About MX Technologies
MX Technologies provides a comprehensive API platform that aggregates and enhances financial data from thousands of financial institutions, enabling businesses to access real-time account, transaction, and customer financial information securely and at scale.
Saysimple customers in banking, fintech, and financial services can now embed MX Technologies' financial data capabilities into their WhatsApp and email support workflows. Agents respond to customer inquiries with instant access to account details, transaction history, and financial insights—all within the shared inbox—enabling faster resolution, better compliance tracking, and more personalized customer support without requiring customers to leave the messaging channel.
Popular use cases
Real-Time Account Verification in WhatsApp Support
A fintech company uses Saysimple to manage WhatsApp support tickets. When a customer asks about their account balance or recent transactions, the agent accesses MX Technologies' data directly in the conversation thread, verifies identity, and provides accurate information instantly—eliminating the need for customers to log into a separate app or call a helpline.
Fraud Detection and Dispute Resolution
A regional bank handles customer dispute claims via WhatsApp. Agents pull transaction data from MX Technologies to review disputed charges in real time, compare patterns, and resolve claims faster. The shared inbox ensures multiple agents can collaborate on complex cases while maintaining full audit trails for compliance.
Onboarding and KYC Workflows
A payment processor streamlines customer onboarding through WhatsApp using Saysimple automations and MX Technologies' data verification. New customers answer KYC questions in the chat, their financial data is verified via the MX API, and approvals happen in minutes—all tracked and documented within the shared inbox for regulatory compliance.
