Relcu, an all-in-one Unified CRM and AI agents Co-Pilot for financial services, secured undisclosed new funding. Menlo Ventures, Detroit Venture Partners, Clocktower Ventures, MUFG Innovation Partners, Commerce Ventures, and Valley Ventures participated in the round. This capital will accelerate Relcu's mission to help financial institutions boost customer conversion, strengthen retention, and expand cross-sell.
Relcu transforms static systems of record into AI-powered systems of action. The Relcu AI platform unifies customer data and automates omnichannel communication. Furthermore, it embeds intelligent AI agents directly into revenue-critical workflows. These agents execute multi-step processes in real time, strengthening customer relationships.
Advancing AI-Powered Financial Solutions
The company has achieved 5x year-over-year growth in mortgage. Relcu powers top mortgage origination teams, including nbkc bank and Mutual of Omaha Mortgage. Loan officers using the Relcu AI platform manage over 1,200 leads annually. They also close over 70 loans, achieving 30% higher production. Additionally, marketing costs are 40% lower than industry averages.
Relcu addresses challenges from fragmented technology platforms, unlike traditional systems such as Black Knight or Blend. Its modular design plugs into current stacks, including Salesforce, delivering AI-powered capabilities without disruption. Proceeds from this funding will advance Relcu’s product roadmap. This includes expanding AI Agent Actions and enhancing its extensibility framework. The company will also expand its product suite beyond mortgage into deposits and lending.
Relcu operates at the convergence of Vertical SaaS for Finance, Generative AI, and Customer Experience Automation. The Relcu AI platform keeps customer relationships active and intelligently served.
