What the platform detects
The real network, not the declared one
Co-directors, co-shareholders, family ties, rebuilt from official registries rather than an onboarding form.
Three circles of proximity
Personal, business, extended. Each crossed with client or non-client status, and valued in estimated wealth.
Wealthy prospects in the first circle
Non-clients in the closest circle, with their estimated wealth and the client who bridges to them.
What the banker gets
- The named list of non-clients in the network, ranked by estimated wealth
- The client who bridges to them, and the nature of that link
- Personal, business and extended networks kept distinct
- A referral approach rather than a cold call
Why timing decides everything
A referred prospect costs a fraction of a cold-acquired one, and arrives with an implicit recommendation. Referral is not decided in a sales meeting: it is industrialised from network data.
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