Case studies · Wealth · Investment advisory
A Brazilian investment advisory firm predicts churn across high-value clients
Churn probability by horizon, with personalized retention scripts and proactive advisor alerts.
Churn predictionWealth management
About the client
A leading Brazilian investment advisory firm with a large portfolio of high-value clients, where retention drives AUM and revenue stability.
The challenge
- Client data across disconnected CRMs and spreadsheets
- No unified view of engagement and portfolio behavior
- No churn-probability indicators
- Retention dependent on advisor perception
What Grand Thera deployed
TheraOS
- CRMs, portfolio data and internal controls consolidated
- Executive retention-risk dashboards
AIT Agents
- Churn probability across horizons
- Behavioral and portfolio risk patterns
- Personalized retention scripts for advisors
- Proactive alerts at risk thresholds
- Client data across disconnected CRMs and spreadsheets
- No unified view of engagement and portfolio behavior
- No churn-probability indicators
- Retention dependent on advisor perception
What was at stake.
Results
Results
- 01
At-risk clients identified proactively
- 02
Retention strategies generated automatically
- 03
Faster advisor response to churn signals
- 04
Structured retention workflows
Source: original case publication
