The Deposit Champions - About Us
Who We Are
Boris Masip, MBA
Chierf Executive Officer
Dave McNab, CPA-CA
Customer Success
Mary Derango, PMP
Chief Operations Officer
Chris Westra, MA
Business Development Executire
Our Story
We’re financial people at our core, like you. Our deep understanding of the banking industry is bundled into a simple, straightforward solution. Working to enable you to uncover the stories and trends your data reveals allows better and more active data-driven decisions rather than guesses. Our Active Deposit Management solution is designed to:
- Decrease the cost of funds and increase your profitability
- Leverage smart pricing
- Deepen your relationship with profitable members/customers
As a finance or marketing leader focused on growth, our dedication and passion are to help you do what you want to do easier, faster, and more effectively.
We’re The “Deposit Champions.” Deposits fundamentally hold the key to the strength of your relationship with your customers/members and fuel your ability to grow profitably. Follow Flowtracker Analytics on LinkedIn.
Our Value
Active Deposit Management (ADM) is all about providing an innovative solution to the issue of accurately measuring:
- Money Flows – The Movement of New Money In, Out, and across your portfolio, i.e., Cannibalization
- Member/Customer Behavior – Who is doing what? For you to be more effective and profitable
We focus on providing you with insights that are Actionable, Accessible, and Affordable.
Practical Solutions That Are Actionable, Accessible, Affordable.
Actionable
Detect anomalies using money in motion trends and deep dive to the account level to diagnose what happened.
Automatically generate your sales performance plans, targeted prospect lists for selling, cross-selling and retention.
Accessible
Pre-built business intelligence that looks and feels like a website. Seven fields of data you already have are all it takes to get going.
Built on Azure and Power BI it’s familiar, trustworthy Microsoft technology.
Affordable
Software as a service avoids capital costs. Sliding scale pricing aligns cost and benefit.
FlowTracker is an in-the-money investment for Credit Unions and Banks $500 Million in assets and greater.
How We Do It
FlowTracker’s patented analytic algorithm creates customer behavior data your core banking system does not capture.
Pre-built Business Intelligence embeds our industry experience into your reports.
DEPOSIT EDGE = Pre-built Analytics + Expert Advice, Training & Support
