Relcu, the unified CRM and AI agent co-pilot designed specifically for financial services, has closed a new funding round with participation from top investors, including Menlo Ventures, Detroit Venture Partners, Clocktower Ventures, MUFG Innovation Partners, Commerce Ventures, and Valley Ventures. The fresh capital will accelerate Relcu’s mission to transform static systems of record into AI-powered systems of action, helping banks and lenders improve conversion, retention, and cross-sell.

Addressing the CRM Gap in Banking

Many financial institutions still rely on fragmented tech stacks—CRMs, marketing automation, loan origination systems, pricing tools, and spreadsheets—that collect data but don’t act on it. The result: missed conversion opportunities, weaker retention, and lost cross-sell revenue. Relcu solves this by unifying customer data, automating omnichannel communication, and embedding AI agents directly into revenue-critical workflows. These agents execute multi-step processes in real time, from lead conversion to retention and cross-sell, boosting growth without requiring banks to abandon existing systems like Salesforce.

Rapid Growth and Proven ROI

Relcu has achieved 5× year-over-year growth in mortgage, supporting consumer direct, retail, and wholesale channels. Its platform powers top mortgage origination teams, including nbkc bank, Mutual of Omaha Mortgage, Beeline Loans, Academy Bank, and Cardinal Financial. Loan officers using Relcu manage over 1,200 leads and close more than 70 loans annually, producing 30% higher output and 40% lower marketing costs than industry averages. Customers consistently report better conversion rates, higher lifetime value, and stronger cross-sell performance.

Funding to Accelerate Product Expansion

The latest funding will advance Relcu’s product roadmap by:

• Expanding AI Agent Actions to integrate loan origination systems, pricing, servicing, and third-party data for real-time optimization.
• Enhancing the extensibility framework and APIs for custom financial applications.
• Extending the platform beyond mortgages to deposits, lending, and other high-impact products.
• Developing advanced analytics and peer benchmarking tools to track performance and outcomes.

Founder and CEO Abhijat Thakur emphasized the broader market impact: “AI is reshaping financial services. Relcu turns every customer interaction into intelligent action, elevating the entire customer experience while driving measurable growth.”

Investor Insights and Market Context

Investors highlighted Relcu’s potential to modernize banking workflows and deliver immediate ROI. Menlo Ventures’ Croom Beatty called Relcu “a powerful AI-native data platform” capable of automating dozens of manual processes in financial institutions. Commerce Ventures’ Vivek Krishnamurthy added that the platform creates tangible ROI in weeks, not months, and is applicable across mortgages, deposits, and small business banking.

Relcu sits at the intersection of Vertical SaaS for Finance, Generative AI and Intelligent Agents, and Customer Experience Automation, aligning with three key trends shaping the fintech landscape. Its platform ensures that customer relationships remain active, engaged, and intelligently served, from the first lead to funded loan or deposit.

The company is actively hiring across engineering, AI/ML, customer success, and go-to-market functions, signaling strong ambitions for growth and industry impact.