Customer retention insights for banks

A simple risk score for every customer, with the reasons in plain words, read from account activity, product use, complaints and call themes in your own data.

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One click opens a free 30-day workspace with Customer retention insights and sample data. No credit card.

What gets in the way today

The work between the systems

Customers leave quietly: balances drift out months before the account closes.
Relationship managers learn about the risk after the decision is made.
Retention offers are generic because nobody knows why each customer is at risk.

How Neuclon handles it

Built for this, changed by your team

Customer retention insights scores each customer and explains why: falling balances, payroll moved, repeat complaints, no app logins. High-risk customers get a call-back task for their relationship manager automatically, and every retention action records whether the customer stayed.

See it work

Try Customer retention insights with sample data

Filter by what needs attention, switch to the board, open a record to see what its agent would do. The walkthrough shows the same tool being built and run.

Try it: Customer retention insightsInteractive demo · sample data

The apps

What you get

App · FinanceCustomer retention insightsReads account activity, product use, complaints and call themes from your own data. Each customer gets a simple risk score with the reasons in plain w…App · FinanceAI customer assistantCustomers ask by phone, WhatsApp, web chat or the mobile app, in their own language. After identity checks the assistant answers or acts on routine re…Template · FinanceClient review meetingsRelationship reviews with AUM, opportunities and follow-ups.

A day with Neuclon

How the day goes

MonOvernight, a small business customer moves payroll to another bank. Their score jumps to high risk with the reason.
Mon 9:00A call-back task is waiting for their relationship manager, with the reasons and the products they hold.
TueThe call happens; a fee review is offered and logged as a retention action.
Month endLeaders see customers kept, balances at risk by segment and which actions worked.

An illustrative day. Your rules, people and systems set the details.

Prove it in 30 days

What to measure

Customers kept after a retention action
Balances at high risk
High-risk customers with no action
Time from risk signal to contact

Pick one of these, agree the baseline on day one, and measure it after 30 days on your own data. How the 30-day Sprint works.

Questions

Frequently asked

Is the score a black box?

No. Every score comes with the reasons in plain words, drawn from your own data, so relationship managers know what to talk about.

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.

Start free with Customer retention insights Book a walkthrough