Banker Action Autopilot
Relationship Action Center
Every morning, DepositLeads tells each banker who to call, why it matters, what dollars are attached, what product to lead with, what to say, and when a manager should be alerted.
Actions ready
40
Due today
17
Escalations
5
Demo moment
Southwest Arkansas Surgical Supply
Consolidation conversation
Monthly outflow
$155K
Owner
Morgan Avery
Call opener: I wanted to talk about whether we are making your banking setup as simple as it should be. There may be a way to consolidate activity and reduce friction.
Deposits at risk
$5,815,000
From Core Intelligence retention actions
Expansion opportunity
$7,335,000
Core treasury and wallet-share plays
Modeled public value
$39,725,000
Planning value from public signals
Outcomes logged
0
Demo-session banker accountability
Manager alerts
5
Untouched money should not age
Ranked Banker Actions
Public signals and internal Core Intelligence are merged into one queue, ranked by urgency, value, product fit, and owner accountability.
Selected Action Brief
Treasury - Core Intelligence
Southwest Arkansas Surgical Supply
Consolidation conversation
Owner
Morgan Avery
Product lead
Payroll, ACH, Wires, Treasury controls
Dollar basis
Bank-owned internal extract preview using hashed account IDs only.
Source proof
Sanitized core relationship extract - Jul 29, 2026 demo extract - Demo
Proposal Copilot
Build the pre-call brief, discovery questions, product bundle, economics, approvals, CRM handoff, and customer one-pager from this action.
Relationship Profitability
$8K modeled net contribution, $6K risk-adjusted value, and 5.10% modeled max justified rate.
Relationship Switch Kit
56/100 switch readiness, 6 required treasury lanes, and 2 active conversion risks.
Email touch: Subject: Quick relationship check-in
I wanted to schedule a short relationship review for Southwest Arkansas Surgical Supply. I have a few service ideas around Payroll, ACH, Wires, Treasury controls that may reduce friction or protect the relationship.
Manager Escalations
Ozark Foodservice Logistics LLC
Strategic wallet-share review for CBO visibility.
Alex Chen - $1.48M
Southwest Arkansas Surgical Supply
Strategic wallet-share review for CBO visibility.
Morgan Avery - $1.34M
Delta Ridge Contractors LLC
Strategic wallet-share review for CBO visibility.
Morgan Avery - $1.28M
Faulkner Equipment Rentals LLC
Strategic wallet-share review for CBO visibility.
Jordan Lee - $980K
Riverbend Pediatric Therapy
Strategic wallet-share review for CBO visibility.
Morgan Avery - $740K
Banker Accountability
Morgan Avery
19 actions
11 due today
$25M
Jordan Lee
11 actions
2 due today
$18M
Alex Chen
4 actions
3 due today
$3.4M
Priya Nair
6 actions
1 due today
$10M
Compliance Guardrails
Internal Core Intelligence actions use hashed account IDs only and remain isolated from public lead data.
Scripts use relationship-service language and avoid credit eligibility, prescreening, or private competitor claims.
Every action is designed to create a CRM outcome, follow-up task, manager escalation, or ROI attribution event.
Contact labels control the allowed channel: verified/likely calls, review first, direct mail, or do-not-contact.