Corporate banking relationship manager AI assistant
A corporate banking relationship manager AI assistant prepares the RM for every conversation. It compiles a client 360 briefing from CRM, exposure and transaction data, surfaces cross-sell opportunities such as treasury or trade lines, produces credit documentation checklists and drafts follow-up notes — turning hours of preparation into a two-minute read.
4h
of meeting prep saved per RM each week
20%
more qualified cross-sell conversations
Fewer
credit files returned for rework
The problem today
- RMs spend more time assembling data than advising clients.
- Cross-sell opportunities are missed because exposure and flow data sit in separate systems.
- Credit and onboarding files return for rework due to incomplete documentation.
Who it is for
Banking teams running corporate banking who want the agent journey automated end-to-end.
The agent ships pre-trained on banking workflows, then is grounded on your own products, policies and systems — deployed on web, app, WhatsApp and voice with full audit logging and human handover.
How it works
Brief
A client 360 summary of exposure, flows, pricing and open items before every meeting.
Advise
Product and structuring guidance grounded in your credit policy and pricing grid.
Document
Dynamic checklists per facility type prevent incomplete credit files.
Follow up
Auto-drafted call reports and CRM updates after each interaction.
What the agent does
Client 360 briefing
Relationship value, exposure, utilisation and service issues in one summary.
Next-best-action
Signals trade, treasury, merchant or lending opportunities from actual flows.
Policy-grounded answers
Eligibility, pricing and covenant questions answered from approved policy.
Documentation support
Facility-specific checklists and pre-submission validation.
Frequently asked questions
Where does the client data come from?
From your CRM, core banking, limits and transaction systems through read-only, permissioned integrations.
Can it draft client communications?
Yes — proposals, call reports and follow-up emails are drafted in your tone and approved language.
Is credit policy content customisable?
The assistant is grounded exclusively on your credit policy and pricing documents.
How is confidentiality maintained?
Access mirrors RM entitlements, and all activity is logged for supervisory review.
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