FlowTracker data can be joined with all of the other rich information you have about customers, products, the market and your bank. This chart illustrates some of the typical reporting… Read More
Sales, Attrition and Cross-sales KPIs that are complete, verifiable and reconciled to the Portfolios are essential. Yet most banks have weak analysis and reporting systems for these critical metrics. FlowTracker… Read More
CUSTOMER CENTRIC BEHAVIOR ANALYSIS FOR BANKS... focusing on sales, attrition and cross-sales
FlowTracker is a sustainable solution that derives and classifies flow of funds information precisely and efficiently, with a minimum of set up and maintenance cost.
We have assembled an optimal business solution consisting of a patented analysis method, platform independent software and the business expertise to solve the ages-old challenge of measuring sales, attrition and cross-sales
- Analyze every product in your portfolio
- Produce metrics for Sales, attrition and cross-sales numbers that agree to the GL (imagine that !)
- Isolate intra-product and intra-branch flows from KPIs and analytical model targets.
30% of Account Increases and Decreases are Internal Transfers of Money