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Release the value in your client data

Critical Client Intelligence forCorporate, Commercial, Trade and Transaction Banking

  • AI i2i Banker Fred

    Know what your client needs before they do in one click

  • Prospecting

    100,000’s of opportunities and ideas at your fingertips

  • Insights

    Auto generated opportunity and conversation insights for every company

  • Account Planning

    Data driven account plans

  • Meeting Prep

    Prepare for client meetings in minutes…not days

  • Client Meetings

    Transform your client pitches with data, digital and interactive analysis

  • Reports

    Automated pitch books, account plans and credit reports in seconds

  • Professional Development

    Lift your bankers and advisors to be the best in the market

i2i Banker Fred™

Banker Fred synthesizes public and private data into scored prioritized banking opportunities – and arms your bankers with the playbook and pitches they need to win in the room.

A unique AI coach and teammate designed for the corporate, commercial, trade and transaction banker.

Banker Fred is not just another chatbot waiting to be prompted. In one click he does the strategic analysis for you – identifying the best opportunities and how to win in the room.

What our clients are saying

  • Benchmarking is unbelievable. Quick and broad.

    Institutional Relationship Manager

  • This information would take days to pull together!

    Coverage Relationship Manager

  • Relationship Managers appear more knowledgeable with clients. The ability to drill into client pain points and propose solutions is a differentiating factor.

    Relationship Manager

  • The i2i Platform reduces the research time per client, giving us more time to focus on other deliverables.

    Transactional Banker

  • i2i Logic enhances our dialogue with clients.

    Global Client Coverage

  • The possibility of showing the client the real impact of any product or project dynamically, differentiates our bank.

    Global Transactional Banking

  • The i2i Platform replaces manual analysis and shortens meetings preparation.

    Coverage Analyst

  • Faster credit analysis, faster pitch documents

    Trade & Supply Chain Banker

  • This [platform] drove a rich conversation and action for the customer to consider in regard to their business.

    Commercial Bank Relationship Manager

  • Focusses attention on areas which will generate ideas/insights/conversation.

    FX Sales

  • FX module great for outlining the impact FX has on their metrics.

    FX Sales

  • deep working capital analysis capability

    Trade & Supply Chain Banker

  • It provides quick and near real-time insights into the financial health of our companies in the context of the industries, markets etc. that they are operating in.

    Institutional Relationship Manager

  • The platform allows us to build trust and become a trusted advisor and partner.

    Institutional Relationship Manager

  • Saves time

    Institutional Relationship Manager

  • With a significant amount of information in one place I can see myself having the platform open while preparing a credit

    Institutional Relationship Manager

  • Creates a 'credit' focused mindset and learning

    Head of Credit Analytics

  • Richer analysis and planning of opportunities across banking and product partners.

    FX Sales

  • Peer analysis is invaluable to illustrate to the customer how they differ from their peers.

    Institutional Relationship Manager

  • Provides great factual insight for the bank and the clients world.

    Institutional Relationship Manager

  • it empowers a Coverage Banker to engage more strategically.

    Institutional Relationship Manager

  • Able to cut through directly to specific data points that can drive the opportunity.

    Bank Executive

  • Gave great insight into parts of the organisation under analysis.

    Transaction Banking Sales

  • Speed and accuracy of the data is very useful. The visual graphs are powerful.

    Institutional Relationship Manager

  • This information would take days to pull together

    Institutional Relationship Manager

  • Showing the client the real impact of any product or project dynamically differentiates our bank

    Transaction Banking Sales

  • It enhances our dialogue with clients

    Global Client Coverage