top of page
Crux_Icons.png

POWERING GROWTH IN SMALL BUSINESS BANKING

Relationship intelligence to help Community FIs identify, engage, and monitor high-potential relationships through proactive automation and real-time analytics

CRUX POWERS

Small Business Portfolio Growth

We provide relationship intelligence that drives new client acquisition and strengthens existing partnerships.

01

Supercharge Outbound Sales

Crux augments prospecting by continuously scanning markets to find high-potential businesses, prioritizing them using key lifecycle indicators and growth signals, then driving personalized outreach at the optimal time

02

Branch Empowerment

Crux unlocks unprecedented sales activation by transforming branch employees into informed business advisors with real-time business intelligence, market context, and actionable insights 

03

Mining Portfolio Potential

Continuously monitor business performance across entire portfolios, automatically flagging relationship expansion opportunities and optimal engagement moments to maximize outcomes

04

Breaking The Silo

Crux delivers a unified business intelligence layer that transcends organizational silos, ensuring seamless knowledge handoffs and consistent service delivery as clients move between different lines of business

05

Specialized Hunting

Crux is tailorable for specialized teams. For example, advanced targeting to identify high-potential SBA prospects outside of traditional broker networks, enabling direct origination that expands addressable markets while preserving margins.

Featured In

Crux_Icons.png

ABOUT US

Crux relationship intelligence drives small business portfolio growth by optimizing daily business development activities throughout the entire relationship lifecycle - driving new client acquisitions and expanding existing partnerships.

WHY CRUX?

Small Business

Is Big Business

Banker/Small Business Dynamics

Crux is the only solution in the market that is built to support the fundamental 'trusted advisor' relationship that powers successful small business banking

Delivering that relationship at scale has become an insurmountable challenge for the institutions powering Main Street, which now face stifled opportunity and growing competition

Crux takes on the operational burden of forming and maintaining small business relationships, unlocking the trusted advisor relationship at scale to drive growth and better outcomes for the institutions we serve and their small business clients

ALWAYS CONNECTED

Secure Data

Soc 2 Type II compliant

image.png

Zero Integration

Crux doesn't require any integration to use and teams can be onboarded in hours. Insights are delivered directly through its secure web app 

API Connectivity

Crux can plug into any system with an API endpoint. It provides easy-to-understand documentation for direct access 

Ready to get started?

Catalyze the banker//small business relationship with Crux

bottom of page