Autopilot For Bank 

Customer Retention

Automate & personalize interventions that

predict & prevent bank account attrition.

What if you knew exactly how to best engage and retain your customers?

Empower your team to deliver powerful and effective experiences at
any touchpoint in your bank's customer journey. 

How it Works: Intelligent Automation

Create custom interventions that optimize for the key actions and metrics that matter most to your customers and business.

Calculate and perform the optimal action to 
engage customer.

3. Select Actions

4. Record Outcomes

Track whether or not the activity increases. Optimize and Repeat.

Ex: Customer account activity declines for three months.

1. Trigger Event

Look at customer data 
and past activity.

2. Apply Context

A combination of actions and delivery methods to increase Customer Lifetime Value.

Intervention Actions

  • Phone Calls 
  • Online Experiences 
  • Text Messages
  • Discounts
  • New Benefits 
  • Pause Options
  • Product Updates 
  • And more!

Integrations that create seamless experiences for your customers.

The All-in-One Intervention Platform

Take the first step to an wholistic approach to increasing Customer
Lifetime Value (CLV) with the Bellwethr Intervention Platform.

Ready to get started?

Set up a demo with an Intervention Specialist to see if Bellwethr is a good solution for your bank.