One live view of every client relationship.
Pometry maps the relationships across your client portfolio, so coverage teams can find new opportunities, reach the right introduction and see counterparty exposure before it becomes a problem.
Uplift in sales with PometryPometry analysis, 2025
Of annual revenue lost to data silo inefficienciesIDC Market Research
Of banker time spent in client dialogue rather than adminMcKinsey & Company, Dec 2025
Clients acquired per banker per yearMcKinsey & Company, Mar 2023
Client context is scattered across every system.
The data exists but it sits across CRMs, transaction systems, communication logs, product databases and third-party sources. No single view holds the whole picture.
Siloed data, siloed view
Relationship managers assemble their picture by hand, from memory, email and spreadsheets. It is always partial and it is never shared.
Relationships stay invisible
Who owns what, which entity controls another, which client is connected to a counterparty under stress. These surface after something has gone wrong.
Insight takes weeks to assemble
Producing a single client view takes weeks of analyst time. By the time the picture is ready, the window to act on it has usually closed.
One record per client, including the entities your systems never held.
Pometry reads the systems your coverage teams already work in and resolves them into one model of the portfolio, kept current as the portfolio changes.
Entity relationship mapping
Subsidiaries, beneficial owners, counterparties and shared directorships, resolved from registry data alongside the accounts you already hold.
Warm introduction paths
The shortest real route into an account, computed across the relationships your institution already has rather than guessed from a contact list.
Change detection
Track how client relationships evolve, so coverage stays matched to the account and emerging counterparty risk is flagged as it forms.
Analyst-grade depth on demand
Weeks of manual analyst assembly, returned as a query.
Plain-English questions
Relationship managers ask in their own words and get an answer back with the path it was derived from.
Provenance for compliance
Every insight traces to its source record and timestamp, so the same answer stands up to a compliance review.
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Find out how you can close your visibility gap with unique, institutional intelligence.