Private banks pilot an exponential world with linear tools

The volume and connectivity of entities has exploded. Regulatory pressure too. Yet private, wealth and investment banks still decide by expert judgement, without a holistic view of the client network. Deecision installs the decision layer that connects the Comex, leadership and the banker.

Request a demo →How it works

3,000

Cross-referenced PP + PM criteria

250

Proprietary indicators

AIDEE

Natural-language questions

**From portfolio to missions**
The action plan brings together missions to review and the people concerned.
DNA interface · illustrative scenario: fictional names, amounts and volumes.

The problem

What costs the bank every single day

Organizational misalignment & bias

Decisions taken without a holistic view, no in-house AI/data capacity, anchoring and confirmation bias in every client review. Competitors are tooling up — you're still piloting with yesterday's tools.

Rising regulatory pressure

Proliferation of AML rules, more frequent KYC demands, constant remediation. 25 % of banker time spent on manual compliance. Average KYC remediation cost: €320 per entity.

Only 30 % of time spent with clients

Reactive and unstructured prospecting, silent churn on high-potential clients, deteriorating cost-income ratio. Senior bankers tied up on admin work: massive opportunity cost.

Deecision capabilities

The 4 strategic axes activated simultaneously

Compliance: KYP from origination

Know Your Prospect before onboarding. Permanent extended KYC across the entire ecosystem (KYCEE). Risk signals to guide reviews conducted by authorised teams.

Opportunities: Estimated wealth

Estimated wealth beyond entrusted AuM. PP and PM potential in the immediate network. Commercial pipeline generated automatically from the existing portfolio.

Complexity: Predictive patterns

Detection of holdings, dismemberments and wealth structures. Precursor signals for cash-out, sale, LBO, restructuring. Situations to explore with the executive, without assuming when or whether a transaction will occur.

Proximity: Relationship intensity

Cross-portfolio PP↔PM network revelation. Quantified tie strength between entities. Referrals become systematic, not opportunistic.

High-value use cases

From situations to concrete tasks

Vigilance

Dossiers to review

Permanent compliance

Review signals around the client and their network, then organise dossiers requiring further investigation. Teams retain control of reviews and compliance decisions.

Priorities

Action plan and tracking

Banker intelligent to-do list

Bring together portfolio use cases, choose tasks and track their progress. AIDEE helps query results and prepare client conversations.

Synergies

Across business lines

Cross-segment cross-sell

Identify situations relevant to private banking, investment banking and financing. Share useful context according to access rights and coordinate tasks.

Markets

Territories and sectors

Develop targeted prospecting

Explore a territory or sector, examine identified transactions and companies, then qualify people to approach before adding them to your actions.

Put this insight into action

Support business owners before and after a transaction, prepare financing discussions and develop a territory: connect client knowledge to business priorities.

Anticipate business sales

Identify companies showing signs of sale readiness and prepare conversations with the relevant owners and shareholders.

A conversation to prepare

Explore this use case →

Acquisition financing

Identify acquisitions and their participants to prepare coordination across corporate finance, lending and private banking.

A conversation across teams

Explore this use case →

Territorial prospecting

Explore a territory or sector to identify companies, transactions and people to qualify beyond existing portfolios.

A prospect selection

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 →