What would you like to achieve?
A selection of flagship use cases, from the first signal to the action to prepare. Each page explains what DNA reveals, how to use it and what needs to be confirmed.
10 / 10 featured use cases
Anticipate business sales
Identify companies showing signs of sale readiness and prepare conversations with the relevant owners and shareholders.
Succession & split ownership
Connect split-ownership situations, holding structures and related individuals to prepare relationships with the next generation.
Prospect through networks
Explore shareholders, co-directors and other known relationships around your clients to prepare contextual prospecting.
Compliance & alerts
Examine risk signals concerning people, connected companies and missing information to guide your reviews.
Liquidity & reinvestment
Identify transactions that may create liquidity and the people to meet to understand their plans.
Acquisition financing
Identify acquisitions and their participants to prepare coordination across corporate finance, lending and private banking.
Referrers & introductions
Explore professionals and relationships connecting several companies to organise the development of your referral networks.
Wealth potential
Review known holdings, wealth estimates and missing information to prepare a discussion of the client’s needs.
Territorial prospecting
Explore a territory or sector to identify companies, transactions and people to qualify beyond existing portfolios.
Relationship prioritisation
Bring together people appearing in several use cases to organise contacts and coordinate your teams’ work.
One relationship. Several opportunities.
A business sale may open a discussion about reinvestment, succession or a new acquisition. DNA brings these signals together; the team chooses the relevant next action.
From a question to a shared plan
Explore the context with AIDEE, examine the relationships and source data, then assign and follow up the action in your portfolio. Your teams retain control of decisions.
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