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
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!
You pay for usage only. Nothing renews on its own, and there is nothing to cancel.
A short walkthrough β from a raw client list to a prioritised sales queue.
From your raw client list to a prioritised sales queue β one workflow.
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.
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.
Every client gets a 0β100 deposit-potential score and an estimated income and funding capacity β so you know who's worth the call.
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.
Receive a concise summary, why-they-matter and a personalized icebreaker β to safeguard an easy start of a conversation with your client.
A live dashboard of your book β distribution by country, income band and deposit potential, with cache-savings tracking.
C-Intelli needs a minimum amount of information to make sure you obtain valuable info which nobody else can find.
We turn each clientβs income and funding capacity into a 0β100 deposit-potential score.
Your team works the top of the list first β with an AI brief ready for every call.
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.
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.
Estimates for prioritization
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.
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.