Intelletto — Actions & Playbooks (ANZ)
Intelletto.ai Client Intelligence.

Actions & Playbooks

Client: ANZ Banking Group Ltd.
People Regulatory Hiring News Reputation
Authority rule: **Official/Company > Regulator > Media > Aggregator**. “Act Now” requires Official/Regulator or Company-tier evidence.
Triggers (30/90d)
Sources: People · Reg · Hiring · News
Actionable Now
Meets “Act Now” threshold
Playbooks Ready
Persona-tailored plays
Explainability
Citations & policy adherence

Trigger Cards

Signals converted into actionable opportunities with clear “why now” trails.

Next Best Actions (Persona)

CxO, SVP, VP personas across Tech/Data/Risk/Ops — public-safe wording

Sequencer

Timeboxed steps with public citations & LinkedIn targets pulled from Follow Manager

Templates

Persona-appropriate outreach (no internal references)

Explainability & Compliance

Source tiers: Official/Company > Regulator > Media > Aggregator
People Signals: Hire · Exit · Team formation · Mandate hints · Public posts on tracked themes
Thresholds: “Act Now” = People+Official/Regulator or Company-tier + time recency within window
TTL: People 180d · News 90d · Hiring 120d · Reg 365d
Compliance: Respect robots.txt; no restricted scraping; store derived metadata + URLs only.