WalletSizing® is the concept of assessing a customer’s total annual spend on specific goods and services. Knowing the size of a customer’s wallet gives you a significant advantage when you're planning and managing sales and marketing. It’s particularly helpful to compare a company's wallet with its current spend on your products and services, so you can assess if that customer offers you more opportunity.
WalletSizing® gives you a best-practice approach to more efficient planning and allocation of both regulatory capital and human resources.
Our WalletSizing Catalyst has been designed specifically for banks to assess the spending capacity of corporate clients on banking products and services. It’s the ideal business development tool for relationship managers to help identify opportunities, plan more efficiently and drive performance optimization.
WalletSizing Catalyst combines the financial data from our comprehensive company database, Orbis, with modeled data from our partner Vallstein, a provider in the bank relationship management field and an expert in WalletSizing®.
Vallstein has developed a methodology that calculates a company’s total wallet using actual corporate wallet data, as well as country and sector profiles, financial ratings and average pricing per banking project.
WalletSizing Catalyst offers estimated wallets for nearly 60 million companies across the globe. We refer to these estimates as initial wallets. You can append these initial wallets with your own knowledge of a company to create adjusted wallets – tailored data to use in your analyses and planning.
WalletSizing Catalyst also offers the flexible searching and analytical functionality that’s associated with Bureau van Dijk's products. So you can easily aggregate wallets across industries, regions, company size bands, credit ratings and even corporate groups for market assessments. And you can combine search criteria to find new sales opportunities by region, size and industry.