Case Study

Retain Delivers Breakthrough Results for Financial Services Giant

Learn how a publicly-traded financial services company achieved a 40% increase in performance using Retain for automated, digital customer communications.

About the Case Study

In this case study, we tell the story of a publicly-traded financial services company that decided to put intelligent, digital-first communications to the test.


The results were unambiguous: using Retain’s optimization engine for a digital-first approach to communications resonated with customers and drove significant growth for the early-stage recovery business, including a 40% increase in performance.


Download the full case study to get the whole story, including more performance metrics of Retain versus the client’s other vendors.

About Retain

Retain by TrueML Products is an intelligent delivery platform that leverages a patented optimization engine to determine the optimal time and channel to deliver the client’s communications within the confines of the compliance requirements outlined by the client. 

TrueML Products is a fintech software company developing machine learning-driven products that enable intelligent, digital communication and prioritize customer experience for consumers seeking financial health.