Banking Powered by Intelligence
Accelerate lending operations and enhance portfolio management with Generative AI technology. Purpose-built for financial institutions seeking competitive advantage through AI transformation.
Transforming Banking
Banker AI provides Generative AI agents that support lending and portfolio management processes, integrating seamlessly with existing underwriting and investment platforms to bring AI-enabled productivity into your current operations. Our tools automate analysis, uncover growth opportunities, and optimize borrower solutions—empowering institutions to remain competitive and improve capital deployment.
Ultimately, Banker AI frees you to focus on cultivating relationships and securing new business, while reducing the time spent on back-office tasks in lending and portfolio management.
Lend
Automate lending workflows from originaton to closing. Speed up sizing, run risk analysis, document QA and draft credit memos and loan presentations. Manage checklists and ensure underwriting compliance with lending policies.
Monitor
Run surveillance on a portfolio of loans for data accuracy, covenant checks and compliance with insurance, regulations, taxes and any other requirements specified in loan and fund agreements. Comprehensive risk assessment and monitoring for your loan portfolio.
Extract
Accelerate loan data processing with automated document analysis and verification. Built to extract over 1000 loan data items and integrate with existing loan origination systems and servicing platforms.
Agents
Banker AI is a system of modular functionalities (agents), each taking on a lending or portfolio management-specific task. Each agent has a superpower that optimizes its function by accessing data, merging data or unlocking specially designed prompts. Our product is built on trusted large language models and crafted to solve functional tasks.
DataAgent
Extracts structured data from documents using advanced LLM technology.
QueryAgent
Natural language interactions with loan documents while maintaining data accuracy.
MemoAgent
Generates professional credit memos based on organizational templates.
ComplianceAgent
Ensures compliance by checking deals against policy requirements.
AnalysisAgent
Generates a sizer for financial analysis for a specific deal based on the loan program selected.
PortfolioAgent
Runs analysis across a portfolio of deals and gives portfolio metrics and incremental impacts of new loans.
Team
We are industry experts with deep experience in fintech, AI, and commercial lending.
Our mission is to bring secure and purposeful AI tools to the commercial and CRE loan life-cycle to make complex lending more efficient, faster, and easier to navigate for both borrowers and lenders across the world.
Mikael Nyberg
CEO
- Product and innovation leader at Moody's Analytics with 25+ years selling to banks/financial institutions.
- Business development and acquisition of new technologies
- Built AI-driven lending platforms from origination to portfolio management.
Andrew Tom
Technology Lead (AI Engineer)
- Former Data Scientist at Moody's CRE and dbtLabs.
- AI/ML platform architect for global location-based scoring and downstream analytics infrastructure.
- Expert in scaling AI product platforms.
Ben Truitt
Technology Lead (AI Product)
- Former Product Manager at Ares Management.
- Developed AI systems for CRE underwriting and equity portfolio management.
- Proven expertise in AI/ML financial modeling.
Join the Future of Banking
Experience the power of AI-driven lending. Start your journey with Banker AI today.
Loan Life-Cycle Optimized Architecture
Out-of the box architecture built for the loan life-cycle. API access to individual actions that can be integrated with internal systems for every step in the lending and portfolio management process.
Accurate Insights with Proprietary Data
Gen AI is fine tuned for Commercial Lending and CRE datasets with pre-loaded lending policies and prompting identifying over 1000 industry standard underwriting data items.
Secure Local/Private Cloud Deployment
Deployable locally/private cloud under license for secure access with integration to loan origination systems and portfolio data vis API services.