Demo data
SM

Clearview FinTech

Healthy

Client relationship

Last synced 12 min ago
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

EvidenceSourceWhat happenedDate
Re: quarterly surveyFrom: Rachel OkaforEmailRachel praised campaign reporting and turnaround times.3d ago
Quarterly business reviewWith Rachel Okafor, Sam PatelMeetingRoadmap 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
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