Your segments crossed with the right opportunities

DEECISION crosses your segmentations with pre-calibrated business use cases, to tell you exactly which segment to target, for what reason, with what priority.

Data & Qualification

NBS

NBUC

Action Plan

NBA

Four movements that trigger a contact

The catalogue below lists everything the platform can detect. These four pages explain, case by case, what the banker sees on screen and what they do with it.

Business saleA sale is prepared 18 months before signing29untracked beneficiariesRead the use case →SuccessionThe handover has already started, you just cannot see it€1.8bnof eligible valuationRead the use case →ProspectingYour best prospects are already in your files€1.91bnof estimated wealthRead the use case →ComplianceExposure is filed somewhere else than in your client file€157mof exposed assetsRead the use case →

Commercial Development

Reveal the real commercial potential of your existing clients, beyond entrusted assets.

This group of use cases is crossed with your segmentations to produce a prioritized Next Best Segment.

Cross Sales

Clients eligible for products that other units of your group already offer. Cross-fertilization score calculated automatically.

% cross-sellable clients

Additional Potential

Clients with a WEASSE significantly higher than entrusted assets. The uncaptured portion, quantified in euros and prioritized.

Unmanaged WEASSE in €

Trigger Events

Business transfers, liquidities, transmissions detected via BODACC in the last 12 months. The intervention window is short. DEECISION identifies it in real time.

Events detected / 12 months

Identification Opportunities

Clients whose complete profile reveals commercial opportunities not yet addressed by the team.

Opportunity score

Prospecting & Co-optation

Industrialize co-optation. Every client is a network of qualified prospects. DEECISION identifies and prioritizes them.

This group of use cases is crossed with your segmentations to produce a prioritized Next Best Segment.

Industrialized Co-optation

Qualified prospects in your clients' personal and professional networks. PROXEMEE score calculated on every connection. WEASSE potential of each prospect.

Qualified prospects in the network

Family Groups

Family members of a client not yet clients of the institution, identified via personal and professional PP network. WEASSE of these non-clients calculated.

Non-client relatives identified

Compliance & Alerts

Detect and treat compliance risks before they become regulatory problems.

This group of use cases is crossed with your segmentations to produce a prioritized Next Best Segment.

Data Compliance

Clients whose completeness rate is insufficient for compliant KYC. Ranked by risk and asset volume. Processing queue automatically generated.

% clients < 25% completeness

Data Consistency

Inconsistencies detected between declared data and data calculated by DEECISION. Signals for KYC update needed.

Inconsistencies detected

Legal Alerts

Collective proceedings, seizures, receiverships detected via BODACC on clients' companies. Immediate alert, direct link to client file.

Active legal alerts

Major transmission, LBO, and much more

DEECISION can encode any business use case into its crossing logic. Here are the next ones deployed.

Major Transmission

Clients in estate planning phase, detected by age, holding structure, number of heirs, and estimated value.

LBO & Business Transfer

Entrepreneurs identified as potential buyers or sellers via behavioral and market signals.

Wealth Internationalization

Clients with assets or networks internationally, detection of cross-border structuring needs.

Donation & Tax Optimization

Tax optimization windows identified according to client age and wealth composition.

Have a specific business use case? We can integrate it.

Talk to the team →

Segmentation × Use Cases = NBS

Your Segments

Top WEASSE (>€2M)

Active executives

Age > 55

Use Cases

Major Transmission

Additional Potential

Network Co-optation

Next Best Segment

"23 executives >55 · Top WEASSE · Major Transmission"

Estimated potential: €186M · Priority 1 · 8 NBAs generated

See the Segmentation See the Kanban →

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