# Best Financial Services CRM - Page 6 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Financial services customer relationship management (CRM) software provides users with a centralized base from which to conduct all customer-centric activities. Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies leverage financial services CRM software to create, build, maintain, and strengthen customer relationships. Customers are the lifeblood of the financial services industry, so ensuring that those relationships are strong is vital to the success of an institution. Financial services professionals use financial services CRM software to coordinate client outreach, manage documentation, conduct account analysis, schedule meetings, build and maintain sales pipelines, carry out know your customer (KYC) verification, and more. Financial services CRM software integrates with other [financial services software](https://www.g2.com/categories/financial-services) including [financial research software](https://www.g2.com/categories/financial-research) and [investment portfolio management software](https://www.g2.com/categories/investment-portfolio-management). Solutions in this category also import contact databases and integrate with [accounting software](https://www.g2.com/categories/accounting). To qualify for inclusion in the Financial Services CRM category, a product must: - Provide features designed exclusively for financial services professionals - Store contact information - Integrate with other financial services software - Provide client outreach capabilities ## Category Overview **Total Products under this Category:** 129 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 2,300+ Authentic Reviews - 129+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Best Financial Services CRM Software At A Glance - **Leader:** [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - **Highest Performer:** [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) - **Easiest to Use:** [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - **Top Trending:** [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - **Best Free Software:** [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) --- **Sponsored** ### TaskSuite TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market. [Visit company website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1618&secure%5Bdisplayable_resource_id%5D=1618&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1618&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1208157&secure%5Bresource_id%5D=1618&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm&secure%5Btoken%5D=1de9156615c28f76f986e58ba28fe8672384304189f512600f144c59efb5f597&secure%5Burl%5D=https%3A%2F%2Fwww.tasksuite.com%2F&secure%5Burl_type%5D=company_website) --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [SPOT-on CRM](https://www.g2.com/products/spot-on-crm/reviews) Proftit is a global leader in providing cutting-edge solutions for Forex and CFD brokers, prop trading firms, and multi-asset trading businesses. With a client base of over 300 organizations worldwide, their platform is trusted by brokers of all sizes to simplify operations, enhance client relationships, and drive business growth. At the core of Proftit is the SPOT-on CRM (Single Point of Truth), a comprehensive system that consolidates all brokers’ operations and client interactions, eliminates data silos, and streamlines workflows. By automating repetitive tasks like lead management and account onboarding, Proftit empowers brokers to focus on strategic growth while ensuring compliance with built-in KYC tools. Proftit turnkey solutions include integrated high-performance trading platforms, prop trading technology that enables firms to launch in as little as three days, and seamless integration with payment processors, email services, and trading systems. Built on a scalable, secure infrastructure, Proftit ensures smooth operations even during rapid growth. With a focus on reliability, scalability, and exceptional support, Proftit 24/7 dedicated assistance guarantees that every client receives unparalleled service. Whether starting a new firm or upgrading existing systems, Proftit provides the clarity, control, and innovation needed to dominate the competitive trading industry. **Seller Details:** - **Seller:** [Proftit](https://www.g2.com/sellers/proftit) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/10448584 (2 employees on LinkedIn®) ### 2. [Syntellicore](https://www.g2.com/products/syntellicore/reviews) Dynamic Works Syntellicore, an award-winning, fully-fledged White Label solution and administration tool for Financial Organizations, the company is setting the standard in financial software. Syntellicore includes a comprehensive CRM/Back-office, a multi-tier IB/Affiliate System and a dynamic Client Portal paired with a native Mobile app. It is integrated with VoIP Systems and MFA providers. And automates Sales. It comes with Marketing and Financial Management facilities. It is integrated with 100+ payment service providers and Trading Platforms such as MetaTrader 4/5, CTrader, Match Trader, Drive Wealth, and Social Trading Platforms. Syntellicore adapts to regulations, automates KYC/AML, ensuring top-tier tech and seamless user experiences, reshaping businesses. **Seller Details:** - **Seller:** [Dynamic Works](https://www.g2.com/sellers/dynamic-works) - **Year Founded:** 2003 - **HQ Location:** Latsia, CY - **Twitter:** @dynamic_works (218 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dynamicworks (41 employees on LinkedIn®) ### 3. [Total Family](https://www.g2.com/products/total-family/reviews) Total Family is a legacy planning platform built for wealth advisors, RIAs, and enterprise wealth firms. The software helps advisors engage client families beyond portfolio performance by guiding conversations around vision, values, purpose, family roles, milestones, and legacy letters. Advisors can invite client families into a white-labeled experience, use KinAI to prepare for and support legacy conversations, and access advisor education and resources inside the platform. Total Family is designed to help firms create a repeatable process for multigenerational client engagement, strengthen relationships with spouses, children, and rising-generation family members, and make legacy work easier to deliver at scale. The advisor license includes access to Vision, Milestones, Legacy Letters, KinAI, a white-labeled client experience, advisor resources, platform updates, and unlimited families, supporting both individual advisor adoption and broader firm-wide implementation across advisory teams alongside existing financial, estate, and client-service workflows. **Seller Details:** - **Seller:** [Total Family](https://www.g2.com/sellers/total-family) - **Year Founded:** 2021 - **HQ Location:** Lutherville, US - **LinkedIn® Page:** https://www.linkedin.com/company/totalfamily/ (13 employees on LinkedIn®) ### 4. [Worksmart Accord](https://www.g2.com/products/worksmart-accord/reviews) Worksmart's Accord is an award-winning RegTech solution specifically designed to assist financial services firms in managing the complexities of the Senior Managers and Certification Regime in the UK. Developed by practitioners in collaboration with trade bodies, Accord ensures that organizations can effectively oversee governance, accountability, and competence requirements mandated by SMCR. The platform also supports the Individual Accountability & Conduct Regime in Singapore and is adaptable to the forthcoming SEAR regime in Ireland. Key Features and Functionality: - Governance and Accountability Management: Accord provides tools to model governance arrangements, allocate prescribed responsibilities, and personalize Statements of Responsibility . - Certification and Competence Tracking: The platform facilitates the identification and management of Significant Harm Functions, supports tailored competence and Fitness & Propriety assessments, and streamlines regulatory references to assist HR teams. - Conduct Rules Compliance: Accord manages training records, monitors conduct rule breaches, and offers dashboards and management information suites for comprehensive oversight. - Integration and Customization: The solution seamlessly integrates with existing systems, reflecting organizational culture and routines, and is capable of managing multiple entities. Primary Value and User Benefits: Accord addresses the critical need for clear systems and controls to meet PRA and FCA regulations, ensuring that senior managers are individually accountable for their business decisions, conduct, and the competence of their teams. By providing a centralized record-keeping system, strong corporate governance, and clear accountability, Accord enables firms to demonstrate enhanced processes and a commitment to placing customers at the heart of their business. The platform's comprehensive features not only ensure compliance but also offer real business advantages by streamlining processes and reducing administrative burdens. **Seller Details:** - **Seller:** [Worksmart Limited](https://www.g2.com/sellers/worksmart-limited) - **Year Founded:** 1997 - **HQ Location:** Milton Keynes, GB - **LinkedIn® Page:** https://www.linkedin.com/company/worksmart-limited (32 employees on LinkedIn®) ## Parent Category [Financial Services Software](https://www.g2.com/categories/financial-services) ## Related Categories - [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)