The Deposit Champions - About Us
Who We Are
Boris Masip, MBA
Chierf Executive Officer
Boris Masip, MBA
Chierf Executive Officer
Dave McNab, CPA-CA
Customer Success
Dave McNab, CPA-CA
Customer Success
Mary Derango, PMP
Chief Operations Officer
Mary Derango, PMP
Chief Operations Officer
Our Story
We bring our deep banking expertise into a straightforward solution to help bankers answer:
- Who are their New Customers
- Which existing customers are adding fresh funds
- What is the Maturity Reinvestment profile
- What are the customer preferences changes evidenced by the product switches activity
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 finance or marketing leaders focused on growth, we are dedicated and passionate about helping you do what you want to do more easily, faster, and more effectively.
We’re The “Deposit Champions.” Deposits are fundamental to the strength of your relationship with your customers/members and fuel your ability to grow profitably. Follow Flowtracker Analytics on LinkedIn.
Our Value
We reconstruct financial flows from static balances. Our customer-level datasets enable bankers to replace guesses with facts, a practice we call Active Deposit Management (ADM). Until now, dynamic behavioral signals have been invisble to financial institutions, limiting the effectiveness of predictive models forecasting:
- next-best-product,
- pricing optimization, and
- attrition
Our platform provides unique data to power Machine Learning initiatives and potential API deployments. Furthermore, our insights are Actionable, Accessible, and Affordable.
Practical Solutions That Are Actionable, Accessible, Affordable.
How We Do It
FlowTracker’s patented analytic algorithm creates customer-level behavior data your core banking system does not capture.
Our Business Intelligence platform embeds our industry experience to enable:
- next best product forecasting
- risk signals identification
- credit worthiness proxies identification and monitoring
- life event detection to improve marketing effectiveness and
- better liquidity forecasting