Why waste time?
Modern bankers spend more time on administration than with clients
Up to 40% of bankers
spend most of their time writing reports and filling out forms
Only 20% of clients
are well and actively managed
Endless CRM updates
instead of proactive relationship management with clients
Work burnout
and high turnover due to administration
Save time
AI solution for your work
Chat with client communication – fast note-taking and CRM upload.
2+ hours of unnecessary administration
Without Banker's Buddy
Searching for information
30 minutes searching through emails and systems
Meeting notes
45 minutes writing and formatting
CRM update
45 minutes of manual data entry
5 minutes for the entire process
With Banker's Buddy
Chat with communication
Get a reliable auto-generated report
AI notes
Meeting notes instantly available
One click to CRM
Automatic syncing to CRM
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$150/yo
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Best value
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$250/yo
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$350/yo
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How BankersBuddy works
Chytré funkce
What BankersBuddy do
Complete toolset for the modern banker
Smart search
Search CRM, emails, calls, chats and meeting notes instantly
Automatic notes
Structured and ready from meetings and calls
Morning summary
Daily client priorities overview. Generate and format without manual work
Meeting prep brief
Client history, open topics and key insights – ready before the meeting
Client health check
Smart analysis signals when a client needs follow-up
Personalization
Configure the assistant to your preferences and needs
Secure integration into your environment
100% secure with banking confidentiality & GDPR compliance
Microsoft Teams
Direct integration without complex installation
Azure Databricks
Funguje ve vašem zabezpečeném prostředí
OpenAI & Hugging Face
Cutting-edge AI technologies
GDPR & Banking
100% compliant with banking secrecy
Choose the right plan for your team
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$150/yo
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Best value
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$250/yo
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$350/yo
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Want to see Banker’s Buddy in action?
We’ll show you how it can change your team’s operations in a 15-minute demo presentation.