Interaction ROI Calculator

ROI Calculator

Building the Business Case for InterAction

Evaluate the potential return on investment of InterAction for your firm.

Complete the ROI Calculator to assess expected financial impact, risk mitigation, and client portfolio outcomes InterAction could deliver.

The results will help you build a clear business case and get a clear, data-driven view of where InterAction can deliver the most value.

Based on industry research and real-world benchmarks (including Forrester, McKinsey, and LexisNexis).

Firm Name

Contact Name

Email Address

If you are human, leave this field blank.

Your Results

Name:	Client Name
Firm:	Client Firm
Date:	02/05/2026

	Account Representative: First Name Last Name

Please note: Your Client Advisor will be in touch to provide further recommendations based on these results.

Percentage ROI After 3 Years:

7399%

Key Benefits

Increased Profits
Reduced Risk of Client Loss
Portfolio Growth

Financial Impact

Existing Baseline
Annual Profit

1,800,000

Annual Profit
Increase

2,250,000

(=125%)

Total Annual
Profit

4,050,000

3 Year Projections

3-Year Total Benefit

6,750,000

3-Year Net Benefit

6,659,991

ROI after 3 years (%)

7399%

Interaction 3-Year Cost 90,009

(Annual Cost 30,003 )

Risk Analysis

100%

Risk of Client
Loss (%)

50%

Current Risk of Client Loss (%)
Target Risk of Client Loss (%)

100%

Risk
Reduction
(%)

Increase in Client Retention

Client Portfolio Impact

Current number
of clients

Current Clients
At Risk (%)

(Without InterAction)

Target number
of clients at risk

(With InterAction)

Clients
Retained

(With InterAction)

Annual Revenue from
Retained Clients

1,500,000

Next Steps

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