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.
Activity Planning: Who to Contact Next? (Tableau)

Set your activity plan by evaluating who in your portfolio should be contacted next.
Activity Tracking: Easily Identify Trends (Tableau)

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

Insight into new customers, deposit product pipeline, consumer lending, and partner referrals.
Converted Partner Referrals Dashboard

Insight into team referrals, referrals that convert into opportunities, and more.
Consumer Lending Dashboard

Insight into team member, branch, region lending, and more.
Deposit Product Pipeline Dashboard

Give users insight into deposits across pipeline.
New Customer Dashboard

Insight into new customers by team member, branch, and region.
Client Attrition Risk Dashboard
Wealth and asset management executives can proactively identify the propensity of a portfolio to churn.