FINANCIAL SERVICES

Government Affairs CRM for Financial Services Companies

Track state legislators, manage banking regulatory relationships, and brief leadership on the policy issues affecting your business.

The Problem

The tools built for this work were never built for this work.

State banking regulation varies by jurisdiction and changes fast.

Your team is tracking money transmitter licensing, consumer protection legislation, and banking regulation across dozens of states with no unified system.

Compliance and government affairs work in silos.

The regulatory intelligence that compliance needs and the relationship intelligence that government affairs holds are never in the same place.

Leadership wants a state-by-state regulatory risk picture.

Building that picture from memory and scattered notes takes days. It should take minutes.

How StatecraftCRM Solves It

State Regulatory Relationship Management

Track relationships with state banking regulators, legislators on financial services committees, and industry coalition partners in one system.

Issue Tracking by Jurisdiction

Link contacts to the money transmitter, consumer protection, or fintech licensing issues you are tracking in each state.

Regulatory Risk Reporting

Weekly reports and issue dashboards give leadership the state-by-state picture they need without requiring you to build it from scratch every week.

Legislative and Regulatory Alerts

Watch alerts fire when action is needed on tracked issues, so your team responds before the window closes.

Built for This Work

State regulator tracking

Contact records for state regulators and legislative committee members capture the context that actually matters. Know who is deciding your issues across every state you operate in.

Issue management by jurisdiction

Track legislative and regulatory issues state by state, each with its own posture and status. See the full multi-state issue picture in one view.

Watch alerts

Set a watch on any contact or issue and get notified the moment a teammate logs activity or a status changes. Nothing important goes quiet without your team noticing.

Interaction logging

Log every call, meeting, and hearing in seconds, building institutional memory the whole team can see. The record stays current because logging takes minutes, not hours.

Briefing generator

Generate a one-page briefing on any stakeholder in seconds, pulled from logged interactions and linked issues. Walk into every meeting with the full history in hand.

Weekly reports

Generate a formatted weekly report from your logged interactions and tracked issues in minutes. What took an evening now takes the time it takes to review it.

Stakeholder heatmap

Visualize your stakeholder coverage geographically and spot the gaps before leadership does. See at a glance which relationships are strong, thin, or missing entirely.

Team collaboration

Every contact, interaction, and issue lives in one shared system your whole team can see. No more duplicate outreach or relationships that live in one inbox.

Built by a Practitioner Who Lived This Problem

“I spent years in government and external affairs at Pepco and Exelon, and I tried to run that work on Salesforce, on spreadsheets, on legislative tracking tools that treated relationships as an afterthought. None of it fit. The commissioner context, the rate case history, the institutional knowledge my team had built over years, none of it had a home in any tool I could buy. So I built the one I wished I had.”

Michael-Christopher Warren, Founder, StatecraftCRM | Former Government Affairs, Pepco/Exelon

One CRM for All Your State Government Affairs Work

Set up your stakeholders, log a few real interactions, and see whether the system thinks about your work the way you do.