A quick look at the problem we’re focused on and the workflows we’re improving for frontline banking teams.

We're Building Quietly and Intentionally

FinRank gives frontline teams practical, compliant AI agents that fit real workflows—so they can make better decisions in the moment, every time.

The Problem We're Focused On

Branch and call-center conversations have never been more complex.

In a single interaction, teams are expected to:

…all while making the member feel genuinely cared for and understood.

Even as digital channels continue to grow, the branch remains one of the most powerful touchpoints in a member's financial life.

It's where:

Recent industry data underscores why branches still matter so much:

Branches account for 72% of newly acquired accounts in North America
51% of credit union members (consumers and small businesses) prefer face-to-face service
60% of consumers specifically seek branches to solve complicated problems
65% of banking customers view branches as symbols of stability and trustworthiness
More than one-third of people choose their financial institution based on branch proximity

In short: digital is convenient, but branches are where members feel truly seen, supported, and secure.

We're developing AI agents that support real workflows across:

Every interaction becomes smarter, faster, and more human-centered.

The goal is straightforward:

Help members achieve the right outcome every time, while giving teams clear, measurable results they can trust and act on.

We're laser-focused on three core principles:

Practical rollout — tools that respect and integrate with how teams already work
Clear, non-negotiable guardrails — for compliance, security, and risk management
Real operational value — no hype, just tangible impact

More to come soon.