Define your scope
Set the scope of your analysis and review available company information to understand its composition.
One platform, two starting points
Your portfolios. Your next markets.
Start with your clients or a territory to explore. DNA connects information, reveals priorities and helps you prepare your next move.
Start with your clients and prospects
AIDEEAsk about your results in natural language with AIDEE.Manage a portfolio
Identify target populations, combine reasons to reach out and organise your team’s tasks through to the client file.
From data to priority actions
Start with a territory or sectorExplore a market
Analyse transactions, companies and related individuals to prepare business development beyond your existing portfolio.
From market analysis to a prospect selection
Manage a portfolio
From client knowledge to the next meeting.
A shared workflow: DNA identifies populations and tasks. Your teams set priorities, assign actions and follow up on client files.
- 01
Data & Qualification
Import your scope and assess the completeness and freshness of the information.
- 02
Next Best Segments
Identify and combine populations that match your business criteria.
- 03
Next Best Use Cases
Reveal reasons to act: opportunities, prospecting and alerts.
- 04
Action Plan
Prioritise people and tasks, then prepare assignments.
- 05
Next Best Actions
Track actions to do, in progress and done in the Kanban.
- 06
Folders
Bring together information, rationale and follow-up to prepare client conversations.
AIDEE · Decision support
A question. Relevant results. A next action.
AIDEE works alongside you in DNA. Ask about segments, tasks or people in your portfolio and access the views that help you act.
- Explore results without searching for every filter in the menus.
- Find the populations and information behind an answer.
- Move from a conversation to the relevant profile, view or file.
DNA provides business calculations. AIDEE helps you explore them. You make the decision.
Discover AIDEE in a demo AIDEEIllustrative example
Choose a question to explore an example.
Which profiles have several reasons for a conversation?
AIDEE
In this example, 12 profiles combine a succession opportunity with a need for a wealth review. The list lets you examine the reasons before prioritising contacts.
Profiles to review12
Related view Prioritised peopleIllustration of the workflow · fictitious answers and figures. This example does not query the platform.
Markets · Business development
Look beyond your existing portfolios.
Choose a geographical area, a sector or both. Explore transaction activity, the people involved and their connections to your portfolios.
Understand activity
Identify transactions and analyse documented flows to find situations worth investigating.
Connect the participants
Examine people linked to transactions and distinguish clients, network contacts and profiles you do not yet know.
The result: a selection to prepare for prospecting
Find the transaction or signal behind each lead, check the information and build your selection.
Coverage depends on available sources and data. Market share in this workflow is measured in identified people; it does not measure assets under management.
Discover the Markets workflowFrom executives to relationship managers
Shared information. The right view for each role.
One view to set priorities, another to organise work, another to prepare client conversations: each role finds the information it needs.
Set priorities
« Where should we focus our efforts? »
Review portfolio concentrations, risks and potential to guide business priorities.
Summaries · Perspectives · Priority populationsOrganise
« Which tasks should I assign to my team? »
Compare reasons for contact, prioritise people and assign actions while keeping track of progress.
Action plan · Assignment · Follow-upAct
« Who should I contact, and why? »
Find your actions in the Kanban and prepare a file with a clear rationale before contacting your client.
Next Best Actions · Files · Client relationshipsConnected information, better-informed decisions
Continuous Piloting
Monitor portfolio risks and potential across four complementary dimensions. Results evolve as available data is updated.
Permanent Extended KYC (KYCEE)
Analyse individuals, companies and their relationships around your clients. Explore their ecosystem using available sources.
360° Client Knowledge
Bring together wealth estimates, ownership structures, networks and risk signals to prepare client conversations.
Views for each role
Summaries for executives, action plans for managers, files and tasks for relationship managers: each role accesses relevant results.
Continuous Next Best Actions
Move from segments to use cases and tasks. The action plan and Kanban help teams organise priorities and track progress.
Risk monitoring and data quality
Review risk signals and available information to investigate a case. Data provenance and freshness help interpret results.
From action plans to opportunity follow-up
Complementary views to prioritise tasks, assign actions and investigate the situations identified.
Compare missions, their timing and the entities involved. The manager chooses which to address and prepares their assignment.
DNA interface · illustrative scenario: fictional names, amounts and volumes.A multidimensional and simultaneous analysis
Deecision simultaneously analyzes 4 dimensions for a complete vision. Ignoring a single dimension means ignoring one third of the statistical structure of your clients.
Deployment suited to your scope
Available data, workflows and access: agree on the scope before going live.
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