SatisfAI

FINANCIAL SERVICES

Helio Financial

Helio surfaced churn risk in 12% of post-onboarding calls — early enough to save the account every time it acted.

+0.4

CSAT lift

68%

Completion rate

$320k

Pipeline identified

Helio Financial × SatisfAI

Why they came to us

Helio's onboarding NPS was high, but 90-day churn was creeping up. They wanted to hear customers earlier in the lifecycle than the next renewal call.

What changed

A 30-day post-onboarding voice check-in flagged "implementation drag" and "competitor mentions" as churn precursors. The CSM team got a real-time alert and a transcript.

Results

  • 12% of calls flagged as churn-risk
  • 87% retention on flagged accounts after CSM intervention
  • 4-week payback

“The transcripts are the unlock. Reading a customer say "I almost cancelled last week" before they actually do is the difference.”

HE

VP Customer Success, Helio Financial

VP Customer Success, Helio Financial

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