Delivers ML-driven alerts, opportunity rankings, and risk signals to focus RM time on highest-impact actions.
Join Waiting listRanks cross-sell opportunities by client fit, revenue potential, and closing probability
Risk and Churn Signals - Flags declining relationships, competitor activity, and attrition risk for early intervention
Suggests optimal next actions and talking points for each relationship based on analytics
Surfaces actionable alerts (renewal deadlines, unusual activity, product gaps) to RM workflow
Tracks RM productivity, coverage depth, and relationship outcome metrics.
Increases productive client time by 25-30% through automated task prioritization and intelligence
Reduces surprise attrition by 40% through early churn signal detection and intervention
Increases revenue per relationship by 20% through targeted opportunity recommendations
Turn operational complexity into measurable performance gains.
