For Corporate, Investment and Private Banking
Data-driven origination and coverage
Identify financing targets, anticipate your entrepreneur clients' liquidity events, monitor portfolios and surface cross-sell opportunities by combining proprietary data and market intelligence.
The problem
What slows down banking today
Coverage teams working by geography without a cross-industry view
Episodic cross-selling: you don't know when a client is ready for a new product
Prospecting based on static lists, without real-time readiness signals
Private bankers arriving late to the liquidity event: the client sells the company and the wealth goes to a competitor
The solution
How DeepTree helps
Dynamic origination lists
Qualified prospects by sector and geography, with readiness signals: growth, hiring, governance changes, M&A moves.
Account monitoring
Alerts on relevant client events: new investments, filings, litigation, ownership changes.
Cross-sell intelligence
Signals that indicate when a corporate client is ready for IPO, debt issuance, M&A advisory.
Liquidity-event anticipation
For Private Banking: identify founders and entrepreneurs with M&A pending, IPO in preparation, generational transitions. Be on the radar before the liquidity event, not after.
DeepTree helped us systematize origination in the mid-corporate segment. Our bankers have continuous visibility on previously invisible signals.
Head of Corporate Banking
Bank, Italy
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Request a 30-minute demo with one of our experts. We'll show you how DeepTree fits your specific case.