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Save offers
Portfolio protection
Give retention teams a controlled way to propose, approve and record offers, with a clear view of cost, expiry and the merchant response.
Part of Retentions
Apply controlled commercial options with approvals, expiry dates and a complete decision history.
01
Earlier visibility of attrition risk
02
Consistent save and approval processes
03
Measured retention performance by reason and owner
What it covers
PilotOS brings the workflow, context and management visibility together. Teams spend less time reconstructing what happened and more time moving the work forward.
01
Configurable offer types and eligibility
02
Approval thresholds and exception routing
03
Expiry, acceptance and follow-up controls
04
Complete commercial decision history
Built for day-to-day operations
Keep save offers activity connected to the merchant, partner and commercial records your teams already use.
Assign every action, review and exception to a named person or team, with priorities and due dates visible.
Apply permissions, approvals and escalation rules wherever commercial or operational authority matters.
Move from summary measures into the underlying records, decisions and activity without rebuilding the story manually.
From design to operation
Discover
Understand the current save offers process, its systems, owners and points of friction.
Configure
Set the data, workflow, permissions, communications and management controls around agreed requirements.
Validate
Run real operating scenarios with the people who own the process and resolve exceptions before rollout.
Review
Measure adoption and outcomes, then refine the operation as volumes, products and responsibilities change.
Designed for
Retention specialists
Portfolio managers
Service leaders
Each team sees the information and actions relevant to its responsibility, while management retains one view of performance and control.
Frequently asked questions
Yes. PilotOS is configured around your stages, responsibilities, terminology and controls. The objective is to improve the operating model without forcing teams into an unfamiliar generic process.
Yes. Save offers works with the same merchant, partner, communication and reporting records used across retentions and the wider platform.
Role-based permissions, tenant boundaries and approval rights determine what each user can see and do. Material activity is retained in the operational history.
We start with the highest-value save offers journey, agree the data and controls it needs, then configure and validate it with the people responsible for the process.
Also in Retentions
We will review the current process, identify the most valuable improvements and demonstrate the relevant PilotOS workflow using your priorities.