Wallet Share App

I recently downloaded the Wallet Share app. I like that the graphs and pie charts show the relationship the member has with the credit union. However, I am trying to understand the situations where I might find this tool to be a benefit to our staff. It would be very helpful if anyone could share with me how they use this tool.

The app was designed to provide the following:-
1. Quick snapshot of your relationship with your customer/member by showing the current account balance of the person you are servicing. The bar charts help to show visually if this is a High Value Customer or someone just starting out their deposit and loan relationships with your institution.
2. Show retirement plans and other externally serviced account that are in DNA.
3. Also can see officers, key individuals that are on certain organizations quickly.
4. Tailor the inquiry to meet you needs.

..not sure of the why behind the question—but I wanted to sync up with you to make sure I’m answering this right.