Portfolio protection
See the warning signs before the cancellation request arrives.
Flag drops in volume, unresolved service issues and pricing pressure for the account owner. Review the merchant’s recent history before deciding how to respond.
What it handles
Identify changes in volume, service activity, pricing pressure and the merchant relationship.
Retentions capability
What Risk & attrition signals covers
Identify changes in volume, service activity, pricing pressure and the merchant relationship.
01
Volume and transaction-pattern changes
02
Service activity and unresolved issue signals
03
Pricing pressure and relationship indicators
04
Risk prioritisation and account-owner alerts
Workflow notes
Risk & attrition signals in practice
Processing activity falls while support contacts increase. The account owner needs to assess whether there is a seasonal explanation, a technical issue or a relationship problem.
What to prepare
Prepare baseline periods, signal definitions and the account information used to investigate changes.
Review the workflow
- Compare the signal with the merchant’s normal activity.
- Review service history and recent commercial discussions.
- Assign the account owner a follow-up that addresses the issue found.
Does a risk signal prove that a merchant is leaving?
No. It is a reason to investigate. Check when the change began, the source figures and recent account activity before deciding how to respond.
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.
Before you set it up
Give each alert an owner and check which signals have led to actual cancellations or useful account reviews.
Continue through Retentions
Related capabilities
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.