40%
more deposit potential unlocked through analytics-led site selection
Explore the geospatial managerSource: Mapping Analytics
Financial institutions advisory
Generate new customers.
Optimise the ones you have.
Agentic intelligence for financial institutions.
Geospatial intelligence
Place branches and ATMs where they grow your customer base.
Transform how your institution grows
THE OPPORTUNITY
Grow and maintain your customers
THE OFFERING
agents built to capture the opportunity across your operations
Your operations
Your institution grows
Generate new customers
Retain current ones
01 · THE OPPORTUNITY
Leverage exotic-dataExotic data: secondary data collected through third parties, including demographics, rents, footfall anchors and development pipeline. No direct data required from your institution. AI solutions to support customer growth
Our AI solutions target the areas where financial institutions have the most to gain:
2.35x
lift in lead conversion through AI-driven lead scoring and prioritisation
Explore the opportunity advisorSource: Salesforce
200%
increase in conversions through data-driven customer personalisation
Explore the client acquisition specialistSource: Salesforce
20%
of the working week recovered for in-house recruiters through AI-assisted talent operations
Explore the talent managerSource: LinkedIn, Future of Recruiting 2025
02 · WHAT WHITESHIELD OFFERS
360° tailored advisory and intelligence across your operations
GEOSPATIAL INTELLIGENCE
Geospatial manager
Find the optimal location for your physical assets, from branches to ATMs.
SIGNAL INTELLIGENCE
Opportunity advisor
Surface market signals that translate into commercial opportunities for investment.
TALENT INTELLIGENCE
Talent manager
Turn your recruiters' knowledge into one shared brain for your human resources.
CUSTOMER INTELLIGENCE
Client acquisition specialist
Identify and prioritise HNW and UHNW prospects to acquire as clients.
Geospatial manager
The geospatial manager identifies the optimal location for every physical asset: branches, ATMs, offices and service points, combining geospatial analysis with alternative data.
50+ live data points per location: demand, accessibility, competition, demographics, economic activity
Openings, relocations and consolidations ranked against your own objectives
No data required from your institution to start
Opportunity advisor
The advisor continuously scans internal and external sources for developments across your target companies, then pushes the opportunity to the banker who owns the relationship.
Identifies actionable signals and explains why each one matters commercially
Matches every signal to the right product: FX, swaps, credit lines, financing, M&A support
The information comes to your team instead of your team going to find it
Client acquisition specialist
The specialist reconstructs wealth and capacity indicators from alternative and external data to identify and prioritise prospects, today focused on HNW and UHNW acquisition.
Estimated wealth, income and business ownership per prospect
Eligibility scored against your own client thresholds
Lead identification, qualification and prioritisation, largely automated
Talent manager
An agent engages recruiters on a recurring basis, captures what they are seeing, and combines it with external market signals into one shared institutional brain.
Candidate, interview and hiring-trend insight captured week by week
Compensation, skill and competitor signals consolidated in one place
One queryable knowledge base for the whole talent team, not siloed notes
03 · LEAP, THE PIPELINE
Whiteshield's LEAP compounds the insights
INPUTS
Exotic data
secondary third-party data: demographics, rents, footfall anchors, development pipeline
Client data (optional)
AGENTS
Geospatial manager
physical assets, sited on evidence
Opportunity advisor
signals matched to products
Client acquisition specialist
prospects identified and prioritised
Talent manager
institutional talent knowledge, structured
OTHER WHITESHIELD AGENTS
Causal impact agent
quantifies the projected impact of every decision
VALUE
New customers ↑
Deeper usage of your services ↑
Network cost ↓
We are a trusted advisor to financial institutions, supported by well renowned partners
8+
geographies supported
7+
use cases in production
1mn+
data points captured
PARTNERS
SELECTED ENGAGEMENTS · ANONYMIZED
400K POI data points used by a large UAE bank to decide on where to open, close or relocate their branches and ATMs
10K+ signals delivered weekly for a top-five global bank, turning market signals into opportunities
The people behind it
LEADERSHIP
Tom Flynn
Partner
Partner with 15+ years advising financial institutions and enterprises, steering the engagement.
Hugo Zlotowski
Head of Product, LEAP
Bridges cutting-edge AI and strategy to drive the build from design through delivery.
Ronaldo Souza
Principal
25+ years leading banking, finance and governance transformations across Brazil and global markets.
DELIVERY & AI LEADS
Rodrigue Zeynoun
Chief Data & Risk Officer
15+ years architecting and shipping digital platforms, web and mobile applications at scale.
Waleed Alfaris
Lead Data Scientist
8+ years building the data and automation backbone that turns complex problems into working, data-driven products.
Vanessa Boghos
Lead Data Scientist
Keeps complex delivery on track, pairing data-science depth with hands-on program management across the financial sector.
Gabriel O'Mara
Data Scientist
Designs AI agents at the meeting point of finance, product and regulation, drawing on digital-banking work at Xapo Bank.
The people who advise institutions on where to invest.
Grow your business from today
Book a demo, we arrive with your market already mapped.
3 WAYS TO TAILOR THE SOLUTION
INPUTS
Tap into the company's knowledge graph or a private data feed
AGENTS
Build a specific agent for entity-specific needs
OUTPUTS
Deliver a dashboard exactly the way it's needed, on its own platform