Enterprise Retention Intelligence

Every customer, every brand, under one DOME.

iDome Systems gives large enterprises Retention Intelligence built on a Business Data Platform. It brings events from every brand, market and channel together, recognises each customer across all their accounts, and shows who is about to leave while there is still time to keep them.

Runs in your environment Works with your data estate Event-sourced audit trail Local AI models
The iDome layers, from the outside in: events, identity, enrichment, journey, scorecard and exceptions, with action at the centre. EVENTS IDENTITY ENRICHMENT JOURNEY SCORECARD EXCEPTIONS Action EVERY SOURCE, EVERY CLIENT, ONE PLATFORM
The offer

Retention Intelligence, built on a Business Data Platform

Retention models are only as good as the data under them. In most enterprises the same customer is split across brands, markets, apps and older systems. iDome first builds one trustworthy record of what happened, to whom and when. Retention Intelligence then reads that record to find the customers who are drifting away and to start the right response.

Foundation: Business Data Platform (BDP)

One record of every event, across the enterprise

  • Every sale, visit, payment, ticket and message lands as an event, so history can always be replayed and audited.
  • Each person is resolved across every account, brand and channel they use.
  • Each brand, market or business unit can be kept in isolation, through the same APIs.
  • Every product, dashboard and agent works through the platform's APIs, never straight against the database.
Product: Retention Intelligence

Know who is leaving before they leave

  • Activity is measured against each customer's own normal pattern, over three time windows.
  • A customer moving to a new account counts as a move, not as a loss and a new sign-up.
  • Consent and compliance rules run first. A failed check blocks contact and escalates.
  • Retention actions fire at whichever level the score falls below its threshold: a customer, a segment or the whole base.
How data moves under the DOME

From raw events to the right action, in six steps

  1. Capture

    Events arrive from your systems through connectors and APIs, and are stored as they happened.

  2. Classify

    Each event is typed and labelled so it can be compared across sources.

  3. Resolve

    Records are matched into one person and one account, with rules designed for each business.

  4. Enrich

    Local AI models add context, such as intent, topic and similarity to past behaviour.

  5. Score

    Every journey stage and every customer gets a score against its own target or norm.

  6. Route

    Exceptions go to the owner, and the agreed workflow starts.

Retention Intelligence

Find the quiet ones while there is still time

Most churn is visible weeks before it happens: fewer active days, a longer gap, a move to another account. Retention Intelligence watches for it per person, and acts only when the evidence is there.

Activity, in three time windows

Weekly, monthly and lifetime activity, each compared with the customer's own norm and blended with the health of the things that drive it. What counts as quiet differs from person to person.

One person, many accounts

Identity resolution links a customer's accounts using rules designed for your business. An old account going quiet next to a new one is a migration, not a lost customer.

Consent and compliance come first

Do-not-contact, cooling-off and similar flags carry across every account of a person. A failed check stops the offer and escalates to the compliance owner instead.

Drill from the whole base to one person

Start at the consolidated score, open a segment, then a single customer, and back again. Change a threshold and see which scores move.

Retention score · one customerIllustrative example
Customer since 2023 · 3 accounts resolved
web accountapp accountold account
The old account went quiet when the app account opened. The platform treats that as a move.
Last 7 days1 of 4
Last 30 days6 of 11
Lifetimeon norm

Bars show active days against this customer's own norm (the dark mark).

4.2out of 10. Below the 5.0 threshold, so a retention action is due.
PASSConsent and compliance checks across all 3 accounts. Contact is allowed.
Action started

A personal re-engagement message goes out today. If there is no activity in 7 days, the account owner gets a call task.

Balanced Scorecard · Management by exception

Know everything. Act on what matters.

The platform rolls every score into a Balanced Scorecard, so leadership sees the whole business through four perspectives. Then management by exception narrows that view to the few items that need a decision today.

Financial

Are we growing profitably?

Revenue and margin per customer, segment and channel.

Customer

Are customers staying?

Retention, re-activation and value, from the same scores Retention Intelligence uses.

Internal process

Are processes on target?

Every journey stage scored against its own target.

Learning and growth

Are we improving?

Data coverage, automation and how fast exceptions are closed.

Exceptions only

While a measure is within tolerance, the platform stays quiet. When it breaches, it raises an exception with an owner, a severity and a workflow already started, and tracks it until the measure is back on target.

End-to-end use cases

See the whole platform at work, from raw data to the action it starts

Two worked examples. All names, figures, targets and thresholds are illustrative.

A multi-line insurance agency places personal and commercial policies with several insurers. Each household may hold motor, home and life policies, bought and serviced through different people and systems. The agency wants to keep more households at renewal, and to know which part of its own process is losing them.

Connected sources
Agency management systemInsurer portals and downloadsCRMPremium billing and financeAccounting softwareContact centreEmail and SMS
1 · One household, one journey

Identity resolution links every policy, insurer reference and contact detail to one household. Each stage of the journey is a business process with its own target and score (0 to 100).

  1. Quote

    quote returned within 24 h · actual 30 h72 Watch
  2. Bind and onboard

    documents complete at bind 95% · actual 97%91 On target
  3. Premium billing

    instalments on time 96% · actual 89%64 Watch
  4. Service and changes

    mid-term changes within 2 days · actual 1.688 On target
  5. Claims

    FNOL to settlement 30 days · actual 4158 At risk
  6. Renewal

    reviewed 60 days ahead 100% · actual 82%70 Watch
2 · Balanced Scorecard for the agency

Every process score rolls up into four perspectives

FinancialCommission income per household, written premium growthOn target
CustomerHousehold retention, policies per householdAt risk
Internal processThe six journey stage scores aboveWatch
Learning and growthLicences current, self-service adoptionOn target

The scorecard shows the cause behind the customer number: slow claims and missed renewal reviews.

3 · Retention score for one household
4.1out of 10, renewal in 52 days. Below the 5.0 threshold, so an exception is raised.
  • Open claim past target (41 days)−1.8
  • Two late instalments this term−1.2
  • Renewal premium up 14%−1.0
  • Three policies held, 6-year tenure+1.6
4 · Management by exception

The agency principal sees three items, not three hundred

38 households renew within 60 days with a retention score below 5.0Customer · threshold 5.0 · owner: account managersRetention workflow started
Claims open beyond 45 days on 6 policies due to renewInternal process · tolerance 30 days · owner: claims leadEscalated to the insurer contact
Late instalments rising in one product lineFinancial · 89% on time against a 96% target · owner: billingPayment-plan offers queued

Every other measure is within tolerance and stays quiet.

5 · The retention workflow it starts
  1. Consent and do-not-contact checks pass for every person in the household.
  2. The claim is escalated, and the household gets a status call from the claims handler within 2 days.
  3. The account manager gets a review task with the household's full history and the score drivers.
  4. Alternative quotes are prepared 45 days before renewal, and a payment plan is offered.
  5. The score is tracked to renewal, and the outcome is measured against a control group.
Built for the enterprise

Your data stays in your environment, and every change is traceable

Runs in your environment

The platform is deployed on infrastructure you control, on premises or in your private cloud. Customer data does not need to leave it.

Works with your data estate

iDome reads from the warehouse, data lake, CRM (customer relationship management) and operational systems you already run. It adds identity and retention scoring without replacing them.

Local AI models

Classification and enrichment run on local models, so there is no per-call cloud AI cost and no data sent to an AI provider.

Separation by brand and market

Data for each brand, market or legal entity can be kept apart in storage and in every API, to match your data protection and residency rules.

Event-sourced history

Every state the business cares about can be rebuilt from its events, which makes audits and corrections straightforward.

Every change traced

Each change to code, schema or configuration is tied to an approved enhancement record, so any line can be traced back to the decision behind it.

Who it's for

Large enterprises with many brands, markets and customer accounts

iDome is built for enterprises that serve the same customer through several brands, markets, apps and stores, where retention is worth the most and the data is hardest to join up.

Subscription and membership Multi-brand retail and e-commerce Financial services and insurance Telecoms and utilities Travel and hospitality Regulated consumer businesses B2B suppliers with large account bases
How an engagement runs

Start with one brand or market, then roll out

  1. Briefing

    Your retention goals, brands, markets and the systems that hold customer data.

  2. Assessment

    We map your data estate and agree the identity rules and what an active customer means for you.

  3. Pilot

    Retention Intelligence on one brand or market, on your own data, in your environment.

  4. Prove

    Scores and actions are compared against a control group, so the effect is measured.

  5. Roll out

    More brands, markets and channels on the same platform and identity model.

Enterprise briefing

See your own customers under the DOME

In a briefing we show Retention Intelligence and the platform on a sample shaped like your business: your brands and markets, your systems, your identifiers and your idea of an active customer.

What are you most interested in? (tick all that apply)

We use these details only to arrange and prepare your briefing.