share of wallet

10 Jul 2025

3 min read

Certificate Specials & Automation: Driving Deposits Without Sacrificing Relationships

Can a high-yield promotion really drive long-term loyalty? That’s the question many credit unions are asking as certificate specials surge in popularity in a high-rate environment. While these...

15 Nov 2021

4 min read

Small Data Generates the Biggest Wins

You’ve probably heard that banks and credit unions have access to a treasure trove of consumer data. In the past, financial institutions struggled with data silos, and valuable data was often...

07 Jul 2021

4 min read

Top tactics to increase share of wallet in banking

Share of wallet (SOW) is one of the best indicators of loyalty. It provides a great way to objectively evaluate how well your cross-selling and customer retention strategies are working.

04 May 2021

8 min read

Three pillars of a strong UX for your financial institution

A strong User Experience (UX)—how a user interacts with and experiences your financial institution, its products, and services—is essential to maintaining customer commitment and earning referrals....