As a Salesforce Summit Consulting Partner, we are partnering with Sympera AI to revolutionize banking relationship management through AI-driven automation and intelligence. This collaboration is set to enhance the capabilities of relationship managers (RMs), enabling them to better support and expand their client portfolios.
Bringing AI to Relationship Management
Small business banking is a crucial sector, generating $150 billion annually—approximately 17% of U.S. banking revenue, according to McKinsey & Co. However, many SMBs remain underserved due to the limited bandwidth of RMs, who often prioritize high-value clients. Sympera AI is changing this dynamic by enabling RMs to scale their expertise, leveraging AI to streamline operations and engage more customers with high-touch service.
With Sympera AI, RMs can efficiently manage a broader client base, prioritize key opportunities, and tailor their engagement strategies to meet specific customer needs. This AI-powered approach enhances prospecting efforts, facilitates more personalized interactions, and increases the likelihood of successful client conversions.
Our Role in AI Integration
As a leading Salesforce consulting and implementation partner, we will integrate Sympera AI’s intelligent agents with Salesforce’s Agentforce AI framework. This collaboration ensures that banks leveraging Salesforce as their CRM can seamlessly adopt Sympera AI’s capabilities, driving efficiency and business growth. Likewise, our banking customers will have access to AI-driven relationship management enhancements, further strengthening their market competitiveness.
Voices from Leadership
Selva Pandian, VP at LevelShift, shared his enthusiasm for the collaboration:
“We are excited to collaborate with Sympera AI to integrate their AI platform with Salesforce and make their product available for Salesforce customers.”
Echoing this sentiment, David Sosna, Founder and CEO of Sympera AI, highlighted the strategic value of the partnership:
“LevelShift has impressive Salesforce expertise and reach into the market. We are pleased to team up with them to advance relationship banking.”
About LevelShift
LevelShift is a Salesforce Summit Partner, offering consulting, implementation, customization, integration, and support services across multiple Salesforce clouds, including Sales, Service, Marketing, Revenue, Experience, and Data. LevelShift is also a preferred implementation partner for Agentforce, ensuring businesses can seamlessly adopt AI-driven capabilities within their Salesforce ecosystem.
About Sympera AI
Sympera AI addresses a critical gap in the banking industry by amplifying the effectiveness of relationship managers. Founded by David Sosna, who previously launched Actimize and Personetics, Sympera AI blends deep financial expertise with cutting-edge AI technology. The company’s platform helps banks achieve digital transformation while maintaining personalized service, transforming business banking relationships for long-term success.
Stay tuned for more updates on how LevelShift and Sympera AI are revolutionizing relationship banking. To learn more about how AI can elevate your financial services strategy, get in touch with us today!
