Client Retention is one of two primary aspects of company growth. If you are not aware of how loyal your customers are, or why you lost previous customers, you are risking your success.

 

 

Our comprehensive and effective client risk diagnostics provide you with actionable insights to ensure you are first, aware of, and second, address the concerns of your customers before they become a real problem!

 

Leveraging our proprietary approach, we utilize large amounts of historical data including but not limited to:

 

• Type, length, number and strength of the relationships

• Client Loyalty Survey

• Service and Operational Performance

• Key Performance Indicators (“KPI’s”) v. Service Level Agreements

• Client ordering patterns

• Cancellation history

• Payment patterns

• Complaints/feedback

• Call history and other applicable information surrounding sentiment

 

We apply machine learning to the data. The machine learning techniques identify trends and momentum characteristics common amongst the customers who were previously lost as well as those who were retained. This information is then translated into a predictive model, or algorithm, against which all existing and future customers can be “scored” for likelihood to be lost in our Cross-Selling and Client Risk (CSCR) Analytics. Once scored, actions can be taken to reduce client defection and create a roadmap to cross-sell additional products and services.

 

Our approach to ClientFirst A.R.E.™ is one of client retention and loyalty first. We provide the diagnostics, process, tools and training that will enable you to increase your client retention, grow revenue and improve profitability.

 

Let us complete a Client Risk Assessment for you, Contact us today.