Related Products
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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.
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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
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations looking for a solution to identify growth opportunities and increase engagement
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Audience
Banks interested in an AI solution to grow their client portfolio and enhance relationships with customers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAltrata
United States
altrata.com/platform
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Company InformationSympera AI
Founded: 2024
United States
sympera.ai/
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Categories |
Categories |
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Integrations
RelPro
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