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Agentic CRM
CRM
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Agentic CRM
AI CRM and workflow platform for marketing, sales, and service
CRM Products -
Agentic CRM
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- About
Merble is an AI growth engine for community banks, credit unions, and IMBs. We find the account holders who are looking to borrow and put them in front of the right loan officer at the right moment, so growth comes from the relationships a lender already has rather than purchased leads.
Most lenders sit on rich data but still wait for borrowers to raise their hand. Merble reads signals across an institution's own data and a broad set of external sources like retirements and job changes to detect life events and borrowing intent, scores each account holder by readiness, and delivers them as ready-to-contact opportunities: who to call, why now, and what to offer.
Merble integrates directly with Creatio, filling the CRM with scored, ready-to-contact account holders who are about to borrow. It turns Creatio from a system of record into a system that grows revenue.
Contacts
Website URL
Phone
Email
Address
425 Washington Blvd, Ste 1904, Jersey City, NJ 07310
Support contacts
Phone
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Region/Country
Country
United States