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Wealth Management
Client Retention and Attrition Prediction
Complexity
High
Timeline
10-14 weeks
Outcomes
4+
Challenge
Reactive approach to client retention with no early warning system for at-risk clients, resulting in preventable attrition and lost revenue.
Solution
Build Einstein AI prediction models in Salesforce to identify at-risk clients based on engagement patterns, service utilization, and relationship health indicators.
Key Outcomes
- AI-predicted client attrition risk scores
- Proactive retention campaigns for at-risk clients
- 34% reduction in client attrition
- Early intervention protocols
Tags
retentionaiwealth-managementeinsteinpredictive-analytics
Implementation Timeline
10-14 weeks
High Complexity