We enable Credit Unions and Banks with
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.
Our "secret sauce" is customer / member cash flow behavior analysis
- New Money Sales and Cross Sales
- Lost Money Attrition including Partial Attrition
- Product Substitution
- Normal Variability
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