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 |