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.
Average improvement in client retention rates
Increase in successful cross-sell conversions
Average additional revenue generated per advisor
Continuously analyze and predict customer and member behavior as it changes.
Identify products best serving customers at each stage of their life. Identify product portfolio gaps.
Ensure recommended product is also suitable for each customer.
Rank opportunities based on the client's likelihood to convert and the potential impact on your institution's bottom line.
Give advisors specific "why" insights and tailored talk tracks for every identified opportunity.
Look beyond individual accounts to understand the full financial picture of a household, uncovering deeper integration possibilities.
A $10B Retail and Commercial Bank wanted to offer clients new special products in order to increase retention and demand. Prediction models used by the Grow Agent was able to predict opportunities with 93% accuracy.
Input your institution's numbers and get a projected ROI in under a minute.
Calculate Your ROISchedule a personalized demo and see how TAZI can transform your growth strategy.
See GROW Agent in ActionNo commitment. No credit card. Just insight.