Personalized outreach AI agents for banking
Maximize client engagement with intelligent AI automation tailored to meet the unique needs of banking professionals.
Get your AI agentTrusted by over 100,000 high-performing companies
Transform how you connect with clients daily
Our personalized outreach AI agents are designed specifically for banking professionals, automating repetitive tasks such as client follow-ups and data entry. This allows relationship managers, loan officers, and compliance teams to concentrate on higher-value activities, enhancing client relationships and ensuring regulatory adherence while the AI handles the routine, mundane aspects of their workflow.
Get your AI Agent1
Connect and customize your AI agent
Begin by connecting with your AI agent and customizing its settings to suit your specific banking needs.
2
AI agent automates routine tasks
The AI agent automates repetitive tasks like follow-ups and data entry, so you can focus on clients.
3
Review and approve AI-generated tasks
Review AI-generated tasks for accuracy and ensure everything aligns with your professional standards and compliance guidelines.
AI agents ready for personalized client engagement
Enhance customer engagement with personalized outreach tailored for banking professionals.
Get your AI Agent
Meet the companies using high-
performing AI agents
See why they chose Glide
Innovative Logistics Group
Innovative Logistics generated $1 million in sales with an AI logistics agent
Read their story
Innovative Logistics Group
Innovative Logistics generated $1 million in sales with an AI logistics agent
Read their storyHow 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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Custom AI Agents for
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