Skip to main content

Customer Retention Banking

Customer retention program execution

Complexity: Moderate | Duration: 15-30m | Category: Industry/Financial Services

Tags: retention customer attrition relationship

Workflow Diagram​

Steps​

Step 1: Identify at​

Agent: risk

retention-specialist - Flag attrition signals

Step 2: Analyze relationship​

Agent: retention

specialist - Review customer value

Step 3: Design offer​

Agent: retention

specialist - Create retention incentive

Step 4: Contact customer​

Agent: relationship

manager - Reach out proactively

Step 5: Present options​

Agent: relationship

manager - Discuss retention offers

Step 6: Implement changes​

Agent: retention

specialist - Apply agreed terms

Step 7: Monitor outcome​

Agent: retention

specialist - Track retention success

Usage​

To execute this workflow:

/workflow industry/financial-services/customer-retention-banking.workflow

See other workflows in this category for related automation patterns.