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Share of wallet

Grow your share of wallet with a financial data analytics tool that identifies your best opportunities.
The Problem

With the decline of traditional banking relationships, identifying easy opportunities to drive revenue and increase share of wallet is an ongoing challenge.

The Solution

Alkami’s Key Lifestyle Indicators® (KLIs) provide up-to-date access to your account holders product mix, product utilization, held away accounts, and needs. Empowering your sales and marketing teams to message the right products and services at the right time.

Making the use case actionable

Boost Interchange Income

Leverage data to target account holders with messaging on the benefits to increasing swipes, and benefit from the additional interchange each transaction generates.

Boost Lending

Identify opportunities to cross-sell the right loan or line of credit based on each account holder’'s product mix with your FI and their products with competitors.

Increase Deposits

How account holders are transacting and transferring money will help you cross-sell and offer the right DDA, savings, CD, or investment account.

Increase Product Utilization

Use your core data to encourage account holders to swipe their debit card, draw on their HELOC, pay bills online, utilize MRDC, renew CDs and more. Alkami offers cross sell predictive models for the following FI products to target the right audience at the right time with the right offer.

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