The AI agent that tells bankers who to call today, why, and what to say.
Auna is the AI agent built for banks and credit unions. It works from your own governed data to surface what needs attention and recommend the next move, with every answer explainable and written in your bank’s voice.
The Problem We See Today
Bankers carry more relationships than anyone can serve well.
There are only so many hours, and no easy way to tell which relationships need attention right now. Auna scans every account and surfaces who to reach today, so human capacity is never the limit.
Maturing loans walk
Loans approaching renewal get refinanced elsewhere before the banker has the conversation.
Growing clients expand elsewhere
Clients ready for a larger line or new financing turn to a competitor who reached them first.
Cross-sell gaps go unseen
Product opportunities sit in the data and never surface in time for the team to act.
Featured Capability
Portfolio Priorities shows your commercial bankers where to focus, every day.
Instead of pulling reports or digging through email, your bankers open one prioritized queue each morning. Auna has already done the scanning, scoring, and drafting overnight.
Ranked daily list
Every commercial relationship scored 0 to 100, ordered by who needs attention today.
Why-now narrative
A plain-language reason for each priority, so the banker walks into the call already knowing the story.
Recommended action
A suggested call, email, or meeting tied to the trigger, drafted in your institution's voice.
Every Score Is Explained
No black box. Every flag is auditable.
Every score can be traced back to the signals and rules behind it, so your team is never defending a number it can’t explain.
The Math
See how every score was built
Which signals fired, how they were weighted, and which facilities contributed to the result.
The Source
Traceable to the record
Every flag links back to the originating record and the governed rule that produced it.
The Proof
Defensible under scrutiny
The transparency examiners and risk teams expect, built into every answer Auna gives.
Every score is explained. Every recommendation is in the bank’s voice.
Why Auna is Different
An AI agent is only as good as the data behind it.
Auna runs on your governed data, so it doesn’t infer or improvise. Every answer is grounded in your institution’s own rules and records, which is what makes an agent safe to rely on in a regulated business.
Deterministic, not a guess
Ask the same question twice and you get the same answer, every time, with the reasoning attached.
Explainable end to end
Every score and recommendation traces back to the source, so your team and your examiners can follow the logic.
Written in your bank or credit union's voice
Recommendations come out the way your institution communicates, ready for the banker to send.
10x
more qualified leads, so your team always knows who needs them and when
3x
the capacity to engage those leads, without adding headcount
3-5%
annual deposit growth by expanding and protecting primary relationships
Powered by the Intelligent Data Warehouse
Your data, organized and ready for AI.
At the heart of the partnership is the data layer, where the intelligence lives. Most platforms stop at storing your data. We integrate it, organize it, add our proprietary banking data model, and make it useful.
Integrates your data from across the institution
Builds smart client segments for you
Surfaces real-time indicators of client needs
