The engine first, then the journey
Four moving parts turn raw data into a signal. They are not screens: they run inside the first two steps. This is the chain the best relationship managers run in their heads. Deecision runs it for the whole team, across the entire portfolio, in seconds.
3,000+ features aggregated per client, deterministically and reproducibly.
Confeedenz score: recency, source reliability and completeness. No decision on unevaluated data.
VEEGILENZ, WEASSE, PROXEMEE, KYCEE… across Complexity · Opportunity · Compliance · Proximity.
Exit score, split ownership, succession, KYC, dense network: every indicator produces its signal.
DNA’s business rules underpin its indicators and priorities. AIDEE helps users query results, explore data and open relevant views. AI can also help draft a rationale; the professional remains responsible for the decision.
The journey in 6 steps, exactly as it appears on screen
This is the left-hand column of a DNA portfolio, numbered by the product itself. No more, no less.
- Data & QualificationCompleteness and freshness shown
Incoming data is received, matched, then enriched. Nothing moves forward on unevaluated data.
- Next Best SegmentsWho and how many?
Crossed signals (Venn) form the Next Best Segments: the groups to target first, each with its exact headcount.
- Next Best Use CasesWhy make contact?
One client, one costed use case: opportunity, prospecting, alert. Every amount opens onto the named list.
- Action PlanThe manager arbitrates
Handle now, schedule, monitor. The manager decides, then assigns to their bankers.
- Next Best ActionsWhen and how?
The banker's list for the day, as a kanban: every action dated, phrased and assigned.
- FoldersThe prepared meeting
The reason to act, rationale, figures and follow-up brought together in one file. AI helps prepare a draft for the professional to review and complete.
Hundreds of criteria, infinitely combinable
Build precise segments on any combination of criteria: financial, wealth, networks, compliance, behavior. In a few clicks, without code.
Concept diagram · illustrative examples, not a product screenshot.
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.
3 exclusive predictive segmentation indicators
Based on 10 years of R&D and proprietary to Deecision.
Primary Economic Potential
Based on past transactions and valuations of economic assets linked to individuals. The WEASSE indicator is the direct result.
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.
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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