A relationship manager for every small business.
Narrative Coach helps small business owners understand their finances and plan ahead. It connects their needs with relevant products and people, all within your app.
Working with and supported by
See Narrative Coach in action.
A 35-second tour: understand the figures, plan the next step, involve the bank when support is needed, and see the safeguards around the guidance.
The video has a music soundtrack and no narration. Its headings and descriptions are in the text version below.
Text version of the video
- A relationship manager for every small business. Narrative Coach helps small business owners understand their finances and plan ahead. It connects their needs with relevant products and people, all within your app. Shown over a summer landscape, with the organisations Narrative works with and is supported by.
- Understand today. See what is driving income, spending and cash flow, with clear explanations and the records behind them.
- Prepare for what’s next. Look ahead at cash flow and upcoming commitments, then build a plan for the months ahead.
- Explore growth. Work through a growth idea, understand what it would take and track the steps to put it into practice.
- From a customer need to your CRM. Coach helps the owner set out what they need, the background and how they would like to be contacted. The owner chooses what to share, and nothing is sent until they agree. The request then arrives in the bank’s CRM.
- Guidance your risk and compliance teams can review. Coach helps owners understand and prepare. Your institution’s advice, assessment and approval processes continue to apply. Guidance, not advice: responses are tested against the markers of a personal recommendation, and Coach does not make credit or eligibility decisions. Checked before display: generated content is checked before an owner sees it, and failed outputs are withheld and reviewed. Your product range: Coach mentions only products from the range you configure, and only where one is relevant to what the owner is working on. Data protected: hosted on Microsoft Azure in the EEA, encrypted in transit and at rest, and not used to train AI models. The Central Bank of Ireland Innovation Sandbox Programme was completed in 2026; ISO 27001 certification and the SOC 2 Type II audit are in progress and expected by the end of 2026. Participation does not imply endorsement by the Central Bank of Ireland.
- Within three weeks, owners acted on what they learned with Coach. In a three-week paid pilot, run and evaluated by an independent research agency, owners compared service providers and cut costs, adjusted advertising spend during a sales period on Coach’s suggestion, and found grants they had not known were available.
- Give every customer someone in their corner. Narrative, narrativebanking.com. Narrative Coach offers guidance, not financial advice.
Help owners understand their business and move it forward.
Give small business customers a place to make sense of their finances, work through decisions and put their plans into action.
Understand today
See what is driving income, spending and cash flow, with clear explanations and the records behind them.
Prepare for what’s next
Look ahead at cash flow and upcoming commitments, then build a plan for the months ahead.
Explore growth
Work through a growth idea, understand what it would take and track the steps to put it into practice.
Turn customer needs into product conversations.
As owners work through their plans, Coach helps them explore relevant products from your range. When they want to speak to your team, the request arrives with the context they choose to share.
The owner asks to involve your team and agrees what is shared.
- Contact reason
- Working capital loan of €40,000 for stock and packaging
- Background
- New supermarket contract worth €180,000 a year. The cash flow forecast prepared with Coach shows a €40,000 gap before the first payment arrives.
- Timing
- Funds needed by mid-February
- Contact
- Aoife, owner. Prefers a call in the morning
- Next action
- Relationship manager to review the forecast and call Aoife this week
An example request. Where requests arrive, such as your CRM or a team inbox, and the fields they carry are agreed during set-up.
A three-week paid pilot, run and evaluated by an independent research agency
Within three weeks, owners acted on what they learned with Coach.
- Compared service providers and cut costs
- Adjusted advertising spend during a sales period, on Coach’s suggestion
- Found grants they had not known were available
Talk to us about Narrative Coach.
We’ll show you the customer experience and talk through what it could bring to your institution and your small business customers.