The partner of choice for
    modern banks.

    Skydog designs and builds the operational core of modern banking institutions — from client onboarding to treasury workflows — on Salesforce, with AI embedded at every layer.

    BOOK A FREE STRATEGY CALL

    Skydog is the partner of choice for financial institutions overseeing $500B+ in assets.

    Rho
    Erebor
    Carnelian Energy Capital
    Cerberus
    Eagle Point Credit
    $300B AUM ALTS FIRM
    HPS
    Lead Edge Capital
    LLR Partners
    $100B PE FIRM
    Mercury
    Series X Capital
    Rho
    Erebor
    Carnelian Energy Capital
    Cerberus
    Eagle Point Credit
    $300B AUM ALTS FIRM
    HPS
    Lead Edge Capital
    LLR Partners
    $100B PE FIRM
    Mercury
    Series X Capital

    We implement, configure, and customize the tools the modern bank runs on.

    01

    Commercial & Business Banking

    • Client onboarding & KYC
    • Pipeline & relationship tracking
    • Relationship intelligence
    • AI-assisted prospecting
    02

    Lending & Loan Origination

    • Pipeline & deal tracking
    • Loan origination automation
    • Credit decisioning data
    • Document & approval flows
    03

    Treasury & Service Operations

    • Payment ops integration
    • Modern Treasury sync
    • Case management
    • Service automation
    04

    Wealth & Private Banking

    • Cross-sell & relationship deepening
    • Private banking workflows
    • Investor & client reporting
    • Retention intelligence

    Platforms We Build On

    A sample of the tools and ecosystems we implement, integrate, and customize.

    Salesforce Ecosystem
    Financial Services CloudFinancial Services Cloud
    Sales CloudSales Cloud
    Service CloudService Cloud
    Experience CloudExperience Cloud
    Marketing CloudMarketing Cloud
    Data CloudData Cloud
    AgentforceAgentforce
    TableauTableau
    MuleSoftMuleSoft
    Banking Platforms
    nCinonCino
    Modern TreasuryModern Treasury
    Modern Sales & Marketing
    HubSpotHubSpot
    OutreachOutreach
    GongGong
    SalesloftSalesloft
    CventCvent
    SeismicSeismic
    LinkedInLinkedIn
    TeamsTeams
    SlackSlack
    AI & Automation
    ClayClay
    ClaudeClaude
    OpenAIOpenAI
    n8nn8n
    LindyLindy

    AI FORWARD

    We don't bolt AI on.
    We build it in.

    Every engagement includes an assessment of where AI can eliminate manual work and sharpen decision-making — from prospecting and underwriting to client reporting and service. We build the workflows that put AI to work inside your existing systems.

    Platforms we deploy

    AgentforceAgentforce
    ClaudeClaude
    OpenAIOpenAI
    ClayClay
    n8nn8n
    LindyLindy

    WHERE AI SHOWS UP

    01

    Prospect Identification & Pipeline Intelligence

    AI-powered prospect identification, relationship mapping, and automated pipeline enrichment inside your CRM.

    02

    Client Reporting & Communications

    Automated statements, periodic reviews, and client communication workflows for relationship managers.

    03

    Underwriting & Onboarding Acceleration

    Document extraction, KYC automation, and checklist management to compress lending and onboarding timelines.

    04

    Service & Case Deflection

    AI-driven service triage, case summarization, and agent assist so your service team handles more with less.

    Book an AI Strategy Session→

    Skydog AI Launchpad

    Forward-deployed engineers embedded in your team to design, build, and launch production-ready AI agents in 90 days.

    →

    AI Included. So You Never Fall Behind.

    Every Skydog client gets AI tools, training, and infrastructure built into their engagement — for free.

    Slack & Teams AI Agent — Rover

    A custom AI agent in your Slack or Teams workspace to update, access, and create CRM records and reports on-demand.

    Embedded AI inside Salesforce — Snapbrick

    AI-powered Salesforce data enrichment via Snapbrick.ai — free access included with every engagement.

    Salesforce MCP

    A purpose-built Model Context Protocol server connected to your Salesforce org for AI-powered data access.

    Claude API Credits, Included

    Claude API credits included for testing and deploying AI agents across your tech stack.

    Hands-On AI Enablement Sessions

    Live sessions covering new AI tools, best practices, prompt techniques, and workflow automation to keep your team ahead of the curve.

    100+ five star reviews on G2.

    #1 highest-rated Salesforce firm.

    #2 highest-rated HubSpot firm.

    The only firm ranked in the Top 10 in both Salesforce & HubSpot.

    "It's their curiosity and genuine interest in our success that assures me we'll continue and expand our partnership."

    Head of Growth

    ·

    Teamcraft Roofing

    How We Engage

    Two ways to work with Skydog — pick the model that fits.

    Implementation Projects

    Scoped engagements with a defined outcome and transparent pricing. Ideal for new implementations, migrations, integrations, and one-time builds. You know what you're getting, and what it costs, before we start.

    Ongoing Partnership

    A dedicated Skydog consultant in your corner every week. Ideal for teams that need continuous operational support without the overhead of a full-time hire.

    The Skydog Way

    The principles behind every engagement we run.

    Unreasonable Proactivity

    We don't wait for tickets. We surface issues before they surface themselves, flag opportunities you haven't asked about, and push your systems forward without being asked.

    High Business IQ

    We understand pipeline, ARR, fund operations, and investor reporting. Our work is shaped by business context, not just technical requirements.

    Part of Your Team

    We embed in your Slack, join your standups, and know your team by name. We operate as an extension of your org, not an outside vendor.

    Technical Expertise

    Salesforce, HubSpot, AI agents, integrations, data pipelines. We go deep where it matters and bring senior-level talent to every engagement.

    Ready to build the infrastructure your bank actually needs?

    Book a Strategy Call

    We'll talk through your specific needs to design a tailored roadmap

    FAQ

    Common questions

    What CRM do commercial banks use?

    Most mid-size and regional banks standardize on Salesforce, usually Financial Services Cloud, because it models households, relationships, and referrals natively and supports the audit trails examiners expect.

    Can a bank CRM be made audit-ready?

    Yes. Interaction logging, approvals, disclosures, and record retention are configured as part of the build rather than bolted on later, so compliance reviews pull from the same system the front office uses.

    Does Skydog integrate the core banking system?

    We integrate the CRM with core, loan origination, and treasury systems so relationship managers see balances, products, and exposure without leaving the record.