PDF Maximizing Financial Management with PFM

Maximizing Financial Management with PFM

FIS and MX Partnership

Erica Pilon, Lou Byfield, Anne Konop Pete Chapman, VP Partnerships, MX 5/25/17

Not Just Another PFM

Actionable Data Meets Customer Advocacy

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FIS Personal Finance powered by MX

? Founded in 2010 ? $50 million total funding

? $30 million Series A funding, led by USAA

? 1000+ Financial Institutions

? 5 year growth > 17000% ? 181% CAGR ? 200+ Professionals

headquartered in Lehi, UT

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Why Did We Partner with MX?

Customer Demand

Ongoing Digital Leadership by FIS

Shared Vision of Consumer

Advocacy

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FIS Personal Finance

Customer Experience

Marketing

Data

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