The °neo platform provides you with the capabilities to be able build links between people, companies, and products existing in the system in the form of relations. This allows you to fully capture and visualize the relational mapping between persons or companies and products, and can help you service clients more efficiently since you will have a full background on the clients’ relations.
Relations can between people & companies (‘entity relations’) or between entities and products (‘product relations’). Entity relations can include partner/spousal, heir, testator, UBO, or guardian relations. Product relations can include ownership relations such as borrower and owner, but also power of attorney, guarantor or guardian relations.
Updated over 1 year ago