Financial Wellness Solutions for Banks & Credit Unions

Be an ally to your users on their financial wellness journey.

Today’s digital banking users engage with a variety of apps to help them manage and measure their finances. You can provide a single go-to app to build loyalty with the Alkami Platform’s financial wellness technology. We help keep your users within your digital banking experience by giving them what they need to proactively improve their financial health.
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Increase in Finance App Adoption Over the Past 5 Years
– AppAnnie, 2019

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Millennials that report experiencing financial stress
– PwC2019 Employee Financial Wellness Survey

See all accounts in one place.

With Account Aggregation, you can gain insights about users’ external financial holdings to better position yourself as their primary financial institution. The Platform’s Transaction Data Enrichment (TDE) and categorization capabilities normalize transaction data sets to help develop a successful data strategy for you, and provide a clear view of spending habits for your users.

Empower saving with purpose.

Help users track and realize their savings potential with personalized tools like TDE: Spending Analytics. Assess user habits to help optimize spending for financially healthy users that adopt new digital banking products.

Boost borrowing power.

Create financially stable, engaged users by sending targeted loan offerings, expanding your product target markets and driving growth.

Promote active planning.

Flux, the Alkami Platform’s data engine, paired with TDE Data provides rich transaction detail behind the scenes across all users, enabling user segmentation and targeted marketing.

Discover the gold standard in financial wellness solutions.