Case Study: $18B Investment Bank Cuts Attrition by 15%
How a major investment bank used TAZI's Attrition Agent to save $7.5M annually.
TAZI Team
A top-20 U.S. investment bank managing $18 billion in assets under management faced a growing attrition problem. Over the previous two years, client departures had increased by 22%, driven by competitive poaching from digital-first wealth platforms and a lack of proactive engagement from their advisory team. The bank's leadership recognized that their existing CRM-based retention approach — flagging clients only after significant asset withdrawals — was too slow to prevent churn.
The bank deployed TAZI's Attrition Agent across its entire book of 12,000+ advisory relationships. Within the first 60 days, the AI identified 847 clients exhibiting early-stage attrition signals that had gone completely undetected by traditional monitoring. These signals included declining digital engagement, reduced response rates to advisor outreach, and subtle shifts in asset allocation patterns that historically preceded account closures by 3-6 months.
Armed with TAZI's risk scores and recommended intervention strategies, the bank's advisory team executed targeted retention campaigns. High-risk clients received personalized outreach with specific value propositions based on their behavioral profile. The results were striking: within 12 months, overall client attrition dropped by 15.3%, translating to $1.2 billion in retained assets under management. At the bank's average fee rate, this represented approximately $7.5 million in preserved annual revenue.
Beyond the headline metrics, the bank reported a 34% increase in client satisfaction scores among the cohort that received AI-guided interventions. Advisors noted that the specificity of TAZI's recommendations — rather than generic "call this client" alerts — allowed them to have more meaningful conversations that addressed actual client concerns. The bank has since expanded its TAZI deployment to include cross-sell opportunity identification and new client acquisition targeting, projecting an additional $12 million in annual revenue growth.