Platform / 03
Retentions
Portfolio protection
Spot merchants at risk. Give your team a way to act.
A drop in volume, an unresolved ticket or a pricing complaint can be the start of a cancellation. Review those signals alongside the account history, then assign the follow-up and track the result.
01
Identify accounts that need a review
02
Record offers, approvals and follow-up
03
See why merchants leave and which offers work
Capabilities
Follow each retention case through to a decision.
Record the reason for leaving, review the account, agree any offer and keep track of the merchant’s response. Reporting shows the outcome by owner, reason and portfolio segment.
01
Retention workflows
Move cancellation requests through triage, approvals, save offers, follow-up and final outcome tracking.
02
Risk & attrition signals
Identify changes in volume, service activity, pricing pressure and the merchant relationship.
03
Merchant support
Connect tickets, conversations, account history and commitments so teams can resolve issues faster.
04
Save offers
Apply controlled commercial options with approvals, expiry dates and a complete decision history.
05
Reviews & renewals
Schedule proactive account reviews and renewal activity around merchant value and risk.
06
Retention reporting
Measure save rate, reasons, value protected, time to resolution and trends across the portfolio.
Keep the next team in the loop
A retention offer can depend on resolving a service issue or approving a change in terms. Check that the account owner knows what was promised, who approved it and when to follow up.
Related tools for your team
- Portfolio reporting — Review merchant-level volume, margin, service history, risk and commercial performance.
- Merchant onboarding — Coordinate applications, documents, checks, acquirer requirements and progress without losing ownership.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Start with the reasons merchants leave.
Bring examples of recent cancellations and saves. We will show how to assign the case, review the options and report what happened.