A complete, live view of every client.
Pometry builds a living, 360-degree view of every client (their relationships, products, interactions, and history) so your teams can act on what matters before it's too late.
annual revenue lost to data silo inefficiencies
IDC Market Researchtime spent in client dialogue
McKinsey & Company, Dec 2025clients acquired per RM /yr
McKinsey & Company, Mar 2023Client context is scattered across every system.
The data exists, but it’s spread across CRM, transaction systems, comms logs, product databases and third party sources.
Siloed data, siloed view
Client records live across dozens of disconnected platforms. Relationship managers build their view manually (from memory, emails, and spreadsheets) and it's always incomplete.
Relationships are invisible
Who owns what. Which entity controls another. Which client is connected to a counterparty under stress. These connections only surface when something has already gone wrong.
Insight takes weeks to assemble
Manual analysis to produce a single client 360 takes weeks of analyst time. By the time the picture is ready, the window to act has often passed.
Every client. Every connection. As it happens.
Entity relationship mapping
Surface every connection: subsidiaries, beneficial owners, counterparties, shared directorships. The complete corporate network, not just the accounts your systems already know.
Change detection
Track how client relationships evolve in real time. New ownership links, emerging counterparty exposure, changes in activity patterns - flagged as they happen, not in the next quarterly review.
Natural language queries
Relationship managers ask questions in plain English. Pometry returns answers with full data provenance, with every insight traceable to source and ready for compliance review.
Analyst-grade intelligence in hours
Replace weeks of manual assembly with a query. Pometry delivers the depth of a full analyst engagement in hours, ready to act on, not just read.
See your portfolio in a new light.
A Client Insight engagement delivers a live client graph in 2–4 weeks. Talk to us to find out how we work.
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