Deecision

From segment to action, automatically

Deecision doesn't give you data. It tells you which segment to target, in which order, and with which action, for every client, right now.

DataNBSNBUCNBA
Venn Diagram · Lefebvre Portfolio
+ Segment
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Explore
TOP WEASSE
84
clients
KYC ALERT
31
clients
12
NBS
Next Best Segment12 Top WEASSE clients with active KYC alert
NBA

7 steps, from raw data to decision

This is the chain the best managers do mentally. Deecision does it for your entire team, across the full portfolio, in seconds. Steps 1 to 6 are fully deterministic: no black box, every result is traceable and auditable.

01
Raw Data
Open source PP & PM

3,000+ features aggregated per client, deterministically and reproducibly.

03
Proprietary Indicators
250 indicators · 4 categories

VEEGILENZ, WEASSE, PROXEMEE, KYCEE… across Complexity · Opportunity · Compliance · Proximity.

05
NBS : Next Best Segment
Strong signal · Who and How Many?

Crossed signals (Venn) form the Next Best Segments — the groups to target first.

07
NBA Kanban
Action · When and How?

AI-formulated, scheduled action in a Kanban: URGENT · PRIORITY · TO PREPARE.

01
02
03
04
05
06
07
02
Data Qualification
Recency · Reliability · Completeness

Confeedenz score: recency, source reliability and completeness. No decision on unevaluated data.

04
Augmented Segmentation
Individual signals

Each indicator produces a signal: exit score, bare ownership, succession, KYC, dense network.

06
NBUC : Next Best Use Case
Client level · Why?

One client = one use case: upsell, succession, churn, network opportunity, prospecting.

Hundreds of criteria, infinitely combinable

Build precise segments on any combination of criteria: financial, wealth, networks, compliance, behavior. In a few clicks, without code.

Custom segmentation
Build your own criteria from scratch
AI-assisted segmentation
AI suggests the most relevant segments for your portfolio
Business templates
Pre-built segments: Succession, Transfer, Cross-sell, Compliance…
Segmentation Builder, Active criteria
WEASSE>€2,000,000
Veegilenz=Orange or Red
Executive age>55 years
Active companies2
Segment result23 clients · €47.3M WEASSE

Cross your segments, reveal the critical intersection

The most profitable segment to target is almost never a simple segment. It's the intersection of several criteria that no one has time to calculate manually. Deecision does it in one click.

Top WEASSEActive KYC alert
→ Priority: regularize AND protect the assets
Active executiveDense PP network
→ Priority: systematic co-optation
Probable transferNo management mandate
→ Priority: capture the liquidity
NBS examples, Next Best Segments
Transfer Entrepreneurs
Age > 55Mature holdingDetected liquidity
18
clients
€42M
NBS : Transfer & Succession
Top WEASSE Unmanaged
WEASSE > €5MEntrusted assets < 30%Veegilenz green
11
clients
€87M
NBS : Asset collection
Active Network Executives
≥ 3 active companiesDense PP networkNon-exposed PEP
24
clients
€156M
NBS : Systematic co-optation
Urgent KYC Alerts
Veegilenz orange+Remediation > 12 monthsAssets > €500K
7
clients
Priority 1
NBS : Immediate compliance
Next Best Segment

Next Best Segment

The segment to target now, prioritized and motivated. Not a list, a direction.

Next Best Action

Next Best Action

For each client in the NBS, the concrete action to take with full context.

Decision Kanban

All NBAs organized by horizon: this week, this month, this quarter.

See the Kanban →

3 exclusive predictive segmentation indicators

Based on 10 years of R&D and proprietary to Deecision.

01

Primary Economic Potential

Based on past transactions and valuations of economic assets linked to individuals. The WEASSE indicator is the direct result.

02

Wealth Complexity©

Detection of dismemberments and TUP: 40 to 65% departure probability identified by AI on bare-owner profiles during transfer. No private bank currently has an industrial tool to target these clients.

03

Transfer Maturity: Predictive ML

Our ML model analyzed 15 years of criteria evolution driving transfer maturity. The exclusive predictive score anticipates opportunities up to 24 months in advance.

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Rejoignez les 1 400 utilisateurs qui ont transformé leur connaissance client. Démo personnalisée sur votre portefeuille réel.

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