Spellbinder

Use Case

Seven-figure revenue opportunity no one saw coming

Banking · Discovered in 10 days · Fortune 500

Illustrative purposes only

The Situation

The bank's wealth management division was facing a troubling wave of client departures that threatened their long-term growth strategy. Despite conducting thorough manual reviews and gathering their analysts for weekly strategy sessions, their team remained unable to identify the root cause quickly enough to stem the ongoing exodus of valuable relationships.

Before

Substantial annual client attrition, Extended advisor response windows

After

Dramatically reduced client attrition, Rapid advisor response times, Significant new asset acquisition

The Spellbinder Difference

Within less than a week of implementation, Spellbinder independently uncovered what had eluded the dedicated team's analysis: a crucial relationship between market volatility events, the timeliness of advisor communications, and client withdrawal behaviors across particular demographic groups. This insight had remained hidden despite the team's extensive analytical efforts.

Key Findings

Discovered considerably higher risk of relationship termination among clients who experienced extended advisor response delays during periods of market uncertainty

Identified an emerging opportunity with clients approaching retirement who were actively seeking guidance on repositioning their investment portfolios

Testimonial

"Spellbinder didn't just solve our attrition problem—it found an opportunity we weren't even looking for. We're now 3-4 steps ahead of competitors who are still reacting to yesterday's data."

Get your insights yesterday

Grab your spot on the early‑access list and start making faster, data‑driven decisions

Spellbinder is the autonomous data analytics platform that understands your business, preserves critical context, and delivers trusted insights before you ask.

Platforms

Autonomous Data Analytics

Environmental Compliance