Resources

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

Read our tactical guide to enhancing your engagement strategy with past-due customers.
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“Using Retain has helped us optimize our communication channels by meeting customers where they are. We see better interactions with digital than just relying on phone calls, and have maintained performance levels while reducing our operational costs.”

Kyle Sutter, SVP – Head of Collections, Atlanticus

“The ease of use has been great. The implementation team worked with us and was willing to find creative solutions to help our business, and replacing our old approach with Retain has had huge cost savings benefits.”

Lauren Scanio, Senior Customer Service Manager, Financial Services Client

“Retain allows us to leverage the power of digital communications which has redefined how we connect with our customers. With minimal effort, we’ve been able to implement email strategies and have seen impressive results using Retain.”

Consumer Fintech Client

“Using Retain has helped us fully automate email and SMS outreach efforts. Engagement increased as did the number of scheduled payments, reducing the number of eventual charge-offs on our books. These efforts have also allowed our internal team to focus on other high priority areas of the business.”

Reach Financial LLC

“We tested Retain against another provider and the results were clear: Switching from call-and-collect outreach to using Retain’s digital-first approach presented new opportunities to communicate with our customers on their preferred channels, meaning better engagement and improved return rates.”

Consumer Financial Services Provider Client

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