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About

​Sympera AI is an agentic AI platform designed to enhance relationship banking by empowering relationship managers to efficiently manage larger client portfolios and focus on high-value opportunities. It leverages domain-specific language models to analyze client behavioral patterns, predict needs with high accuracy, and provide tailored product recommendations. It offers market intelligence capabilities, enabling RMs to uncover financial relationships, monitor business health, and identify effective prospecting strategies. Additionally, Sympera AI facilitates intelligent pipeline management based on conversion likelihood and revenue potential, equipping RMs with conversational references and objection-handling tips informed by client behavior. Elevate all bankers into best-in-case relationship managers with banking intelligence.

About

Validis are transforming how global banks, lenders and accounting firms get data from their commercial clients. Validis connects to every major cloud and on-premise accounting software package of your customer. We then extract, standardise and deliver you their accounting data in real-time. Everything from debtors, creditors, P&L, balance sheet and more, all made available to you through a simple, clear interface or a single, intelligent API. The Validis platform maps the data from the accounting software into a standardised chart of accounts; meaning that every customer’s data will be in a consistent format for underwriters, relationship managers, analysts & decision makers. We build all the key, insightful financial reports, and ratios for you and ensure they are consistently formatted, dramatically improving your speed of review and credit decisioning.

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

Accounting and Financial Services firms globally

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

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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

Sympera AI
Founded: 2024
United States
sympera.ai/

Company Information

Validis
Founded: 2013
London, UK
validis.com

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Categories

Categories

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Risk Management Features

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
Internal Controls Management
IT Risk Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

Integrations

MYOB AccountRight
Microsoft Dynamics GP
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Xero
Yardi Advanced Budgeting & Forecasting

Integrations

MYOB AccountRight
Microsoft Dynamics GP
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Xero
Yardi Advanced Budgeting & Forecasting
Claim Sympera AI and update features and information
Claim Sympera AI and update features and information
Claim Validis and update features and information
Claim Validis and update features and information