NEW YORK — Finlytica Corporation, a leading provider of AI-driven data analytics for the financial sector, and Ambit Software, a premier Banking CRM solutions provider, today announced a strategic partnership to integrate advanced data and AI driven analytics directly into the daily banking workflow.
By combining Finlytica Corporation’s high-velocity AI engine with nexaFin, Ambit Software’s robust relationship management platform, financial institutions can now move beyond static data to achieve a 360-degree view of the customer journey.
Additionally, as part of its nexaFIN CRM for Credit Unions, Ambit Software provides pre-built, configurable workflows on the Sugar platform for digital account opening and loan origination. These workflows automate key stages such as lead intake, application processing, credit evaluation, approval management, and account onboarding—enabling credit unions to streamline member onboarding, accelerate lending decisions, and ensure compliance-driven processes with better visibility across the entire lending lifecycle.
Elevating the Banking Experience
The integration bridges the gap between raw financial data and actionable frontline intelligence. Key benefits of the partnership include:
· Hyper-Personalized Insights: nexaFIN users will receive real-time “Next Best Action” and “Cross-sell” recommendations powered by Finlytica’s machine learning models.
· Enhanced Portfolio Health: Automated risk detection and churn prediction allow relationship managers to address portfolio shifts before they impact the bottom line.
· Unified Data Ecosystem: Eliminates departmental silos by syncing deep-dive analytics with customer touchpoints, ensuring every interaction is informed by the latest data.
Executive Commentary
“The future of banking isn’t just about collecting data; it’s about making that data work for the banker in real-time,” said Supreet Singh, CEO of Finlytica Corporation. “Partnering with Ambit Software allows us to put our AI insights exactly where they are needed most: in the hands of the people managing the relationships.”
“This synergy transforms our CRM from a system of record into a system of intelligence,” added Jenit Ramaiya, CEO of Ambit Software. “Together with Finlytica Corporation, we are empowering banks to anticipate customer needs with unprecedented accuracy.”
About Finlytica Corporation
Finlytica Corporation specializes in AI and machine learning solutions that transform complex banking data into clear, actionable growth strategies.
About Ambit Software
Ambit Software provides enterprise-grade CRM solutions tailored specifically for the banking, credit union and wealth management industries, focusing on operational efficiency and customer retention.
Media Contacts:
Ambit Software:
[email protected]
+1 (702) 990-3566
Finlytica Corporation:
[email protected]
+1 847 250 9191