Financial Services

Reduce Client Churn with Predictive and Generative AI

Identify a client’s likelihood to churn and take action with a retention offer leveraging generative AI.

Set your activity plan by evaluating who in your portfolio should be contacted next.

View activites across a variety of dimensions and spot trends over time.

Insight into new customers, deposit product pipeline, consumer lending, and partner referrals.

Insight into team referrals, referrals that convert into opportunities, and more.

Insight into team member, branch, region lending, and more.

Give users insight into deposits across pipeline.

Insight into new customers by team member, branch, and region.

Wealth and asset management executives can proactively identify the propensity of a portfolio to churn.