Three connected views: the banker’s daily execution, the team’s collective activity, and leadership’s portfolio oversight.
Clients, prospects, and deals are organized across clear levels, creating an immersive environment where the full portfolio is visible at a glance and priorities, momentum, and exposure are immediately clear.
Prospect floor
Active prospects are grouped on a dedicated level, making early relationships, outreach activity, and emerging opportunities easy to track without losing sight of what is still developing.
Deal zone
In-progress deals sit at the center, where structure, movement, and next steps are visible as they evolve, helping bankers manage momentum, follow-ups, and execution without friction.
Client floor
Established clients are organized on their own level, providing a clear view of ongoing relationships, exposure, and engagement across the active portfolio.
Signals surface as small, contextual notifications on the company pieces, drawing attention when something meaningfully changes in the relationship.
Email: Incoming messages highlight changes in engagement.
News: Relevant updates from the company website or the broader web add external context that may influence strategy or timing.
Credit: Changes in credit-related information from agencies such as Equifax or Dun & Bradstreet surface early indications of shifting risk ahead of formal reviews.
LinkedIn: Leadership moves and job postings signal evolving priorities or growth plans.
The Action Zone turns a swipe into execution
Move a company into the Action Zone and a coordinated sequence of automated actions is set in motion across communication, follow-ups, and intelligence.
Emails, LinkedIn interactions, timed follow-ups, analyst-generated insights, and other workflows unfold automatically, in the right order, without manual effort.
No reminders. No task management. No lost momentum.
One swipe. Execution becomes inevitable.
Bankers work within a relationship-centric communication space tied directly to each company, where all interactions are organized around the relationship rather than scattered across tools.
Internal communication
Internal emails, team discussions, and meeting summaries generated from recorded internal meetings are grouped together, making coordination, context, and decisions easy to follow without mixing internal and client-facing conversations.
Client communication
Emails, calls, and meeting transcripts with clients form a continuous conversation tied to the relationship, preserving context and making follow-ups and execution more consistent.
External signals
Relevant external signals surface alongside conversations, adding timely context that informs discussions and decisions without requiring separate monitoring.
As prospecting and deal activity increases or slows, building heights adjust naturally, reflecting the intensity of execution across the team. Momentum is visible without reports, updates, or manual input.
Every team member can see how prospecting and deal activity is progressing across the group, creating shared awareness of where energy is building and where attention may be needed. Transparency emerges from collective movement, not from status tracking or oversight.
Leadership sees a visual representation of how teams are actually executing, with building heights reflecting activity intensity across prospecting and deals. Patterns emerge naturally, making it easy to see where momentum is building and where execution is slowing.
What works in one team becomes visible and transferable across others, while areas of lower activity surface early. This shared picture spreads risk awareness across the organization and supports timely, informed decisions without relying on reports or after-the-fact reviews.
Specialized AI agents support bankers, teams, and leaders by monitoring signals, preparing context, and assisting execution across the platform. Each agent operates within a defined scope, reinforcing consistency and control while augmenting day-to-day work.
