In the course of the Finance Magnates Africa Summit 2025, Angelos
Gregoriou, the CEO and co-founder of Dynamic Works Syntellicore, took the stage
to ship useful perception amid the present hype cycle round
synthetic intelligence.
“All the things is altering due to AI, however not
every little thing is AI,” Gregoriou mentioned in an interview dubbed “The
Clever Way forward for Monetary Providers: AI, Automation &Brokerage
Innovation,” that was hosted by Ivan Rojas, Worldwide Gross sales Director
at Nelogica.
Gregoriou, whose agency supplies the broadly used Syntellicore,
a CRM system for brokers, supplied a candid and at occasions cautionary evaluation
of how AI is reshaping the brokerage enterprise, whereas pushing again on the notion
that expertise can—or ought to—exchange the human component that drives belief,
conversion, and retention in monetary providers.
“So we’re making an attempt to eradicate onboarding time for
brokers to zero by using our personal KYC on-line system, backed up with AI.
And this goes on cellular units and the cellular functions that we
constructed, or cellular functions which might be constructed by others, or different brokers and
builders.”
The Drive Towards Clever Automation
Dynamic Works, which counts a rising base of brokers in
Africa and globally, has embedded AI into a number of layers of its CRM
infrastructure. Gregoriou detailed how the agency is utilizing AI to eradicate
bottlenecks in onboarding, personalize advertising and marketing efforts, detect fraud, and
conduct predictive consumer evaluation — all in actual time.
“AI involves optimize their instruments for advertising and marketing , to
optimize their prices, to optimize their prices and enhance the standard of their
communication with shoppers both via advertising and marketing or via gross sales channels
and to optimize the standard of the uh of the shoppers as nicely to know precisely
which of them of your shoppers are vital useful for you and can carry worth
to the Enterprise.”
One key growth is the corporate’s in-house cellular Know Your Buyer (KYC) instrument, which leverages AI to drastically scale back onboarding
occasions. One other: AI-powered voice evaluation to evaluate the standard of
client-broker interactions.
“In Africa, what we’ve seen in comparison with different areas
is that there are extra folks, decrease deposits. So sure, there’s quantity in contrast
to the rest. So for us, as a result of we’re additionally of the relationships we’ve
with all of the brokers, primarily the principle native brokers, and naturally, the amount
of shoppers is a vital side, and for us as a CRM supplier, it’s a
very huge alternative.” Whereas these instruments are gaining traction, Gregoriou
emphasised that AI ought to be used to enhance — not exchange — the human
connection.
The Advertising Paradox
The session moderator identified a well-known paradox:
brokers typically lavishly spend on advertising and marketing whereas balking at expertise investments. Gregoriou’s response was clear: AI is the connective tissue that
binds advertising and marketing, gross sales, and operations, and it delivers return on funding
via optimization.
“AI can present you which ones of your leads are literally
useful,” he defined. “It does not simply scale back prices — it improves
high quality.”
As for consumer demand, brokers are more and more requesting
superior instruments that may ship such intelligence. The agency is now investing in
proprietary AI fashions skilled on inner data bases to supply sooner,
self-taught buyer help — a important part for scaling operations.
Africa as a Information Frontier
The dialogue additionally turned to the distinctive alternative AI
presents in rising markets. In Africa, Gregoriou mentioned, the mix of
excessive buying and selling quantity and small deposits creates a data-rich setting for
coaching machine studying fashions — and for refining product-market match.
“Already launched is the AI evaluation of the voice
calls. So throughout this course of we hearken to numerous calls between that occur
between the brokers and the shoppers. So we ask for our shoppers for prototyping
to provide us, voice calls to investigate them and extract uh translate them with our
instruments extract the benchmarks and the harmonies of the calls.
“Throughout that course of, we discovered rather a lot in regards to the communication between the dealer and the consumer that possibly we could not notice.”
Extra from the FMAS:25: “If You Take Off Your Emblem and Put in Competitor’s and It Works, You Failed”: Advertising Methods from FMAS:25
Requested whether or not a completely AI-operated dealer — one with minimal
headcount — was on the horizon, Gregoriou was skeptical. “Many ask me:
when can AI brokers begin calling shoppers?” he mentioned. “However this is not
about changing folks. It is about making them more practical.”
He rejected the notion of a “one-agent dealer,”
saying the trade is just too fragmented, regionalized, and relationship-driven
for such a mannequin to work, particularly in consumer acquisition and retention.
AI Realism Over AI Rhetoric
Gregoriou concluded the session with a pointed warning to
attendees: do not fall for buzzwords. “Watch out with preachers claiming
to have the answer for every little thing,” he mentioned, referencing so-called AI
instruments that supply little greater than automation in disguise.
As an alternative, he urged companies to speculate properly, check rigorously,
and keep in mind that on the coronary heart of each commerce continues to be an individual — one who wants
to be heard.
In the course of the Finance Magnates Africa Summit 2025, Angelos
Gregoriou, the CEO and co-founder of Dynamic Works Syntellicore, took the stage
to ship useful perception amid the present hype cycle round
synthetic intelligence.
“All the things is altering due to AI, however not
every little thing is AI,” Gregoriou mentioned in an interview dubbed “The
Clever Way forward for Monetary Providers: AI, Automation &Brokerage
Innovation,” that was hosted by Ivan Rojas, Worldwide Gross sales Director
at Nelogica.
Gregoriou, whose agency supplies the broadly used Syntellicore,
a CRM system for brokers, supplied a candid and at occasions cautionary evaluation
of how AI is reshaping the brokerage enterprise, whereas pushing again on the notion
that expertise can—or ought to—exchange the human component that drives belief,
conversion, and retention in monetary providers.
“So we’re making an attempt to eradicate onboarding time for
brokers to zero by using our personal KYC on-line system, backed up with AI.
And this goes on cellular units and the cellular functions that we
constructed, or cellular functions which might be constructed by others, or different brokers and
builders.”
The Drive Towards Clever Automation
Dynamic Works, which counts a rising base of brokers in
Africa and globally, has embedded AI into a number of layers of its CRM
infrastructure. Gregoriou detailed how the agency is utilizing AI to eradicate
bottlenecks in onboarding, personalize advertising and marketing efforts, detect fraud, and
conduct predictive consumer evaluation — all in actual time.
“AI involves optimize their instruments for advertising and marketing , to
optimize their prices, to optimize their prices and enhance the standard of their
communication with shoppers both via advertising and marketing or via gross sales channels
and to optimize the standard of the uh of the shoppers as nicely to know precisely
which of them of your shoppers are vital useful for you and can carry worth
to the Enterprise.”
One key growth is the corporate’s in-house cellular Know Your Buyer (KYC) instrument, which leverages AI to drastically scale back onboarding
occasions. One other: AI-powered voice evaluation to evaluate the standard of
client-broker interactions.
“In Africa, what we’ve seen in comparison with different areas
is that there are extra folks, decrease deposits. So sure, there’s quantity in contrast
to the rest. So for us, as a result of we’re additionally of the relationships we’ve
with all of the brokers, primarily the principle native brokers, and naturally, the amount
of shoppers is a vital side, and for us as a CRM supplier, it’s a
very huge alternative.” Whereas these instruments are gaining traction, Gregoriou
emphasised that AI ought to be used to enhance — not exchange — the human
connection.
The Advertising Paradox
The session moderator identified a well-known paradox:
brokers typically lavishly spend on advertising and marketing whereas balking at expertise investments. Gregoriou’s response was clear: AI is the connective tissue that
binds advertising and marketing, gross sales, and operations, and it delivers return on funding
via optimization.
“AI can present you which ones of your leads are literally
useful,” he defined. “It does not simply scale back prices — it improves
high quality.”
As for consumer demand, brokers are more and more requesting
superior instruments that may ship such intelligence. The agency is now investing in
proprietary AI fashions skilled on inner data bases to supply sooner,
self-taught buyer help — a important part for scaling operations.
Africa as a Information Frontier
The dialogue additionally turned to the distinctive alternative AI
presents in rising markets. In Africa, Gregoriou mentioned, the mix of
excessive buying and selling quantity and small deposits creates a data-rich setting for
coaching machine studying fashions — and for refining product-market match.
“Already launched is the AI evaluation of the voice
calls. So throughout this course of we hearken to numerous calls between that occur
between the brokers and the shoppers. So we ask for our shoppers for prototyping
to provide us, voice calls to investigate them and extract uh translate them with our
instruments extract the benchmarks and the harmonies of the calls.
“Throughout that course of, we discovered rather a lot in regards to the communication between the dealer and the consumer that possibly we could not notice.”
Extra from the FMAS:25: “If You Take Off Your Emblem and Put in Competitor’s and It Works, You Failed”: Advertising Methods from FMAS:25
Requested whether or not a completely AI-operated dealer — one with minimal
headcount — was on the horizon, Gregoriou was skeptical. “Many ask me:
when can AI brokers begin calling shoppers?” he mentioned. “However this is not
about changing folks. It is about making them more practical.”
He rejected the notion of a “one-agent dealer,”
saying the trade is just too fragmented, regionalized, and relationship-driven
for such a mannequin to work, particularly in consumer acquisition and retention.
AI Realism Over AI Rhetoric
Gregoriou concluded the session with a pointed warning to
attendees: do not fall for buzzwords. “Watch out with preachers claiming
to have the answer for every little thing,” he mentioned, referencing so-called AI
instruments that supply little greater than automation in disguise.
As an alternative, he urged companies to speculate properly, check rigorously,
and keep in mind that on the coronary heart of each commerce continues to be an individual — one who wants
to be heard.
