Stage 04Retain

Detect Behavioral Change. Prevent Churn Early.

Keep your best customers — and make them better.

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Behavioral Science
PsychologicalIndividual

Business events

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Trusted by Leading Organizations

By the Time You See Churn, It's Already Too Late

By the time you see churn coming, the customer has already decided.

You're either flooding them or going silent — neither works.

After the sale, you stop proving your value.

Retention, upsell, and support all operate in silos.

Fewer, Better Interactions — Precisely Timed

Churn risk flagged weeks before the customer even considers leaving

Fewer, better interactions — each one precisely timed and targeted

Value reinforcement that makes staying the obvious choice

What Proactive Retention Enables

Cross-sell and upsell with surgical precision
Maintain trust through consistent, relevant engagement
Choose the right interaction — not just more interactions
Detect churn risk before the customer decides to leave
Deliver education and advice that deepens the relationship
Feed discovery with ideal customer profiles built from your best accounts

Proactive Retention

Prediction Platform

Full prediction platform with all built-in capabilities — the foundation that powers every module in this stage.

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Dynamic Experiment

Experiments that test approaches at scale, updating assumptions as new data arrives to refine interactions per customer.

AB Testing

Test two options at scale to determine optimal choice between engagement options.

Real-time Recommender

Deliver hyper-personalized behavioral recommendations using real-time signals and deep individual history.

Conversational Journey Module

Available for banking and telecommunications.

Use conversational AI journeys to maintain engagement, uncover intent, and prevent drop-off.

Intelligent Sales

Make intelligent predictions for product-bundling, dynamic pricing, next-best product, based on individual real-time and historical behavior.

Behavioral Re-engagement Nudging

Re-engage lapsing or dormant customers with behavioral nudges timed to real-time signals and behavioral history.

Contextualized Messaging

Use real-time contextual and behavior data to deliver the most relevant message, offer, nudge or recommendation.

Real-time Churn Intervention

Deliver churn-prevention recommendations, nudges, and offers exactly when they matter most.

Cross-sell/Up-sell Recommender

Retain customers by introducing novel recommendations, delivered in real time.

Dynamic Ranking Recommender

Keep rankings fresh as behavior and risk signals evolve.

Next-Best-Action Recommender

Coordinate retention, expansion, and service actions from continuous next-best-action scoring.

Industry Applications

Recommend and cross-sell products such as insurance, investments, or home loans based on changing financial needs and spend behavior.

Deliver high-value advice, insights, and education to deepen loyalty based on financial habits and preferences.

Predict churn risk and recommend the best retention action in the form of products, offers, and rewards.

The Retention Payoff

Less churn. Deeper relationships. More value from every customer.

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