Best Financial Services CRM Software

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 including financial research software and investment portfolio management software. Solutions in this category also import contact databases and integrate with accounting software.

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
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    Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

    CRM system for Insurance and Financial Services

    Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm. Junxure’s industry-leading technology solution provides CRM and office management through powerful workflow automation tools while ClientView provides a secure client portal to extend your services to the web.

    A complete set of cloud based CRM tools and integrations to help financial service providers.

    Kronos Finance is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients' insurance and investment information. And it's a powerful productivity, marketing, sales and compliance tool.

    Tamarac is an open platform with a large and growing list of supported integration partners, providing your firm with the flexibility and support you need to automate more of your business

    360 View CRM is a web-based software that was developed by financial institutions for financial institutions.

    Whether you're a Manager looking to recruit and retain high quality talent, an Advisor or Agent looking to leverage your network to grow your client base, or an Enterprise looking to create a best-in-class digital workflow for your field workforce, AdvisorConnect's Network Navigator technology is a game changer for the Financial Services industry.

    Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

    Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms

    Backstop's powerful CRM provides the ideal foundation for managing client and partner activities, investment documentation, research materials and e-mail communications in one central database.

    Designed specifically for Financial Institutions, CoreTrac CRM solution gives you a centralized 360 view of clients, enabling you and your workforce to deliver outstanding customer experience.

    CRM Software for the Financial Services Industry

    For financial service providers, enVisual 360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive.

    Customer relationship management software for the financial services industry that allows for easy tracking of sales targets.

    Grendel is built from the ground up for the financial services industry. We integrate with custodians, performance engines, and financial planning platforms. We understand compliance and how it affects the teams that rely on our software.

    LinxCRM is a Client Relationship Management (CRM) system designed specifically for financial service professionals. It handles mortgage finance, equipment finance, insurance, financial planning and property.

    Pixie is a cloud-based Customer Relationship Management (CRM) tool made for smaller accountancy and bookkeeping firms. Track every client, task, and status to improve customer relationships and free up more headspace.

    Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.

    Salentica brings together a deep understanding of CRM technologies and unparalleled partnerships and alliances with leading technology solutions providing advisors with a truly integrated experience. Click to learn more about Salentica CRM on Microsoft Dynamics 365 or Salentica Elements on the Lightning Platform by Salesforce.

    Helps financial intermediary, institutional and wealth management firms with data management, sales reporting and CRM.

    Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management.

    Tier1 Financial Solutions is a global relationship management software, purpose-built for capital markets, corporate and investment banking, and investment management. Its solution for research, sales and trading provides a modular platform built to enable the capture, management, and analysis of complex client related data—with the ability to leverage that rich information into smart, seamless relationship management, workflow and compliance solutions.

    Tier1 Financial Solutions is a global relationship management software, purpose-built for capital markets, corporate and investment banking, and investment management. Access, analyze and communicate in real-time, anywhere, at any time. Enhancing Salesforce with a multi-layer security engine and coverage models, Tier1 facilitates information management and optimizes deal team knowledge sharing, workflows, scheduling, reporting and deal tracking.

    Tier1 Financial Solutions is a global relationship management software, purpose-built for capital markets, corporate and investment banking, and investment management. Tier1 delivers the tools, connectivity, and workflows to empower collaboration, transparency, and communications, eliminating the most common inefficiencies associated with corporate access, event management and client engagement.

    UGRU is a CRM Financial Practice Management Suite. A full featured, integrated financial CRM, with sales force and marketing automation, accounting, operations and financial planning.

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