What ASAPP does in practice
Strategic Portfolio Audit
Complete and prioritized view of your entire client base in a single analysis. Every client scored on 3,000 criteria simultaneously.
Decision Index Production
250 proprietary indicators derived from 3,000 cross-referenced criteria. Structured and reproducible scores, not probabilistic summaries.
Compliance & Financial Risk Monitoring
Risk detection from origination. KYP - Know Your Prospect automated. Alert on every profile before any decision.
Commercial Potentials Revealed
Direct sales, indirect sales and opportunities across business lines: ASAPP helps assess potential beyond entrusted assets, to be confirmed with the client.
From priorities to actions
ASAPP highlights situations to address, informed by risk signals. In DNA, teams explore use cases, organise tasks and track their progress.
Augmented Segmentation
Segmentation architecture that captures 36% of the statistical structure of profiles. Reveals segments invisible to the naked eye.
3 steps, to prepare your priorities
ASAPP vs. alternatives
Extend the audit with DNA
The ASAPP audit provides a portfolio diagnosis. DNA can then extend that work through relationship exploration, opportunity prioritisation and ongoing action tracking.
Wealth potential
Review known holdings, wealth estimates and missing information to prepare a discussion of the client’s needs.
Compliance & alerts
Examine risk signals concerning people, connected companies and missing information to guide your reviews.
Relationship prioritisation
Bring together people appearing in several use cases to organise contacts and coordinate your teams’ work.
Become an Augmented Private Bank today
Join 1,400 users who have transformed their client knowledge. Personalized demo on your real portfolio.