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Lead scoring AI agents for banking

Maximize client engagement and drive growth with AI automation tailored to your banking needs.

Get your AI agent

Trusted by over 100,000 high-performing companies

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Transform how you prioritize leads with AI insights

Our lead scoring AI agents are designed specifically for banking professionals, analyzing client interactions and behaviors to prioritize leads for roles such as relationship managers and loan officers. By handling repetitive and mundane tasks, these AI agents allow your team to focus on high-value client engagement and strategic decision-making to enhance customer satisfaction and drive business growth.

Get your AI Agent

1

Engage with your AI agent

Initiate a conversation with your AI agent to define your lead scoring criteria and expectations.

2

AI agent analyzes client interactions

The AI agent analyzes client interactions, prioritizing leads to enhance your team's focus on strategic engagement.

3

Review and validate AI-generated insights

Review AI-generated insights to ensure accuracy and make informed decisions for effective client engagement.

AI agents ready for optimizing your lead scoring process

Optimize client engagement with advanced lead scoring tailored for banking professionals.

Get your AI Agent
Fully managed service

Meet the companies using high-
performing AI agents

See why they chose Glide
Innovative Logistics Group
Innovative Logistics Group

Innovative Logistics Group

Innovative Logistics generated $1 million in sales with an AI logistics agent

Read their story
MintLeads
MintLeads

MintLeads

MintLeads closes 3x more deals with an AI sales agent

Read their story
Build-360

Build-360

Cut time spent on customer updates by 90%

Read their story
Innovative Logistics Group
Innovative Logistics Group

Innovative Logistics Group

Innovative Logistics generated $1 million in sales with an AI logistics agent

Read their story
MintLeads
MintLeads

MintLeads

MintLeads closes 3x more deals with an AI sales agent

Read their story
Build-360

Build-360

Cut time spent on customer updates by 90%

Read their story

How to get your AI agent

Glide provisions custom AI agents for your banking business in a matter of weeks.

1

Get a free quote in days

Meet with the Glide team to discuss your standard procedures, goals, and timeline. Within days, you’ll receive a detailed quote for free.

2

We provision your AI agent in weeks

We’ll work with you to train and integrate your AI agent, incorporating your feedback and providing updates with a Glide Customer Success Manager.

3

Deploy and iterate whenever you want

We launch your fully tested AI agent, providing ongoing maintenance and support throughout your agent’s life.

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Leader Fall 2024
Leader Small Business
Leader Mid-Market
Leader EMEA
Users Love Us
Leader Fall 2024
Leader Small Business
Leader Mid-Market
Leader EMEA
Users Love Us

Frequently asked questions

Every business needs high-
performing AI agents

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