Build a FinTech CRM Using AI in Minutes
Describe your FinTech CRM in plain English and create a production-ready build, from design and development to deployment, in minutes. No code needed.
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Everything you need is built into the FinTech CRM builder
Everything below comes standard the moment you create a FinTech CRM. No setup projects, no per-feature upsells.
User & Account Management
Capture and organize users, accounts, and activation records with custom fields, views, and complete history. Describe what your team tracks and the screens are generated to match.
Signup-to-Funded-Account Pipeline
Track signups through KYC to funded, active accounts stage by stage, exactly the way your team works. Explain the steps and the builder creates the stages and rules.
KYC and Onboarding Funnels
Track verification steps and drop-offs, and rescue stuck applications automatically. Set it up by explaining it, not configuring it.
Growth Follow-Up Automation
Describe when activation nudges, funding reminders, and feature education should go out and the reminders, tasks, and assignments fire on their own.
FinTech Tool Integrations
Connect product data, email, and support tools, plus anything with an API. Integrations are wired up by describing what should stay in sync.
FinTech Data Import
Bring in the users, accounts, and activation records you already track in spreadsheets or an old CRM. Describe the columns and the builder maps them into structured records.
From first enquiry to funded loan, handled in one place
Capture every enquiry and referral
Pull leads from your site, partners, and campaigns into one place. A FinTech CRM built with AI that shows which referral sources actually convert.
window.awbMockup = { leadsReferrals: "Build a FinTech CRM that tracks borrowers and referral partners with full history.", applicationPipeline: "Build an application pipeline that moves every file from enquiry to funded.", followUps: "Build a document chaser that reminds borrowers about missing items automatically.", reporting: "Build a volume dashboard that reports applications, approvals, and funding by source." };
Move files from enquiry to funded
Track each application through stages with documents and tasks attached. When you build your own FinTech CRM, bottlenecks surface before they cost a deal.
window.awbMockup = { leadsReferrals: "Build a FinTech CRM that tracks borrowers and referral partners with full history.", applicationPipeline: "Build an application pipeline that moves every file from enquiry to funded.", followUps: "Build a document chaser that reminds borrowers about missing items automatically.", reporting: "Build a volume dashboard that reports applications, approvals, and funding by source." };
Keep every file moving
Automate document chases and milestone updates inside the CRM you create, so borrowers stay informed and files stay on track.
window.awbMockup = { leadsReferrals: "Build a FinTech CRM that tracks borrowers and referral partners with full history.", applicationPipeline: "Build an application pipeline that moves every file from enquiry to funded.", followUps: "Build a document chaser that reminds borrowers about missing items automatically.", reporting: "Build a volume dashboard that reports applications, approvals, and funding by source." };
Know your volume and your sources
Track applications, approval rates, and funded volume by source in real time.
window.awbMockup = { leadsReferrals: "Build a FinTech CRM that tracks borrowers and referral partners with full history.", applicationPipeline: "Build an application pipeline that moves every file from enquiry to funded.", followUps: "Build a document chaser that reminds borrowers about missing items automatically.", reporting: "Build a volume dashboard that reports applications, approvals, and funding by source." };
Build Your Own FinTech CRM in Four Simple Steps
No templates, no setup, no IT team. Describe your borrowers, loan types, application stages, and follow-up rules in plain English, and the CRM builder for FinTech generates the rest, and has it working in minutes.
One clear prompt covering your borrowers, loan types, application stages, and follow-up rules is all the setup this takes.
Your prompt becomes a full, working CRM, with the borrowers, applications, referral partners, and milestones you described wired up and ready.
Click through the result and prompt any change: rename stages, add FinTech-specific fields, reshape views.
Add your team, connect your tools, and go live. The CRM you build scales with your loan volume.
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Why Choose Emergent for Building Your FinTech CRM?
Build a FinTech CRM around your unique workflows, with the flexibility to customize, scale, and adapt as your business grows.
| Other Tools |  | |
|---|---|---|
| Built for | Demos and MVPs | Products you keep growing |
| What you get | Front-end shell only | Full stack, wired end to end |
| Backend and database | Set it up yourself | Built and connected for you |
| Customization | Surface-level styling | Deep workflow control |
| Integrations and APIs | Manual glue work | Connected from a prompt |
| Code ownership | Locked to the platform | Clean code you can export |
| Time to launch | Weeks of patching and setup | Live the same day |
Pick the Pricing Plan That Works for You
Choose the plan that fits your building ambitions. From weekend projects to enterprise applications, we've got you covered.
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