Financial Services Use Case

Churn Risk & Save Actions

Detect and act on churn signals with custom playbooks to maximize client retention and AUM.

The Challenge

Client churn is often identified too late, resulting in expensive remediation attempts and permanent loss of assets under management (AUM).

AI Solution

Our WealthIQ Agent analyzes behavioral and financial data points in real-time to generate a Churn Risk Score, triggering automatic alerts to advisors 90 days in advance.

Deployable Actions

Automated data ingestion pipeline setup (CRM/Core Banking Systems).
Real-time Churn Risk Score generation (90-day window).
Integration with existing CRM to trigger "Retention Playbook" workflow.
Action triggered: Personalized low-fee service offer sent to high-risk clients.