AI-Powered Engagement Layer
AI-Powered Engagement Layer
AI-Powered Engagement Layer
AI-Powered Relationship Growth for Modern Banking
SynCred sits on top of your core systems to turn intent into action – automating every touchpoint into a growth opportunity
Productivity Features
Productivity Features
Productivity Features
Built for Teams That Drive Real Growth
Tools that go beyond CRM to unify your workflows, campaigns, and conversations—purpose-built for how financial institutions engage.
Stay organized, effortlessly.
Centralize every account, task, and touchpoint into a unified, two-way member view- complete with real-time actions and insights.
Centralize every account, task, and touchpoint into a unified, two-way member view- complete with real-time actions and insights.
Sell Smarter, Every Day
Route the right opportunities to the right RMs. Prioritize with AI. And act on every follow-up with confidence.
Route the right opportunities to the right RMs. Prioritize with AI. And act on every follow-up with confidence.
Automate Outreach, Without IT
Launch multi-step, omnichannel campaigns- from WhatsApp to email, in minutes. No dev cycles, no delays.
Launch multi-step, omnichannel campaigns- from WhatsApp to email, in minutes. No dev cycles, no delays.
Simplify Complex Workflows
From hierarchical relationships to multi-department processes, SynCred maps and automates the flows banks actually run.
From hierarchical relationships to multi-department processes, SynCred maps and automates the flows banks actually run.
Key Capabilities
Key Capabilities
Key Capabilities
From Manual Chaos to Intelligent Workflow Automation
From Manual Chaos to Intelligent Workflow Automation
SynCred turns every interaction into structured progress—eliminating clutter, automating follow-ups, and guiding teams with precision across the financial journey.
SynCred turns every interaction into structured progress—eliminating clutter, automating follow-ups, and guiding teams with precision across the financial journey.
Campaign-driven tasks
Campaign-driven tasks
Campaign-driven tasks
Launch-ready in minutes
Launch-ready in minutes
Launch-ready in minutes
AI nudges built-in
AI nudges built-in
AI nudges built-in
Cross-channel triggers
Cross-channel triggers
Cross-channel triggers
Right person, right task
Unified Member 360 with Actionable Insights
Every member, lead, and account—organized into a single, dynamic view that connects all interactions, products, and tasks. No switching tabs. No missed moments. Just one clear relationship record across the lifecycle.
Right person, right task
Unified Member 360 with Actionable Insights
Every member, lead, and account—organized into a single, dynamic view that connects all interactions, products, and tasks. No switching tabs. No missed moments. Just one clear relationship record across the lifecycle.
Right person, right task
Unified Member 360 with Actionable Insights
Every member, lead, and account—organized into a single, dynamic view that connects all interactions, products, and tasks. No switching tabs. No missed moments. Just one clear relationship record across the lifecycle.
Clarity at a glance
AI-Powered Task & Sales Intelligence
Move from gut feel to guided action. Our intelligent assistant recommends who to call, when to follow up, and which product to pitch—powered by predictive insights, RM behavior learning and built-in compliance guardrails
Clarity at a glance
AI-Powered Task & Sales Intelligence
Move from gut feel to guided action. Our intelligent assistant recommends who to call, when to follow up, and which product to pitch—powered by predictive insights, RM behavior learning and built-in compliance guardrails
Clarity at a glance
AI-Powered Task & Sales Intelligence
Move from gut feel to guided action. Our intelligent assistant recommends who to call, when to follow up, and which product to pitch—powered by predictive insights, RM behavior learning and built-in compliance guardrails
Stay in sync
Composable Campaign & Workflow Engine
Engage members across WhatsApp, email, SMS, and push from one place—no dev work required. Schedule journeys, automate follow-ups, and trigger nudges that feel personal, not promotional.
Stay in sync
Composable Campaign & Workflow Engine
Engage members across WhatsApp, email, SMS, and push from one place—no dev work required. Schedule journeys, automate follow-ups, and trigger nudges that feel personal, not promotional.
Stay in sync
Composable Campaign & Workflow Engine
Engage members across WhatsApp, email, SMS, and push from one place—no dev work required. Schedule journeys, automate follow-ups, and trigger nudges that feel personal, not promotional.
Work your way
Banking-Specific Hierarchies & Relationship Modeling
Handle complex structures natively—households, joint applicants, co-borrowers, and business groups—so your system reflects the way people actually bank, borrow, and build relationships.
Work your way
Banking-Specific Hierarchies & Relationship Modeling
Handle complex structures natively—households, joint applicants, co-borrowers, and business groups—so your system reflects the way people actually bank, borrow, and build relationships.
Work your way
Banking-Specific Hierarchies & Relationship Modeling
Handle complex structures natively—households, joint applicants, co-borrowers, and business groups—so your system reflects the way people actually bank, borrow, and build relationships.
How resilient are your Customer Relationships?
How resilient are your Customer Relationships?
Calculate, Understand, and Act!
Calculate, Understand, and Act!
Proof In The Numbers
Proof In The Numbers
Proof In The Numbers
Built to scale, designed to succeed
Behind every number is a team achieving more — see how high-performing workflows, speed, and satisfaction come together.
Workflow Automation
RM and back‑office teams freed from manual tasks with smart, automated workflows and engagement
Workflow Automation
RM and back‑office teams freed from manual tasks with smart, automated workflows and engagement
Workflow Automation
Praised for speed, clarity, and collaboration.
Adoption Target
Consumer-grade interface designed to achieve user adoption that complex tools struggle to reach
Adoption Target
Consumer-grade interface designed to achieve user adoption that complex tools struggle to reach
Adoption Target
Consumer-grade interface designed to achieve user adoption that complex tools struggle to reach
Faster Time to Market
Robust integration ecosystem eliminates the 12-18 month cycles required by legacy platforms
Faster Time to Market
Robust integration ecosystem eliminates the 12-18 month cycles required by legacy platforms
Faster Time to Market
Robust integration ecosystem eliminates the 12-18 month cycles required by legacy platforms
Integrations
Integration Ecosystem: Built for the Financial Stack
Not just plug-and-play; plug-and-perform for banking.
Core
Digital
Banking
LOS
Fraud
Business
Intelligence
Document
Signing
Seamless Automation
Real-Time Data Sync
Customizable Solutions
Get Things Done
Get Things Done
Get Things Done
AI-Led Execution Layer with Everything Your Core and CRM Can’t Do
AI-Led Execution Layer with Everything Your Core and CRM Can’t Do
From households to core workflows, SynCred brings control and clarity to every process.
From households to core workflows, SynCred brings control and clarity to every process.
Built for FIs
Built for FIs
Built for FIs
Adapts as work evolves
Adapts as work evolves
Adapts as work evolves
Insights without setup
Insights without setup
Insights without setup
Banking-Specific Data Model
Understands households, Ultimate Beneficial Owners (UBOs), business entities, and compliance states out of the box—no customization required.
Banking-Specific Data Model
Understands households, Ultimate Beneficial Owners (UBOs), business entities, and compliance states out of the box—no customization required.
Banking-Specific Data Model
Understands households, Ultimate Beneficial Owners (UBOs), business entities, and compliance states out of the box—no customization required.
AI Embedded at the Core
AI doesn’t just suggest—it routes, scores, triages, and triggers workflows autonomously, shortening action-to-impact cycles.
AI Embedded at the Core
AI doesn’t just suggest—it routes, scores, triages, and triggers workflows autonomously, shortening action-to-impact cycles.
AI Embedded at the Core
AI doesn’t just suggest—it routes, scores, triages, and triggers workflows autonomously, shortening action-to-impact cycles.
Unified Action Layer
From marketing to compliance—everyone acts on the same real-time source of truth across channels and departments.
Unified Action Layer
From marketing to compliance—everyone acts on the same real-time source of truth across channels and departments.
Unified Action Layer
From marketing to compliance—everyone acts on the same real-time source of truth across channels and departments.
Composable Workflows
Modular flows for onboarding, escalation, and servicing that can be tailored without code to suit any product or branch workflow.
Composable Workflows
Modular flows for onboarding, escalation, and servicing that can be tailored without code to suit any product or branch workflow.
Composable Workflows
Modular flows for onboarding, escalation, and servicing that can be tailored without code to suit any product or branch workflow.
Channel-Agnostic Intelligence
Whether it's a branch rep, contact center agent, or mobile bot—every interaction is context-aware and continuously learning.
Channel-Agnostic Intelligence
Whether it's a branch rep, contact center agent, or mobile bot—every interaction is context-aware and continuously learning.
Channel-Agnostic Intelligence
Whether it's a branch rep, contact center agent, or mobile bot—every interaction is context-aware and continuously learning.
Find Your Perfect Fit
Find Your Perfect Fit
Head to head- See how your CRM compares
Features
Generic CRMs
Cores
SynCred
Features
Generic CRMs
Cores
SynCred
Household & UBO Modeling
Household & UBO Modeling
Built-In Compliance Framework
Built-In Compliance Framework
AI-Driven Workflow Automation
AI-Driven Workflow Automation
Omnichannel Engagement
Omnichannel Engagement
No-Code Composable Workflows
No-Code Composable Workflows
Cross-Team Visibility
Cross-Team Visibility
Lending-Optimized Lead Scoring
Lending-Optimized Lead Scoring
Core-Agnostic API Portability
Core-Agnostic API Portability
Rapid Modular Deployment
Rapid Modular Deployment
Unlimited API Access
Unlimited API Access
Real-Time Funnel & Outcome Analytics
Real-Time Funnel & Outcome Analytics
Why Teams Choose Us
Why Teams Choose Us
Why Teams Choose Us
Built for the way Financial Relationships really work
SynCred helps financial institutions unify every client detail, surface actionable insights, and turn everyday interactions into lasting growth.
360° Member & Account View
Instantly see every account, loan, card, and product a member holds—along with their full interaction history
360° Member & Account View
Instantly see every account, loan, card, and product a member holds—along with their full interaction history
360° Member & Account View
Instantly see every account, loan, card, and product a member holds—along with their full interaction history
Proactive Opportunity Alerts
Identify members ready for pre‑approved loans, product upgrades, or financial wellness programs before they ask.
Proactive Opportunity Alerts
Identify members ready for pre‑approved loans, product upgrades, or financial wellness programs before they ask.
Proactive Opportunity Alerts
Identify members ready for pre‑approved loans, product upgrades, or financial wellness programs before they ask.
Automated Onboarding
Simplify KYC, streamline document workflows, and automate renewals- all while ensuring regulatory compliance
Automated Onboarding
Simplify KYC, streamline document workflows, and automate renewals- all while ensuring regulatory compliance
Automated Onboarding
Simplify KYC, streamline document workflows, and automate renewals- all while ensuring regulatory compliance
Multi‑Product Pipeline Tracking for your teams
Manage lending, deposits, and advisory opportunities in one view—prioritized by member need and value.
Multi‑Product Pipeline Tracking for your teams
Manage lending, deposits, and advisory opportunities in one view—prioritized by member need and value.
Multi‑Product Pipeline Tracking for your teams
Manage lending, deposits, and advisory opportunities in one view—prioritized by member need and value.
Compliant, Audit‑Ready Communication
Ensure every outreach, offer, and campaign meets regulatory standards and opt‑in requirements
Compliant, Audit‑Ready Communication
Ensure every outreach, offer, and campaign meets regulatory standards and opt‑in requirements
Compliant, Audit‑Ready Communication
Ensure every outreach, offer, and campaign meets regulatory standards and opt‑in requirements
Personalized Member Journeys at Scale
Deliver targeted campaigns, financial education, and service touchpoints tailored to each member segment.
Personalized Member Journeys at Scale
Deliver targeted campaigns, financial education, and service touchpoints tailored to each member segment.
Personalized Member Journeys at Scale
Deliver targeted campaigns, financial education, and service touchpoints tailored to each member segment.
Impact Across Teams
Built for the way Financial Relationships really work
SynCred creates a positive impact across teams and functions, helping build an ecosystem of engagement, relationships, and opportunities.
SynCred creates a positive impact across teams and functions, helping build an ecosystem of engagement, relationships, and opportunities.
SynCred creates a positive impact across teams and functions, helping build an ecosystem of engagement, relationships, and opportunities.
For executives
Gain visibility into growth opportunities, member relationships, and performance drivers to make strategic decisions with confidence.
%
Faster Customer pipeline visibility
%
lift in revenue per relationship
For operations and branch teams
Streamline workflows, reduce manual effort, and improve coordination across departments for smoother daily operations.
%
reduction in manual processing time
%
fewer dropped customer requests
For IT and digital leaders
Integrate seamlessly with existing systems, simplify complexity, and ensure technology investments deliver measurable impact.
%
lower integration overhead
%
Faster Deployment of new workflows
For executives, SynCred connects strategy to measurable outcomes, turning insights into stronger growth and leadership impact.
For executives
Gain visibility into growth opportunities, member relationships, and performance drivers to make strategic decisions with confidence.
%
Faster Customer pipeline visibility
%
lift in revenue per relationship
For operations and branch teams
Streamline workflows, reduce manual effort, and improve coordination across departments for smoother daily operations.
%
reduction in manual processing time
%
fewer dropped customer requests
For IT and digital leaders
Integrate seamlessly with existing systems, simplify complexity, and ensure technology investments deliver measurable impact.
%
lower integration overhead
%
Faster Deployment of new workflows
For executives
Gain visibility into growth opportunities, member relationships, and performance drivers to make strategic decisions with confidence.
%
Faster Customer pipeline visibility
%
lift in revenue per relationship
For operations and branch teams
Streamline workflows, reduce manual effort, and improve coordination across departments for smoother daily operations.
%
reduction in manual processing time
%
fewer dropped customer requests
For IT and digital leaders
Integrate seamlessly with existing systems, simplify complexity, and ensure technology investments deliver measurable impact.
%
lower integration overhead
%
Faster Deployment of new workflows
For executives, SynCred connects strategy to measurable outcomes, turning insights into stronger growth and leadership impact.
FAQ
FAQ
FAQ
Answers to help you get started faster.
All your questions about the future of modern banking relationship engagement, answered!
How is SynCred different from a traditional CRM platform?
How is SynCred different from a traditional CRM platform?
How is SynCred different from a traditional CRM platform?
We already have a core system and LOS. Why do we need SynCred?
We already have a core system and LOS. Why do we need SynCred?
We already have a core system and LOS. Why do we need SynCred?
How does SynCred help improve member engagement and product penetration?
How does SynCred help improve member engagement and product penetration?
How does SynCred help improve member engagement and product penetration?
What integrations are supported?
What integrations are supported?
What integrations are supported?
Is my data secure?
Is my data secure?
Is my data secure?
Can I customize workflows for different projects?
Can I customize workflows for different projects?
Can I customize workflows for different projects?
Ready to simplify your team's workflow?
Book a demo to see how SynCred helps teams move faster and work smarter.
Ready to simplify your team's workflow?
Book a demo to see how SynCred helps teams move faster and work smarter.
Ready to simplify your team's workflow?
Book a demo to see how SynCred helps teams move faster and work smarter.