Calculate Your AI Growth Potential
See how much revenue TAZI can help you protect and grow. Input your institution's numbers below.
Your Institution
Projections based on average TAZI client outcomes. Actual results may vary. ROI estimates include a platform cost estimate for illustration purposes.
How We Calculate Your ROI
Projections use the assumptions below — derived from observed outcomes across TAZI deployments in wealth management, banking, and credit unions.
Average save rate when the Attrition Prevention Agent surfaces at-risk clients early and advisors execute the recommended retention actions (personalized outreach, repricing, or advisor reassignment). This is the conversion rate we apply to clients flagged at risk.
Additional annual revenue per existing client from cross-sell and upsell opportunities surfaced by the Wallet Share Agent — modeled as 12% of current revenue per client across the active book.
Advisor outreach and follow-up time is assumed to be absorbed within existing operational capacity. No incremental campaign or marketing spend is added — only the TAZI platform cost is netted against savings in the ROI percentage.
$150,000 annual base + $1,200 per advisor per year, used only for the ROI percentage. Actual pricing depends on data volume, agents deployed, and integration scope.
- Clients at Risk = Clients × Annual Churn Rate
- Projected Clients Saved = Clients at Risk × 35%
- Projected Annual Savings = Projected Clients Saved × Avg Revenue per Client
- Cross-Sell Revenue = Clients × Avg Revenue per Client × 12%
- Total Projected Value = Annual Savings + Cross-Sell Revenue
- ROI = (Annual Savings − Platform Cost) ÷ Platform Cost
Avg Churn Reduction
Across wealth management and banking clients
Avg Annual Savings
Revenue protected through predictive retention
To First Insight
From deployment to actionable predictions
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