Gather up to 70% more intel on every client you already have!

C-Intelli is the number 1 provider of client intel. Discover what your clients can actually invest before calling them. Understand more about their investment capabilities in a 100% legal and compliant manner!

No integrations to set up

MR
Mateo Rojas
Retail trader Β· SΓ£o Paulo, Brazil
πŸ’° High deposit potentialMatch 9/10
Est. income
$48k–$72k
Deposit capacity
$5k–$7k
Funding capacity
High
Score
82 / 100

How do we earn more money for you?

The right client handed to the wrong salesperson is pure loss β€” and it usually can't be undone.

By usage of C-Intelli, you will become aware of your clients' real investment capabilities… all before even speaking to them. Create an understanding of critical intel factors followed by a carefully calculated investment potential, allowing you to understand which agent should receive a high potential client.

Our systems are 100% legal, allowing you to obtain information your retention agent would not be able to find. By additional use of our in-house developed technology, our systems will turn you into a powerhouse of data!

No monthly subscription

You pay for usage only. Nothing renews on its own, and there is nothing to cancel.

See C-Intelli in action

A short walkthrough β€” from a raw client list to a prioritised sales queue.

What can C-Intelli provide you?

From your raw client list to a prioritised sales queue β€” one workflow.

Client matching

Enter the needed but minimal information the interface needs β€” and we match each client and pull back a far richer profile, with a confidence score.

Business & company ownership

We surface companies clients own or hold a stake in β€” find data you normally would not find about a person, so you can find out the real deposit potential your clients have.

Deposit-potential scoring

Every client gets a 0–100 deposit-potential score and an estimated income and funding capacity β€” so you know who's worth the call.

Company-change alerts

We re-check your data continuously and alert you when a client registers a new business, raises its capital, or takes control of one β€” so you stay updated and can obtain valuable information.

AI pre-call briefs

Receive a concise summary, why-they-matter and a personalized icebreaker β€” to safeguard an easy start of a conversation with your client.

Portfolio analytics

A live dashboard of your book β€” distribution by country, income band and deposit potential, with cache-savings tracking.

Start in 3 simple steps

1

Add what your KYC already holds

C-Intelli needs a minimum amount of information to make sure you obtain valuable info which nobody else can find.

2

We profile & Rank

We turn each client’s income and funding capacity into a 0–100 deposit-potential score.

3

Sales Acts

Your team works the top of the list first β€” with an AI brief ready for every call.

Why use C-Intelli?

Industry-leading companies use C-Intelli because we are much cheaper than credit agencies but know how to provide valuable insights into your clientele. With superior client service and a well-tested product, we turn your unknown into the known.

Built for sales teams

Let us handle the due diligence

Forex, CFD, fintech, payments β€” high-risk verticals drown in manual vetting. C-Intelli does the heavy lifting: it finds the businesses each client owns, estimates their income and funding capacity, and writes a one-click brief β€” so your sales team spends its hours converting, not researching.

  • βœ“The companies each client owns or holds a stake in
  • βœ“Deposit-potential score on every client
  • βœ“Estimated income and funding capacity
  • βœ“Re-engage dormant high-value accounts
  • βœ“One-click pre-call brief, grounded in real data

Estimates for prioritization

Client profile
Deposit potentialHigh
Est. income$48k–$72k
Funding capacityHigh
Deposit score
82/100

PLANS

Both packages include every feature. Prepaid credits, paid in crypto β€” no subscription, no minimum term. We don't charge you again until you choose to buy more.

Most popular
Growth
$3,400
2,000 credits
$1.70 / credit
  • βœ“ Setup cost: $2,000
  • βœ“ Client matching + deposit-potential scoring
  • βœ“ AI pre-call brief β€” included
  • βœ“ Change monitoring & alerts
  • βœ“ Up to 15 users
Get started
Scale
$4,800
3,000 credits
$1.60 / credit
  • βœ“ Setup cost: $1,500
  • βœ“ Client matching + deposit-potential scoring
  • βœ“ AI pre-call brief β€” included
  • βœ“ Change monitoring & alerts
  • βœ“ Up to 30 users
  • βœ“ Priority support
Get started

1 credit = 1 fully-profiled client (matching + deposit scoring + AI brief). Unused credits are kept and added to your next purchase. A balance left unused for 90 days expires β€” we email you 7 days before, and using a single credit resets the clock.