Looking for a RelPro, Vertical IQ or Monit Alternative?
Comparing RelPro, Vertical IQ or Monit? Sympera adds next best actions, not just data.
If you are comparing RelPro, Vertical IQ or Monit, you are looking for better information on the businesses your bankers call. Sympera starts where that information ends: it turns your bank’s data and market signals into next best actions.
Request a Demo- Know Who to Call & When
- Runs in Your CRM or Teams
- Built for Commercial Banks
Data tells you about a business.
Sympera tells the banker what to do.
| Sympera | Data and prospecting tools | |
|---|---|---|
| What the banker receives | A prioritized next best action: who to call, what to offer and when | Company, contact and industry information to research |
| Reason to act | On every action: the signal behind it, the people and the talking points | The banker draws the conclusion from the data |
| Uses your bank’s own data | Yes: customer and account data, together with market signals | Built mainly on external business data |
| Covers | Prospecting, cross-sell, deposit growth and relationship growth | Prospecting and research |
| Where bankers use it | Inside your CRM (Salesforce, Microsoft Dynamics 365) or Microsoft Teams | Varies by product |
| For managers | Every action by banker, with the banker’s feedback | Varies by product |
The right-hand column describes what business-data and prospecting tools are generally built for; features differ from one product to another, so check each vendor for its current capabilities. RelPro, Vertical IQ and Monit are trademarks of their respective owners. Sympera is not affiliated with, endorsed by or a partner of any of them.
Next best actions, not just data.
Know Who to Call & When
Sympera does not stop at information about a business. It tells the banker who to call, what to offer and when, with the reason to act.
Runs in Your CRM or Teams
Bankers act where they already work, and managers see what was done and what the banker thought of it.
Built for Commercial Banks
Designed with relationship bankers: prospecting, cross-sell and deposit growth in one prioritized list.
From a signal to a banker’s next call.
- 1
Signals
Sympera reads your bank’s own data together with market signals on your customers and prospects.
- 2
Next best action, with the reason
AI agents turn each signal into a prioritized action: who to call, what to offer and why now.
- 3
The banker acts in CRM or Teams
Actions and call sheets arrive where bankers already work, and their feedback sharpens what comes next.
What Sympera adds
beyond data tools.
Market data is one input among several. Sympera connects it with your bank’s data signals and your go-to-market strategy, and learns from your bankers.
Learns fromyour bankers
From information to
five kinds of action.
Company information helps a banker prepare. Sympera goes one step further and tells the banker what to do next.
- 01
Prospect action
Instead of a list to research, the banker gets the ~4–5% of companies whose external signals show meaningful business activity.
- 02
Cross-sell action
Your bank’s account signals are matched with external signals on the same client and turned into one action, with a product to lead with.
- 03
Re-connect action
When a business contacted before has news, such as a local construction update, Sympera raises it again.
- 04
Opportunity action
A change at a company with an open deal, such as a new CFO, prompts the banker to advance it.
- 05
Coaching action
Managers see where high-priority actions were left without follow-up, and coach on them.
What changes when
bankers get actions.
Results from two U.S. banks using Sympera. They describe Sympera only, not a comparison with any other product.
Now rolling out to 250 bankers across 14 markets.
One of the bank’s largest new relationships was converted through the program.
Before you compare:
frequent questions.
Does Sympera work inside our CRM?
Yes: Salesforce, Microsoft Dynamics 365 and Microsoft Teams. If you would rather not use your CRM, Sympera can run as a standalone platform and provide a CRM experience through a web portal.
Does Sympera replace a business-data tool?
They do different jobs. A data tool supplies information to research; Sympera brings in market data through its own connectors, adds your bank’s data and delivers actions.
Where do Sympera’s signals come from?
From structured data such as local permits and UCC filings, from web and social sources, from your core banking data, and from Sympera’s machine learning on relationships.
What happens to our bank’s data?
It stays yours. Sensitive bank data never leaves your environment, and Sympera does not use it for model training.
Who decides what a customer hears?
The banker. Sympera recommends an action and explains the reason; the banker controls the call, the offer and any message.
Know Who to Call & When
See how Republic Bank of Chicago grew new business relationships.
Request a Demo Today