Make every branch visit count
AI branch agents guide teller workflows with real-time context, compliant prompts, and next best actions.
Run smarter branch conversations
AI support built directly into everyday teller workflows.
Focus on members who need you most
Daily AI huddles surface the households ready for deeper conversation so staff aren’t guessing.
Every visit feels intentional
Signals from deposits, payments, and interactions suggest relevant offers before the staff even ask.
Recommendations people welcome
Models balance value, fit, and risk so prompts sound like thoughtful guidance, not scripts.
One screen for every insight
Core, CRM, and LOS context converge alongside the next-best-action, so staff keep rapport, not tabs.
Learning that proves its impact
Outcomes feed back into the models so each interaction sharpens the next and the data proves outcomes.
Before, during, and after the 2–3 minute impression window
FinRank keeps your staff confident and prepared for what happens every time a member steps in.
Before the visit
Challenge
Managers spend hours assembling reports and still rely on intuition to prioritize.
FinRank
Forecasts rank members by value, risk, and opportunity so huddles point to the right people.
During the visit
Challenge
Staff juggle systems and manual notes while the member waits.
FinRank
One AI workspace surfaces context, conversation prompts, and compliant offers in real time.
After the visit
Challenge
Insights vanish into desk drawers and teams can’t prove impact.
FinRank
Outcomes are captured automatically, looping back into the model so the next interaction is smarter.
What this looks like
Real-Time Customer Scorecards
Streaming models score each member on value, risk, and intent — before and during the interaction.
Next-Best-Action Engine
AI maps pricing, eligibility, and product rules to recommend the best conversation or offer.
Deployed Inside Your Infrastructure
Models run in your data warehouse/VPC. Sensitive data never leaves the institution.
Explainable, Policy-Driven AI
Every recommendation is auditable, aligned to policy, and tunable by business and risk teams.
Connect FinRank to the systems your branch already trusts
Real-time data flows from core, CRM, and LOS partners keep prompts accurate and compliant.
Core & Deposit Systems
Live balance, behavior, and account data from your core powers the member scorecard.
CRM & Workforce
Bi-directional sync keeps account notes, follow-ups, and member journeys aligned.
Loan Origination & LOS
Borrower context and eligibility rules help staff surface the most relevant lending options.
Ready to transform your branch?
See how FinRank turns every walk-in into measurable revenue.