Dhisana AI · Commercial & Business Banking

Decision Intelligence
for Financial Services.

Grow relationships. Advance lending.
Stay ahead of risk.

Give bankers a connected view of each business, a clear reason to act, and help completing the next step. Dhisana brings relationship, lending, and market context together so teams can focus on the clients and decisions that need them.

Meet us at Money20/20 Watch the overview

October 18–21, 2026 · Las Vegas

The banker’s daily briefIllustrative scenarios

Context → Priority → Action

What deserves attention today?

Deepen a relationship: A client announces an expansion. Prepare a working-capital and treasury conversation using its existing facilities and product holdings.
Move a deal forward: A lending opportunity has stalled. Identify the missing financials and open conditions, then draft the follow-up.
Focus a credit review: A renewal is approaching and utilization has changed. Bring the evidence to the banker and credit team for review.

From insight to follow-through

Review the evidence. Choose the next step. Approve the task, communication, or record update.

Source-linked evidenceBanker approval before action

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See banking intelligence in action.

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Built around the work of banking

Stronger relationships.
Better execution. Informed oversight.

Help relationship managers spend more time with clients, lending teams resolve what holds a deal back, and leaders focus attention where it matters.

The foundation / Client 360

One relationship. The context to act.

Connect the business, its people, products, facilities, opportunities, and service history in one relationship view. Bring approved CRM and lending records together with meeting context and public business research, with ownership and source freshness visible.

01 / RELATIONSHIP GROWTH

Give every conversation a reason.

Prioritize prospects and existing clients using relationship history, product gaps, and business developments. Turn a signal into a relevant conversation about what the client needs next.

Identify potential lending, treasury, payments, and referral opportunities.
Prepare a tailored engagement plan, with the evidence and questions behind it.

02 / BANKER PRODUCTIVITY

Prepare well. Follow through.

Bring client, loan, product, and market context into call preparation. Carry the conversation forward with meeting summaries, captured commitments, and clear owners.

Draft agendas, talking points, and responses to client inquiries.
Prepare follow-ups, reminders, and CRM notes for banker review and approval.

03 / LENDING EXECUTION

Know what moves the deal forward.

Turn pipeline reviews into focused action. Bring stages, stakeholder engagement, open conditions, and missing information together to explain why an opportunity needs attention.

Surface stalled deals, upcoming milestones, and unresolved dependencies.
Recommend the next step and prepare the handoff between the banker, credit, and operations.

04 / CREDIT & PORTFOLIO OVERSIGHT

Understand the change behind the signal.

Support early warning and credit monitoring with available exposure, utilization, covenant, financial, and business data. Explain what changed and what requires investigation.

Prepare renewal, annual review, and portfolio discussion briefs.
Bring emerging risk, relationship health, and growth signals into a focused review with clear evidence gaps.

05 / DOCUMENT INTELLIGENCE

Make the file ready for the next decision.

Extract key facts from financial statements and supporting documents, reconcile them with lending records, and make exceptions easier to resolve.

Flag inconsistent values, stale financials, missing documents, and unmet conditions.
Prepare a source-linked exception summary and document request for review.

06 / LEADERSHIP & WIN-LOSS INSIGHTS

Bring the deal history into the next decision.

Use comparable opportunities and recorded outcomes to understand progression, losses, withdrawals, and recurring bottlenecks. Give leaders a better basis for pipeline reviews and coaching.

Compare similar loan requests, including meaningful differences and missing evidence.
Turn win-loss patterns into better preparation, follow-through, and process improvement.

Connected to your banking environment

Your systems of record.
A more connected way to work.

Salesforce remains your CRM. Your loan origination system, including nCino, remains the home for lending workflows. Dhisana connects their context to help bankers understand, decide, and follow through.

01 / Connect the context

Your systems & sources

CRM & lending contextRelationships, loan requests, opportunities, activities, and open conditions from Salesforce and nCino.
Bank-approved data & documentsFinancial packages, account activity, product holdings, and risk outputs through approved feeds.
Business researchCompany websites, public filings, and relevant news connected to the right business.

02 / Understand the decision

Dhisana Decision Intelligence

A connected relationship viewBring together the customer, opportunity, and facility; surface gaps and conflicting facts.
Evidence-based prioritiesExplain material changes, relevant comparisons, and why a relationship or deal needs attention.
A recommended next stepPrepare a review, conversation, or action in the context of your bank’s workflow.

03 / Move work forward

Banker-approved action

Ready-to-review workMeeting briefs, document requests, draft communications, and follow-up tasks.
Approved executionConfirm supported actions and CRM updates through the bank’s configured access.
Accountable follow-throughKeep the supporting evidence, recommendation, and action connected.

Each deployment starts with agreed workflows, approved data access, and your bank’s Salesforce/nCino configuration. Additional sources and write-back actions are scoped and validated with your team. Public research retains source links and dates, with reported facts distinguished from inferences.

Reusable banker workflows

Bring your way of banking to the work.

Start with a meeting brief, relationship review, or comparable-loan analysis. Bankers can describe a repeatable review in plain language, test it against a relationship’s available evidence, and reuse it across the relationships they can access. Keep the questions consistent while the client context changes.

Evidence. Judgment. Accountability.

Confidence in the recommendation.
Control over the decision.

Bankers need to understand why a recommendation matters and what supports it. Dhisana keeps human review central. Credit approval, pricing, limits, and official risk decisions remain with the bank’s authorized processes and people.

Explore security & trust

Evidence you can inspectSource records, timestamps, missing data, and uncertainty stay connected to the recommendation.
Actions you controlReview customer communications and material updates before they are executed through approved access.
A practical path to valueStart with a focused workflow and agreed measures: preparation effort, follow-up completion, document readiness, or deal progression. Evaluate the evidence and results before expanding.

Let’s meet in Las Vegas

Meet us at Money20/20.

Where could better context change the outcome for your bank? Let’s talk about relationship growth, lending execution, or portfolio oversight—and identify a focused place to start.

Money20/20 USA 2026