Custom Solutions · Private Bankers
For private banks and wealth desks that compete on knowing the client better than anyone else. DeepTree turns your client universe, your portfolio activity and your house views into a system that surfaces the right conversation at the right moment — for every banker, every day.
Desks running DeepTree in Custom mode don't license a tool. They design the intelligence layer their bankers want on top of the booking system, and they own it.
Every client portfolio monitored against your house views, risk framework and event calendar. Liquidity events at portfolio companies, leadership transitions, sector moves, sustainability flags. The banker walks into the meeting already briefed, with the agenda the firm's most senior banker would have drafted overnight.
Booking system, KYC files, mandate history, suitability records, research, IC views: all integrated and queryable in natural language. "Which of my UHNW clients are exposed to single-stock concentration above policy, and what's the recommended rebalance?" Answer in seconds, with audit trail.
Every desk has its own investment narrative and product shelf. DeepTree learns them: client-ready notes, rebalancing proposals, talking points and quarterly reviews come out in your tone, your house format, your compliance language — branded, formatted, ready for the banker to send.
Single-tenant private cloud in Frankfurt or on-premise. MiFID II / suitability-aware controls, granular client-banker access, complete audit log, DORA-aligned, ISO 27001. Your client data stays inside your perimeter, and inside Europe.
Workshops with the Chief Investment Office, market heads and senior bankers. We map the booking and CRM stack, the research distribution, the suitability framework and the moments that drive client conversations.
Integrations with your booking system, KYC and research distribution. Agents trained on your house views and your compliance language. Direct Slack channel with our engineering team.
Controlled rollout on one market or one segment (UHNW, family-office, entrepreneur). We measure conversation quality, banker adoption and compliance fit, then certify.
Desk-wide rollout, dedicated support, quarterly product evolution agreed with you on the roadmap.
DeepTree lets every banker know each client the way only our most senior partner used to, and anticipate what they'll need before they ask. That's the entire game.
Head of Private Banking
European wealth manager
Custom Solutions are engineered and built around each house's specific needs and investment process. We choose new partnerships carefully, because every deployment takes months of dedicated work. Thirty minutes with our team will tell us both whether yours is the right one.