How NZ Wealth Managers can stop clients from leaving

Stop clients from leaving

I recently read a case study looking at a US$18B wealth management firm that used AI to identify clients at risk of leaving, then intervened earlier. The result: a 15% reduction in churn. The interesting part isn’t that AI predicted churn. Many models can do that. What mattered is who owned the AI project.

The waitlist

We’re building something exciting at Sevaka

And we’d love you to be part of it.

Our AI-powered tools are designed to help KiwiSaver advisers and fund managers streamline their processes, reduce admin workloads, and improve client engagement. By joining our waitlist, you’ll get early access to a solution built specifically for KiwiSaver.