Turn Data and Signals into Advisor-Ready Opportunities

The challenge

Advisers face fragmented internal and external data, slow manual research, and poor signal-to-noise. Critical life and corporate events are spotted late, so outreach misses the moment. Pipelines rely heavily on individual networks that don’t scale or transfer when people move on. Prioritisation is weak, CRM usage is inconsistent, and preparation for meetings is time-consuming and uneven.

Meanwhile, clients expect timely, relevant engagement across territories and segments, and regulators demand explainable, policy-compliant use of data. Banks need a reliable, privacy-first way to institutionalise prospecting and client monitoring, improve timing, and raise conversion with fewer false positives.

Where we help

Become a data‑driven wealth organisation: warmer introductions, better timing, fresh money opportunities—powered by bespoke AI and compliant, scalable infrastructure. AI transforms siloed internal and external data into actionable intelligence for prospect discovery, client monitoring, and cross‑sell.

CID offers:

1. Unified data foundation: ingest CRM, KYC, portfolio/holdings, and licensed external sources; entity resolution & householding.
2. Relationship intelligence: dynamic graph of people/entities (ownership, family, boards, investors, partners) with warm‑path discovery
3. Advisor‑defined watchlists/saved searches; alerts filtered by territory, segment, coverage team.
4. Delivery: CRM widgets, notifications, APIs

Key Use Cases

1. Prospect discovery & warm paths to new HNW/UHNW/mass affluent relationships
2. Client monitoring & event alerts (M&A, exits, appointments, relocation, family milestones)
3. Advisory need anticipation (liquidity, succession, tax, philanthropy, wealth structuring)
4. Upsell & cross‑sell to deepen share of wallet
5. Concise pre‑meeting intelligence

Benefits

• Institutionalise prospecting & monitoring; reduce reliance on individual networks and attract modern BDM talent.
• Higher‑quality pipelines & conversion
• Increase CRM utilization.
• Faster time‑to‑contact after trigger events; advisor prep time saved
• AUM uplift and improved share of wallet from targeted cross‑sell.
• Compliant by design, private/hybrid deployment, auditable & explainable

Our approach lowers system and software TCO and drives ROI up via across-the-board automation and private AI. Our customers become data- and AI-driven client intelligence teams.

Why CID?

We build bespoke AI and data platforms for regulated financial institutions. We combine graph-centric relationship intelligence with domain-tuned NLP to surface explainable opportunities. Our integration-first approach embeds directly into your CRM and workflows. Designed for privacy, control and extensibility, not a one-size-fits-all product.