Relationship Intelligence Infrastructure
Private banks lose 20–30% of AUM after a senior banker departs — not from poor performance, but because the successor walks in blind. Synatsis makes the rapport a permanent asset of the firm.
You don't need another tool to find a prospect's job title. You need an intelligence layer to help you close them.
Scraping static job titles, company sizes, and verified emails. Data that was stale the moment it was captured.
Capturing dynamic context. Know when their kids graduate, when their favourite team plays, and when macroeconomic shifts impact their local market.
Top-of-funnel churn. Blasting 1,000 cold emails hoping for a 1% reply rate.
Bottom-of-funnel retention. Securing high-ticket accounts and preventing churn through bespoke, hyper-personalised human connection.
A dead database you manually search before a call. No signal. No timing. No edge.
A proactive AI co-pilot. Sana monitors the web and pushes low-latency nudges to your dashboard — telling you exactly when to reach out and what to say.
Three motions, one intelligence layer. Synatsis turns fragmented client context into decisive, perfectly-timed action.
Every client gets their own curated signal stream. Location news from their city, industry news from their sector, team scores, market moves — all tagged to them, not you. Toggle between all news and breaking-only with a single click.
No fields, no dropdowns. Just type what you know about them. Synatsis parses and stores structured insight — interests, life events, quirks, preferences — and uses it to refine every future alert.
The AI reads the feed and reads the profile, then fires when they align: "Their city just got hit by a major storm." "Their team just won the championship." "Their main competitor just raised."
Track deal value, contact cadence, and relationship temperature. Hot, warm, or cooling — Synatsis surfaces who needs attention before they go quiet.
Share client profiles across your team without losing individual context. A wealth manager and their analyst see the same signal, never duplicating effort or missing a moment.
Join 840+ relationship professionals already using Synatsis to stay one step ahead.
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Synatsis is onboarding select firms across Private Equity, Wealth Management, and Private Banking. Tell us about yourself and we'll be in touch within 24 hours.
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Our team will be in touch within 24 hours to arrange your onboarding session. We'll profile your first 10 clients together.