Andi® is our intelligent virtual analyst. She augments bankers’ strengths with the latest technology and data, delivering recommendations on different structures and tactics, while the deal is being priced and negotiated.
An Andi “skill” is like a tiny app that helps Andi deliver the intelligence of the bank to the RM at the right time, in the right context. Andi has a set of more than 80 skills. Some of her most impactful and frequently used skills include:
Real-time, contextually relevant recommendations as RMs price deals.
Andi provides multiple pricing options the RM can choose from to meet both the client's needs and the bank's return target.Use Case
Take the guesswork out of certain structure inputs that have major impacts on profitability.
Andi® delivers analytic predictions on the utilization level of a line of credit usage and the schedule draws in a construction loan.Use Case
Based on the deal structure and the client, Andi suggests additional products to recommend.
For many commercial real estate loans, Andi® will recommend adding lockbox services as a companion product.Use Case
With Andi Skills Manager, banks have access to an ever-expanding gallery of skills, as well as the ability to measure impact, and better understand RM challenges.
Choose from a gallery of self-service skills that are easy to turn on (or off).
Get important insights from what RMs repeatedly “Ask Andi.”
Frequent questions about a particular issue could prompt additional training, documentation, or the creation of a new skill, helping improve RM knowledge and performance in future situations.Use Case
Measure the impact of Andi skills.
Find out how often RMs engage with a particular skill, and, when they do, how much value they’re creating. Use that information to guide future RM behaviors toward better outcomes.Use Case
With Andi Skills Builder, banks have enhanced control over the sophisticated insights and coaching their RMs receive, allowing them to customize recommendations for the bank's markets, industry, and users.
Create, modify and enable new Andi skills, based on your bank’s unique needs.
Use previous deal data to create “competitive playbook” skills. Ex. “When competitor bank offers a 7-year fixed rate loan, prompt the RM to create a scenario offering a 7-year variable rate, with a cap.”Use Case
Spread Andi’s intelligence, via API, to other key technologies at your bank– CRMs, origination systems, collaboration tools, analytic tools, etc.
For an opportunity with multiple products, Andi creates a task in your CRM prompting the RM to follow up on closing cross-sold products.Use Case