Turn client knowledge
into decisions
and actions.

Manage portfolios, explore new markets and give every team the information it needs to act.

Shared priorities, from executives to relationship managers

People and tasks to prioritise

Market exploration beyond your portfolio

AIDEE for natural-language questions about your results

Discover DNA Explore the workflows

Analysis dimensions

Starting points

AIDEE

Decision support

DNA · Next Best Actions

DNA interface: action Kanban with To do, In progress and Done columns — **From opportunity to action**
A relationship, a reason to reach out, a dossier: your teams know what to work on and how each action is progressing.
DNA interface · illustrative scenario with fictional data.

Explore the DNA screens →

One platform, two starting points

Your portfolios. Your next markets.

Start with your clients or a territory to explore. DNA connects information, reveals priorities and helps you prepare your next move.

Start with your clients and prospects

Manage a portfolio

Identify target populations, combine reasons to reach out and organise your team’s tasks through to the client file.

From data to priority actions

Start with a territory or sector

Explore a market

Analyse transactions, companies and related individuals to prepare business development beyond your existing portfolio.

From market analysis to a prospect selection

AIDEEAsk about your results in natural language with AIDEE.

10 ans+de R&D

ISO 27001Pentest validé

Finance InnovationLabellisé

BPI FranceSoutenu par

100%Souveraineté données

LCBFT / AMLConforme

Why banks miss their own value

The data exists. The clients are there. But without a unified view and structured piloting, knowledge remains fragmented, decisions are biased, and opportunities are consistently underexploited.

Current situation

Expert-opinion-led piloting

Mostly reactive decisions

Invisible client segments

Client knowledge tied to individual bankers

Regulatory Pressures

AML/KYC +50% over 5 years. Basel, AMLA, GDPR, MIFI stacked. Each obligation mobilizes senior resources on low-value administrative work.

Information Overload

Data is scattered, unevaluated and asynchronous. Tools and workflows are siloed. Decisions are made without a unified view of the client ecosystem.

Lack of Piloting Indicators

With only 25% of time dedicated to clients and few actionable indicators, bankers remain reactive, without a real ability to prioritize rationally.

Decision Biases

Incomplete information leads to availability bias. Time pressure leads to anchoring bias. The banker says "this client won't like it" and misses the opportunity.

Fly by instruments, four answers behind every decision

From executives to relationship managers

Shared information. The right view for each role.

One view to set priorities, another to organise work, another to prepare client conversations: each role finds the information it needs.

Executives & Directors

Set priorities

« Where should we focus our efforts? »

Review portfolio concentrations, risks and potential to guide business priorities.

Summaries · Perspectives · Priority populations

Team managers

Organise

« Which tasks should I assign to my team? »

Compare reasons for contact, prioritise people and assign actions while keeping track of progress.

Action plan · Assignment · Follow-up

Relationship managers

Act

« Who should I contact, and why? »

Find your actions in the Kanban and prepare a file with a clear rationale before contacting your client.

Next Best Actions · Files · Client relationships

Views reflect each user’s role and access scope.

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Turn client knowledgeinto decisionsand actions.