Your next opportunity is
already in your data.
The clients most likely to leave, and the ones ready to buy more, are already in your customer book. We build the layer that shows the person who owns each relationship which accounts to act on today, and why. It sits on top of the systems you already run, on your infrastructure, and the code is yours.
For companies whose revenue sits in named B2B relationships: leasing and asset finance, insurance brokerage, banking, B2B distribution.
Renewal dates coming up, payment behavior changing, product gaps, engagement going quiet. It is all in your warehouse, your ERP, and your CRM. But each account manager works the slice they personally know, and nobody can answer the question that matters every morning, which of my accounts needs attention today and why, without someone building a spreadsheet by hand. So a big client leaves without warning, and the upsell never gets asked for.
It gets harder as you grow. Every new system, product line, or acquisition brings its own duplicates and gaps, and the customer view never quite catches up.
One book, scored, flagged, seen at two levels.
A layer on top of the systems you already run. Not a dashboard: a ranked worklist for each person who owns customer relationships, and a rollup for their manager.
One book
Customer and contract records from every system you run, joined and de-duplicated into a single view, without touching the systems they came from.
Scored
Each relationship carries a score built from your own signals: renewal timing, concentration, product gaps, payment behavior, engagement. Whatever actually predicts risk and opportunity in your market.
Flagged
A ranked worklist, not a report. This account, today, for this reason.
At two levels
The relationship owner sees their own book. Their manager sees the rollup across the team. Same data, a different cut, the right permissions.
Designed to get through your IT review.
Read-only to start
We start by reading from your warehouse or a scheduled extract, so nothing in your systems of record changes. When you want actions written back to your CRM or core system, we build that too.
It surfaces, it doesn't decide
No auto-approval, no auto-pricing. Your people get the information and the reason. The decision stays with them.
On your infrastructure
On-premise or in your private cloud, inside your security perimeter. We already run a platform inside a banking group's network.
You own it
The code is yours. No license, no per-seat fee, and it keeps running whether or not we stay on.
Nothing gets replaced
Your CRM, ERP, and core systems stay exactly as they are. It is an additive layer, which is why it ships in about a quarter, not a multi-year program.
Honest before expensive
If the honest answer is that you don't need to build anything, the Assessment tells you so.
Already running inside a banking group.
BT Leasing
BT Leasing, the leasing arm of Banca Transilvania, works a contract book assembled from several absorbed portfolios. Our platform turns it into a ranked, explained list of which existing client to call, and why now, straight from their data warehouse. Each consultant works their own book, managers see the team's rollup, and every recommendation shows its reasoning. Runs on-premise, inside the group's security perimeter.
Start small. Get a straight answer first.
Most clients start with the Book Assessment. It is deliberately small, it stands on its own, and if the honest answer is that you don't need to build anything, that is what it tells you.
Book Assessment
Three weeks. What is actually in your systems, a scoring model defined for your business, and one worked example on your real data. Fixed scope, fixed price, and the output is yours whether or not we build together.
Build
About a quarter. The working product in your environment, on top of your systems, scoped from what the Assessment found.
Operate
Ongoing. We refine the scoring and the worklist against how your people actually use it.
We also build products end to end.
Not a customer-book problem? The same senior team takes products from the first conversation to production. You own the code.
Discovery to production
We frame the problem, make it tangible with clickable prototypes, then build, test, and ship it. One team, accountable from start to finish.
Prototype to production
Built something with AI tools, or did someone on your team? We assess it, harden it, and take it to production.
More on prototype to production →Our own product
MindBridge Clinical turns clinical protocols, amendments, and SOPs into searchable, role-specific knowledge for trial site teams. Developed with direct medical input.
Visit mindbridge-clinical.com →Six senior people, one team.
6 senior specialists · 90+ years of combined experience
Every project gets the whole team. The people who frame the problem are the people who build, test, and ship it. No junior hand-offs, and no layer between you and the people doing the work. We will tell you the truth about what is worth doing, then do the work with you.
Andrei Adam
20+ years across banking, product management and delivery. Andrei started in banking, at Banca Transilvania and then as a relationship manager at ABN AMRO and BRD Groupe Société Générale, with his own book of business clients. He moved into product management and delivery at Accenture, Paddy Power Betfair, Delivery Hero and 3Pillar Global, led product management at TEC Digital, and later worked with Knownwell and Temedica.
Products he has worked on include the YAP digital bank, the PBS LearningMedia education platform, UpScript Health's online pharmacy, Temedica's patient companion apps, the Subway franchisee platform of IPC Europe, and the digital strategies of Silverstone, European Athletics and UNTOLD.
LinkedIn →Product and strategy lead
20+ years across banking payment operations and product delivery. Has led product teams and taken initiatives from ideation and business requirements through to delivery.
Product and strategy lead
15+ years. Has led product management for payments and fraud on a global, regulated platform. A legal background makes regulation and compliance familiar ground.
Engineering lead
13+ years of full-stack and platform engineering: cloud and infrastructure as code, payment and identity integrations, document AI, and engineering management.
Quality engineering lead
13 years testing high-volume, regulated platforms where failure is expensive. Test automation and manual testing, now AI-assisted.
Data and AI engineer
7 years across data science, data engineering, and full-stack development. Has built machine learning models and data pipelines that run in production.
Book 20 minutes.
Pick a time that suits you, or send a note and we'll reply within one business day.
Pick a time →Prefer email? andrei.adam@mindbridge-hub.com
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