EPL, Inc., Partners with MX to Enhance Its Online Banking Platform    BIRMINGHAM, Ala., Dec. 12, 2016   — EPL, Inc., (EPL) a leading software development company serving credit unions nationwide, today announced a new partnership with MX, one of the world's fastest-growing fintech providers, to bring unified financial data and intuitive money management tools to its online banking platform.   MX will deliver cleansed and categorized transaction data that makes spending behavior easier to interpret, along with redundant, reliable multi-source aggregation that paints a comprehensive financial picture for credit union members across their accounts. MX's award-winning UI further assists in helping members formulate budgets, analyze spending, trends, debts and net worth.  "The ability to view all accounts in one place, understand how you're managing money and then make informed decisions based on that knowledge is crucial," said Robin Kolvek, interim CEO at EPL. "Credit unions leveraging EPL & MX's combined capabilities will build financially strong members and deepen their relationships, improving profitability."   The partnership will provide EPL clients with access to MX's Insight and Target solutions, pairing intelligent analytics with targeted offers. As aggregation identifies held-away mortgages, credit cards and auto loans, credit unions can offer their members superior products to win back business from other financial institutions.   "Aggregated data unlocks a wealth of knowledge benefiting member and credit union alike. Members can develop a more disciplined approach to spending, and their financial institution can also extend lower interest rate products that save them even more," said MX Founder and CEO Ryan Caldwell. "We're excited to be working with such a forward-looking and innovative partner who is committed fully to enhancing the member experience."  For more information about EPL and MX visit  www.eplinc.com  and  www.mx.com .   About EPL, Inc.:   EPL, Inc.'s (EPL) custom software solutions maximize success while improving the member experience for credit unions of all sizes. By leveraging technology and specific member data, EPL's innovative solutions help client institutions address challenges related to growth and relationship-building. We continually invest in our team and products to deliver an evolving and comprehensive open-system suite of solutions. Founded in 1977 by industry leaders, EPL is a credit union service organization (CUSO) headquartered in Birmingham, Ala. Get Connected today at  www.eplinc.com .    About MX:  MX is the world leader in unified financial data, enabling financial institutions and fintech providers to collect, refine and present actionable data that empowers the world to become financially strong. Founded in 2010, MX is one of the fastest growing fintech providers, partnering with more than 1,000 financial institutions and 35 digital banking providers. For more information, visit  www.mx.com .   Media Contacts:   Kyle Erickson  Markstein  205-553-8319  kyle@markstein.co  Jeff Meredith MX Public Relations 801-669-5588 press@mx.com   

EPL, Inc., (EPL) a leading software development company serving credit unions nationwide, today announced a new partnership with MX, one of the world's fastest-growing fintech providers, to bring unified financial data and intuitive money management tools to its online banking platform. 

      PIEtech℠, Inc., the creator of the industry’s leading financial planning software, MoneyGuidePro®, today unveiled a new integration with MX to deepen the availability of aggregation for MoneyGuidePro® subscribers and add personal financial management (PFM) functionality via the client portal.  Aggregation is becoming increasingly important as firms wrestle with how to obtain more complete information that will soon be required under the new Department of Labor’s (DOL) Conflict of Interest rules. Under the new DOL regulations, firms must consider the “investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor.” PIEtech℠ believes that aggregation will be an important efficiency play that can help advisors and firms better understand a client’s situation.  “Aggregation is an extremely difficult task – the data is very complex, and it is a gargantuan task to keep that data accurate,” said Kevin Knull, CFP®, President of PIEtech℠. “MX takes a unique approach to the process. Their user interface is really different and makes it fun for investors to work with PFM and learn about their spending and savings habits. As advisors struggle to find new ways to engage clients, MX’s aggregation and PFM functionality will help advisors learn more about their clients – and clients learn more about themselves.” MX will be available to both independent and enterprise subscribers of MoneyGuidePro®, Best Interest Scout™, and myMoneyGuide™. The integration will be available by the end of 2016.  MX is not a new player to the aggregation space. MX currently partners with more than 1100 financial institutions and more than 40 digital, online and mobile banking providers.   “MoneyGuidePro® is widely recognized as one of the most innovative advisor platforms in the world and we are thrilled to have PIEtech℠ recognize and select us to help firms improve the quality of their data as they strive to provide clients with better advice,” said Ryan Caldwell, CEO of MX. "Both teams are on a mission to promote and provide advisors with the ability to leverage data in a way that enables them to better serve their clients.”  About PIEtech℠, Inc.   PIEtech℠, Inc.’s vision is that everyone needs and deserves a quality financial plan. PIEtech℠ is the creator of MoneyGuidePro®, the industry’s leading financial planning software, myMoneyGuide®, an online guided planning solution that allows firms to broadly offer financial planning, and Best Interest Scout℠, a standalone, scalable discovery solution to help firms of all types obtain necessary client information. For more information on PIEtech℠’s powerful financial planning solutions, please visit  http://www.moneyguidepro.com .  About MX  MX is the world leader in unified financial data, enabling financial advisors and financial institutions to collect, refine, and present actionable data that empowers the world to become financially strong. Founded in 2010, MX is the fastest growing fintech provider, partnering with more than 1,100 financial institutions and 40 digital banking providers. http://www.mx.com .

PIEtech℠, Inc., the creator of the industry’s leading financial planning software, MoneyGuidePro®, unveiled a new integration with MX to deepen the availability of aggregation for MoneyGuidePro® subscribers and add personal financial management (PFM) functionality via the client portal.

      BBVA Compass reports that its "digital efforts got a double vote of confidence from independent research firm Javelin Strategy & Research, which gave the bank's online platform top nods alongside five other banks for Financial Management and Money Movement capabilities in its inaugural Online Banking Scorecard."  BBVA Compass' newest money management solution —  BBVA Compass Financial Tools — "is a free digital money management and account aggregation tool made available in coordination with MX . It allows clients to create a single view of their financial accounts, regardless of bank of origin, and includes:   Spending: Clients can see their spending broken out into categories over a period of time and can change the date range, view a visualization of income sources, and segment by subcategories and transactions.   Budgets: A chart that shows clients' monthly budget. Budget categories change color from green to yellow and red if the client exceeds set spending limits.   Trends: Shows spending over time, with the ability to show subcategories and transaction details.   Debts: Enables clients to view a debt plan for their aggregated accounts. Clients can view balances, APR, last payment date and minimum payment. They can also project debt payoff dates and prioritize the payoff of certain debts.   Net Worth: Clients can see an estimate of their net worth based on accounts linked in online banking.   Goals: Clients can create a goal, name it, and associate it with an internal or external account. They can also change the amount and priority of each goal, as well as the total amount available overall."   To read the full release, visit this  link .

Javelin Strategy & Research recognized BBVA Compass for Financial Management in its inaugural Online Banking Scorecard. BBVA Compass' newest money management solution — BBVA Compass Financial Tools — is a free digital money management and account aggregation tool made available in coordination with MX.