WalletFi Named One of Ten 2020 Best Tech Startups In Durham Learn More

Win
Top of Wallet

Contact Us

Capture missing revenue from services like
Amazon, Netflix, AT&T, and more with WalletFi™

WalletFi™ is the only all-in-one solution that enables your account holders to see what they are paying for, and easily make your card “top of wallet” with their favorite online merchants.

Schedule a demo

How it works

Identify subscription, bill pay, and card-on-file payments

Switch payments between cards and cancel unwanted services

Authorize and manage merchants and services, all in one place

WalletFi’s Machine Learning technology automatically finds everywhere a card is stored online, giving your customer a single view of their digital financial footprint

Account aggregation enables customers to securely view insights on their recurring spending across institutions, and provides you with valuable share-of wallet insights

Intelligent incentive recommendations give your members the why and the how to put your card top-of-wallet

Put your customers back in control of their card information following a breach or reissuance

Integrations with the most popular subscription and e-commerce merchants

Allow your card holders to cancel unwanted services and enhance their financial well-being

Provide ongoing customer value by giving them a home for all of their subscriptions

Leverage WalletFi data to anticipate customer needs and deliver faster, more personalized experiences

Compete in the subscription economy with state of the art financial technology

Identify subscription, bill pay, and card-on-file payments


Switch payments between cards and cancel unwanted services

Authorize and manage merchants and services, all in one place

Use Cases

Account Onboarding

Drive interchange at the point of onboarding and maximize card spend from the start

Card Reissuance

Retain account holders and protect top of wallet when a card is reissued

M&A Conversion

Identify new revenue opportunities and offer personalized incentives to ensure your new customers convert successfully

Targeted Marketing

Increase share of wallet through targeted engagement campaigns by leveraging WalletFi’s unique data insights

Account Onboarding

Drive interchange at the point of onboarding and maximize card spend from the start

Card Reissuance

Retain account holders and protect top of wallet when a card is reissued

M&A Conversion

Identify new revenue opportunities and offer personalized incentives to ensure your new customers convert successfully

Targeted Marketing

Increase share of wallet through targeted engagement campaigns by leveraging WalletFi’s unique data insights

Supercharge Your Digital Offering

Integrate WalletFi into your platform via RESTful API, or use our UI via our containerized web app

WalletFi solves a problem that is plaguing customer/member service centers across financial services.

Kris Kovacs CEO, Constellation Digital Partners

WalletFi was able to reduce a major pain point associated with switching banks

Julie Bonnema VP, Project Manager & Digital Banking, Peoples Bank

Ready to see what WalletFi can do for your institution?


Talk to an Expert

Contact WalletFi

How can we help?

Use the following form to request a demo or contact our team.

I'm interested in: