Glia Launches Prospect Snapshot

Banking platform provider Glia has launched Prospect Snapshot, a prospecting tool that helps community and regional financial institutions find and evaluate business banking opportunities faster.

By entering just a business name and address, banking teams can get a complete prospect profile, including potential financing needs, risk indicators and a recommended action.

"Business banking teams need to know which opportunities are worth their time and what to do next, but too many tools just give them more data to sort through," said Justin DiPietro, co-founder and chief strategy officer of Glia, in a statement. "Prospect Snapshot does the research and connects the dots, giving teams a much clearer picture of a potential customer before they pick up the phone."

Prospect Snapshot brings verified business information, enriched contacts, industry analysis, secured-debt data, risk indicators, and screening results into one profile. Then it uses AI built specifically for banking to interpret those findings and help teams understand what they mean for a potential business banking relationship.

The launch also expands Glia's Banking AI platform into commercial and business banking.

"Banking AI shouldn't just help institutions manage the relationships they already have. It should help them find and build new ones," DiPietro added. "Prospect Snapshot is another example of how we're using AI built for banking to turn information into action. We're helping business banking teams spend less time figuring out where the opportunities are and more time building relationships that turn opportunities into growth."