Solution

Reduce Client Attrition

TAZI's Attrition Agent predicts which clients are at risk of leaving before they show obvious signs, giving your team time to intervene with personalized retention strategies.

15% Churn Reduction

Average reduction in client churn rate

90 days Early Warning

Average lead time before traditional indicators appear

$2.3M Assets Retained

Average AUM retained per 100 at-risk clients identified

Key Capabilities

Predictive Risk Scoring

Machine learning models analyze hundreds of behavioral signals to predict attrition risk with 90+ day advance warning.

Root Cause Analysis

Identifies the specific factors driving each client's attrition risk — from service issues to life events to competitor activity.

Retention Playbooks

Automatically generates personalized retention strategies for each at-risk client based on their specific risk factors.

Intervention Tracking

Monitors the effectiveness of retention efforts and adjusts recommendations based on client response.

How It Works

01

Behavioral Analysis

TAZI continuously monitors client engagement, transaction patterns, and interaction sentiment for risk signals.

02

Risk Identification

At-risk clients are flagged with detailed risk scores and the specific factors contributing to their risk.

03

Retention Strategy

Each flagged client receives a personalized retention playbook tailored to their specific risk factors.

04

Monitor & Adapt

Track intervention success rates and continuously improve prediction accuracy.

Case Study

Top-20 US Bank

A top-20 US bank deployed TAZI's Attrition Agent across their wealth management division, reducing client churn by 15% and retaining over $340M in AUM within the first year.

15% Churn Reduction

Ready to See Attrition Agent in Action?

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