Dual risk and opportunity scoring per account, driven by five signal families: client corporate events, regulatory and market change, internal service data, commercial triggers, competitor activity. A renewal radar tracks contract countdowns, and loss-pattern detection is built from real historical loss analysis — price exposure at re-tender, festering service issues, perceived innovation deficit, capability gaps, group contagion, incumbent defence.
A two-way competitor intelligence loop runs scheduled research sweeps outward and takes one-click field sighting reports from account managers inward, re-scoring the account instantly and compiling a monthly digest. Weekly briefs are generated for each account manager and for leadership: headline risk, three prioritised actions with reasons, watch items.
The QBR agent enforces a standard ten-section review spine, then generates two PowerPoint packs from brand templates — an external client deck and an internal confidential intelligence brief. Hard rule: no invented numbers. Missing data renders as visible placeholders, and a human reviews everything before it reaches a client.
Governance first: a three-tier data policy, research on individuals limited to public professional information, every claim carrying its source and date.