Find and prioritize business banking prospects with AI-powered signals and lead insights.
Request a DemoProspects are ranked by fit with your strategy and by signals such as UCC filings, hiring and new contracts.
Commercial banking lead generation that tells bankers who to call and what to say. Each lead comes with the goal, the people and the signals behind it.
Leads arrive in your CRM or Teams, and managers see every action and the banker’s feedback.
Sympera reads your bank’s own data together with market signals on your customers and prospects.
AI agents turn each signal into a prioritized action: who to call, what to offer and why now.
Actions and call sheets arrive where bankers already work, and their feedback sharpens what comes next.
A list of businesses is easy to buy. Turning it into meetings is the hard part of commercial banking prospecting.
Request a DemoBanking relationships are difficult to displace. A cold call rarely works; a call tied to a real event has a chance.
The reason to call now is scattered across external activity, market signals and banker knowledge, not in the list.
Bankers need to know which opportunity fits the bank and what to do next, while staying in control.
Bank prospecting software should end in a call, not a list. The prospect action does the screening; four more keep each lead moving.
Sympera scans external signals and finds the ~4–5% of companies showing meaningful business activity: the business banking leads worth a banker’s week.
Once a prospect becomes a customer, its account signals are read alongside external signals to suggest the product to lead with.
A quiet lead returns to the list when something new happens, such as a local construction update.
If a new CFO joins a prospect with an open treasury deal, the banker is told to push the next steps now.
Managers see which high-priority leads had no follow-up and coach the banker on next steps.
Site development and utility contractor · Morrisville, NC · $20M–$50M · prospect, lead score 80
Four equipment liens mature December 13–29, 2026, out of 55 active UCC filings with John Deere, Liebherr, Wells Fargo and Volvo. That is the opening for Southbank equipment financing and a working capital line.
Both banks used Sympera to decide which businesses to call. One counted term sheets after eight weeks; the other replaced inconsistent prospecting with a weekly discipline.
Now rolling out to 250 bankers across 14 markets.
One of the bank’s largest new relationships was converted through the program.
Republic Bank of Chicago began with a pilot in Q4 2025 and moved to a full partnership in Q2 2026. Its market managers receive new leads every week, each with a call sheet.
Yes, in Salesforce or Microsoft Dynamics 365, and in Microsoft Teams. Sympera is also available as a standalone platform, offering a CRM experience through a web portal.
You set the strategy: markets, business sizes, industries and distance from a branch. Sympera then looks for the businesses in that group showing activity.
Both. Prospect actions find new businesses; cross-sell, re-connect and opportunity actions cover customers and leads already in progress.
Prospect actions are built on external signals. Where bank data is used, it stays inside your environment and is not used to train models.
Banks with business and commercial banking teams or branch networks: community, regional and super-regional.
See how Republic Bank of Chicago grew new business relationships.
Request a Demo Today