NBFC growth & retention

Convert pre-approved customers and protect portfolio.

Pre-approved leads go cold fast and at-risk loans move to competitors. ChurnGuard prioritizes the highest-intent names for your RMs with ready scripts.

Retention Score

Industry Benchmark

+12%
Cross-sell close rate8–14%
Portfolio attrition–1.4 pts
RM productivity+25%
Built for global SMBs — 60+ countries and 60+ currencies supported, with timezone-aware send windows.
What it is

The NBFC Co-pilot.

ChurnGuard acts as a Retention Co-pilot for NBFC owners. It doesn't just show data; it automates the "Next Best Action" for every at-risk customer.

The Problem

Why Churn is "Silent."

In lending, the "Intent window" is incredibly short. A customer who inquires about a top-up loan but goes silent has likely been approached by a competitor with a faster offer. Real-time prioritization of these leads for Relationship Managers (RMs) is the difference between a closed deal and a lost borrower.

The Engine

How our AI saves revenue.

The AI analyzes payment stability, inquiry recency, and app-engagement levels. It identifies "Closing Signals" and "Departure Signals," routing the highest-priority names to the RM dashboard with a pre-approved script and personalized offer.

AI Intelligence

The signals our AI tracks for NBFC.

01

Last activity date on loan portal / app

Monitored daily to detect behavioral shifts 30-60 days before a cancellation event.

02

Inquiry frequency for new products / statements

Monitored daily to detect behavioral shifts 30-60 days before a cancellation event.

03

Payment delays vs. historical stability

Monitored daily to detect behavioral shifts 30-60 days before a cancellation event.

04

Utilization of credit limits / revolving lines

Monitored daily to detect behavioral shifts 30-60 days before a cancellation event.

05

Interactions with competitor rate-calculators (where tracked)

Monitored daily to detect behavioral shifts 30-60 days before a cancellation event.

Plus 15+ Industry Signals

Customized to your specific billing and activity data during the first 60 seconds of processing.

Business Impact

Recovered revenue,
not just data points.

Increase cross-sell conversion rates by 10–15%

Reduce portfolio attrition by identifying "Refinance Risk" early

Empower RMs with daily "Hot-Lead" prioritization

Maintain higher ARPU through proactive limit-increase offers

60s

Time to insight

4.5x

Typical ROI

PII-Safe

Enterprise-grade security

Sample Use Case

How a business like yours uses ChurnGuard to stop the leak.

"An NBFC routes 220 hot cross-sell candidates to RMs daily; calls with personalized scripts close 11% within a fortnight."

💰
NBFC Owner
Customer Profile

Reachability

One click to win them back.

Call

Best for NBFC.

Co-pilot Ready

Email

Best for NBFC.

Co-pilot Ready

WhatsApp

Best for NBFC.

Co-pilot Ready

Push

Not recommended.

The Proper Choice

Why NBFC owners choose ChurnGuard.

FeatureChurnGuard AILegacy ToolsManual / DIY
AI Prediction Accuracy85%+20-30%Guesswork
Setup Time60 SecondsWeeksDays
NBFC Native Playbooks
Automated Action Scripts
Coupon ROI Tracking
Retention Co-pilot Mode

Common Questions

Can this comply with regulator outreach windows?

Yes — schedule sends are bounded to your local working hours and we log every dispatch for audit.

Does this replace my CRM?

No — it sits alongside your CRM. The platform produces the daily list and scripts; the RM works the leads in your CRM.

How do I prevent duplicates?

Duplicate-skip rules ensure customers with an open offer are not re-contacted; recently-redeemed customers cool down before re-targeting.

Instant Deployment

Recover your first
lost revenue in 60s.

Upload your customer data and let ChurnGuard AI find the accounts you can save today. No code, no card, no long integration.