How One Bank Uses AI Agents for Commercial Leads
Republic Bank of Chicago deployed Sympera to give its market managers targeted, AI-ranked leads — and expanded the program after a successful pilot across 20 branches.
300+
Leads delivered across 20 branches in the Q4 pilot
10–15
In-person appointments set — more than the prior provider
90%
Minimum lead accuracy rate required by contract
The amount of in-person appointments we set was between 10 and 15 — given that time of year, that was more than what we were getting with our other provider.
A Pilot That Earned a Full Rollout
Republic Bank of Chicago launched a Sympera pilot in Q4 2025 across its 20 branches. Market managers rated each lead in real time — thumbs up or down — with notes that helped the AI agent learn and sharpen its targeting over time.
In May 2026, the bank expanded Sympera to its commercial real estate and C&I lending teams, integrating it directly into Microsoft Dynamics 365 so every lead and banker note is visible across departments.
Cross-sell built in. “The other benefit is that we can nurture existing relationships. How do we increase wallet share with existing clients?
Copilot, Not Autopilot
Sympera’s architecture was designed for regulated institutions. External signals — hiring activity, UCC filings, market news — are processed outside the bank. Internal data never leaves your environment. Sympera’s agents operate at the advice stage: generating recommendations, with bankers executing all actions.
“We wanted this to be a copilot, not an autopilot. This is not doing things for you autonomously.” — Madhu Reddy, CIO
How It Works
Sympera continuously monitors business activity and delivers banker- ready actions inside the tools your team already uses.
1 – Signals
AI agents scan hiring activity, UCC filings, permit data, and market news — surfacing what’s happening with your prospects and clients right now.
2 – Priorities
The system filters noise and ranks opportunities by timing, relationship context, and strategic fit — so every RM starts the day with a clear list.
3 – Banker-Ready Actions
Who deserves attention. Why now. What changed. Delivered inside Teams, your CRM, or wherever your bankers work.
4 – Agents Learn
Banker feedback trains the AI to sharpen accuracy over time. The platform gets smarter with every interaction.
Ready to explore how banking-specific agentic AI can transform your relationship banking strategy? Connect with domain experts who understand both the technology and the business of banking at marketing@sympera.ai
Ready to make banking better?
About Sympera AI
Sympera AI helps banks scale relationship banking by turning real business activity into clear banker-ready actions for relationship managers.
Sympera AI continuously monitors business activity across markets and client portfolios, identifying emerging opportunities and prioritizing where bankers should focus their time.
By combining deep banking expertise with purpose-built AI, Sympera enables relationship managers to manage larger portfolios, engage clients at the right moment, and expand relationships with both existing clients and new prospects