How we work
From scope call to delivery walkthrough
Every briefing and review follows a short, visible path so relationship managers know when to share extracts, when to block a room, and when printed packs arrive.
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Scope call
We confirm book size, segments, language, review dates, and the bank’s confidentiality channel. You leave with a written outline and starting fee.
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Deposit and schedule
A 40% deposit reserves analyst time. We lock intake and delivery dates around your review calendar.
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Secure intake
Portfolio extracts arrive only through the approved channel. We acknowledge receipt and list any gaps before analysis starts.
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Drafting in Phayathai
Analysts build the concentration view, priority shortlist, and narrative pages. Sensitive names are flagged for your review.
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Delivery walkthrough
On-site or at our Ratchawithi studio, we walk the pack page by page. Minor wording changes are turned around quickly before print.
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Clarification window
Flagship briefings include one follow-up call within ten business days. Larger revisions become a separate commission.
Where this fits your calendar
Most Account Intelligence Briefings need two to three weeks from intake to delivery. Mapping workshops can sit inside a single afternoon once the room and attendees are confirmed. If your review week is already fixed, contact us with those dates first so we can say honestly whether the timeline fits.