Help relationship managers grow share of wallet with timely, explained next best actions.
Request a DemoSpot cross-sell and deposit-growth moments across your commercial book. Built for banks.
Every action arrives with the reason and the talking points, in your CRM or Teams. No new system to learn.
Less time researching, more time with the right customers: each relationship manager starts the week with a prioritized list.
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.
Knowing your best customers is easy. Doing the same across a whole book is not.
Request a DemoCustomers keep their banking where it is unless given a timely reason to move it.
What can be won depends on the bank’s products, expertise, risk appetite and coverage.
What matters is spread across core data, external activity, market signals and what colleagues know.
Sensitive bank data has to remain controlled within a regulated environment.
Relationship managers need the opportunity and the next step, plus control of the conversation.
Share of wallet grows one conversation at a time. Sympera supplies the reason for each one.
External signals point to the ~4–5% of companies with meaningful business activity.
Account signals inside the bank meet external signals on the same client: one action, and the product to open with.
A past contact becomes timely again: a local construction update is a fresh reason to pick up the phone.
A new CFO arrives at a company with an open treasury deal, and the relationship manager moves it forward in time.
Sales leaders spot high-priority actions with no follow-up and raise them in coaching.
Fleet leasing and equipment supplier · Charlotte, NC · existing customer · lead score 80
$11.71MM in term loans mature from October 15 through December, and ~$10.66MM a year of debt service goes to outside lenders, Santander among them. Renew or consolidate, put the $5.12MM checking float to work, and review treasury controls across the three accounts.
Two U.S. banks, two starting points. In both, relationship managers acted on what Sympera surfaced.
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 wanted its market managers to know which local businesses deserved a call each week. Now they do.
We’ve increased our new business relationships by 30% since 2025 after deploying Sympera.
Michael Minetti, SVP, Retail Sales Manager, Republic Bank of Chicago
Yes. Actions and call sheets appear in Salesforce, Microsoft Dynamics 365 or Microsoft Teams. Sympera can also run as a standalone platform, with a CRM experience delivered through a web portal.
Sensitive bank data never leaves your environment and is not used for model training. Sympera was designed for regulated institutions.
Always. Sympera prepares the reason and a ready-to-send email; the relationship manager decides what happens next.
A prioritized to-do list every week, and a call sheet for each action: who to call, why now and what to lead with.
One dashboard for every banker, market and lead: each lead from assigned to converted, and how bankers rate their actions.
See how Republic Bank of Chicago grew new business relationships.
Request a Demo Today