Anthony Dellis's questions to Alkami Technology Inc (ALKT) leadership • Q1 2025
Question
Anthony Dellis of KeyBanc Capital Markets asked if the macro environment has altered deal structures and how recent bank implementations are influencing pipeline discussions with other banks.
Answer
CEO Alex Shootman responded that he has not observed any changes in deal structures, such as price points or product mix. He anticipates that as more banks in the implementation pipeline go live, it will build confidence among other prospective banks, thereby improving Alkami's win rate against its primary competitor: a prospect staying with their incumbent provider.