An AI Team for Every Banker | David Sosna, Sympera AI
In this episode of Terminal Value, I'm joined by David Sosna, founder and CEO of Sympera AI, which raised a $10M seed round to bring agentic AI into relationship banking, to discuss why a copilot is the wrong model for enterprise AI, whether AI replaces relationship bankers or expands the market they serve, and why the real win is embedding AI into the banker's process instead of bolting on a chatbot.
We cover why relationship banking is a large, human, relationship-driven market, why more query and data tools never fixed the banker's day, how Sympera narrows a huge book down to a few…
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