Leverage your firm's relationship network for introductionsfor up-to-date contact infofor business developmentfor cross-selling opportunitiesfor operational efficiencyfor recruitmentto grow your top line
Automatic, intelligent and in your workflow
Without any manual work or behavior change from you, bring relationship intelligence where you are.
Thoughtful, private and without disintermediation
Relationships are sensitive and private, and human sensibilities around how they are shared need to be addressed.
Secure and compliant
The firm retains full control over its data and resources, and no data leaves its firewall. Protected by the best recommended security practices, and compliant with GDPR and CCPA.