Salesforce Summit Consulting Partner Helps Grow Client Portfolios Via Agentic AI Integration
IRVINE, Calif., March 11, 2025 /PRNewswire/ — DemandBlue, a Salesforce Summit Consulting Partner, today announced that it is teaming up with agentic AI innovator Sympera AI to help banking relationship managers (RMs) better support and grow client portfolios. The partnership combines DemandBlue’s services and Salesforce expertise with Sympera’s AI platform that’s purpose-built to help banks and their RMs dramatically boost results.
Small business banking is a large segment: according to McKinsey & Co., it generates $150B in annual revenue, or 17% of U.S. banking revenue. Yet most SMBs are underserved by their banks, as busy RMs only have time to focus on the largest clients. Sympera AI makes it possible to model the expertise of the best RMs, and marshal internal and public info to amplify their efforts and bring high-touch personal service to more customers in their portfolios.
Sympera AI agents guide and assist RMs, helping them efficiently manage a larger client base and prioritize the right opportunities. It makes prospecting more effective by enabling RMs to address each customer’s specific needs, leading to more personalized and meaningful conversations that increase the likelihood of successful sales and expand share of wallet.
Through this partnership, DemandBlue will support integration of Sympera AI Agents with Salesforce by leveraging Salesforce’s Agentforce AI framework. This will help Sympera AI customers who use Salesforce as their CRM leverage the power of Sympera AI agents within Salesforce. Likewise, DemandBlue’s banking customers will also have the opportunity to adopt Sympera AI Agents to enhance their relationship management capabilities.
“We are excited to collaborate with Sympera AI to integrate their AI platform with Salesforce and make their product available for Salesforce customers,” said Selva Pandian, VP – DemandBlue.
“DemandBlue has impressive Salesforce expertise and reach into the market,” said Sympera AI, Founder and CEO, David Sosna. “We are pleased to team up with them to advance relationship banking.”
About DemandBlue
DemandBlue is a Salesforce Summit Partner and offers consulting, implementation, customization, integration and support services across Sales, Service, Marketing, Revenue, Experience and Data Clouds. DemandBlue also is a preferred implementation partner for Agentforce.
Contact: info@demandblue.com
About Sympera AI
Sympera AI fills a critical gap in the banking sector by enhancing the impact of relationship managers (RMs), enabling them to deliver tailored solutions and advice based on customer needs and priorities.
Founded by David Sosna, who previously launched and grew Actimize and Personetics, Sympera AI combines deep industry expertise with advanced AI capabilities to help banks balance digital transformation with personalized service, transforming business banking relationships and driving growth.
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SOURCE DemandBlue