Customer 360
Customer 360
Lama AI connects borrower data, existing loans, applications, documents, ownership structures, exposure, monitoring tasks, reviews, modifications, and relationship history so teams can understand every customer faster and manage the relationship with confidence.
Complete Relationship View.
A customer's accounts, assets, liabilities, and relationships come together from the systems you already run.
Complete Relationship View.
A customer's accounts, assets, liabilities, and relationships come together from the systems you already run.
Faster Customer Understanding.
The full picture is ready before the call, the meeting, or the application. No prep scramble, no report to pull.
Faster Customer Understanding.
The full picture is ready before the call, the meeting, or the application. No prep scramble, no report to pull.
Monitoring and Review Management.
Track annual reviews, renewals, modifications, covenant checks, missing documents, financial refreshes, and portfolio monitoring tasks directly from the customer view.
Monitoring and Review Management.
Track annual reviews, renewals, modifications, covenant checks, missing documents, financial refreshes, and portfolio monitoring tasks directly from the customer view.
Actionable Growth Intelligence.
Analysis of the customer's activity and potential needs to surface relevant upsell, cross-sell, renewal, and expansion opportunities. Helping teams grow relationships with better timing and context.
Actionable Growth Intelligence.
Analysis of the customer's activity and potential needs to surface relevant upsell, cross-sell, renewal, and expansion opportunities. Helping teams grow relationships with better timing and context.
Credit assistant guiding underwriters.
Equip your credit team to decide smarter and faster. A context-aware and explainable AI assistant compiles insights, researches deals, and generates policy-aligned credit narratives in seconds.
Works with the systems you already trust.
With a RESTful API architecture, Lama AI connects seamlessly to your existing stack, including core systems, risk models, verification layers, SoS, E-Tran, and more. Benefit from 100+ pre-built integrations and a frictionless way to add new ones, enhancing operations without disruption or complexity.
All the LOS capabilities, out of the box.
Skip the lengthy implementations and go live fast with plug-and-play functionality ready from day one. When you’re ready to make it fully yours, Lama AI’s configurability enables 100% customization across workflows and processes—in just 3 weeks.
Enterprise-grade security.
Protect your data and your customers’ trust with built-in compliance and bank-level safeguards. Lama AI is SOC 2 Type 2 certified and CCPA/CPRA compliant. With 256-bit AES encryption, role-based access, and SSO support, only the right people have access at every step.
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GenAI at your service.
Draft borrower follow-ups, updates, and requests without the hassle. Ready for review and send, your team skips the busywork, reduces time to complete each package, and builds better relationships.
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