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.
Average reduction in client churn rate
Average lead time before traditional indicators appear
Average AUM retained per 100 at-risk clients identified
Continuously analyze and predict customer and member behavior as it changes.
Track advisor patterns to anticipate and prevent disrupting separations.
Benchmark against changing market conditions.
Specialized patterns and behavior during M&A process from planning to integration.
Connect data to create a comprehensive risk view for each customer and member.
Model risk & value for each household or account holder and the expected impact.
Understand each customer's situation, reasons for predicted risk, and suggested plays.
Prioritize actions based on risk & value to increase efficiency in your retention efforts.
Measure outcomes that the Agent automatically learns from.
A US Financial institution deployed TAZI's Attrition Agent, saved $1M/mo over the first 3months in NPV.
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 RETAIN Agent in ActionNo commitment. No credit card. Just insight.