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Retention Radar: Using AI to Prevent Customer Loss

Spot at-risk accounts weeks sooner using the data and platforms you already own.
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A person tracking CRM data while on a call.

Virtual

Stop Churn Before It Costs You: How AI-Powered Agents Predict Retention Risks

Customer churn is one of the biggest hidden drains on recurring revenue. Too often, overloaded agents miss early signals; a delayed response, a poor handoff, or an unresolved ticket, sending customers to competitors and erasing months of sales effort. AI-powered agent assist tools offer a way to spot risks earlier and act faster.

Join Richard Kim, Chief Technology Officer for CBTW Americas, for a practical, demo-driven session on how AI-powered support agents can predict retention risks and improve outcomes. With over a decade of leadership in financial services and fintech, Richard specializes in turning frontline complexity into tangible AI solutions that boost customer experience and operational efficiency.

In this session, Richard will walk through:

  • Case Study: How AI-powered agents cut churn by tying engagement signals to ROI.
  • Live Demo: See AI agents assist customers in action.
  • Practical Steps: How to pilot early-warning AI alerts.
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Why Attend

  • See what AI-powered retention workflows look like in practice.
  • Learn how peers are cutting churn while freeing agent capacity.
  • Leave with a clear blueprint you can apply immediately.

Who Should Attend

This session is designed for senior leaders and decision-makers at small and medium-sized enterprises in Southern Ontario who are responsible for operations, growth, or strategic transformation, including:

  • Owners & CEOs of SMEs
  • COOs & VPs of Operations
  • Directors / Heads of Customer Success
  • Strategy & Growth Leaders
  • Business Unit Heads & General Managers
  • CTOs or Heads of Digital/Innovation