Customer Insights

Our services

Customer retention
Cross-sell propensity
Lifetime customer value
Portfolio embedded value

We can:

Uncover what drives your success in retaining customers
Provide advice on product pricing and product marketing to achieve an appropriate balance between retaining existing customers and profitability
Identify potential new income streams by identifying additional products that are most likely to be of interest to existing and new customers
Determine customer lifetime value by customer segment
Estimate the value of an insurer based on the embedded value of its customers.

Finity can help you better understand your customer relationships and how best to influence these relationships.

Using leading-edge statistical and computational techniques, Finity develops customer profiles documenting the length of the customer relationship, the products customers use, the potential for customers to use additional products and the likelihood customers will remain loyal in future.

We also develop models to measure the prospective lifetime value of your customers. These models combine predictive assessments of claims cost, renewal propensity and cross-sell propensity into a discounted cash-flow framework. You can use our models to develop customer segmentation strategies and measure the embedded value of your book of business.