SR

Renewal Opportunity Name*
REN-2026-Q4 — FinServe Enterprise Renewal
Account Name*
FinServe Holdings Ltd
Prior Contract ARR*
$310,000.00
Target Renewal ARR*
$325,500.00
Renewal Health Score*
At Risk
Seat Utilization (%)
64%
Churn Risk Reason*
Executive Sponsor Departed
Executive Save Plan*
VP Customer Success conducting onsite architecture workshop on 12/11 to onboard new VP of Operations.

Retention & Expansion Tasks (2)

Retention Action
Assigned To
Due Date
Status
Executive Alignment Call with New VP of Ops
Maya Lin
05/11/2026
In Progress
Deliver 24-Month Price Lock Renewal Option
Jordan Avery
14/11/2026
Open