
Features
• Uses deep research, self-learning and hundreds of prompts to build an extremely detailed 360 view of the client and pinpoint the market events that will most impact their business.
Proactive Alerting
• Identifies and forecasts the external market
events that will most impact your client’s
business
• Proactively alerts you, pinpoints the client need
and provides detailed impact analysis covering
financials, operations, people, business and
strategy
• Automatically produces support materials such
as slide decks, meeting scripts, conversation
starters and team briefing papers
• Fully autonomous – just tell it who your client is
and it does the rest
• Coverage includes economic, geopolitical,
regulatory and supply chain events


Opportunity conversion
• Automatically produces client-facing slide decks
• Automatically produces auditable, banker-grade
reports with full traceability
• Delivers AI-powered credit and risk intelligence
• Provides AI-driven research and financial
modelling, such as assessment of cross-border
funding models
• Enables easy extraction into Excel

Client Journey
Our System
Core Engine
The five-stage journey that turns client research into revenue outcomes.


