+
+

Related Products

  • Banker's Dashboard
    6 Ratings
    Visit Website
  • 11x
    68 Ratings
    Visit Website
  • Gemini Enterprise Agent Platform
    967 Ratings
    Visit Website
  • SBS Banking Platform
    29 Ratings
  • Asym Capital
    1 Rating
    Visit Website
  • Assembled
    260 Ratings
    Visit Website
  • Arryved
    46 Ratings
    Visit Website
  • D&B Hoovers
    1,199 Ratings
    Visit Website
  • North One
    5,043 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website

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/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

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

Sympera AI
Founded: 2024
United States
sympera.ai/

Company Information

TreasurUp
Founded: 2016
Germany
treasurup.com

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.

Alternatives

PrecisionLender

PrecisionLender

Lender Performance Group
Finastra KTP

Finastra KTP

Finastra

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Sympera AI and update features and information
Claim Sympera AI and update features and information
Claim TreasurUp and update features and information
Claim TreasurUp and update features and information