An advisor manages 300 clients. 6 are hot. Do they know which ones?

Without augmented segmentation, an advisor calling clients randomly has a 1-in-50 chance of hitting an active opportunity. Across a multi-million-member base, it's 1 in 1,000. Deecision narrows the field to qualified Next Best Segments — the advisor no longer searches, they execute.

Request a demo →How it works

1 / 50

Odds without Deecision

2 / 3

Odds with NBS

4.7 %

Market annual churn rate

The mathematical problem

Two layers of structural inefficiency

The advisor's portfolio: 1 in 50

300 clients, 2 % in an active opportunity window (sale, transmission, liquidity) = 6 hot clients. Without augmented segmentation, the advisor calls on instinct: 0.4 good deals per week, 1 to 2 qualified deals per month — by chance.

Silent churn: 4.7 % / year

On a 120,000-client portfolio: 5,640 surrenders per year (source: ACPR 2024). 40 % are event-driven and thus anticipatable — ~2,250 preventable surrenders per year if the signal arrives in time.

Wealth hidden elsewhere

56M life-insurance contracts in France for 19M holders — each client holds on average 3 contracts across 3 different providers. You only see a third of your own underwriters' wealth.

The 3 proprietary alerts

What Deecision catches before your competitors

Attrition alert — Wealth Complexity©

Automatic detection of bare-ownership holders during a transmission. AI flags 40–65 % departure probability on these profiles. Alert fires BEFORE the exit. NBA: a transmission-adapted offer served first.

Sale alert — Predictive ML

ML trained on 15 years of sale history. Detects weak signals 12 to 24 months before a business sale. The client is about to receive millions — you must be there BEFORE private banks call.

Compliance & Financial Security alert

Underwriter tied to a risky structure (PEP, sanction, insolvency, opaque beneficiary). Reputation AND compliance risk on the portfolio. Automatic alert, before any commercial commitment.

Next Best Segment — not dumb big data

3,000 cross-referenced PP + PM criteria, 250 proprietary indicators, T+24 months predictive horizon. Not a lead list: a ranking of priority segments where each contact is validated potential × timing × compliance × network.

NBA Kanban — from knowledge to action

The advisor no longer searches, they execute

~1,000

Clients retained / year

Retention: from 0 to 45 %

Out of 2,250 anticipatable event-driven surrenders per year (120k-client portfolio), early detection retains ~1,000 clients — ~€60M of AuM preserved and ~€420k of annual revenue saved.

~€60M

New AuM captured

Upsell: capture the untapped 2/3

5 % of underwriters have significant additional potential — ~6,000 clients targeted via NBS. Conservative 25 % NBA conversion, average top-up €40k = ~€60M new AuM per year.

Every morning

Decision Kanban

URGENT · PRIORITY · TO PREPARE

Operational interface translating alerts into actions: Who to contact, What to propose, Why now, How. The advisor opens the screen on Monday and knows exactly where to focus the week.

Devenez une Banque Privée Augmentée dès maintenant

Rejoignez les 1 400 utilisateurs qui ont transformé leur connaissance client. Démo personnalisée sur votre portefeuille réel.

En savoir plus →