Our Mission

Technology That Strengthens Financial Relationships

ConvergentAI helps financial institutions engage customers instantly via AI voice, chat, and avatars. Our platform provides immediate guidance within secure guidelines, seamlessly connecting users to human experts when needed. By bridging the gap between instant answers and trusted human connection, we ensure technology strengthens relationships rather than replacing them.

We believe technology should strengthen relationships, not replace them.

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The Leadership

Experts in Financial Technology, Mortgage, and Customer Engagement

Our leadership team brings together experience in mortgage, financial technology, AI-enabled engagement, customer communication, and operational execution. We understand the pressure financial institutions face to modernize service while preserving trust, compliance, and human connection.

David Patten

David Patten

Founder & CEO

Elisa Llamido

Elisa Llamido

COO

Mike Hales

Mike Hales

Industry Advisor