Visbanking · Prospect Dashboard
Know a bank's book — win its next client
Open any bank's book of business, see which look-alike companies bank with competitors, and let our models rank the best-fit prospects — and predict who's about to take on financing — before you ever lift a finger.
- SBA/PPP · UCC · FDIC
- Data sources
- 0–100
- Prospect score
- 3-tier
- AI briefs
From a bank's book to a booked meeting
Three steps replace hours of manual list-building and research.
Open a bank's book of business
Pick a bank — say Regent Bank — and instantly see the businesses it already lends to, drawn from SBA/PPP, UCC, and FDIC data. No list-building.
See the opportunity around it
Competitor analysis surfaces look-alike businesses currently banking with rivals, then a similarity model ranks the best-fit prospects and predicts who will file a UCC-1 next.
Brief, work, and export
Generate a Claude AI research brief, drop the prospect on your Kanban board, and push qualified leads straight to Salesforce — contacts already enriched.
Under the hood
The ML pipeline
Public filings become a ranked, briefed, CRM-ready prospect list — one stage feeding the next.
- Step 1SBA/PPP · UCC · FDIC · Apollo
Data sources
Millions of SBA/PPP loans, UCC-1 filings, FDIC bank data, and Apollo firmographics indexed in Elasticsearch.
- Step 2Borrower mapping
Book of business
Reverse-engineers each bank's existing borrowers and the profile of its best customers from lender records.
- Step 3Similarity scoring
Look-alike model
Finds the closest-matching companies in the market — including those currently banking with competitors.
- Step 40–100 fit + UCC-1
Prospect score
Blends similarity, size, geography, and filing signals into one ranked score, flagging likely UCC-1 filers.
- Step 5Claude · 3 tiers
AI research brief
On-demand qualification, pre-call, and post-call briefs with talking points and an underwriting memo.
- Step 6Salesforce-ready
CRM export
Qualified, enriched prospects flow to Kanban and out to Salesforce as Leads or Accounts.
Data is indexed in Elasticsearch; briefs are generated with Anthropic Claude; contacts are enriched via Apollo and verified before outreach.
Everything a relationship manager needs
Targeting, research, and pipeline — in one place.
Book of business
See any bank's existing borrowers and concentration by sector, size, and geography — reverse-engineered from SBA/PPP and UCC filings.
Competitor analysis
Find businesses that match a bank's profile but currently bank with rivals — the most winnable opportunities in the market.
Look-alike targeting
Find companies that resemble a bank's best customers using a similarity model over SBA/PPP loan and firmographic data.
Prospect score
Every company gets a 0–100 fit score so reps work the highest-probability accounts first, not a flat list.
UCC-1 filing prediction
Predict which businesses are about to take on secured financing — reach them before the competition files.
3-tier AI research briefs
Claude-generated qualification, pre-call, and post-call briefs — including a draft underwriting memo and CRM summary.
Contact enrichment
C-suite names, verified emails, phone, and LinkedIn pulled in via Apollo so outreach starts with the right person.
Pipeline & CRM export
Move prospects through Lead → Contacted → Meeting → Closed, then push them to Salesforce as Leads or Accounts.
Put your prospecting on autopilot
Open the dashboard, pick a bank, and see its book of business, competitor overlap, and top look-alike prospects — scored and ready — or talk to us about rolling it out across your team.