← MX Technologies
MX Technologies role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
A platform that pulls together customers' financial data so banks and credit unions can offer better insights, apps and offers.
Who you'd be calling
Digital banking, product, innovation and marketing leaders, and heads of retail or consumer banking at banks and credit unions.
Your opener
“Hi Taylor, this is Alex from MX. We help banks and credit unions turn their customer data into better digital experiences and more deposits and loans. Do you own digital banking or customer engagement there?”
Problems you solve for them
- Customers' financial data is scattered and hard to use
- Digital banking apps feel basic and customers don't engage
- Banks miss chances to grow deposits and loans with the right offer
- Customers keep money at other institutions that the bank can't see
Discovery questions to ask
- How do you see your customers' full financial picture today, including accounts held elsewhere?
- What are your goals this year for digital engagement or deposit growth?
- How do you decide which offer to show a customer, and when?
Objections they'll throw at you
“I'm busy right now.”
→ Of course, I'll be brief. I'm only trying to learn who handles digital engagement at your institution. Could I grab 10 minutes next week?
“We're not interested.”
→ Fair enough. Can I ask what your biggest digital banking priority is this year, so I know if it's even relevant?
“We already use something for this.”
→ That's good to hear. Plenty of institutions have a data provider but still can't turn it into action. How well does yours help you grow deposits or loans?
“Just send me an email.”
→ Happy to. Who else on your team cares about digital banking or data, so I can include them?
Competitors worth knowing
Plaid, Finicity, Yodlee
Interview tips for this company
- Learn the vocabulary: open banking, data aggregation, core provider, deposits, and how credit unions differ from banks.
- Banking buyers are cautious and have long sales cycles, so practice a calm, respectful tone and a small ask like a short intro call.
Written from public information about MX Technologies to help you practice. Ask an insider what their role play looked like; it's the best prep there is.