Related Products
|
||||||
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
|
About
TreasurUp is a cloud-based white-label business banking platform built for commercial banks to deliver advanced digital treasury, risk, liquidity, and cash management services to their SME and corporate clients under the bank’s own brand, enabling banks to compete with fintech-style offerings without building systems in-house. It includes modules for FX trading and advanced hedging, cash visibility and consolidated liquidity dashboards, cash flow forecasting and integration with ERP or account data, cross-border and batch payments, cross-currency target balancing, and investment products, all accessible via web, mobile, and API channels, with regional customization and single sign-on support. Designed around API connectivity, it connects real-time account balances, transactions, and ERP data to give companies actionable insights into cash positions, automate workflows like hedging based on forecast data, and simplify treasury tasks such as FX exposure management.
|
|||||
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
Banks interested in an AI solution to grow their client portfolio and enhance relationships with customers
|
Audience
Banks and financial institutions that want to offer their business customers a modern, white-label digital platform for treasury, risk, cash management, and foreign exchange services integrated into web and mobile channels
|
|||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationSympera AI
Founded: 2024
United States
sympera.ai/
|
Company InformationTreasurUp
Founded: 2016
Germany
treasurup.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|