Lama AI
Agentforce for Banking RMs
By Lama AI Inc.
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- Not rated yet
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- No reviews yet
- Pricing
- Free to install
- Listed since
- 2025
About Lama AI
Automate the Busywork. Focus on the Relationship.
Lama AI Agent helps commercial bankers and relationship managers (RMs) stay ahead by automating the manual, time-consuming tasks that slow down the lending process. Designed specifically for banks and credit unions, this GenAI-powered agent works alongside RMs to accelerate onboarding, enhance decision-making, and uncover lending opportunities, without adding friction.
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
Screenshots
Pricing
Free to install.
| Plan | Price | Billed |
|---|---|---|
| Agentforce for Lenders | $20,000 per company | Yearly |
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Financial Services Cloud
- Requires
- Einstein 1
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Salesforce security review
- Passed on August 3, 2023
- Industries
- Financial Services
- Languages
- English