Relationship Intelligence Infrastructure
The institution owns the account. It never owned the rapport. Until now.
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.
94%
retention lift
3.2×
faster rapport
$14M+
deals influenced
840+
enterprise users
Your clients
MC
Marcus C.
SD
Samantha D.
DO
Devon O.
Sana
Synopsis
Profile
Marcus Chen: Senior Partner, Asia Pacific
›
Life
Kids' graduation month: personal touch window
›
Interests
HKGC hosted Asian Tour stop ⛳: natural opener
›
Market
Hang Seng −10.4% this month: significant correction
›
Powered by:
Vercel
Clerk
Next.js
Stripe
Supabase
Gemini
Google News
FastAPI
Morningstar
Antigravity
When a senior banker leaves, the successor doesn't inherit the relationship: they inherit an account number. Synatsis changes what the firm owns.
The rapport lived in one person's head.
It doesn't anymore.
The Old Way
Synatsis
Memory
vs. Institutional Knowledge
Old Way
The relationship exists in one banker's notebook, their memory, their instincts. When they leave, it leaves with them.
Synatsis
Every signal, preference, life event, and trust dynamic is encoded into a permanent Relational Schema the firm owns: regardless of who manages the account.
The Old Way
Synatsis
Reactive
vs. Anticipatory
Old Way
The successor walks into the first meeting blind. They ask questions the last banker already answered. The client notices.
Synatsis
Sana monitors the external world in real time, markets, weather, news, personal milestones, and surfaces exactly what matters to this client, right now, before the call happens.
The Old Way
Synatsis
Data
vs. Context
Old Way
A CRM field updated after the meeting. Static. Already stale. No signal about what's happening in the client's world today.
Synatsis
A continuous agentic loop that knows a typhoon is approaching Manila, that Devon's family is there, and that this is the moment to reach out, before he picks up the phone.
The synapse model
Three motions, one intelligence layer. Synatsis turns fragmented client context into decisive, perfectly-timed action.
A synopsis of every client.
A synapse to act on it.
01
Build the profile
Type anything: "baseball fan, two kids in college, former Stripe engineer, wears Givenchy." Synatsis parses it into a living, searchable client profile. No forms. No CRM fields.
02
Sync the signal
News feeds filtered by location, industry, and personal interest stream in per-client. Toggle breaking news only, or drill into finance, sports, tech: whatever matters to them.
03
Receive the synapse
The AI surfaces precisely-timed prompts: "Their team just won," "Storm approaching their city," "Relevant deal just closed in their sector." You arrive prepared every time.
Platform
Built for high-stakes
relationship work
Core Intelligence
Contextual news feeds, filtered per client
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.
Marcus Chen: Live feed
Bloomberg · Finance
2m ago
Golf Digest · Sports
1h ago
Reuters · Breaking
3h ago
FT · AI
5h ago
Profile Engine
Natural language profile builder
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.
Intelligence Layer
Proactive relationship prompts
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."
Pipeline
Deal status + relationship health
Track deal value, contact cadence, and relationship temperature. Hot, warm, or cooling: Synatsis surfaces who needs attention before they go quiet.
Enterprise
Team-wide client intelligence
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.
At the institutional level
The cost of a relationship
that walks out the door.
94%
Client retention rate, Synatsis-managed accounts
20–30%
AUM at risk when a senior banker departs
3.2×
Faster successor onboarding to full relationship context
$14M
Avg. AUM protected per banker transition
★★★★★
"I mentioned to a client that I saw his city got hit by a major storm the week before our call. He went quiet for a moment and said 'how did you know?' That call turned into a $2M mandate."
★★★★★
"Before Synatsis I was manually Googling clients before every call. Now it's all in one place and the AI tells me what's actually relevant. It's like having a brilliant EA who never sleeps."
★★★★★
"The profile builder is the thing. I just type notes the way I think, 'mentioned his son plays lacrosse, obsessed with Porsche', and suddenly my next call writes itself."
★★★★★
"Our team went from scattering notes across Notion, email, and memory to a single source of truth. First quarter using Synatsis our renewal rate jumped 18 points."
★★★★★
"We close enterprise deals at $400K+ ACV. Synatsis changed how we enter every room: we know things about their business that even their own board hasn't flagged yet."
★★★★★
"The alert system caught that a prospect's company was acquired: two weeks before it was public. We got in front of the new leadership on day one. That deal is now our largest account."
★★★★★
"I've tried every CRM intelligence tool on the market. Nothing comes close to what Synatsis does with unstructured data. It reads between the lines in a way that feels almost unfair."
★★★★★
"Onboarded my whole team in an afternoon. Within a week my junior reps were having conversations that used to only happen after years of relationship-building. The learning curve compressed dramatically."
Early access
The relationship belongs to the firm.
Or it belongs to one person.
A small number of private banks are already using Synatsis to make client intelligence a permanent institutional asset. We are selectively onboarding new firms now.
No credit card required · We'll reach out within 24 hours · Enterprise pricing on request