Calculate Your AI Growth Potential

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.

Across TAZI GROW deployments, advisors convert cross-sell conversations at materially higher rates when opportunities are ranked by likelihood and impact and paired with a tailored "why." The default lifts adoption from 5% to 16%.

In a $10B retail & commercial bank deployment, the GROW Agent predicted which clients were ready for new products with 93% accuracy — focusing advisor time on conversations most likely to land.

Outreach and follow-up are assumed to fit within existing advisor capacity. No incremental campaign spend is added — only the TAZI platform cost is netted against value in the ROI percentage.

Top-performing GROW deployments have generated up to $1.8M in additional revenue per advisor. This calculator stays deliberately conservative — adjust the assumptions to model your own targets.

Behavioral ICP modeling builds lookalikes of your best clients, so outreach lands on prospects far more likely to convert. TAZI clients have seen up to a 4.7× improvement in lead-to-client conversion.

At a US financial institution, 32% of TAZI-generated leads turned into actual sales — the basis for the conversion uplift you can model above.

Time from first contact to account opening fell by 68% in deployment — capacity that lets the same team pursue more qualified prospects without added headcount.

Average annual value generated per advisory firm with the ACQUIRE Agent. This calculator models your own numbers rather than assuming a fixed figure.

Catch Level-3 complaints originally mislabeled as lower severity — even when trigger words are present. TAZI's US-bank deployment caught 24% of mislabeled L3 cases, dramatically reducing exposure to fines and escalation.

Auto-classify, route, and prioritize complaints. Removing manual triage time releases analyst hours back to the work that matters — handling, resolution, and remediation of the most consequential cases.

Acting on the right cases first saves at-risk customers. The action-routing matrix maps severity × subtopic to action (email, call, call + offer) — the resulting save rate × revenue per customer is the retention value.

VoC predicts and recommends; analysts review and act on consequential cases. The calculator assumes existing analyst capacity is freed up — not removed — and that high-severity actions remain operator-approved.

Raising the true-positive detection rate means more takeover attempts are stopped before they become a loss. The gap between today's detection and TAZI-assisted detection, times your average loss per incident, is the fraud prevented.

Fewer false positives means analysts stop reviewing legitimate transactions. The reduction in unnecessary investigations, times your cost per investigation, is the operational saving.

The model scores and explains; an analyst reviews and acts on consequential cases. The calculator assumes that review capacity is freed up — not removed.

A single editable figure is netted against value to produce the ROI percentage. Replace it with your quoted pricing for an accurate ROI.