Churn Prediction & Retention Engine
A churn model wired into CRM playbooks so account managers act before a cancel request, not after. Built for auditability in a finance context.
At-risk accounts flagged early enough for a retention play
Challenge
A fintech platform was losing mid-market accounts with little warning. Retention plays were reactive and inconsistent across account managers.
Approach
We engineered churn features from product usage, billing, and support signals, trained a gradient boosting model, and connected high-risk scores to Salesforce playbooks and automated outreach.
Outcomes
- At-risk accounts surfaced weeks before typical churn, not on cancel day
- Retention playbooks standardized across the account-management team
- Model outputs logged for review, not a black-box score
- Outreach triggered from CRM, so ops does not live in a spreadsheet
Stack
XGBoostPythonSnowflakeSalesforce
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