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Lama AI - Agentforce for Banking RMs

By Lama AI Inc.

Automate the Busywork. Focus on the Relationship.

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Sales
Productivity
Sales Productivity
Requires
Agentforce
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Easily install customize Agentforce for your lending teams. Automatically generate effective follow-up emails, engage customers and improve team productivity.

Highlights

Automates RM Prep: Generates borrower briefings, call summaries, and action plans, instantly

Understands Financial Documents: Extracts insights from tax returns, P&Ls, balance sheets, and loan files

Enterprise-Ready GenAI: Bank-grade security, private model isolation, and full auditability

Embedded in Bank Systems: Works with your LOS, CRM, core, and cloud storage—no context switching

Accelerates Decision-Making: Cuts manual review time by up to 60% for faster credit insights

Surfaces Hidden Opportunities: Identifies cross-sell, renewal, and expansion opportunities automatically

Trained for Banking Language: Understands industry-specific terminology and lending workflows

SBA Lending Support: Supports SBA 7(a) and other program-specific documentation and logic

Deployed in Weeks: No-code configuration and fast onboarding for business and IT teams

Provider Details

Lama AI Inc.
New York, NY, USA

Lama is an AI-powered small business lending exchange for banks. Lama connects its bank partners to a wide variety of embedded lending opportunities, acting as a growth engine for their commercial lending business. In addition, via Lama’s Exchange, bank partners can seamlessly lend to a wider range of their existing customers without taking unwanted credit risk onto their balance sheets.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

Lama AI - Lending as a service or full LOS solution

Agentforce for Lenders

$20,000 USD/company/year

Lowest Starting Price

More From This Provider

Lama AI - Lending as a Service
by Lama AI Inc.
Seamlessly lend to a wider range of your business customers without taking unwanted credit risk onto your balance sheets, while earning non-interest income. To see a customized demo and get more details, click on GET IT NOW and we'll get in touch.