Glia, the #1 Banking AI platform, today announced Prospect Snapshot. The new AI prospecting tool helps community and regional financial institutions find and evaluate business banking opportunities faster. By entering just a business name and address, business banking teams can get a complete, easy-to-understand prospect profile in seconds, including potential financing needs, risk indicators and a recommended action — all backed by clear evidence.
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Glia, the #1 Banking AI platform, announces Prospect Snapshot.
Prospect Snapshot takes much of the legwork out of business prospecting. Instead of searching through UCC filings, Secretary of State records, court records, watchlists and other sources, business banking teams can get a clearer picture of a potential customer without spending hours gathering information and trying to make sense of it themselves. That frees them to spend more time reaching out to promising businesses and building relationships.
“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 at Glia. “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.
“In business banking, an hour saved on manual research is an hour earned toward understanding our customers and building stronger relationships,” said Jeffrey Butts, market president at Starion Bank. “Glia Prospect Snapshot gives our team structured, actionable intelligence in minutes instead of hours. It sharpens our preparation, helps us anticipate business needs, and ultimately allows us to have more meaningful conversations and connect our community’s business leaders with solutions that support their goals.”
The launch also marks an expansion of Glia’s Banking AI platform into commercial and business banking, bringing AI-powered intelligence to an earlier point in the relationship — before a business even becomes a customer. And because Prospect Snapshot is part of the existing platform, institutions can extend Banking AI into business development without adding another standalone system.
“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.”
Prospect Snapshot is now generally available as part of the Glia Banking AI Platform.
Learn more about Prospect Snapshot at glia.com/prospectsnapshot.
About Glia
Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver experiences that win against megabanks and fintechs. Glia’s Banking AI combines intelligence, knowledge, and action into a single agentic framework, activating an AI workforce of specialized agents that draw from banking data, interaction history, and integrated systems of record. Banking-trained AI agents automate workflows across voice and digital — from front office to back office — resulting in decreased operational costs and the Universal Banker model. Trusted by 700+ banks and credit unions for its ironclad security and reliability, Glia provides the foundational trust institutions need to safely scale AI. It’s why Glia customers quickly and confidently put Banking AI to work with measurable results from day one. Learn more at glia.com.
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