CRM for Banking
Banking CRM Without the Enterprise Price Tag
Purpose-built for commercial lending and community banks. Access 535 REST endpoints and 136 MCP tools to modernize your loan origination workflows for $499/month.
The challenge
Why most CRMs fail banking
Community banks and credit unions are trapped between rigid legacy core processors and prohibitively expensive enterprise systems like Salesforce Financial Services Cloud. You need to manage complex commercial loan relationships, track touchpoints for business development officers, and maintain a 360-degree view of the borrower—but you cannot justify $50,000+ annual implementation fees. Enterprise CRMs often require dedicated IT teams to manage, leaving your loan officers stuck in spreadsheets. You need a solution that offers the power of custom tooling without the enterprise overhead, allowing you to compete with larger institutions while maintaining local agility.
Why Conduyt
Why banking choose Conduyt
Four reasons teams like yours make the switch.
Enterprise Tech, Startup Price
Access the same REST endpoints and MCP tools used by tech giants, but at a flat rate that fits a community bank's budget. No hidden implementation fees or per-user licensing taxes.
Custom Lending Pipelines
Build visual pipelines for every lending product, from SBA loans to commercial real estate. Use our Python SDK to pull credit data directly into the CRM for automated risk assessment.
Omnichannel Banking
Combine native power dialing and two-way SMS to reach borrowers where they are. Maintain a compliant history of all communications within the borrower's profile for audit readiness.
Secure Data Architecture
Leverage our 3 MIT-licensed SDKs to build internal banking tools on top of Conduyt. Our OpenAPI 3.1 specification ensures you can build secure, compliant extensions for your specific compliance needs.
Use cases
Common use cases for banking
How teams like yours actually use Conduyt day-to-day.
- Managing the lifecycle of commercial loan applications from initial lead to underwriting to closing.
- Tracking relationship touchpoints for business development officers in the field using the mobile-responsive interface.
- Automating follow-ups on maturing certificates of deposit using the native power dialer to retain deposits.
- Segmenting clients by asset size to target specific cross-sell opportunities like treasury management services.
- Using webhooks to notify loan officers instantly when a borrower uploads required documentation via a secure portal.
Recommended plan
Which plan fits banking?
Our recommendation based on how banking typically use Conduyt.
Professional
$499/mo
The Professional tier is essential for financial institutions requiring the full suite of SDKs and API access to build compliant, secure custom tools on top of the CRM platform.
- Everything in Starter (unlimited users, contacts, pipelines)
- Priority support
- Dedicated onboarding
- Advanced automations
- Full API access
- Custom branding
- Dedicated success manager
“We looked at Salesforce Financial Services Cloud, but the cost was astronomical. Conduyt gives us the customization we need for our commercial lending team at a price that makes sense for a community bank.”
The math
How Conduyt compares
Real numbers, real savings.
Salesforce Financial Services Cloud is the industry standard for massive global banks, offering deep wealth management integration that is excessive for community lending. Creatio provides strong workflow automation but often requires expensive consultants to configure. Conduyt democratizes access to high-end CRM features, offering the API depth of Salesforce with a transparent, flat-rate pricing model that respects your budget.
Frequently asked questions
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No credit card. No per-seat pricing. Just a CRM that works the way banking actually sell.
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