Wallet Share

The Wallet Share Inquiry provides a graphical representation of your financial relationship with your customer / member. Current account balance distribution can clearly be seen via pie charts, and historical average balance distribution (between loan and deposit accounts) is shown in a bar chart. This screen also contains other account relationship summary information relating to Retirement Plans, MasterLines and Externally Serviced Accounts that are represented in DNA. Dynamic Messages are shown to increase cross-selling opportunities, and general customer / member contact information also appears. In the case of organizations, you will also see the names of certain key individuals (for instance, officers, signers, etc.). Numerous configuration options are provided to help you tailor the inquiry to best meet the needs of your Financial Institution.