Win back dormant and never-transacted accounts.
With outreach that references each account's specific past issue and what's changed run continuously, not as a quarterly campaign.
Trusted by the fastest growing financial services.
The win-back
gap.
Merchants go live and never transact — the win-back gap teams have never figured out.
Merchants go live and never transact.
The win-back gap teams have "never figured out."
Quarterly manual campaigns, under-resourced.
How this agent works
It finds dormant accounts, figures out why they left, and reaches out with something specific. No blasts, no batch campaigns.
01
Identifies the accounts
Finds dormant and never-transacted accounts across the base.
02
Personalises the outreach
References each account's specific past issue and what's changed.
03
Runs continuously
Outreach runs all the time, not once a quarter.
What it reads, derives,
and does with it.
What it reads
The full history behind every account.
Account activity
Transaction history
Prior support contextWhat it derives
The signals it builds per account.
Dormancy
Never-transacted status
The specific past blockerWhat it does with it
The action each signal triggers.
Personalised outreach
References past issue“We saved 40 hours a week on manual reviews. Rulebase allows nothing to slip through — we trigger workflows automatically to solve issues before they escalate.”
Agents that drive revenue across any timeline
The AI revenue workforce for financial services. From approved to transacting, no account left behind.
