Every node, every link has meaning
Node types
Individual (PP)
Client, spouse, child, co-shareholder
Company (PM)
SARL, SA, SAS, SCI, holding
Risky Relationship
Veegilenz red or black, sanction
Relationship to Monitor
Veegilenz orange, BODACC alert
Link types
Shareholder
Held shares, with percentage
Executive / Representative
CEO, Director, Manager, President
Family link
Spouse, child, parent
Dismemberment
Usufruct / Bare ownership
TUP
Universal transfer of assets and liabilities
The view adapted to each analysis
Put this insight into action
Move from relationship maps to introductions: identify documented links, select an entry point and prepare a relevant approach.
Prospect through networks
Explore shareholders, co-directors and other known relationships around your clients to prepare contextual prospecting.
A contextual approach
Explore this use case →Referrers & introductions
Explore professionals and relationships connecting several companies to organise the development of your referral networks.
A network to develop
Explore this use case →Territorial prospecting
Explore a territory or sector to identify companies, transactions and people to qualify beyond existing portfolios.
A prospect selection
Explore this use case →Become an Augmented Private Bank today
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