Chapter 14: Data & Analytics
IN THIS LESSON
What is a Wallet Share report?
A Wallet Share report is a streamlined, on-demand version of a Portfolio Insights report; think of it as a “PI Light.” Like the PI, it is used as a pre-sales strategy to illustrate the opportunities that currently exist within a customer’s existing portfolio.
The Wallet Share data is updated every few months.
How can I access one for my customer?
First, you must request access to the Wallet Share tool by visiting the following link while inside Equifax VDI: https://datastudio.google.com/reporting/f2c77d8b-92a4-4778-a19a-63f854378c5e/page/p_ugun3735sd.
Once you’ve gained access to the tool, you can search for any customer that reports to Equifax.
Click here for the Wallet Share on Demand training deck.
Click here for a sample Wallet Share report.
Click the image to view a sample CU PI