AI Navigator combines research, portfolio management, strategic call planning, prospecting, valuation tools, and more.
Intelligence at Speed
The Undeniable Competitive Advantage
AI Navigator gives sales teams a 30–90 day headstart on every opportunity with real-time signals, AI-powered research, and discovery call plans built in minutes, not hours.
SOC 2 Compliant — All Versions
FFIEC Compliant — All Versions
Azure Cloud
Why AI Navigator
Created by Bankers for Bankers
The Current State of the Banking Industry
- Bankers face constant time pressure and limited client-meeting time.
- Declining sales performance makes finding and engaging ideal prospects more difficult.
- Portfolio sizes are bigger than ever, making it harder to keep pace with client needs.
- Pre-call research takes 90 minutes to several hours per client, increasing relationship risk.
Why AI Navigator?
The only banker-built AI performance tool for commercial and business banking — created by Bankers for Bankers.
- One click provides the insights needed to prepare for strategic discovery calls.
- Bankers build their own prospect lists and focus on key demographics, like deposit-rich industries — eliminating purchased lists and time-consuming spreadsheets.
- And so much more.
15+
hours a week bankers report saving on call planning
70%+
of first meetings converting into second meetings, reported by users
24/7
sales assistant working alongside every banker
Solutions
The Problems We Solve
Comprehensive research includes company data, industry insights, financial benchmarks, UCC liens, LinkedIn data, and leadership contacts — in an easily reviewed format within three minutes.
Identifies growth opportunities, stronger questions, relevant research, client risks, capital events, leadership changes, and analysis that builds trust with prospects.
Alerts you when a company is showing Signals that they are ready for a meaningful banking conversation.
Creates discovery call plans based on the proven St. Meyer & Hubbard trust-based selling approach — a concept used by more than 200,000 bankers in all 50 states.
Provides a virtual coach so bankers can practice conversations before meeting prospects.
Who We Serve
Built for every line of business that calls on businesses
Commercial Banking
Business Banking
Middle Market Banking
SBA
Wealth Management
Treasury Management
Leasing
Group Life & Health Insurance
Property & Casualty Insurance
and more
An affordable solution for Community Banks, Credit Unions, Insurance Agencies, Leasing Companies, and Large Regional Banks.
Deployment
How can AI Navigator be deployed?
A secure, customized portal
Your financial institution gets its own portal, deployed within 24 hours and designed to meet industry-leading security standards.
Inside your own cloud
AI Navigator can be deployed within a financial institution’s own cloud environment — including inside Azure or an institution’s CRM.
Salesforce Lightning
Available in Salesforce via a Lightning integration for a fully streamlined workflow.
Get started
See it on your own book of business
Skip the employee-led demo and see how it really works.