FlowTracker Support Services

Expert Advice, Knowledge Transfer and Support

More Than Just Tools, We Give You the Know-How to Succeed.

Pre-Sales Advice

We’ll help you identify the business needs FlowTracker supports with specific Use Cases.

Our Benefits Calculator helps you estimate realizeable benefit opportunities for your Business Case.

Setup & Configuration

You can choose the delivery pattern that best fits with your capabilities and architecture.

We handle configuration of reports and help you get set up at no additional cost.

Training & Adoption

We provide ongoing training, lunch &  learns,  open mike Q&A sessions and expert knowledge transfer on strategic business issues.

All to ensure you realize the most value from your investment in FlowTracker.

Knowledge Transfer Training Curriculum

Enrich your team’s business skills by experiencing expert advice and structured knowledge transfer / training designed to enable realization of tangible business value from deposit analysis insights.

Delivered to your team in a series of interactive 1/2 hour sessions by FlowTracker’s deposit analysis subject matter experts you have the flexibility to adapt program content, session durations, and scheduling to meet your needs. 

Module Subject Area
101 Data FlowTracker creates and what it means.
201 How to find the view you want and save it.
202 Using FlowTracker for Finance
203 Using FlowTracker for Marketing
204 Using FlowTracker for Growth Planning
301 Retaining Money at Risk (CDs switching to Demand)
302 Control Cannibalization Costs
303 Understand Member Behavior
304 Prospecting for Growth & Retention
305 Improve Onboarding & Retention
306 Growth Planning
401 Report Building Basics
402 Report Building Advanced
403 Integrating with Other Data Sources

FlowTracker Analytics = Pre-built Analytics + Expert Advice, Training & Support