PromethistAI announced that it is bringing Relational Agents, AI agents built to help people make important decisions, to banks and insurers in the US. The company builds them for both sides of the relationship: the bankers and advisers who serve clients, and the clients themselves. Co-founder and CEO Klara Lorencova leads the company from New York.

For years, banks have been trying to move beyond product-focused selling toward more advisory and consultative relationships with their clients. It is one of the industry’s own long-standing strategic goals, and one that has consistently proven difficult to achieve in practice and at scale.

Lorencova’s case starts with a warning. “Banks know where they want to go. The risk is that AI takes them in the opposite direction,” she said. “If we use it to train bankers primarily to pitch products more effectively, then build customer-facing agents optimized to do the same, we could make the old sales model more efficient than ever, while moving further away from the relationships we actually want to build.”

People can now find almost any financial information they need, often in seconds. Yet important decisions still stall. Only 40% of Americans are extremely or very confident in their ability to make and execute financial decisions, according to Corebridge Financial’s 2026 Financial Capability Survey. Information has become a commodity. Knowing what to do with it has not.

The decision gap. Knowing your options is not the same as knowing which one is right for you. To choose well, people need to understand what matters to them and what each option would mean for their life.

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