Customer retention insights

Reads account activity, product use, complaints and call themes from your own data. Each customer gets a simple risk score with the reasons in plain words, so teams act early with a call-back, a personal offer or a message on the customer’s preferred channel.

2 connected tools: Customer retention, Retention actions.

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One click opens a free 30-day workspace with this app and sample data. Change anything by asking.

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Inside

What it does

Customer retention

Each customer with a simple risk score and the reasons in plain words, read from account activity, product use, complaints and call themes in your own data, so teams act early.

Tracks: Customer, Segment, Risk, Risk score (0–100), Why, Products held, Balances, Years with us, Last login, Complaints (90 days), Preferred channel, Relationship manager, Next action
Flags automatically: High risk of leaving when Risk is High
High risk, no action when Risk is High and Next action is empty
No login in 60 days when Last login is more than 60 days ago
Repeat complaints when Complaints (90 days) is over 1
Actions and automations: Plan a call-back: Create a call-back task for the relationship manager.
Tell the relationship manager: Send the relationship manager the score and reasons.
Automation: When a customer becomes high risk, plan a call-back
Views and charts: By risk, Activity, Customers by risk, Balances by segment
Its agent: Watches every customer for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.

Retention actions

What the team does to keep each at-risk customer: a call-back, a personal offer or a message on their preferred channel, and whether it worked.

Tracks: Action, Customer, Type, Owner, Due, Status, Outcome
Flags automatically: Overdue when Due has passed and Status is Planned
Customer stayed when Status is Customer stayed
Actions and automations: Emails, updates, documents and webhooks you add by asking, each with approval if you want it.
Views and charts: All actions
Its agent: Watches every action for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.

Use cases

Part of these solutions

More for finance

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Questions

Frequently asked

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

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