Company Research Report: Flowtracker Analytics

Company Overview

• Name: Flowtracker Analytics

• Mission: The mission of Flowtracker Analytics is to provide innovative solutions for accurately measuring money flows and customer behaviors in the banking industry, enabling institutions to make better and more active data-driven decisions.

• Founded: No information is available.

• Founders: No information is available.

• Key People:

• Boris Masip, MBA - Chief Executive Officer

• Dave McNab, CPA-CA - Customer Success

• Mary Derango, PMP - Chief Operations Officer

• Chris Westra, MA - Business Development Executive

• Headquarters: No information is available.

• Number of Employees: No information is available.

• Revenue: No information is available.

• What the Company is Known For: Flowtracker Analytics is known for its Active Deposit Management solutions and the patented algorithm that captures customer behavior data which is not available in core banking systems. They are recognized as "Deposit Champions" in the industry.

Products

Active Deposit Management Solutions

• High-Level Description: Flowtracker Analytics offers Active Deposit Management (ADM) solutions tailored for Credit Unions and Community Banks to enhance their financial performance through improved pricing discipline, detecting demand signals, and increasing lending profitability.

• Key Features:

• Improving Pricing Discipline: Enhances pricing discipline and margins by 10-15 basis points.

• Demand Signal Detection: Capable of detecting and reacting to demand signals to validate key pricing and promotion decisions.

• Increased Lending Profitability: Aids in increasing lending profitability for financial institutions.

FlowTracker

• High-Level Description: A key product utilizing patented analytics and algorithms to create actionable and affordable customer behavior insights.

• Key Features:

• Provides insights into money movement and customer behavior.

• Automatically generates sales performance plans and targeted prospect lists for selling, cross-selling, and retention.

• Built on familiar Microsoft technology, integrating Azure and Power BI for analysis.

DEPOSIT EDGE

• High-Level Description: A combination of pre-built analytics, expert advice, training, and support to enhance deposit management.

• Key Features:

• Provides pre-built business intelligence that embeds industry expertise into reports.

• Affordable, scalable solution structured as software as a service.

Recent Developments

• CEO Appointment: Boris Masip has been appointed as the Chief Executive Officer, announced by Dave McNab, President of the Board.

• Educational Offerings: Conducts webinars on topics such as Active Deposit Management Strategy and the role of pricing strategies.

• Product Focus: Continuous enhancement of Active Deposit Management solutions to support Credit Unions and Community Banks in optimizing their deposit strategies.

Summary

Flowtracker Analytics is focused on harnessing data-driven strategies to fortify the financial and operational outcomes of Credit Unions and Community Banks. With a strategic leadership team and focused product offerings, it leverages its innovative ADM solutions to build strong customer relationships and enhance profitability in a rapidly evolving financial environment. Whether through its FlowTracker analytics tool or the comprehensive DEPOSIT EDGE platform, the company is well-positioned to provide actionable intelligence and support tailored to the needs of its clients.

(Note: This report is a synthesis of the available data on Flowtracker Analytics and might not cover every aspect due to limited information in some requested sections.)