Agentic Banker for FSIs by zeb
From manual research to AI-driven relationships
Agentic Banker is an AI-powered commercial banking solution built by zeb on the Databricks Data Intelligence Platform. It unifies CRM data (Salesforce), third-party intelligence (D&B, Moody's, S&P), and internal bank systems into a governed data foundation - then deploys AI agents to generate company dossiers, rank leads by conversion likelihood, and draft personalized client outreach. The result is automatically logged back to Salesforce, closing the loop with no manual re-keying. Commercial relationship managers shift from spending 6 of 8 hours on prep to spending that time in client conversations.
With zeb’s Agentic Banker for FSIs:
Lifts commercial team productivity 10–15% by automating lead prioritization and CRM logging
Improves pipeline conversion 5–15% with AI-ranked opportunities and personalized outreach
Fill out the form on the right to get in touch with the zeb team to learn more about this solution.