Retention Case Studies

Client retention case studies for financial advisors. Learn proven strategies to reduce attrition, increase loyalty, and grow AUM through existing relationships.

289 case studies

Precision FG Achieves 98.5% AUM Retention During Market Downturn

Learn how Precision Financial Group maintained a 98.5% AUM retention rate by proactively addressing client concerns during a significant market correction.

Precision Financial: 20% More Engagement via Social Media Community

Discover how Precision Financial Group leveraged social media to cultivate a vibrant community, increasing client engagement by 20%.

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Utilized predictive analytics to identify at-risk clients, reducing churn by 20% through proactive interventions.

Retention Case Studies

Precision FG Achieves 98.5% AUM Retention During Market Downturn

Precision Financial: 20% More Engagement via Social Media Community

Predictive Analytics: Reducing At-Risk Client Churn by 20%

Predictive Attrition Modeling: 12% Reduction in Client Churn

Prevented Churn: $2.1M AUM Saved with AI Prediction

Proactive Communication: 12% Improvement in Client Trust

Proactive Communication: Reduced Client Anxiety by 30%

Proactive Portfolio Reviews Result in 7% AUM Growth

Proactive Rebalancing Alerts: 15% Higher Client Satisfaction

Proactive Rebalancing Alerts Cut Churn by 8%

Proactive Rebalancing Alerts Drove 25% Retention Increase

Proactive Rebalancing Alerts Increase Client Confidence by 22%