One portfolio, many situations. Which conversations should you prepare?

Wealth transfer, liquidity, changing assets or risk signals: Deecision helps advisors identify situations to investigate, prepare conversations and organise tasks. AIDEE lets teams query portfolio results in natural language.

Request a demo →How it works

Portfolio

Situations to investigate

AIDEE

Conversation preparation

Kanban

Task tracking

**Track your teams’ actions**
Client relationship actions progress from To do to In progress and Completed.
DNA interface · illustrative scenario: fictional names, amounts and volumes.

Advisor priorities

Connect knowledge with useful actions

Know which dossiers to investigate

Personal and professional circumstances evolve. Bringing available signals together helps prepare focused conversations and choose dossiers that deserve particular attention.

Support clients through change

A wealth transfer, business sale or new ownership structure can change a client’s needs. The advisor should examine the context before proposing suitable support.

Wealth hidden elsewhere

Entrusted contracts do not describe the whole wealth situation. Estimates and ownership structures offer an additional perspective, to be confirmed with the client.

Signals to inform action

What Deecision helps you examine

Wealth transfer and complexity

Identify split ownership and wealth structures that warrant further review. Prepare a conversation about wealth-transfer needs and continuity of the relationship.

Business sales and liquidity events

Review transactions and signals associated with a business sale. Identify the people involved and discuss their plans, without assuming that estimated liquidity is available or will be entrusted to your institution.

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

Combine estimated wealth, complexity, risk signals and proximity to examine portfolio segments. Associated use cases help teams choose which tasks to prepare.

NBA Kanban: from knowledge to action

The advisor prepares, chooses and tracks actions

Relationship

Life events

Support a wealth transfer

Bring together available family and wealth context to prepare a meeting. Record points to confirm and organise follow-up with the relevant teams.

Potential

To qualify with the client

Prepare for reinvestment

A sale or a gap between estimated wealth and entrusted assets can open a discussion. The advisor confirms amounts, availability and objectives before proposing a solution.

Every morning

Decision Kanban

To do · In progress · Done

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.

Put this insight into action

Identify moments for a relevant conversation: new liquidity, succession plans or a partner introduction. The adviser assesses the need and the appropriate solution.

Liquidity & reinvestment

Identify transactions that may create liquidity and the people to meet to understand their plans.

A project to qualify

Explore this use case →

Succession & split ownership

Connect split-ownership situations, holding structures and related individuals to prepare relationships with the next generation.

A relationship to anticipate

Explore this use case →

Referrers & introductions

Explore professionals and relationships connecting several companies to organise the development of your referral networks.

A network to develop

Explore this use case →

All featured use cases →Explore your portfolio with AIDEE →Discover market exploration →

Become an Augmented Private Bank today

Join 1,400 users who have transformed their client knowledge. Personalized demo on your real portfolio.

Learn more →