Explore shareholders, co-directors and other known relationships around your clients to prepare contextual prospecting. Understand the relationship and reason for contact before requesting an introduction.
What DNA brings together
Documented relationships
Links between people and companies are connected using available information.
Proximity
The type and depth of connections distinguish different relationship circles.
Potential and risk
Available indicators help qualify profiles before preparing an approach.
What your team gets
- Non-client profiles in the known network
- The connection to your portfolio
- Relationship types and available indicators
- A selection to qualify before a possible introduction
A network link does not guarantee an active personal relationship, a recommendation or consent to be contacted.
Explore the results with your assistant
In your portfolio, AIDEE helps you explore people and results, then access the relevant views. For example:
« Which prospects are connected to clients in my portfolio? »
Discover AIDEE →When to use it
A documented connection provides context for prospecting. It helps prepare a conversation with the referring client and choose an appropriate approach.
Questions about this use case
What information does DNA bring together?
Links between people and companies are connected using available information. The type and depth of connections distinguish different relationship circles. Available indicators help qualify profiles before preparing an approach.
How does the team use these results?
A documented connection provides context for prospecting. It helps prepare a conversation with the referring client and choose an appropriate approach.
What should be checked before acting?
A network link does not guarantee an active personal relationship, a recommendation or consent to be contacted.
Last updated : 2026-09-24
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