A method for providing actionable intelligence in real-time to facilitate a plurality of transactions is disclosed. The method includes compiling historical activity data for potential clients; defining, by using a model, a score for each of the potential clients based on the compiled historical activity data; receiving, via an event stream, a request, the request relating to a transaction request for a financial instrument; retrieving client coverage data that corresponds to the potential clients, the client coverage data including a strategic client plan that relates to development of client relationships; identifying a predetermined rule that corresponds to the request; and automatically determining, in real-time for the request, a recommended client from the potential clients based on at least one from among the score, the client coverage data, the corresponding predetermined rule, and the historical activity data.