Retention & Loyalty Tools
Business Anniversaries
One, three, and five-year formation anniversaries with weekly digest prompts.
Source
Formation dates from business filing records
Refresh
Daily check, weekly digest
Banker prompt
Prioritize first-touch outreach while the signal is fresh.
Demo Records
| Business | Anniversary | Years | Assigned banker |
|---|---|---|---|
| Natural State Pediatrics | May 03, 2026 | 5 | Maria Chen |
| Benton Bike Works | May 07, 2026 | 3 | James Walker |
Showing 2 of 2 demo records. Click any row to open a lead workspace.