EFuturesCFO · Financial Services Suite
Client Retention & Attrition Analyzer
Quantify the true cost of client attrition by segment, identify at-risk AUM, and model the revenue impact of retention improvement strategies.
Executive Summary
Segment Attrition
5-Year AUM Erosion
Retention Levers
Methodology
Churned Clients = Total × (1 − Retention Rate). Lost Revenue = Churned AUM × Fee. Replacement Cost = Churned Revenue × Multiplier (typically 3-5×). At-risk identified through engagement scoring (NPS, contact frequency, digital engagement). Industry avg RIA retention: 92-96%. UHNW retention target: 97%+.