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Research and Analytic Programs

Profit Risk Management
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Share of Wallet
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Share of Wallet Analyses

DMA's Share Of Wallet Model was designed to uncover where your institution’s opportunities exist relative to your own relationship base and the overall market for the non-relationships at large.  The model evaluates whether or not your institution is getting its fair share of penetration, product usage, share of product, and share of wallet, on an overall basis, and by geography and by product, in terms of relationships, accounts, and dollar balances.  Most importantly, the model focuses on the profitability potential and the opportunities for enhancing profitability through targeting for greater share of wallet.

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