Customer insight solutions for the Financial Services Industry.

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... 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

Bank Sales, Attrition and Cross-sales Analytics