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About

Build relationships with exceptional business leaders, alumni, and wealthy individuals to drive your organization’s success. A purpose-built platform for exceptional people insights. Global coverage, predictive analytics, and strategic relationship models to identify, develop, and deliver unique growth strategies. Our platform can help you reach the people that matter the most to your organization. Find the latest data, human-refined for relevance. Access unique scalable insights delivered at any volume. Gain deep knowledge of people and companies. Discover granular details on donations, transactions, and more. Uncover the best paths to connect to your target individual, leveraging our unrivaled relationship mapping. Uncover hidden relationships and ways to connect with key individuals. Reveal relationship strengths and develop stronger connections across your network. Create personalized outreach to engage people who matter the most to you.

About

​Sympera AI is a relationship banking platform that helps banks identify opportunities, deepen client relationships, and drive organic growth. By combining external market intelligence with bank data, Sympera delivers prioritized, banker-ready actions that help relationship managers focus on the clients and opportunities that matter most. The platform continuously monitors business developments, growth signals, leadership changes, expansion activity, and other relevant events to uncover prospecting, cross-sell, treasury, retention, and relationship-deepening opportunities. Sympera equips bankers with actionable insights, client intelligence, and conversation guidance that support more timely, relevant outreach. Designed for commercial, business, and relationship banking teams, Sympera helps banks improve coverage, increase productivity, uncover new revenue opportunities, and strengthen customer relationships without adding headcount

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations looking for a solution to identify growth opportunities and increase engagement

Audience

Banks interested in an AI solution to grow their client portfolio and enhance relationships with customers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Altrata
United States
altrata.com/platform

Company Information

Sympera AI
Founded: 2024
United States
sympera.ai/

Alternatives

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.
PrecisionLender

PrecisionLender

Lender Performance Group

Categories

Categories

Integrations

RelPro

Integrations

RelPro
Claim Altrata and update features and information
Claim Altrata and update features and information
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Claim Sympera AI and update features and information