Resources

From case studies to buyer’s guides, use these resources to better understand how automating your digital customer communications can benefit your business and take a look at some of Retain’s client successes.

Optimize Your Operations Budget with Retain

4 key ways Retain helps optimize operations budgets.

Delivering Electronic Validation Notices with Retain

How to compliantly send Initial Validation Notices digitally with Retain.

6 Ways Law Firms Can Optimize Operations Budget with Retain

6 key ways Retain helps law firms optimize their operations budgets

Integrating Your Phone-Based Operations with Retain’s Digital Outreach

How Retain’s dialer files can help you build an informed multi-channel operation by integrating your digital and phone-based operations into one cohesive engagement strategy

Electric Utility Leader Powers Up Early-Stage Digital Efforts

Learn how a leading utility recovered over $17 million using Retain to intelligently automate digital communications in this 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.

BNPL Provider Chooses Retain for Delinquent Customer Life Cycle Management

Learn how a leading BNPL provider used A/B testing to compare the effectiveness of using Retain versus a legacy provider for delinquency management communications.

Build vs Buy: Digital Customer Engagement for Delinquent Customers

Discover the differences between building in-house engagement programs versus working with a partner in three of the most crucial categories for businesses.

Electric Utility Leader Leverages Smart Outreach for Customer Engagement

Learn how a leading utility helped customers power through summer with financial assistance programs using Retain for automated digital communications

Top 10 Bank Sees 1000 BP Roll Rate Improvement Using Retain for Delinquency Communications

Read how a leading bank reduced roll rates by 1000 BP powering its customer engagement with Retain for intelligent, digital communications

Retain by TrueML Products: Overview

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.

Subprime Lender Recovers $870,000 Monthly Using Retain’s Digital-First Outreach to Delinquent Borrowers

Discover how better consumer engagement rates help repayment rates.

Neobank Improves Engagement & Repayment by Adding SMS Channel to Digital Customer Communications

Learn how adding SMS helped increase payment rates by 9% in just four months.

The Buyer’s Guide to Digitally Engage Your Past-Due Customers

Read our tactical guide to enhancing your engagement strategy with past-due customers.

Email Deliverability: Don’t Miss the Mark Delivering Your Customer Communications

Are your email communications missing the mark (aka your customer’s inbox)? A good email delivery rate is important, but measuring email deliverability is critical to hit the engagement bullseye.

Five Key Questions to Evaluate Your Email Strategy (and How Retain Measures Up)

Don’t miss the mark delivering your customer communications. Ask your organization or communication delivery provider these five questions to start evaluating your email strategy.

The Credit Union’s Guide to Digital Engagement for Past-Due Members

Learn about digital-first engagement through optimized delivery platforms designed with credit unions’ dedication to member experience.

Neobank Reduces Cost Per Account by 40% Using Retain for Digital Customer Engagement in Debt Collection

Retain’s digital-first approach beats call-and-collect for online-only bank’s delinquent customer communications.

Top 5 Reasons Your Digital Delinquent Engagement Strategy Needs to be Ready Before 2024

What makes the end of the year such an important time to evaluate your current customer engagement strategy? Take a look at the top 5 timely factors.

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