Clearview FinTech
HealthyClient relationship
OwnerEmily CarterAccount Manager
Renewal date14 Oct 202645 days
Revenue£6,000/mo£72,000/yr
Relationship stateHealthy
RelationshipStrongTrend over last 30 days
DeliveryOn trackTrend over last 30 days
CommercialRenewal windowTrend over last 30 days
Start the renewal conversation
Clearview FinTech renews in 45 days with positive signals. Confirm the value plan while sentiment is strong.
Why this action
- Renewal is in 45 days
- Recent sentiment is positive
- Early proposals shorten renewal cycles
What changed
Strong NPS response
Latest survey scored 9/10 with positive comments
Consistent engagement
Full attendance across the last four check-ins
What Radar found in their emails, calls and messages
| Evidence | Source | What happened | Date |
|---|---|---|---|
| Re: quarterly surveyFrom: Rachel Okafor | Rachel praised campaign reporting and turnaround times. | 3d ago | |
| Quarterly business reviewWith Rachel Okafor, Sam Patel | Meeting | Roadmap agreed for next quarter. No open concerns. | 1w ago |
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Key contacts
- Rachel OkaforPrimaryMarketing Director
- Sam PatelFinance Partner
Client details
- Company
- Clearview FinTech
- Industry
- Financial Services
- Contract value
- £72,000 / year
- Contract end date
- 14 Oct 2026
- Time as client
- 2 years, 10 months