STOP DOING ADMIN. START CLOSING. "You were hired to build relationships, not to do manual data entry." Root AI acts as your autonomous Chief of Staff within Salesforce. It prepares your meeting briefs, tells you which clients are highly likely to buy, and logs your notes—so you can get back to being a banker. Reclaim 10+ hours per week. THE END OF DATA ENTRY TUESDAYS. We built Root AI because writing call reports shouldn't take longer than the actual client meeting. {pillar.title} {pillar.challenge} {pillar.solution} THE AGENTIC ADVANTAGE. Explore the new Flight Risk Predictor and 1-Minute Prep-Brief Copilot, built directly into your Salesforce workflow. Flight Risk Alert {copilotState.flightRisk.anomalyDetected} {copilotState.flightRisk.recommendedAction} 1-Minute Prep Brief {copilotState.prepBrief.dataGap.message} Action required: {copilotState.prepBrief.dataGap.actionRequired} "Our RMs are saving an average of 12 hours per week on meeting prep and CRM hygiene, letting them spend more time with clients." "By calling clients based on AI prompts rather than manual lists, our outbound conversion rate spiked by 45%." SEE HOW IT WORKS LIVE. Watch a 3-minute video showing exactly how Root AI automates a day in the life of a Commercial Relationship Manager. Relationship Managers | Stop Doing Admin. Start Closing. | Enterprise Banking & Agentic AI Your pipeline is hiding $5M in 'low hanging fruit.' Root AI surfaces it daily so you can focus on clients. Native to Salesforce FSC. Featuring secure infrastructure and agentic AI for enterprise banking.