Platform unifies five fragmented sources — financial data, registries, company communication, media and social media — into one scored brief per banker, allowing you to acquire Prospects faster and up-sale to existing Clients.
Who’s ready. When. For which product.
Client intelligence your relationship managers can’t run for every name in their book — built from registry-verified, public-source data and delivered live in weeks, not quarters.
Capital Linkage — protect the book
Evidence, not a tool. AML, PEP and sanctions screening delivered as a timestamped, regulator-ready dossier — ownership mapped up and down the structure, sourced and dated.
Buying triggers, scored
We monitor almost 2 000 bank related signals — issuance, M&A, leadership changes, CAPEX — read and ranked before your banker opens the file.
The right product, in context
Not a generic feed. Every brief is contextualised across five dimensions — client, user, team, product, competition — so each banker sees which of your products fits this client now.
The warm-intro path
Common contacts, shared networks, conference overlap — the path into the account, surfaced before the first message goes out.
Live in weeks, not quarters
Stage one runs on external, public-source data — no core-system integration, no security-review queue. Sold as a subscription, not an IT project.
The problem:
Old World
vs
New World
Five fragmented tools
– Your relationship managers use five separate tools to prepare for one client conversation.
– CRM, enrichment, lead-gen, media monitoring and registry lookups — none of them talk to each other.
– The banker stitches the fragments by hand, in the 15 minutes before the meeting.
One workflow
+ Five sources in, one scored brief out — per banker, per prospect.
+ Registry-verified ownership, dated buying signals and the warm-intro path, assembled for you.
+ Every finding traceable to its source and its date.
A generic signal feed
– A generic feed sends every banker the same headline.
– The signal that matters to a trade-finance RM is not the one that matters to a lending RM.
– Same client, same week — different angle — and the feed doesn’t know the difference.
Contextual Intelligence
+ Every brief is contextualised across five dimensions: client, user, team, product, competition.
+ Two bankers, same account, get two different briefs — each shaped to their book and their product.
+ An individualised brief can’t be copied or DIY’d. The context is the moat.
A risk score is an opinion
– A risk score of 75 out of 100 doesn’t tell your regulator which article you complied with.
– Resold registry data reflects yesterday — sometimes weeks ago.
– Databases map who owns the company, not what the company owns.
Evidence, not a tool
+ Capital Linkage builds each report from live registries on the day you request it.
+ Ownership mapped up and down — the full structure, not just the parent chain.
+ Registry extracts, retrieval dates, direct source links — the record your auditor asks for.
A nine-month IT project
– Most sales-intelligence tools become IT projects that queue behind the security review.
– Quarters pass before anyone logs in.
– Enterprise procurement stalls the pilot before it starts.
Live in weeks, not quarters
+ Stage one runs entirely on external, public-source data — no core-system integration.
+ Nothing enters the bank’s security-review queue.
+ Sold as a subscription. Your bankers work with real briefs while Stage two is still in scoping.
Is it secure?
Your data is secured and encrypted to the most advanced standards by end-to-end multi-layered security certified with the industry best frameworks.
Each client engagement entails the completion of a System and Organization Controls (SOC) 2 Type 1 audit. This audit represents a globally acknowledged benchmark in information security compliance and was formulated by the American Institute of Certified Public Accountants (AICPA). The purpose is to facilitate the independent validation of a service organization’s internal controls pertinent to information security by a third-party auditor.
The SOC 2 Audited Report reflects the auditor’s assessment concerning the degree to which an organization’s security measures align with the established SOC 2 criteria.
Does the model learn on my data?
We strictly prohibit our models from learning from your data. Since we do not have access to it, we ensure that it remains exclusively in your possession.
My own data
You can simply upload a text file, email, or PDF, and AssociatePro will identify and extract the key information to give you a precise answer to your inquiry. Plus, we’ll show you exactly where the answer comes from, ensuring you can be completely confident in its accuracy.
Can I integrate external data sources?
Certainly. We grant access to your preferred informational providers, including esteemed services such as Bloomberg and Pitchdeck, as well as specialized offerings like ReactNews.
We facilitate entry using your existing subscription or assist in establishing a new one.
Currently we allow an access to 90,000+ mainstream and long-tail news sources from over 200 countries
Solution: AssociatePro
Contact
Associate Pro spółką z o.o.
Żelazna 51/53
00-841 Warsaw
London
25 Eccleston Place
SW1W 9NF
contact@associatepro.ai