WALLET SHARE ACCELERATOR
See & Capture Outside Relationships. Live on Day One.
See & Capture Outside Relationships on Day One.
Wallet Share Activator puts five pre-qualified, ranked off-us offers in front of every banker.
- Fixed fee Data 360 Accelerator
- FSC & Credit API Required
How it works
Built on the platform you already have.
Wallet Share Activator runs on your existing Salesforce Financial Services Cloud using Data 360. We connect your credit data source API, configure your product catalog and eligibility rules, and install the banker workflow.
Your team doesn’t learn a new system. The screen surfaces when they open a member record.
What Bankers See
A single screen shows FICO, outside balances, creditor, APR, and term across auto, mortgage, HELOC, credit cards, and certificates.
One Click Lead Gen
Offers route as Salesforce lead. A decline is logged with a 60-day cooldown and an undecline option. Every interaction is a record.
Zero Code Cross-Sell
Rate sheet and product catalog live in your Salesforce org. Your team edits them without code. You own the rules. We built the plumbing.
$143,000
Fixed fee. No scope creep.
12 wks
Duration
FSC, Credit API, Data 360
Live workflow at go-live
Implementation sits on top of existing FSC and Data 360 licenses. Salesforce licensing is scoped separately.
What Your Bankers Can't See Today
Your members are carrying auto loans, mortgages, and credit cards at competitors right now. Your bankers are guessing which ones, or not asking at all.
01 A member walks in. The banker sees nothing off-us
02 Cross-sell happens at application time, not in the conversation
03 Auto refi opportunities go unseen and unspoken
04 Existing creditor, rate, and balance sit in a credit report
05 Lending pipeline is in a notebook, not a system
06 Loan volume targets move, but the approach doesn't
Let's put the puzzle back together.
See and capture outside account cross-sells by viewing five ranked offers per member, live in 12 weeks.
* Wallet Share Activator is an accelerator-based solution intended for organizations already running Salesforce Financial Services Cloud with active banker user licenses, and Salesforce Data Cloud (licensed or in active procurement). Pricing reflects a standardized, repeatable build and assumes a single credit data source with API access. Scope and pricing are subject to a pre-sales discovery call to confirm fit; exclusions apply.
