Related Products
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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.
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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.
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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
Accounting and Financial Services firms globally
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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 InformationValidis
Founded: 2013
London, UK
validis.com
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Categories |
Categories |
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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
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Integrations
MYOB AccountRight
Microsoft Dynamics GP
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Xero
Yardi Advanced Budgeting & Forecasting
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Integrations
MYOB AccountRight
Microsoft Dynamics GP
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Xero
Yardi Advanced Budgeting & Forecasting
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