Sympera AI recognized among five emerging leaders transforming banking and financial services with agentic AI.
New York, NY – September 05, 2025 – Sympera AI, a banking-focused agentic AI provider, today announced it has been named a 2025 Gartner® Cool Vendor ™ for Agentic AI in Banking and Investment Services. This recognition highlights Sympera’s pioneering approach to scaling relationship banking through specialized AI banking agents purpose-built for commercial and business banking workflows.
“We believe being named a Gartner Cool Vendor validates our mission to transform relationship banking with verticalized AI,” said David Sosna, CEO of Sympera AI. “Banks today need much more than generic AI co-pilots; At Sympera AI, our platform is purpose-built by banking experts who understand how relationship managers think, prospect, and prioritize opportunities. This recognition also serves a badge of honor to our diverse team of AI innovators committed to redefining how banks scale high-touch banking.”
By 2027, Gartner expects 40% of organizations in banking and investment services to use AI agents to automate workflows and enhance decision-making.
Sympera AI: Purpose-Built for Enterprise-Grade Outcomes
Our agentic AI platform is purpose-built for relationship banking, designed to help banks move from experimentation to enterprise-grade outcomes. It gives Relationship Managers a clear view of emerging opportunities, strengthens client relationships and protects key accounts — all within their existing workflow. Built on a secure federated architecture, Sympera delivers measurable revenue growth in the mid-market and small to medium business (SMB) segment, for companies with revenues between $1 million and $75 million.
About the Research
Source :
Gartner, Cool Vendors for Agentic AI in Banking and Investment Services, Jasleen Kaur Sindhu, Sudarshana Bhattacharya, Jeff Casey, 05 September 2025
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About Sympera AI
Sympera AI fills a critical gap in the banking sector by enhancing the impact of relationship managers (RMs), enabling them to deliver tailored solutions and advice based on customer needs and priorities.
Combining deep industry expertise with advanced AI capabilities, Sympera AI helps banks balance digital transformation with high-touch service — transforming business banking relationships and driving growth.