Sympera AI Launch Featured in American Banker
We were pleased to speak with American Banker recently. Our CEO, David Sosna, had a conversation with tech reporter Melinda Huspen, which resulted in a thoughtful article highlighting Sympera’s vision and the role of Agentic AI in relationship banking.
The article includes insights from David on the challenges smaller banks face: “They have a scale issue, and a lot of these bankers are young. If you think about small businesses and other customer segments, there’s hundreds of them assigned to the same banker. It’s not really something that they can capitalize on.”
David Hall, an advisor to Sympera also shared his perspective: “Banks of all sizes want to be able to support small businesses in a way that’s profitable for the bank… That’s always been a challenge because small businesses are generally not higher revenue generators at an individual client level. Being able to scale the services and the support and knowing, ‘I’m going to reach out to these customers about these exact things because I can see, with the help of AI, that they have or are going to have a need there.’”
The article captures the potential of Agentic AI and Sympera AI’s role in addressing these challenges. Our platform helps banks strike the right balance between personalized interaction and digital self-service. By guiding bankers to the right clients, enabling meaningful conversations, and driving growth, we help deepen client relationships and increase share of wallet. Business banking remains our core focus, as it presents a significant opportunity for banks seeking sustainable growth.
Check out the full article—we think you’ll find it both insightful and informative. Read more on American Banker.
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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.
Founded by David Sosna, who previously launched and grew Actimize and Personetics, Sympera AI combines deep industry expertise with advanced AI capabilities to help banks balance digital transformation with personalized service, transforming business banking relationships and driving growth.