Wealth Management · United States

Predicting investor attrition months in advance.

A leading US wealth firm used Fligoo SharpAI to anticipate significant cash withdrawals, transfers out, and account closures — and to recommend the next best retention action per investor.

US wealth firm with 8,000+ financial advisors

Results

92%
Holdout performance on attrition prediction
$4.3B
Mid- and high-risk retention opportunity identified
$3.2B
High-risk retention opportunity identified

Challenge

The firm was losing investors and AUM through patterns its existing tools could not see in time. Reactive responses were missing the window for advisor intervention.

Solution

Fligoo SharpAI analyzed account, transaction, portfolio, and interaction signals continuously, segmented investors by risk, and surfaced the recommended retention action and channel for each.

Outcome

92% holdout performance on attrition prediction with several billion in retention opportunity identified — turning what had been quarterly review into months of advance warning for advisors.

Ready to make AI a measurable line in your P&L?

We design, deploy, and operate enterprise AI alongside your team.

Start the conversation