Commercial intelligence for relationship managers in financial institutions
The right client. The right moment. The right introduction.
Prevano helps relationship managers reach more of the right prospects and turn more of them into first meetings. We identify prospects months before their need becomes obvious and show the warmest path to them, through your bank's network and your advisors' own relationships.
Identify prospects before their need is obvious.
- Why now
- Sold 35% of her family company to a strategic investor.
- Expected need
- Personal liquidity management and portfolio diversification.
- Product fit
- Private Wealth Management, Private Markets, discretionary mandate.
- Relationship path
- Existing client → board member → Max Mustermann.
- Institutional match
- An RM in your Munich office already knows the board member.
- Recommended action
- Ask for an introduction. Approach around post-transaction diversification.
- Evidence
- 6 verified sources.
- Pilots live
- Open to new design partners · Could your bank be next?
- Backed by
High-value sales is not a volume problem.
It is a timing, context and prioritisation problem.
Today, relationship managers research prospects by hand.
The relevant knowledge is scattered across the institution.
By the time an opportunity is obvious, someone else is already calling.
See which of your prospects are becoming relevant.
Book a demo- 01
Scoping
Define team, region and prospect segment together.
- 02
Discovery pilot
Prevano works on external data only. No customer data required.
- 03
Evaluation
Your advisors rate the relevance of every recommendation.
- 04
Controlled expansion
Internal data is connected step by step, aligned with Compliance and IT.
Prefer email? Write to jan-philipp.groth@prevano.ai