TotalExpertTotal Expert
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Related Products
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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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About
Deepen your relationships with industry-leading integrations and reporting tools to make your data work for you. Develop more actionable insights with a single source of truth to deeply understand your customers and their financial journeys–transforming engagement and building a better customer experience. Create a data-rich ecosystem at the core of your sales and marketing activities. Then leverage these insights to dig into performance and truly understand your ROI. Total Expert is the CRM and customer engagement platform uniquely built for banks. Banks that partner with Total Expert have grown 2.2x the speed of the industry and win deeper customer relationships, drive higher retention, and provide greater customer satisfaction – all through a hybrid digital + human approach.
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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
Banks interested in an AI solution to grow their client portfolio and enhance relationships with customers
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Audience
CRM and customer engagement platform to create growth and loyalty for modern lenders and financial institutions
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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 InformationSympera AI
Founded: 2024
United States
sympera.ai/
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Company InformationTotal Expert
Founded: 2012
United States
totalexpert.com
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Categories |
Categories |
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Integrations
COZYROC SSIS+ Suite
TrustEngine
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