Built by banking AI leaders. Validated by U.S. banks.

About
Sympera

Sympera is an AI-native platform that delivers banker-ready actions and turns feedback into relationship skills.

Founded by leaders behind Actimize and Personetics
Recognized as Gartner® Cool Vendor™
Rapid U.S. traction with multiple regional and commercial banks
Validated by more than 1000 bankers

0% increase in banker-actionable opportunities

THE CHALLENGE

A trillion-dollar
relationship business
still runs on instinct.

0K+
NORTH AMERICAN BANKERS

manage business, commercial and mass-affluent relationships. They must decide who to call, what to offer, and when to act; without a consistent system, those decisions default to instinct and tenure.

01Bankers must decide who to call, what to offer, and when to act.
02Critical signals are fragmented across internal and external data.
03Banker knowledge and best practices are rarely formalized.
04Without a system, decisions default to instinct and tenure.
WHY SYMPERA

The operating system for relationship banking.

Driving banker-ready actions to win new and expand existing relationships using your strategy and internal and external signals, while continuously learning from outcomes to build bank-specific relationship skills.

WHAT SYMPERA BRINGS
Your GTM strategy
Market data connectors
Signals
What works in a bank like yours
Bank data signals
Learns from
your bankers
FEEDBACK
RELATIONSHIP SKILLS
Managers
Bankers
Digital
LINES OF BUSINESS
Commercial
Business
Mass Affluent
WHAT WE’RE SEEING IN THE MARKET

Bankers don’t need more names.
They need relevant ones, and a reason to act.

0%+
Relevance

of opportunities bankers reviewed were rated relevant to their market and strategy.

0%
Action rate

of opportunities delivered got outreach from bankers within weeks.

0%
More actionable opportunities

more opportunities bankers can act on, with a reason and timing to call.

0%
C&I drives growth beyond CRE.

Bankers acted on 73% of C&I opportunities, led by deposits, treasury and equipment finance.

DepositsTreasuryEquipment finance
BOTTOM LINE

More relevant, actionable opportunities for every banker, and the timing to act on them.

GO-TO-MARKET STRATEGY

Strategy set once.
Executed every day.

Managers define where to hunt, who to target and what to lead with, inside Salesforce. Sympera turns that strategy into daily actions for every banker.

Sympera Agent · Growth StrategyRecorded in Salesforce
01Open Growth Strategy
0:00 / 0:21
MULTI-SIGNAL INTELLIGENCE

Every signal that
moves a relationship.

Four kinds of evidence, combined into one view of who to call and why now.

APIS & STRUCTURED DATA

Company activity

DevelopmentLocal permitsUCC filings
WEB & SOCIAL

Executive activity

Succession plan100% ESOP structureC-level change
CORE BANKING DATA

Financial behavior

Cash flow trendIncreased transfer activityThird-party card usage
SYMPERA ML

Relationships

RelationshipsWarm connectionMeeting opportunity
PROSPECT ACTION · BANKER-READY CALL SHEET

Everything a banker needs
before the first call.

High Value OpportunityProspect
EXTERNAL SIGNALS
ConnectionWarm intro via Rocky Mountain Communities
UCC filings4 active · Sunflower Bank
Project updatesGlobeville project completion
Contract awarded$10M Denver airport, 04/13/2026
ACT
EmailMeetingConvert
Sympera Agent · Task · Pursue an introduction to Gilmore ConstructionRecorded in Salesforce
01Start in the to-do list
0:00 / 0:27
CROSS-SELL ACTION · CUSTOMER ACTION BRIEF

The client you have.
The wallet you don’t.

Cross-Sell OpportunityClient
EXTERNAL SIGNALS
Contract awardedU.S. Department of State
New partnershipHeritage Living · Longevity Home
Financing elsewhereWells Fargo
INTERNAL ACCOUNT SIGNALS
Cash flowMoney market $4.9MM → $12.1MM
Third-party paymentsClover / TSYS · Chase / Amex cards
Payroll elsewherePaycor
International activity$6.3MM · 145 transactions
ACT
EmailMeetingNurture
Sympera Agent · Task · Review Ridgeway liquidityRecorded in Salesforce
01Start from the task
0:00 / 0:21
FEEDBACK LOOP

Every rating makes the
next action better.

FeedbackK R Nivison, Inc. (Carolina Commercial Systems)
MR
Michael ReynoldsStrong Positive
09/21/2026 7:40 PM

Cell phone information for President Karl Nivison was accurate. I recall this company name from years ago, and know it to be a reputable residential and commercial HVAC contractor. These types of businesses are well within the ideal prospect target profile for us.

Sympera · Feedback CollectionManager dashboard
01The scoreboard
0:00 / 0:10
SYMPERA EXPLORER · FINANCIAL SLM

See the whole book.
Find the hidden relationships.

  • Finds the most relevant signals
  • Identifies which actions are most impactful
  • Learns which customers to target
  • Routes the right actions to the right banker or channel
Sympera ExplorerLive demo
01The whole book, in one view
0:00 / 0:13
DEPLOY ACROSS THE ENTERPRISE

One action. Every channel.

SYMPERANext best action
RELATIONSHIP BANKERIn the CRM
CROSS-SELL ACTION · BANKER-READY CALL SHEET

VIVA RAILINGS LLC

Architectural railings and metal fabrication · Lewisville, TX · existing customer · lead score 80

THE GOAL

$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.

$5.12MMchecking, 3 accounts
$11.71MMterm loans, maturing from 10/15
$3.55MMavailable, master agreement
14active UCC filings
03/18/2026 · min $3,549,772 · max $8,528,197 · 09/18/2026

Daily checking balance across the three accounts, $5.12MM on 09/18. It swings with the equipment cycle but never falls below ~$3.55MM: that floor is idle cash a sweep or money market can earn on.

SIGNALS
  • Debt maturities: term loans due 10/15/2026, then November and December
  • Payment volume: 1,274 checks ($34.17MM), $16.08MM ACH, 43 wires ($9.14MM)
  • Multiple secured lenders: 14 UCC filings maturing 2027–2030, several banks
  • Strong operations: favorable inventory for the 2027 model year, 5.0 customer rating
PRODUCT OFFERING
  1. 01Term Loans to renew, refinance or consolidate the maturities and outside debt
  2. 02Liquidity / Deposit Optimization: sweep or money market on the checking floor
  3. 03Relationship / Treasury Review of controls, account structure and reporting
VIRTUAL BANKERCall Center Rep
Sympera · Call center · Step-by-step script
Step-by-step call script for VIVA Railings LLC
DIGITAL BANKERIn the app
Mobile banking app for VIVA Railings LLC with a Sympera For You Today card
PROSPECTING AND CROSS-SELL

Untapped prospects,
and clients not getting attention.

PROSPECTING
0%

of top-rated opportunities were untapped, with no banker relationship.

Renewals, executive changes and local expansion give the reason to call.

RenewalsExecutive changesLocal expansion
CROSS-SELL
0%

of client opportunities aren’t getting attention.

Payroll, cards and lending sit with competitors. Signals show when to win them.

PayrollCardsLending
WHAT WORKS

Insight that arrives with a product angle, a date to act on and a prompt to follow up.

Let’s
Connect!

We look forward to engaging with you and exploring opportunities for collaboration.

david.sosna@sympera.aiwww.sympera.ai
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