A CUSTOMER RETENTION SOLUTION BUILT FROM THE GROUND UP FOR THE INSURANCE, ASSET MANAGEMENT, AND RETAIL BANKING INDUSTRIES

Our platform is built from the ground up to serve the unique needs of financial services firms that sell retirement and investment products. Annuities sold by insurers, and investment products sold by asset managers have conjoined market dynamics. The high operational costs of wholesaling, narrow product margins, and a vast distribution network of financial advisors and brokers make customer retention incredibly important to growing your business.

The Spyglaz Customer Growth and Retention Platform serves these industry verticals:

  • Insurance – Life and Annuity
  • Asset Management – Retail Advisory
  • Retail Banking – Wealth Management

At Spyglaz our mission is to support our customers in retaining and growing their high-value assets more effectively.

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Slide “We have extensive experience with customer retention and have seen firsthand the benefits of proactive and reactive retention strategies. Based on a recent pilot in which Spyglaz identified new drivers of impending lapse, we signed an annual contract to further develop their predictive models and test enhanced customer retention strategies. I’m excited about the possibilities and confident Spyglaz will help drive value that is multiples the cost of our engagement.“ Tom Buckingham
Chief Growth Officer
Nassau Financial Group

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