Turn every teller into a confident universal banker
AI agents coach your frontline in real time so any teller can ask better questions, uncover needs, and guide each member to the next best action.
of members want tailored
advice — many still miss out
to make a strong first
impression in the branch
of banks aren't yet delivering
personalization at scale
Backed by leading investors
Next era of branches
Fewer routine transactions, more complexity per interaction.
How Branches Are Changing
Less routine work, more high-value conversations
How AI Equips Every Teller
Simple next best action guidance in real time
Beneficiary not on file during account review.
Paper statements still active for a digital-ready member.
Member is not using mobile banking features yet.
AI agents by channel
Deploy AI agents in branch, call center, and digital workflows.
Branch Intelligence
AI branch agents guide teller workflows with real-time context, prompts, and next actions.
Learn moreCall Center
AI call-center agents guide reps through inbound and outbound workflows with clear next actions.
Learn moreDigital Channels
AI digital agents drive consistent next actions across app, web, email, and ATM journeys.
Learn moreDefine. Analyze. Act.
Define
Pick the outcomes you care about and set the rules. Choose eligible products, guardrails, and what good looks like by branch or segment.
Analyze
FinRank reads balances, products, and recent behavior to rank who needs attention and why — in seconds.
Act
Staff get the best opener and next step during the interaction, helping tellers operate like universal bankers from day one.
Built to fit your existing stack
Connect FinRank with the systems your teams already rely on — core, CRM, LOS, and data partners.
Core & Deposit Systems
Connect to member data and account context in real time.
CRM & Marketing
Activate next-best-action across campaigns and branches.
Loan Origination (LOS)
Unify intent signals and guide lending conversations.
Partner ecosystem
Trusted by leading vendors and advisors
Core 
Digital Banking 
CRM 
Cloud 
Security Let's redefine member experiences
Real-time personalization designed for safe, in-branch use. See how it supports your frontline.