members proactively manage their finances and take action on recommended steps. MX will make Suncoast’s data accessible and actionable to improve processing efficiencies, power engaging experiences, and accelerate growth.

“By providing our members with a better experience, powered by accessible and relevant information about their financial lives—what they need and when they need it—we’re helping them solve real issues on their terms,” said Kevin Johnson, President and CEO of Suncoast Credit Union. “We believe this will lead to even more connected Suncoast members and provide more availability for our employees to provide personalized assistance.”

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MX will provide Suncoast members tools for budgeting, auto-categorization, debt management and a seamless experience for viewing all their data in a single platform. With MXinsights, Suncoast will be able to proactively communicate with its members about their account activity, ultimately helping them create and maintain healthy financial habits.

“The strong focus Suncoast puts on serving its members digitally, while giving back to the community, aligns well with our MX values and has been an important factor making this partnership so meaningful,” said Nate Gardner, Chief Customer Officer at MX. “The combination of cleansed, intelligent data powering personal financial insights that MX is providing Suncoast makes for a delightful money experience from a credit union that truly cares about the financial health of its members in Florida and beyond.”

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[To share your insights with us, please write to sghosh@martechseries.com]

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