CRMs - FinTecBuzz

Relcu Raises Funding to Build AI System of Action for Finance

August 25, 20257 min

Relcu, the all-in-one Unified CRM and AI Agent Co-Pilot built for financial services, today announced it has raised new funding with participation from both new and existing investors, including Menlo Ventures, Detroit Venture Partners, Clocktower Ventures, MUFG Innovation Partners, Commerce Ventures, and Valley Ventures. The capital will accelerate Relcu’s mission to help financial institutions boost customer conversion, strengthen retention, and expand cross-sell by transforming static systems of record into AI-powered systems of action. Banks and...

by PRNewswire

API

Capchase Acquires Vartana to Redefine the Future of Vendor Financing

June 25, 202511 min

This puts Capchase as the definitive leading technology-first platform financing hundreds of millions annually for B2B vendors globally—delivering instant buyer approvals, automated workflows, real-time visibility, and white-labeled financing.

by BusinessWire

Platforms

Prudent AI Upfront Transforms Mortgage Sales with One-Touch Pre-Qual

May 6, 20254 min

Prudent AI today announced the launch of Prudent AI Upfront, the mortgage industry’s first true one-touch pre-qualification platform that revolutionizes lender sales funnels. This innovative solution empowers lenders to process more applications, reduce fallout, and capture more business. Prudent AI Upfront boosts sales funnel efficiency through three transformative outcomes: 24/7 Document Submissions: Brokers and third party originators can submit borrower documents around the clock with instant alerts on missing documents, eliminating manual intervention Evaluate Borrower Repayment Ability...