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:
Financial Services CRM reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.
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. www.junxure.com
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.
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.
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.
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.