What’s New at Narmi: October Product Highlights

In October, Narmi is meeting staff and account holders where they already work. This month brings Agentic AI in Secure Messages, Microsoft Copilot Connector, Narmi Tiles, and Document Agent, which help teams answer customers faster, get client insights without switching systems, and close out reviews with less back-and-forth, all while bringing custom experiences right onto the account holder dashboard. Explore the updates below to see how Narmi is making banking more responsive, efficient, and intelligent.

NEW FEATURES AND UPDATES:

 Turn Incoming Messages into Ready-to-Send Replies with Agentic AI in Secure Messages

Narmi's Agentic AI in Secure Messages automatically drafts a reply as soon as a customer message arrives, so staff open each conversation with a response ready to review instead of starting from scratch. Confidence tags flag which drafts deserve a closer look, an AI-generated thread summary and a redesigned side panel bring customer context into one place, and staff can edit directly or regenerate with their own instructions before sending. Every reply stays in staff hands, giving institutions faster response times without giving up control.

See product video.

 Turn Client Questions into Instant Answers with Microsoft Copilot Connector

Narmi's Microsoft Copilot Connector lets bank and credit union staff ask Microsoft 365 Copilot about client relationships, liquidity, lending, onboarding, and fraud, with answers drawn from the read-only Admin data they already see in Narmi Command. Instead of logging in and pulling reports, bankers can work from Copilot Chat, Teams, and Outlook, while OAuth2 authentication, scoped permissions, and strictly read-only access keep the institution in control. Admins enable it by registering an OAuth application in Narmi Command, giving community banks and credit unions a governed way to bring AI to their staff without adding another banker interface.

See product video.

Turn Custom Apps into Interactive Dashboard Cards with Narmi Tiles

Narmi Tiles lets financial institutions bring any custom Narmi Functions (NAF) app right onto the banking dashboard as an interactive, brand-native card on both web and mobile. Account holders can take quick actions inline and open the full app when they need more, while Narmi’s Forward Deployed Engineering team can build a tile end to end in about a day, so FIs can keep adding bespoke experiences without waiting on a full product build.

See product video.

Turn Missing Documents into Complete Cases with Document Agent

Narmi’s Document Agent lets staff request a missing document right from a Manual Review case in DecisionAssist, with no more emailing applicants and tracking replies by hand. Applicants upload through a dedicated screen, the upload automatically triggers a fresh DecisionAssist analysis, and every step is logged for a clean audit trail.

See product video.

If you have any questions or would like to explore how you can take advantage of these new offerings, please visit help.narmi.com or contact your Narmi representative for a demo.