Information you need


from data you have

 

We enable Credit Unions and Banks to grow core deposits and loans

 
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Our "secret sauce" is customer / member cash flow behavior analysis

  • New Money Sales and Incremental Cross Sales
  • Lost Money Attrition including Partial Attrition
  • Product Substitution
  • Normal Variability

 Sales, Cross-Sales, Attrition, Retention and Product Substitition in Banks and Credit Unions

 

 This is how we do it

 
  • Just six fields of data

    A static snapshot of balances at the account level is all the data you need.

  • Encrypted for security

    Encryption enables SAAS processing that never touches PII or SPI data.

  • Patented analytical method

    Our patented analytics derive and classify money flows at the account level.

  • Modern Business Intelligence

    75+ pre-built visualizations in Microsoft Power BI - or the BI tool of your choice.

  • Expert advice and support

    We help our clients realize value from our tools, with expert advice and support, often at no charge.

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 Get your personal guided demo

 


 

Over 100 years of service to Credit Unions and Banks

 
  • Dave is a Banker, Strategist and creator of the FlowTracker analysis framework. He is our business leader, primary evangelist and lead advisor to Financial Services Executives.
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  • Mary brings a rich history as an Executive Consultant in Strategy & Analytics, Program and Portfolio Management and Financial Services to FlowTracker Analytics.
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  • Boris is a Business Transformation professional with a deep background in customer experience, operational strategy and change management in the Financial Services Industry.
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  • Paul is an IBM Certified Senior Solutions Architect, who has worked on many Financial Services clients. He is responsible for all technology and data management aspects of the business.
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