Salesforce Summit Consulting Partner Helps Grow Client Portfolios Via Agentic AI IntegrationIRVINE, Calif., March 11, 2025 /PRNewswire/ -- DemandBlue, a Salesforce Summit Consulting Partner, today announced that it is teaming up with agentic AI innovator Sympera AI to help banking relationship managers (RMs) better support and grow client portfolios. The partnership combines DemandBlue's services and Salesforce expertise with Sympera's AI platform that's purpose-built to help banks and their RMs dramatically boost results.Small business banking is a large segment: according to McKinsey & Co., it generates $150B in annual revenue, or 17% of U.S. banking revenue. Yet most SMBs are underserved by their banks, as busy RMs only have time to focus on the largest clients. Sympera AI makes it possible to model the expertise of the best RMs, and marshal internal and public info to amplify their efforts and bring high-touch personal service to more customers in their portfolios.Sympera AI agents guide and assist RMs, helping them efficiently manage a larger client base and prioritize the right opportunities. It makes prospecting more effective by enabling RMs to address each customer's specific needs, leading to more personalized and meaningful conversations that increase the likelihood of successful sales and expand share of wallet.Through this partnership, DemandBlue will support integration of Sympera AI Agents with Salesforce by leveraging Salesforce's Agentforce AI framework

At Dreamforce 2023, Salesforce introduced the Einstein 1 Platform, which is set to revolutionize the role of AI in business.