### Contents - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # Financial Services CRM Software Resources ##### Articles, Discussions, and Reports to expand your knowledge on Financial Services CRM Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## Financial Services CRM Software Articles [![10 Best CRM Software in Australia for 2023](https://learn.g2.com/hubfs/G2CM_FI752_Learn_Article_Images-%5BBest_CRM_Software_Australia%5D_V1a.png "10 Best CRM Software in Australia for 2023")](https://www.g2.com/articles/best-crm-software-in-australia) [ ### 10 Best CRM Software in Australia for 2023 ](https://www.g2.com/articles/best-crm-software-in-australia) Keeping track of your customers on a neverending Notes list no longer cuts it. [ ![Tanuja Bahirat](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tanuja Bahirat") TB ](https://learn.g2.com/author/tanuja-bahirat) by Tanuja Bahirat ## Financial Services CRM Software Discussions 0 Question on: Altvia Correspond Investor Edition [Can I manage investor communication preferences?](/discussions/can-i-manage-investor-communication-preferences) Keeping your investors happy through seamless communication methods is core to Altvia Correspond Investor Edition. Preset groups of contacts who should receive documents regarding investor commitments and enter those contacts’ communication preferences so that important documents like capital calls, go where they want them–their LP Portal or email. Once you’ve set these preferences, Correspond automatically applies them to all future mailings driving accuracy and efficiency in your operations. Answered: Morgan O'Mara on October 17, 2019 [Your answer](/discussions/can-i-manage-investor-communication-preferences/comments/new?remote=true) 0 Question on: NexJ CRM [What are your reporting and analytics capabilities?](/discussions/what-are-your-reporting-and-analytics-capabilities) Robust reporting and analytics capabilities equip advisors with real-time data, through dashboard (drilldown) reports, and graphs or visuals for presentations (for customers). It’s recommended to find a CRM solution that not only enables you to integrate to external systems (e.g. financial accounts), but allows you report on that data as well. Answered: Andrew Penley on October 17, 2019 [Your answer](/discussions/what-are-your-reporting-and-analytics-capabilities/comments/new?remote=true) 0 Question on: NexJ CRM [What are your CRM’s workflow capabilities?](/discussions/what-are-your-crm-s-workflow-capabilities) Robust CRM solutions have forms and workflows that can be configured at run-time and seamlessly rolled out to advisors to share best practices across regions, branches, and advisors. This allows advisors to standardize and automate processes such as Know Your Customer (KYC), customer onboarding, and account maintenance – all while driving efficiency and ensuring compliance. Workflow capabilities are designed to guide advisors through the data capture process. In particular, guided form fill features provide fields and forms based previously-entered data. Advisors only need to enter data once and the forms are routed to the assigned approvers. Other key features include case management and call scripts. By doing workflow in CRM, all customer data is captured in one location. Answered: Andrew Penley on October 17, 2019 [Your answer](/discussions/what-are-your-crm-s-workflow-capabilities/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/financial-services-crm/resources?discussions_page=2) - [1](/categories/financial-services-crm/resources) - [2](/categories/financial-services-crm/resources?discussions_page=2) - 3 - [4](/categories/financial-services-crm/resources?discussions_page=4) - [5](/categories/financial-services-crm/resources?discussions_page=5) - [6](/categories/financial-services-crm/resources?discussions_page=6) - [7](/categories/financial-services-crm/resources?discussions_page=7) - … - [10](/categories/financial-services-crm/resources?discussions_page=10) - [11](/categories/financial-services-crm/resources?discussions_page=11) - [Next ›Next ›](/categories/financial-services-crm/resources?discussions_page=4) ## Financial Services CRM Software Reports Grid® Report for Financial Services CRM Summer 2026 G2 Report: Grid® Report Mid-Market Grid® Report for Financial Services CRM Summer 2026 G2 Report: Grid® Report Small-Business Grid® Report for Financial Services CRM Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for Financial Services CRM Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for Financial Services CRM Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Financial Services CRM Spring 2026 G2 Report: Momentum Grid® Report Mid-Market Grid® Report for Financial Services CRM Spring 2026 G2 Report: Grid® Report Grid® Report for Financial Services CRM Spring 2026 G2 Report: Grid® Report Grid® Report for Financial Services CRM Winter 2026 G2 Report: Grid® Report Mid-Market Grid® Report for Financial Services CRM Winter 2026 G2 Report: Grid® Report