Explore professionals and relationships connecting several companies to organise the development of your referral networks. Prepare conversations with potential referrers.
What DNA brings together
Identified professionals
Available appointments and relationships help identify professional contacts to review.
Company networks
Documented connections reveal groups of companies and owners.
Existing relationships
Portfolio matching helps prepare initial contact.
What your team gets
- A selection of professionals and relationships to qualify
- Connected companies and people
- Connections already known to your teams
- A plan to develop the referral network
An appointment or connection does not establish a professional’s commercial influence or willingness to recommend the bank.
Explore the results with your assistant
In your portfolio, AIDEE helps you explore people and results, then access the relevant views. For example:
« Which relationships connect several companies in my portfolio? »
Discover AIDEE →When to use it
Referral networks develop over time. Identifying connections helps organise targeted conversations and avoid approaching people without context.
Questions about this use case
What information does DNA bring together?
Available appointments and relationships help identify professional contacts to review. Documented connections reveal groups of companies and owners. Portfolio matching helps prepare initial contact.
How does the team use these results?
Referral networks develop over time. Identifying connections helps organise targeted conversations and avoid approaching people without context.
What should be checked before acting?
An appointment or connection does not establish a professional’s commercial influence or willingness to recommend the bank.
Last updated : 2026-09-24
Other use cases
Become an Augmented Private Bank today
Join 1,400 users who have transformed their client knowledge. Personalized demo on your real portfolio.