Explore a territory or sector to identify companies, transactions and people to qualify beyond existing portfolios. Connect each lead to a transaction or signal worth reviewing.
What DNA brings together
Market scope
Geography and sector define the scope of analysis using available data.
Transactions and participants
Documented activity and related people provide context for potential leads.
Bank presence
Matching against a portfolio distinguishes clients, network contacts and unknown profiles.
What your team gets
- A market scope and its available coverage
- Transactions and participants to review
- A view of existing relationships
- A selection to prepare for prospecting
Coverage depends on sources. Market share measured in identified people does not measure a share of bank assets or revenue.
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 in my portfolio are present in this scope? »
Discover AIDEE →When to use it
A territory provides a different starting point from a portfolio. It helps prepare a campaign around a sector, location or pattern of transactions.
Questions about this use case
What information does DNA bring together?
Geography and sector define the scope of analysis using available data. Documented activity and related people provide context for potential leads. Matching against a portfolio distinguishes clients, network contacts and unknown profiles.
How does the team use these results?
A territory provides a different starting point from a portfolio. It helps prepare a campaign around a sector, location or pattern of transactions.
What should be checked before acting?
Coverage depends on sources. Market share measured in identified people does not measure a share of bank assets or revenue.
Last updated : 2026-09-24
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