C-Intelli has one goal: find as much information about your clientele as possible. With a minimum of information, C-Intelli creates a deeper profile of your clientele. Obtain estimated income, deposit potential and more, so your sales know who's worth the call!
No integrations to set up
From your raw client list to a prioritised retention queue — one workflow.
Bring a name, email and building address — we match each client and pull back a richer profile, with a confidence score.
Every client gets a 0–100 deposit-potential score built from their estimated income and funding capacity — so you know who’s worth the call.
We re-check your book and alert you the moment a client changes jobs, relocates, or their profile shifts.
One click writes a concise summary, why-they-matter and a personalised icebreaker — grounded in the client’s real data.
A live dashboard of your book — distribution by country, income band and deposit potential, with cache-savings tracking.
A name, email and building address is all our system needs to match each client.
We turn each client’s income and funding capacity into a 0–100 deposit-potential score.
Your team works the top of the list first — with an AI brief ready for every call.
Our whole system is built on three things: a name, an email and a building address. Give us those and we match each client and build their full profile — cached matches are free across your whole workspace.
Forex, CFD, fintech, payments — high-risk verticals drown in manual vetting. C-Intelli does the heavy lifting: identity matching, income and funding-capacity estimation, and a one-click brief on every client — so your retention team spends its hours converting, not researching.
Estimates for prioritization
Our software has the full potential to be adjusted according to your target markets. Setup can be performed upon request. For more information, please contact us.