Know your client. See the opportunity. Walk into every meeting ready.
Equative Client IQ is the AI-powered client intelligence platform built for Corporate & Investment Banking Relationship Managers.
ONE CLIENT. ONE INTELLIGENCE VIEW.
Your client relationship is bigger than your CRM.
The information an RM needs rarely lives in one place.
- Revenue sits in one system.
- Exposure in another.
- Opportunities in CRM.
- Call reports somewhere else.
- Annual reports in documents.
- Market developments outside the bank.
Client IQ brings the relationship together.
The underlying product design supports structured financial and relationship data, call reports, client contacts, complaints, deal pipelines, wallet information, payments, trade, exposure, public documents, market information and other internal and external sources.
USE CASES
One intelligence layer. Many RM moments.
CEO / CFO Meeting Preparation
Create a concise view of the relationship before senior-client engagements.
Strategic Client Reviews
Understand relationship health, revenue, exposure, pipeline and opportunities.
Wallet Growth
Identify areas where relationship potential exceeds current penetration.
Opportunity Discovery
Connect client events and external signals with relevant banking solutions.
Pipeline Intelligence
See live, won and lost opportunities alongside the broader relationship.
Relationship Continuity
Bring previous interactions and institutional knowledge into every client conversation.
Risk & Exposure Context
Understand lending, limits, utilisation and relevant credit information in context.
Event-Driven Coverage
Identify developments that create a reason for the RM to engage now.
THE EXPERIENCE
Imagine opening Client IQ before tomorrow’s CEO meeting.
Aurelios Meridian Group
Fictional client for illustration
Relationship Health
82 — Strong
Total Client Wallet
$3.2B
Revenue Trend
+18%
Current Opportunities
- Sustainable infrastructure financing
- Cross-border treasury
- FX hedging
- Debt capital markets
- Working-capital optimisation
AI Briefing
Client IQ highlights
- OPPORTUNITY Potential financing need linked to new infrastructure investment.
- RELATIONSHIP SIGNAL Recent senior-management engagement has increased.
- WALLET GAP Treasury wallet remains underpenetrated relative to relationship potential.
- MARKET SIGNAL New regulatory developments may accelerate investment plans.
- NEXT BEST CONVERSATION Discuss capital structure, liquidity requirements and cross-border treasury strategy.
YOUR AI CLIENT ADVISOR
Everything your RM needs before the conversation starts.
Executive Briefings
Turn dispersed information into concise, senior-ready client briefing material. Know what matters before you enter the room.
Ask Client IQ
Ask questions in natural language, such as “Where are we underpenetrated with this client?”, “What changed since our last meeting?”, “Show revenue, wallet, exposure and pipeline,” or “What should I discuss with the CFO?” Client IQ translates these natural-language requests into structured queries, bringing together relevant insights from enterprise data and documents to deliver clear, actionable answers.
Unified Client Intelligence
Connect CRM, financial information, exposure, banking activity, call reports, pipeline, client documents and external signals.
Document Intelligence
Interrogate annual reports, investor presentations, transcripts, sector research, product information and internal documents.
Relationship Memory
Bring previous meetings, call reports, interactions and relationship context into the next conversation.
Secure by Design
Enterprise entitlements, controlled data access, PII protection, guardrails, auditability and governed AI.
built for the moments that matter
Before the meeting.
Understand the client, the relationship and what has changed.
During the conversation.
Get immediate access to relevant client intelligence.
After the meeting.
Preserve relationship context and make the next interaction smarter.
Security
Intelligence without compromising control.
- Entitlement-aware Users see only information they are permitted to access.
- Guardrailed AI Input and output controls help protect sensitive information.
- Auditable Interactions and system activity can be recorded for governance and oversight.
- Controlled model architecture Sensitive information can remain within enterprise-controlled infrastructure.
- PII protection Detection and controls can be applied across both input and output.
from data to impact
01 - CONNECT
Bring together client intelligence.
Structured data.
Documents.
Interactions.
Market signals.
02 - ASK
Interact with the relationship in natural language.
No hunting across systems.
No manually stitching together information.
03 - UNDERSTAND
Let AI connect the signals.
Client context.
Relationship history.
Commercial opportunity.
Relevant risks.
04 - ACT
Turn intelligence into a better conversation.
Because insight only matters when the RM can act on it.
Why Client IQ
- Less preparation Spend less time collecting information.
- Better briefings Create more consistent client preparation.
- 360° context See the relationship rather than individual systems.
- Better conversations Walk into meetings knowing what matters.
- Stronger wallet visibility Connect client need with relationship opportunity.
Ask Client IQ
What changed with this client since our last meeting?
Where is the biggest untapped wallet opportunity?
What are the client's latest strategic priorities?
Which live opportunities should I focus on?
What are our current exposure and utilisation levels?
What recent external developments matter to this relationship?
Meet Equative Client IQ.
Deeper insights. Stronger relationships. Brighter outcomes.
Experience the difference
Core Values of Equality, Quality, and Transparency
As our name suggests, we uphold the highest standards of equality, quality, and transparency in all our practices. This commitment ensures that our clients receive the best service with integrity and clarity.
Customer-Centric Approach
We prioritize our customers above any commercial interests. Your success is our main focus, and we work closely with you to understand your goals and deliver tailored solutions that provide real value
Exceptional Resource Management
We implement stringent processes to ensure that only the best and most qualified resources are employed. Our dedication to continuous training, updates, and enablement keeps our team at the cutting edge of industry developments.
Global Resource Sourcing
Our resources are sourced from diverse countries and regions, avoiding a concentrated focus on any single country or geographic area. This global approach ensures a broad perspective and access to a wide range of expertise.
Efficient and Cost-Effective Delivery
We utilize a combination of approaches to deliver efficient, high-quality, and cost-effective services. By leveraging the latest advancements in AI and cloud computing, we help you stay ahead of the competition while optimizing your investment.
Tailored Solutions
We recognize that every business is unique, and we provide customized solutions designed to meet your specific needs and challenges.