Complex Questions Answered

Uncover client data and maximize your potential with customized, scalable solutions

AUGMENTED CLIENT INTELLIGENCE

Questions for a Private Banker

Do you want to uncover the true value and potential of each segment within your client portfolio?

You are sitting on a goldmine of client data...

... But what exactly is its actual value? And how do you tap into it effectively?

When seeking prospects, wouldn’t you like to know in advance:

Their compliance status?

Their economic potential and level of proximity with your existing clients?

The internal resources needed to win them over and the probabilities of success?

AUGMENTED BUSINESS PERFORMANCE

Questions for a Corporate Banker

AUGMENTED RISK MANAGEMENT

Questions for an Insurer

When offering insurance, wouldn't it be valuable to evaluate the risk profiles of potential clients in advance?

… and ensure compliance with regulatory requirements?

When maintaining client relationships, wouldn't it be beneficial to support your advice with insights into their professional assets?

When overseeing your asset allocation strategy across investment managers and mutual funds, wouldn't you want to:

Constantly monitor performance and ESG data?

Ensure their alignment with your objectives?

Track periodic Due-Diligence and regulatory reporting?

AUGMENTED DUE-DILIGENCE LIFECYCLE

Questions for a Chief Investment Officer

Augmented Intelligent Due-Diligence: Tailored solutions for your needs

Explore the potential of your portfolios, unify and streamline your Due-Diligence journey

Instantly uncover opportunities and risks within your client portfolios and their extended networks. And leverage compliance-native data to generate upselling and cross-selling opportunities.

ASAPP is a strategic solution tailored for the C-Suite, guiding "Next Best Decisions and Actions."

Instant Segmentation of Client Portfolios and their Networks

C-Suite strategy tool
Maps upsell and cross-sell opportunities
Economically assesses clients, prospects, and their networks
Cross-fertilization across private, corporate, and investment banking
Compliant-native data

Continuously uncover opportunities in client portfolios and their networks on an easy-to-use collaborative SaaS platform.

Generate upselling and cross-selling opportunities with compliance-native data, grow your business, and save costs by eliminating time-consuming manual processes.

Permanent Segmentation of Your Client Portfolios and their Networks

Real-time client portfolio monitoring
Instant wealth assessment
Immediate company valuation
Identification of upsell & cross-sell opportunities
C-Suite dashboards
Compliance-native data

Streamline all your Due-Diligence processes on a single collaborative SaaS platform.

Monitor internal and external entities and funds with customizable questionnaires, and access proprietary decision-making indicators on performance, risks, compliance, and ESG factors.

Augmented Due-Diligence Lifecycle Platform

Real-time monitoring of Due-Diligence processes
C-Suite Dashboards & Red Flags
Customizable questionnaires
Monitoring of ESG factors
Audit & regulatory reporting
Compliance-native data

Connect with your existing data & information systems

Deecision operates like an API, enabling data import from any tool or third-party feed (Legal, Financial, ESG, etc.) to enhance your existing datasets for better client and third-party intelligence.

Benefit from automatic updates to your insights and reports, empowering informed decisions that enhance business performance.

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Financial Data

ESG Feeds