Business Banking Conference 2025
May 13-14, 2025 at WALDEN CHICAGO, Chicago, IL
The Rise of The
AI-Powered Banker
Join Sympera AI at the Barlow’s Business Banking Conference 2025 to discover how Agentic AI is transforming relationship banking
The Future of Relationship Banking is Here.
Over the past decade, many banks have prioritized digital transformation—often at the cost of their greatest strengths: local presence and high-touch service. Now, banks face a critical challenge: How do they scale relationship banking without losing the human element that clients value most?
As proud sponsors of the Barlow Research’s Business Banking Leaders Summit, Sympera AI invites you to our featured session where we’ll demonstrate how the “AI-Powered Banker” model is helping modern banks overcome these challenges with Agentic AI.
Our Speaker
David Sosna
Founder & CEO, Sympera AI
Sympera AI session
AI-Powered Banker – Driving Growth with a Human Touch
May 14, 10:30 AM
From Challenges to Opportunities
33%
of companies have moved their business due to weaker banker performance.
Coalition Greenwich
45%
First-year bankers face high turnover due to stress and burnout.
CBA Live 2025
150
Average banker manages 100 to 150 client relationships annually.
The Financial Brand
Join our session to learn how leading banks are using Agentic AI to transform these challenges into opportunities for growth.
Session Highlights
Portfolio
Prioritization
Discover how Sympera AI analyzes banker portfolios to identify high-value opportunities and determine the optimal outreach approach for each client.
Tailored
Conversations
See how conversational models help bankers deliver effective pitches and product recommendations based on each customer’s unique needs.
AI-driven
Prospecting
Learn how our platform combines market intelligence and first-party banker data to identify promising prospects and equip bankers with strategic insights.
Measurable
Impact
Explore real-world case studies showing how the AI-Powered Banker model drives increased share of wallet, enhanced prospecting, and improved NPS.
Meet us at
#BBBC2025
The Sympera AI team is available throughout the Business Banking Conference 2025. Let’s plan to meet!
1-on-1 Demos
Experience the AI-Powered Banker platform firsthand with demonstrations tailored to you
Strategy Sessions
Discuss your relationship banking goals and explore how agentic AI can help you achieve them
Networking Opportunities
Join us for informal conversations with our team members and industry peers
Couldn’t make it to our session in the Barlow’s Business Banking Conference 2025?
Don’t worry! Register now to receive our session-related materials:
Key slides and presentation materials
Exclusive insights and Q&A
Register now to connect with us and unlock
exclusive post-session resources!
