This project analyzes customer attrition patterns using pivot tables, visual dashboards, and executive summary insights.
- Excel Dashboard: Customer demographics, card category usage, financial behaviors, and attrition trends.
- Summary Insights: Executive summary identifying key patterns and recommendations.
- PDF Export: Presentation-ready version.
- Married customers have higher attrition rates with single individuals just behind.
- Blue cardholders are more likely to attrite compared to Gold and Platinum holders.
- Existing customers maintain higher revolving balances and credit limits.
- Minor gender differences, but overall balance behavior is a strong retention indicator.
- Middle-aged customers (40–49) make up a large share of attrited customers.
- Target Single and Divorced Customers: Launch loyalty or engagement campaigns tailored to these groups, as they show higher attrition rates.
- Enhance Benefits for Blue Cardholders: Offer targeted perks, cashback incentives, or upgrade promotions to entry-level cardholders to improve retention.
- Monitor Financial Engagement: Identify customers with low revolving balances and credit limits early; implement targeted outreach to increase product usage and engagement.
- Focus on Middle-Aged Demographics (40–49): Design retention programs that resonate with the lifestyle and needs of middle-aged customers, who represent a large share of attrition.
- Microsoft Excel
- Pivot Tables
- Data Visualization (Bar Charts, Pie Charts)
- Bank Churners Dataset from Kaggle