Building Successful Deposit Strategies for Growth

Member (Customer) Value

Understanding deposit data, member (customer) relationship intelligence, and product cannibalization with an active deposit management outlook provides an essential focus on building deposit strategies that underpin a sustainable business model. This approach helps you fulfill your mission as a finance, IT, or marketing executive, to drive long-term value and strategies. Deposits are the key to developing and keeping meaningful relationships with your members (customers). Long terms goals are your financial organizations’ commitments to growth and serving the community better, in short: Member (Customer) Value.

Credit unions and community-focused bank leaders know that their organization’s ability to keep pace with and anticipate demand, to manage competitive pressures, and to operate efficiently, is coming to rest on their mastery of deposits, understanding money flows and?‘need to know’ business reporting intelligence. Smarter analytics drives deposit acquisition, retention, and pricing strategies by providing an easy way to track where money is coming from, going to, and moving around internally.?This is what we call Active Deposit Management (ADM) and it’s the key to unlocking many other criteria of performance necessary for sustainable growth. Are you leading with intelligent insights gained by converting demand signals, product cannibalization, deposit money flows, and market challenges into insights that enable your strategic objectives?

About Us

FlowTracker is a value-added?business partner for Credit Unions and Banks committed to fundamental deposit strategies and growth. We drive deposit acquisition, retention, and pricing strategies by providing an easy way to track where money is coming from, going to, and moving around internally. FlowTracker’s Active Deposit Management is already making a bottom-line impact on large credit unions with diverse organizations and geographies.

Interested in learning more? Check out the Deposit Edge webinar series.

https://events.flowtrackeranalytics.com/events

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