Whitepaper

From VoC to Micro-Surveys: Growth in Wealth Management with AI and Client Feedback

T

TAZI Team

August 1, 2025

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TAZI ACQUIRE Agent Segmentation and Ideal Customer Profile (ICP) Agent you can leverage to stop guessing who your best customers are and start finding more of them. TAZI analyzes behavioral, financial, and engagement data across your entire customer base to surface meaningful segments, revealing which groups carry the highest growth opportunity and which carry the highest risk of attrition or underperformance. TAZI GROW Agent Growth agent you can leverage to focus on the conversations most likely to deepen relationships, increase "stickiness," and drive sustainable organic growth. TAZI identifies which customers and members are most likely to adopt additional services, why they're ready, and what to offer, so advisors and relationship managers can launch targeted, timely conversations before customers look elsewhere. TAZI RETAIN Agent Retention management Agent you can leverage to protect your customer base and stop the "leaky boat" — retain more of your best customers to achieve your institution's overall growth goals. TAZI RETAIN Agent predicts which best customers are at risk of leaving, why, and what to do about it that advisors can use to create proactive retention plans before the relationship is lost.

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