Outsourced compliance, operations, treasury & growth teams for regulated fintechs in the UK, EU, US and Canada

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Tele Sales & Retention

Customer retention that brings customers back and keeps them

We identify customers at risk of leaving, call and message them with the right offer, manage your high-value customers personally and win back those who have lapsed.

At a glance

Churn analysis

Retention calls

Win-back campaigns

VIP management

Supporting fintechs in the UK, EU, US and Canada

Overview

Keeping a customer costs less than finding one

Remittance and payment customers often switch providers for a better rate, a bad experience or simply because a competitor reached them first. Each lost regular sender represents significant lifetime revenue.

Hilix analyses your customer activity to identify churn risk, segments customers by value and behaviour and runs targeted retention and win-back campaigns by phone, SMS, email and WhatsApp. High-value customers receive personal account management that builds loyalty.

What’s included

Everything included in Customer Retention & Win-Back

Churn analysis

Activity patterns analysed to spot customers at risk.

Retention calls

Personal outreach to understand and resolve reasons for leaving.

Win-back campaigns

Targeted offers and messages for lapsed customers.

VIP management

Dedicated care for your highest-value customers.

Feedback capture

Reasons for churn recorded and reported to leadership.

Retention reporting

Reactivation rates and revenue retained measured.

Who this is for

  • Remittance apps with high one-time usage
  • Wallets with declining active users
  • FX businesses with valuable repeat clients
  • Fintechs preparing loyalty programmes

What you receive

  • Churn risk segmentation
  • Retention and win-back scripts and offers
  • VIP customer programme
  • Churn reason analysis
  • Monthly retention report

How we work

How we build your sales and retention engine

Define

Target segments, offers, goals, compliance rules and success metrics agreed.

Script and train

Compliant scripts, objection handling and product training prepared.

Call and convert

Agents work lists and leads in your CRM with full call logging.

Measure and refine

Conversion data used to refine segments, offers and scripts weekly.

FAQ

Customer Retention & Win-Back: common questions

Which channels do you use?

Phone, SMS, email, WhatsApp and in-app messaging, according to customer consent and your preferences.

Who approves offers?

You define offer budgets and rules. Agents apply them consistently and record usage.

How is success measured?

By reactivated customers, retained transaction volume and revenue compared to a control group where possible.

Keep exploring

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Free 30-minute consultation

Tell us where it hurts. We will show you how a seasoned fintech team fixes it.

Compliance backlog, a regulator letter, a new corridor, stalled growth or a support queue that will not shrink. Share it with us and get a clear scope, timeline and proposal within 48 hours.