Elevate Client Relationships with a Built-in CRM


A flexible CRM to maintain client profiles, manage account lifecycles, and streamline customer servicing.

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Unified CRM Built for Escrow Operations

Customer Relationship Management (CRM) purpose-built using Salesforce, the world's most popular enterprise CRM infrastructure, to handle the complexities of delivering escrow services. From onboarding and transaction oversight to customer servicing and regulatory compliance, we ensure a seamless experience for bank staff and customers.
Account ManagementCustomer ServicingPlatform AdministrationCustomer Portal

Account Management
‍Complete Lifecycle Oversight

Keep customer accounts up to date with automated verification, maintenance, and deactivation workflows tailored to escrow operations.
Onboarding & Verification
State-Specific Custom Onboarding
KYC & OFAC Compliance Checks
Bank Account Verification and Validation
Account Maintenance
One-Stop View of Account Journey
Transaction History & Balance Overview
Seamless Banking Information Updates
Automated Statements & Notifications
Deactivation & Compliance
Automated Deactivation for Inactivity or Fraud
State-Specific Deactivation Statements
Data Retention & Secure PII Removal

Customer Servicing
Integrated Support Center

Deliver outstanding customer experiences with case management, telephony integration, and self-service options.
Integrated Case Management
AI-powered ticket resolution via email, phone, or portal
Automated workflows for disputes and inquiries
Secure Telephony Services
Voice-enabled customer support
Automated call logging and response tracking
Real-Time Transaction Assistance
Customers can review payment history and track transactions
Proactive alerts for compliance and KYC updates

Platform Administration Scalable & Secure Operations

Hudson’s CRM offers a scalable admin interface for escrow providers to manage operations efficiently.
Granular User Permissions
Control access for teams, partners, and auditors.
Live Dashboards & Reports
Monitor transactions, compliance status, and customer interactions.
Seamless API & Partner Integrations
Connect with Checkissuing, Ownbackup, Salesforce, AWS, Sendgrid, and Docsumo.

Customer Portal
Self-Service Capabilities

Give your customers secure, on-demand access to their escrow accounts via Hudson’s fully managed portal.
Secure Login & Identity Verification
View Transaction History & Statements
Request Support & Submit Disputes
Update Payment Preferences & Banking Details

Escrow at Scale

We handle billions of dollars, while securing every cent.
300K+
Active Accounts
94.8%
Auto-Reconciliation Rate
$1.9B+
Funds Processed in 2024

Escrow as a Service

Security & Compliance at the Core – Built-in KYC, AML, and OFAC monitoring.
Optimized for High Volume – Process millions of transactions with minimal manual intervention.
Seamless Integrations – Works with banking partners, payment processors, and enterprise CRMs.

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Features
Customer Relationship ManagementTreasury ManagementSecurityIntelligent Escrow Workflow AutomationIntegration
Use Cases
Banks & Credit UnionsMarketplacesDebt Relief ProvidersMoney Servicing Businesses
Hudson Technology Systems is a technology company and not a bank. Banking services provided by our partners or customers.
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