Prospecting for Growth & Retention
Use Case

Anne, Director CD Deposits Marketing

Anne’s deposit marketing campaigns have tried to identify the “next best product” for Members according to models that analyze account opening activity and demographics to select campaign prospects. She knows that depositor behavior is cyclical and repetitive – it’s the same people in the same month of the year that really drive results. Anne believes her deposit campaigns could be as much as 30% more productive she could identify and target money flows instead of account opening / closing behaviors.

Grow & Retain Prospecting List Generator

Prospecting for Credit Union growth

FlowTracker Analytics = Patented Data Analysis + Business Intelligence