One AI-Powered Platform for Every Product, Every Channel, and Every Customer.
Insellerate unifies mortgage, auto, personal, consumer, commercial, and other financial products across retail, consumer-direct, wholesale, branch, broker, dealer, contact center, and digital channels.
With Aithena AI and more than 1,300 APIs, Insellerate connects seamlessly with your existing technology — including legacy systems — and future solutions, to unify customer data, prioritize opportunities, automate engagement, and turn every relationship into a growth opportunity.
Built for Financial Institutions. Designed for Faster Value.
Generic CRMs can organize contacts and activities, but they were not built around the complexity of financial institutions. Insellerate comes ready to support multiple products, business lines, customer relationships, organizational structures, and channels—without forcing your institution to rebuild its operating model inside a general-purpose platform.
Spend less time adapting technology to your institution—and more time improving engagement, productivity, retention, and growth.
Built Around How Financial Institutions Operate
Support multiple:
- Financial products
- Business lines
- Branches and teams
- Retail and direct channels
- Wholesale and broker relationships
- Dealer and partner networks
- Customer and household relationships
- Applications, accounts, conversations, and opportunities
Stop Managing Customers as Disconnected Transactions
Most financial institutions manage customer relationships across separate products, systems, teams, and channels.
No one sees the complete relationship.
Insellerate brings it all together in one financial-services platform, helping teams deliver more relevant experiences, uncover new opportunities, and grow more from every customer.
ENTERPRISE CONNECTIVITY
Built to Connect. Proven at Scale.
Insellerate connects seamlessly with the systems your institution already uses — including legacy LOS, CRM, POS, servicing, dialer, marketing, data, and core operating platforms.
With more than 1,300 APIs, Insellerate gives financial institutions the connectivity to unify fragmented systems, move data faster, automate workflows, and support new technology without costly rip-and-replace disruption.
This connectivity is already proven at enterprise scale. Over the last 36 months, Insellerate has:
1.1B
API Calls Powered
543.7M
Webhooks Processed
34.8M
Applications Managed
94.2M
New Leads Captured
347.8M
Consumer Engagements Supported
…across the lending ecosystem.
Connect every system. Activate every data point. Turn every relationship into a growth opportunity.
Aithena Is More Than Intelligence.It's Your AI Command Center.
Aithena isn’t a feature or an overlay. It’s a purpose-built AI operating system that listens, analyzes, prioritizes, automates, and learns across every customer journey.
Run it standalone with Salesforce, Velocify, or any CRM—or connect it to Insellerate to unlock full-stack automation, personalization, and conversion power.
Standalone Aithena gives you real-time decisioning and AI-powered prioritization.
Aithena + Insellerate turns those insights into automated execution.
While other platforms bolt on AI, Aithena was built from the ground up to run on it.
One Golden Record. Complete Customer Context.
The Insellerate Golden Record™ connects every customer, household, product, account, application, conversation, interaction, and opportunity in one continuously updated profile.
That gives every team the same customer view—and gives Aithena the complete context to act intelligently across the customer lifecycle.
See the whole relationship. Act on what comes next.
Understand every product, interaction, conversation, and opportunity in one place.
Identify cross-sell, retention, and engagement opportunities hidden across systems and business lines.
Give marketing, sales, service, and operations the context to engage customers consistently across every channel.
- "Aithena saves our LOs time while delivering a better borrower experience."
EVP, Ladera Lending
AI Embedded Across the Customer Lifecycle
Aithena is not a disconnected chatbot or standalone AI tool. It is embedded throughout Insellerate and powered by the complete customer context of the Golden Record™.
Better context. Smarter action. Stronger relationships.
Identify the customers, prospects, and relationships most likely to convert, expand, or require attention.
Give teams clear, context-aware recommendations based on the full customer relationship—not a single transaction or isolated data point.
Trigger timely, relevant follow-up based on customer behavior, product activity, relationship history, and business priorities.
Reveal opportunities hidden across products, channels, conversations, and business lines.
Analyze conversations, identify coaching opportunities, and help employees engage customers with greater consistency, relevance, and empathy.
Meet Aithena: Your AI Growth Engine
Prioritize based on revenue, not guesswork.
- Predictive scoring from the first call
- Updates in real time based on borrower behavior
- Integrated with your CRM or Insellerate pipeline
The AI assistant that never misses a lead.
- Handles inbound calls and texts 24/7
- Qualifies borrowers using natural conversation
- Captures urgency, intent, and obstacles
- Routes opportunities and hands off summaries to loan officers
Real-time coaching and performance intelligence.
- Analyzes 100% of calls
- Detects missed questions and objections
- Builds playbooks based on top performer behavior
- Includes mock call simulations with AI borrowers
Train your team with AI that actually trains back.
Create custom sales flows or use proven prebuilt ones. Then, use real-time reporting and agent-level performance insights to drive behavior change at scale. Agents make live sales calls to Aithena’s AI borrowers, who respond with realistic objections, follow-ups, and questions—simulating real-world selling conditions.
Managers get automatic user tracking, performance analytics, and coaching recommendations—no manual QA needed.
- Train doesn't just upskill agents. It builds revenue-ready teams—faster, smarter, and automatically.
Real-Time Marketing
Orchestration
When Aithena connects to Insellerate, borrower behavior drives:
This is AI-powered marketing. No more rule-based drips.
The App Enablement Hub
Build. Launch. Monetize. No Dev Team Required.
Create your own tools, workflows, or borrower apps — powered by Aithena.
- Build once. Deploy anywhere. Use with or without Insellerate.
Proven Results From Real Lenders
Feature Grid: The Operating System for Lending Performance
Unified borrower record across all channels
Email, SMS, phone in one place
Automated flows that adapt to borrower behavior
Visibility into rep behavior and pipeline health
Standalone vs Full Platform: You Choose the Depth
Use Aithena standalone with any CRM to add AI intelligence.
Use Aithena + Insellerate to unlock full-funnel orchestration and execution.
- Either way, you get the most complete, scalable AI system in financial services.
Turn Every Customer Relationship Into a Growth Opportunity
Connect every product, channel, conversation, and opportunity through one AI-powered platform built for financial institutions.
One platform. One customer record. Every opportunity in view.
