Retention

Maximize loyalty of your ideal customers

One customer action may or may not tell you if they’re going to leave, but understanding a pattern of behavior across all your products can.

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Ideal Customer Retention for Financial Services

Retention Solutions designed to meet your dynamic needs, enabling you to enhance loyalty of your best customers and drive business growth without breaking your teams and budgets.
Prioritized Customer Lists
  • Connect your customer data from multiple systems, even those hard to get.
  • Focus on most profitable customers that are at high risk of churn based on historical data and behavioral patterns.
  • Increase capacity of your outreach team by as much as 3x focusing them on customer activities.

Optimized Action Recommendations

  • Analyze customer interactions and engagement history utilizing data from multiple systems to recommend the most effective ways of engaging at risk customers. 
  • Identify optimal ways of interacting with each customer knowing the optimal contact times and preferred communication channels. 
  • Ensure that your outreach is timely and relevant to improve engagement outcomes and customer satisfaction.

Hyper-Personalized Product Offerings

  • Analyze product performance and customer feedback to optimize revenue strategies. 
  • Identifying opportunities to deepen relationships with cross-sell and upsell opportunities based on customer preferences and behavior.

Increased Efficiency and Results

  • Empower your team with actionable data and insights to develop a personalized retention strategy for each customer. 
  • Leverage comprehensive customer behavior analytics and predictive insights to create tailored approaches to your unique retention challenges.
  • Seamlessly adapt your strategies to changing customer needs.

Your Blueprint for Customer Retention with AI in Financial Services

AI strategy for financial services is a journey and TAZI gives you the blueprint to achieve incremental ROI at every step. Start with any retention AI model and build from there aligning your AI strategy with operations and growth goals.

Best of all, our Solutions Library is just a starting point. With TAZI you can continue to build new AI-drive retention solutions without changing the technology that slows you down just when you are ready to accelerate.

Why TAZI AI

TAZI customers consistently see higher retention of their customers at lower operational costs.

%

higher

Retention Rate

higher

Outreach Efficiency

%

lower

Retention Marketing Spend

%

higher

Upsell/X-sell Revenue

Your Client Data is Protected

  1. SOC2 and HIPAA Compliant
  2. Deployed in your environment, on-prem or cloud of your choice.
  3. Local (on-prem) LLM models within your firewall
  4. Granular user management and monitoring,
  5. Continuous documentation of data, AI models, performance and results
Human monitoring by business intelligence specialists, domain experts, and leaders.

Integrated for Quick Deployment

Regardless of your tech stack, TAZI’s AI Platform is designed to connect to any data source with structured and unstructured data. Deployed in your own environment with more options to connect to core systems.

Related Content

Stay informed on AI in Retention 

How a $18B Wealth Management Company Reduced Churn by 15% via Business Owned AI Solutions

Wealth Management Bank – Case Study

PEMCO Case Study – Retention

Experience the Future of
AI/GenAI with TAZI

Personalized 30-Minute Demo. Discover how TAZI can transform your business with our generative and predictive AI solutions. In this tailored session, our AI and product experts will:

✓ Showcase real-world applications and benefits.
✓ Provide a detailed platform walkthrough.
✓ Offer actionable insights for your specific needs.

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