DATA SHEET | AI for Financial Services

C3 AI Customer Churn Management

Prevent Customer Churn with AI-Driven Insights
C3 AI® Customer Churn Management applies advanced AI to help wealth managers, financial advisors, sales officers and other bank
relationship managers prevent customer churn with intelligent intervention strategies. The application leverages machine learning
algorithms to predict the clients most likely to significantly reduce or end their relationship with the bank. These machine learning
insights enable targeted, proactive action in near real-time. C3 AI Customer Churn Management can be applied to various banking
relationships and client types, including private wealth management, commercial banking and retail banking, among others.

C3 AI Customer Churn Management creates a unified, federated data image from multiple internal and external sources containing
both structured and unstructured data. The data include transactions, balances, fund performance, client and account attributes,
related benchmark index performance, relationship manager notes, know-your-customer (KYC) information, and other relevant
customer relationship management (CRM) data. By creating a 360-degree view of each customer, C3 AI Customer Churn
Management provides the data, analytics, and AI-driven insights necessary to intervene, maintain, and potentially grow valuable
customer relationships.

In contrast to black-box machine learning solutions, C3 AI Customer Churn Management leverages interpretable models to create
rapidly actionable and comprehensible insights. The application presents easy-to-understand drivers of churn risk, highlighting the
early warning signals that contribute to a customer churn prediction. These interpretable insights are critical enablers of proactive,
intelligent, retention-driving actions.

Feature Summary

• Prioritize intervention using actionable insights from AI

algorithms predicting the likelihood of customer churn in
near real-time

• Access a 360-degree view of all client activity and

relationship manager interactions in a single, intuitive
interface

• Review interpretable risk drivers and early warning

signals of customer churn for each client

• Understand client behavior across key performance

metrics to improve customer service and support

• Analyze detailed client metrics to take intelligent

intervening actions

• Receive recommendations about which customer service

actions are most likely to prevent balance attrition

• Extend and modify thousands of out-of-the-box analytics

C3 AI Customer Churn Management provides wealth managers, financial

advisors, sales officers and other relationship managers with near real-time
analytics to monitor portfolio balances across different customer cohorts.

© 2020 C3.ai | All Rights Reserved | 20_0924

Powerful Analytics to Assess Customer Churn Risk in Near Real-Time
Feature Summary (continued)

• Route retention recommendations to relationship managers

for review and intervention

• View portfolio-level metrics, enabling management to

understand trends, identify high-risk cohorts, and track
portfolio health

• Quickly and easily scale the application to global clients

across various jurisdictions With C3 AI Customer Churn Management, relationship managers can
create targeted intervention and outreach strategies in response to
• Augment customer analyses with transaction counterparty behavioral changes by individual customers, customer cohorts, or
information and relationship manager notes shifts in the external market environment.

C3 AI Customer Churn Management Enables Intelligent,

AI-Driven Intervention
Benefits of C3 AI Customer Churn
Management include:

• Prevent customer churn, maintain deposits, and optimize

product utilization by identifying the client behavior driving
churn risk

• Improve client relationships by providing more targeted and

complete customer service and product offerings

• Maximize deposit balances by developing intervention

strategies through detailed cohort and scenario analyses

• Uncover new AI-assisted insights using holistic analyses on C3 AI Customer Churn Management creates a unified data image that
empowers relationship managers to perform detailed analyses of all
a unified and accessible data image
relevant data and analytics.
• Enable greater visibility into risks and uncertainties in the
client management portfolio

• Minimize portfolio balance loss with near-real-time updates

of client balance changes that merit attention

• Empower relationship managers to make informed,

strategic decisions with interpretable AI that exposes early
warning signals of balance attrition

Proven Results in 8-12 Weeks Visit c3.ai/get-started

© 2020 C3.ai | All Rights Reserved | 20_0924