Smart Banking AI
Provide bankers and relationship managers with a 360° view of clients, opportunities, risks, and recommended next best actions.
What success looks like
Outcome targets
The value we design for from day one—paired with measurement that proves it.
Core banking, CRM, bureau, and interaction data fused into a living client dossier and coverage map.
Revenue, retention, and risk actions prioritized with explainability and regulatory guardrails.
Supervision, approvals, and full auditability so AI assists rather than surprises front-line teams.
Composable capabilities
What we build and run together
Pre-built components plus your stack. We wire in the data, guardrails, and human workflows that make AI reliable.
- Entity resolution across CRM, core, and third-party data
- KYC/AML signals, interactions, and product usage in one layer
- Dynamic coverage maps by relationship, sector, and risk tier
- Next-best action scoring with margin and risk guardrails
- Proactive risk alerts: churn, exposure, fraud, compliance
- Scenario planning for pricing, treasury, and lending offers
- Workspace with call prep, co-pilot suggestions, and follow-up automation
- Playbooks for onboarding, renewals, and event-triggered outreach
- Compliance-ready logging, approvals, and supervision workflows
Examples we can stand up first to prove value, then scale with your teams.
- Portfolio coverage heatmaps with prioritized outreach backlog
- Proactive renewal, FX, and risk alerts flowing into RM queues
- RM copilot for prep, note taking, and compliant follow-ups
- Opportunity spotting using transactions, intent, and relationship cues
How we keep the platform safe, transparent, and easy for teams to extend.
- Model governance with clear explainability and approval flows
- Data controls for PII, entitlements, and regional residency
- Integration accelerators for core, CRM, marketing, and servicing
- Playbook library tuned for commercial, wealth, and retail segments
Signals we instrument
Ready to plan the first 6 weeks?
Let’s roadmap, then launch an evidence-backed pilot.
We co-deliver with your teams, leave behind the runbooks, and stay long enough to make sure the value sticks.