Reduce Attrition
Predict Churn and Save High-Value Clients
See who’s at risk, why, and what to do to retain clients that matter most.
Why Attrition Creeps In
It’s impossible to look at all clients, all the time to guess who will leave, and static health scores miss early signals. Your teams can’t see which clients are drifting, why, and how to act, so valuable relationships slip away before anyone even identifies the risk.
What You Get
- Early attrition prediction (client-level risk with clear timing cues).
- Prioritized at-risk clients ranked by expected impact and value.
- Explainable drivers (“why” behind each risk to guide your conversation).
- Recommended next best actions (talking points, offers, playbook hints).
- Profitability lens (focus on high-value, high-salvage clients).
- Easy activation (export to CRM tasks, MA journeys, and ad audiences).
TAZI surfaces the who/when/why/what and triggers a scaled outreach via CRM, marketing automation, and ad tools. Advisors launch their 1:1 outreach with recommended priorities, call scripts, talk tracks and offers.
How it Works
Connect the basics:
CRM, products/holdings, simple engagement and support signals.
Model risk & value:
Identify at-risk clients and expected save impact.
Prioritize action: Generate ranked lists with reasons and suggested plays.
Activate & learn: Push to your channels, design personalized 1:1 outreach, measure outcomes, refine weekly.
Why TAZI
Explainable: Transparent reasons behind every risk score.
Fast: From connected data to live save lists quickly—then continuous updates.
Flexible: Works with your CRM, Marketing Automation, and analytics stack.
Transparent: Governance and auditability aligned to financial-services standards.
FAQ
What data do we need to start?
Core CRM/portfolio data and basic engagement, or support signals. No one has perfect data. You can start lean with the data you have, and improve results as more data connects.
How is this different from basic “health scores”?
You get client-level risk analysis with clear patterns, reasons and timing, plus prioritized save lists and suggested actions, updated regularly.
How do we take action on the insights?
Export save lists and tasks to your CRM, marketing automation, and ad platforms (CSV/API). TAZI provides the who/when/why/what and triggers activities in your existing tools. Advisors use the TAZI Agent to design their own 1:1 outreach with action plan, call scripts and offers to increase conversion.
Can we focus on high-value clients first?
Yes, ranking considers value and salvageability so teams spend time where it matters most.
How fast will we see impact, and how do we measure it?
Early lift often appears after the first activation cycle (quarter). Track retention rate, saved AUM/revenue, response rate, and save-per-outreach.
Is it explainable and compliant for financial services?
Yes, recommendations are transparent, auditable, with human oversight and governance features.
Does TAZI replace our CRM or Marketing Automation?
No, TAZI augments your stack with prioritized insights; execution stays in your CRM/MA where your teams work today.
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