Financial Wellness Solutions for Banks & Credit Unions
Be an ally to your users on their financial wellness journey.
Increase in Finance App Adoption Over the Past 5 Years
– AppAnnie, 2019
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.