21 Oct 2026, 10:03 UTC · 2 questions · ID ce646d9efa87
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Question 1
“Data Hub, Keep customers longer, case studies”
Answer
Partly answered
Data Hub's tools and the Keep customers longer playbook are covered, and customer stories with results exist. No story shows a customer keeping more customers or cutting cancellations with Data Hub and the Data Agent; the stories on the retention page report cross-sell, repeat orders and quote speed instead.
Add a retention customer story section to /solutions/keep-customers
What is missing
No customer story reports a retention result such as lower cancellations, higher renewal rate or recovered at-risk accounts.
No story shows how a customer used Data Hub and the Data Agent to spot at-risk customers early.
The renewal result from the financial services page is not shown where visitors look for retention proof.
Where
New section on /solutions/keep-customers, placed after "Retention is a team effort".
Related sections
Remarkable results, in every industry · Four steps to fewer surprise cancellations · An agent that cleans up. A team that approves.
Main topics
A customer that reduced cancellations or raised renewals · How connected data and the Data Agent flagged risk · Retention metrics before and after · Time to results
What to do
Confirm with customer marketing which customers have retention or renewal results and used Data Hub, and get approval for their figures.
Build a Customer Results section with one or more retention stories and their metrics.
Link the story to the Data Hub page and the customer stories page.
Done when: /solutions/keep-customers shows at least one customer story with a named retention or renewal result tied to Data Hub or the Data Agent.
Answer full page
This page brings together Data Hub, the Keep customers longer playbook and customer stories with their results. You'll see how clean, connected data helps you spot at-risk customers early, and how other teams have grown on Hourglass.
“Can I only see two financial customer stories only?”
Answer
✓Answered well
The financial services page has three bank, credit union and insurer stories with results (Mercantile Bank, Allica Bank and Alacrity Solutions), so two can be shown on their own.
Answer full page
Here are two customer stories from financial services, Harrowgate Credit Union and Allica Bank, with their results. They show how regulated teams serve members and clients faster on Hourglass, with every message reviewed.