Analyse · RM Outreach
RM Outreach
Send a nudge to the relationship managers who own these clients. The RM sees a reason and a suggested action — never physiology, scores or clinical detail.
Cohort loaded · Notify RM
Gate at risk 26 members
Qualifying-day run rate trending below the 80% tier gate
Compose
What you write here is exactly what the RM receives. The preview updates as you type.
Composer
Matched to cohort type
Live preview · what the RM receivesIn-platform task + email
Demo Bank · Health & Wellness
Client follow-up: Gate at risk
To Nithya Reddy · IN-Mumbai · respond by 02 Oct
5of your clients are on this list
Suggested action
Their band has been off more often lately. A short reminder now protects their discount at renewal. No health detail needed.
Clients
- Sunita LimGate at risk
- Aisha DesaiGate at risk
- Samuel WongGate at risk
+2 more in the task list
No health metrics, scores or clinical information are included in this message.
Recipients
The cohort grouped by owning relationship manager. Select a row to preview what that RM receives.
| Relationship manager | Branch | Clients in book | In this cohort | |
|---|---|---|---|---|
NRNithya Reddy | IN-Mumbai | 32 | 516% of book | |
GWGrace Wong | HK-Island | 69 | 46% of book | |
IHImran Hassan | HK-Kowloon | 64 | 46% of book | |
COCheryl Ong | SG-Central | 62 | 46% of book | |
TGTerence Goh | SG-East | 68 | 46% of book | |
KBKavita Bhatia | IN-Bengaluru | 34 | 26% of book | |
SYSerene Yeo | SG-West | 52 | 24% of book | |
RCRajiv Chandran | IN-Delhi | 19 | 15% of book |
Sent nudges
Every nudge sent, whether RMs acted on it, and whether the cohort's metric moved.
| Sent | Cohort | Reason | RMs | Clients | RM actioned | Client responded | Metric moved |
|---|---|---|---|---|---|---|---|
| 18 Sept | Gate at risk | Wear reminder | 5 | 64 | 84% | 61% | +9 pts qualifying-day rate |
| 04 Sept | Disengaging | Re-engagement call | 5 | 218 | 71% | 43% | 38 devices back online |
| 21 Aug | Improvement leaders | Celebrate & upgrade | 4 | 412 | 92% | 77% | +4 pts consent rate |
| 07 Aug | Recovery debt cluster | Wellbeing check-in | 5 | 184 | 66% | 38% | No measurable change Rewrite the template before resending |
RM action rate measures whether the bank did its part; metric movement measures whether it worked. A nudge that produced no movement is a template to rewrite, not to resend.