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RESOURCES

Insights, media
and news.

What we are learning about AI in relationship banking, from the field and from the press.

14 pieces
PRESS · BARLOW RESEARCHJul 17, 2026The Future of AI and Banking: Contextual Advisory and the Next Era of Cross-SellLearn how contextual AI is transforming commercial banking by helping relationship managers prioritize opportunities, strengthen relationships, and…ReadCASE STUDYJun 9, 2026How One Bank Uses AI Agents for Commercial LeadsHow Republic Bank of Chicago used AI agents to generate 300 commercial leads, and expand to full deployment across their banking teams.ReadARTICLEJun 4, 2026From CRM System of Record to System of Actionhelp banks turn signals into banker-ready actions by connecting external growth activity, internal bank data directly within existing workflows.ReadNEWSMay 12, 2026After Successful Pilot, Republic Bank of Chicago Expands AI Partnership with Sympera AIRepublic Bank of Chicago partners with Sympera AI to modernize relationship banking. Discover how they’re using Agentic AI to empower bankersReadARTICLEApr 8, 2026The Edge in Relationship Banking: Acting EarlyBanks lose deals by acting too late. Business activity signals growth early—those who recognize and act first win the relationship.ReadARTICLEMar 9, 2026Why Community Banks Need Banker-Ready ActionsAI for commercial banking turns real business activity into banker-ready actions, helping relationship managers prioritize opportunities and scale…ReadARTICLEDec 19, 2025Follow the Money: The Key to Artificial Intelligence SuccessScale relationship banking with AI. Improve banker coverage using AI in commercial & SMB banking to manage more client relationships easily.ReadNEWSSep 29, 2025Sympera AI Named 2025 Gartner® Cool Vendor for Agentic AI in Banking and Investment ServicesSympera AI named 2025 Gartner® Cool Vendor for agentic AI in banking, validating its platform for scaling relationship banking teams effectively.ReadARTICLEJul 4, 2025Three myths about AI in banking, It’s not just about cost-cutting and generative AI.Scaling relationship banking with AI requires more than efficiency. Learn why generative AI fails frontline teams and what actually scales banker…ReadARTICLEJun 30, 2025The Future of Relationship Banking: Why AI is No Longer OptionalHow to scale relationship banking across commercial and SMB segments. See how AI boosts banker productivity and expands coverage without hiring.ReadNEWSMar 25, 2025Sympera AI Raises $10M Seed Funding to Help Banks Tap $150B SMB OpportunitySympera AI raises $10M to help banks use AI to scale SMB relationship banking, expand coverage, and unlock small business growth efficiently.ReadNEWSMar 12, 2025DemandBlue Partners with Sympera AI to Level Up Banking Relationship ManagementDemandBlue partners with Sympera AI to combine workflow and AI, helping banks scale relationship management beyond traditional CRM limits.ReadPRESS · AMERICAN BANKERMar 7, 2025Sympera AI Launch Featured in American BankerSympera AI featured in American Banker for launching an AI platform that scales relationship banking and expands banker coverage across segments.Read
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