Demos / Super member retention, spotted before they leave
Simulation · Superannuation
Spot the members about to leave. A person approves every call.
Members near retirement with large balances often roll out to a retail platform or an SMSF, usually through a planner or an accountant. Agents watch the signals, score the risk and propose the next best action; member services approves any outreach. All figures are synthetic and illustrative.