Grow deposits and loans. Without scaling the back office.
Caddi automates the cross-tool work between your core, CRM, loan origination system, and document management—Salesforce, nCino, Jack Henry, Fiserv, FIS, Encompass, DocuSign, Laserfiche, Box—so your bank scales account opening, lending, and compliance without scaling headcount.
SOC 2 Type II·150+ integrations·Every run loggedHelp me automate loan file processing in Microsoft Outlook and Salesforce. Caddi builds the loop and runs it.
Microsoft Outlook
Salesforce
Wired into your banking stack.
The back office, on rails.
Caddi runs the cross-system work between your core, CRM, LOS, and document management—so bankers, loan officers, and BSA analysts work customers, not queues.
- Customer experience
Same-day account opening. No banker backlog.
New-account opening, debit card requests, beneficiary updates, and address changes run unattended — so your branch and customer service teams are with customers, not in the queue behind them.
- Lending velocity
Loan throughput without lending-ops headcount.
Caddi assembles loan packets, files documents to the right record, and keeps your LOS and core in sync — so underwriters work decisions, not data entry, and you can grow loan volume without growing the back office.
- Compliance, on rails
BSA, OFAC, Reg E — examiner-ready by default.
Every screening, dispute, and compliance task runs the same way every time, with a timestamped audit trail your BSA officer and FDIC, OCC, or Fed examiner can walk end-to-end.
- Capacity you can report
Hours saved, attributable to the customer.
Every run logs how long it took, what record it touched, and which customer it served — reportable to your board, your operations dashboard, and your strategic plan.
Teach Caddi like a new hire.
Help me automate loan file processing in Microsoft Outlook and Salesforce. Caddi builds the loop and runs it.
Account opening to compliance reporting,
on autopilot.
Account opening, CIP & KYC
AI for banks—built to your examination bar.
- 01
Built by your operations team
Your COO or BSA officer records a workflow. No engineers, no Salesforce admin queue, no waiting on IT or your core vendor.
- 02
Deterministic runs on customer data
Verified code calls your CRM, core, LOS, and document management via API, handling account records the same way on every run, with a record you can show your examiner.
- 03
Capacity you can measure
Hours saved per workflow, runs executed, exceptions caught — reportable to your board and your audit committee.
- 04
Inherits your user's permissions
Caddi runs with the access your operations team already has in Salesforce, your core, nCino, and Laserfiche. No new privileged service accounts, no expanded attack surface.
Built to your examination bar.
Attested controls. Examiner-friendly audit trail.
Every workflow, every input, every output is logged and reviewable. Your BSA officer or FDIC, OCC, or Fed examiner can walk through any run end-to-end—who triggered it, what data it touched, where the output landed.
AI runs on customer data—under your bank's controls.
When a workflow needs to read a dispute letter, classify a customer email, or extract a value, LLM calls run under zero-data-retention terms with OpenAI and Anthropic, and the contents of your core, CRM, and other connected systems are never used to train models. Caddi keeps a 30-day audit trail of every prompt, response, and run so your BSA officer and compliance team can review activity, then it ages off. Every run is scoped to the user's CRM, core, and LOS permissions.