Client Intelligence | Sales intelligence for business banking
Know which client to call this week, and what to offer
Buying signals from filings, registers and public contracts, turned into a brief for every corporate client: why now, which product, and who decides.
Try:
Prefer a walkthrough? Book a demo
See more in a short session
The preview covers two companies. In a demo we run full briefs on your own client list, with news, decision makers and the warm-intro path.
Book a demoThe client brief
Everything a banker needs before the call
- Why now, with a dateEvery signal shows when it happened and where it was published.
- The product that fitsSignals map to products: working capital, investment loans, guarantees, cash pooling and FX.
- Financials at a glanceThree years of revenue, EBIT, cash and debt from filed statements.
- Who decidesBoard, supervisory board and proxies, with changes flagged.
- The warm-intro pathShared contacts between your bank and the client, surfaced before the first call.
- News and social mediaPress and company posts in the same brief, filtered for what matters to a banker.
Why Client Intelligence
Built for the banker’s next call
Reasons, not a score
Each signal names its source and date, so you open the call with a fact.
Live, not resold
Data comes straight from the registers, not from a reseller's monthly copy.
Your book, ranked
Signals across your whole portfolio, so the clients worth a call this week come first.
How it works
From a client list to this week’s calls
- Step 1
Add your clients
Upload your client list, or search one company by name, NIP or KRS.
clients.csv | 1,240 companies - Step 2
We read the signals
Filings, registers, contracts, grants and news are checked on the day of the request.
KRS | MSiG | CRU | EU funds | GPW - Step 3
Your bankers call
Each banker gets a ranked list with the reason to call and the product to offer.
Call this week | 12 clients
FAQ
Questions bankers ask
Where does the data come from?
Public registers and filings: KRS and financial statements, the court gazette (MSiG), the public contracts register, EU funds lists, GLEIF and the Warsaw Stock Exchange, plus news and company social media. Every signal shows its source and date.
Can we try it on our own clients?
Yes. A pilot runs on a sample of your corporate clients using public data only, so no core-system or CRM integration is needed to start.
How is this different from a data provider?
A data provider sells records. Client Intelligence turns them into a reason to call, the product that fits and the people who decide, ready before the meeting.
How fresh are the signals?
Registers are checked on the day of the request, and new filings, contracts and corporate events appear in the brief as soon as they are published.