Best Financial Services CRM - Page 10

LiveBank

Build unique banking experience

Average Rating: 5.0/5.0

Total Reviews: 1

Loquat banking platform

Loquat Inc. is a fintech innovator enabling banks and credit unions to offer smart consumer and business banking to their customers and members. The platform provides seamless KYC/KYB, fast onboarding; virtual cards; automated lending; an integrated portal for fraud detection, compliance monitoring, workflows, and analytics (CALM); a proprietary Loquat IQ – AI solution utilizing FI data for strategic insights with interactive chat and continuous learning to enhance performance. Loquat meets the highest standards for security, compliance, and operations and is SOC 2 Type 2 certified Cloud-agnostic platform integrates seamlessly via API and has a modular architecture to adapt to each institution’s needs Loquat products: 1. Loquat Business account opening Welcome your business clients with quick onboarding and instant account access via a virtual debit card —
 all in just minutes, not days 2. Loquat Business cards & payments Elevate your customers' security, convenience, and control with virtual credit cards 3. Loquat Business lending Simplify your loan process with effortless origination, tailored underwriting, and instant disbursement 4. Loquat Consumer account opening Transform the way you onboard your members and customers. Give them immediate access to their accounts with a virtual debit card — all in just minutes, not days 5. Loquat Consumer cards & payments Deliver convenience, security and frictionless transaction experience with virtual credit cards 6. Loquat Consumer lending Streamline your loan journey with easy origination, personalized underwriting and instant disbursement 7. Loquat CALM Portal Track, manage, and gain insights for your organization via one intuitive Client Application & Lifecycle Management Portal 8. Loquat IQ Empower your team with a tailored AI solution, leveraging your organization's unique data for process-specific insights that drive strategic and operational success

Lunar CRM

MadeMarket

MadeMarket is the easiest way for investment bankers to manage their opportunities, deals and contacts. We enable investment banks to grow their business and improve employee performance by providing an intuitive, purpose-built system of record and easy-to-use tools for winning new mandates and managing live transactions. Founded in 2013 and proudly based in Los Angeles, California, MadeMarket exists to make corporate finance professionals more productive and successful.

MCA Software

A robust financial CRM2 solution purposefully built for the MCA industry.

Meridian

Meridian AI is an AI-native CRM and deal management platform purpose-built for private equity and private credit firms, integrating intelligent agents, enriched data, and automated workflows to streamline sourcing, diligence, and investment committee processes.

midwinter

Midwinter Financial Advice Software is a comprehensive, cloud-based financial planning solution designed to streamline the advisory process for professionals and enhance financial decision-making for clients. It offers sophisticated financial modeling, practice management, and client engagement tools, making it suitable for practices of all sizes—from small firms to large institutions. By automating software updates and management, Midwinter ensures advisors can focus on delivering quality advice without technical distractions. Key Features and Functionality: - CRM Module: Manage client relationships and compliance efficiently. - Product Module: Conduct in-depth product research and analysis. - Insurance Module: Compare insurance policies to determine the best fit for clients. - Strategy Module: Perform comprehensive financial strategy reviews. - Advice Documents: Generate customizable, legal-reviewed advice documents. - MultiGoal Module: Provide real-time, multi-goal scenario modeling during client meetings. - Key Risk Indicator Solution: Monitor compliance and operational risks with real-time alerts. - Client Portal Module: Engage clients through a digital portal featuring fact-finding and document sharing. - Datafeeds: Access over 600 data feeds to keep client portfolios up-to-date. Primary Value and Solutions Provided: Midwinter Financial Advice Software empowers advisors to deliver sophisticated, compliant, and personalized financial advice efficiently. Its modular design allows practices to select and scale features according to their needs, facilitating growth and adaptability. By integrating digital client engagement tools and real-time scenario modeling, it enhances collaboration and client satisfaction. The platform's comprehensive compliance monitoring and automated updates ensure advisors meet regulatory requirements seamlessly, allowing them to focus on client relationships and business development.

Moneythor

Moneythor offers a comprehensive personalisation engine designed for financial institutions, enabling them to deliver tailored, proactive, and engaging digital banking experiences. By leveraging real-time data analytics and advanced AI capabilities—including predictive, generative, conversational, and agentic AI—Moneythor empowers banks to enhance customer engagement across various channels such as online banking, mobile apps, and chatbots. The platform supports a wide array of use cases, including money management nudges, budgets, savings goals, predictive forecasts, financial literacy content, referral campaigns, gamification, and loyalty programs. This ensures that customers receive personalised insights and recommendations that align with their financial goals and preferences. Key Features and Functionality: - Acquisition Tools: Implement standard, tiered, and agent/staff referral programs to rapidly grow the customer base. - Activation Solutions: Enhance customer onboarding with challenges, real-time rewards , and gamified experiences to encourage active usage. - Engagement Mechanisms: Offer personalised recommendations, insights, and nudges; manage spending budgets and subscriptions; set savings goals with automated contributions; provide forecasting; and enrich transaction classifications. - AI Capabilities: Utilise predictive AI for data enrichment and smart cash flow forecasting; generative AI for content creation; conversational AI for real-time, context-aware interactions; and agentic AI to support adaptive customer journeys. - Open Banking Integration: Provide customers with a unified view of their finances across multiple institutions, enhancing engagement and enabling personalised marketing and cross-selling opportunities. Primary Value and Problem Solved: Moneythor addresses the challenge financial institutions face in delivering personalised and engaging digital experiences that meet evolving customer expectations. By integrating Moneythor's platform, banks can transform raw financial data into actionable insights, fostering deeper customer relationships and driving business growth. The solution's flexibility and extensive library of pre-built use cases allow for rapid deployment and adaptation to market trends, regulatory changes, and individual customer needs. Ultimately, Moneythor enables banks to offer a more intuitive, proactive, and personalised banking experience, leading to increased customer satisfaction, loyalty, and profitability.

Nasdaq Client Connect

Nasdaq Client Connect is a comprehensive digital service portal designed to enhance the interaction between market operators, clearinghouses, and their clients. By offering a unified, user-friendly interface, it streamlines service interactions, improves operational efficiency, and empowers clients with self-service capabilities. Originally developed for Nasdaq’s Global Market Services, this white-label solution can be customized and branded to serve as a centralized customer service platform across various functions and touchpoints. Currently, it supports hundreds of member firms, independent software vendors , and market data vendors across Nasdaq’s European and U.S. markets. Key Features and Functionality: - Self-Service Empowerment: Clients can view, verify, and update technical configurations and membership data, as well as submit and track service requests at their convenience. - Operational Efficiency: The portal reduces response times and minimizes errors by automating standard tasks, allowing service teams to focus on more complex issues. - Secure and User-Friendly Interfaces: Access is secured through two-factor authentication, available via a web-based user interface or REST API. - Full Traceability: All activities and interactions are logged in encrypted records, providing a centralized audit trail for complete traceability. - Onboarding and Compliance Management: Automates the onboarding of new members and manages compliance-related processes through efficient workflows. - Streamlined Reporting and Information Distribution: Facilitates the secure sharing of reports, files, invoices, and product updates with clients and stakeholders. - Global Recognition: Already utilized by numerous member firms, data vendors, and ISVs in Nasdaq’s European and U.S. markets. - Unified Service Storefront: Can be configured and branded to serve as a cohesive service platform across multiple touchpoints. Primary Value and Problem Solved: Nasdaq Client Connect addresses the growing demand for modern, efficient, and user-friendly interfaces in the financial services sector. By digitalizing service interactions and providing clients with direct access to their data and self-service options, it significantly enhances customer satisfaction and operational efficiency. The portal reduces the reliance on traditional, time-consuming communication methods, such as phone and email, for standard tasks. This shift allows service teams to concentrate on complex, value-adding activities, thereby improving overall service quality. Additionally, the centralized audit trail ensures full traceability of all interactions, supporting compliance and regulatory requirements.

OmegaFP

OmegaFP is a CRM for financial advisors, providing the complete technology stack modern advisors need to build a scalable practice. Rather than forcing planners to cobble together legacy tools, OmegaFP delivers a cohesive ecosystem engineered specifically for financial advisors. From relationship management and secure, compliant AI automation to native calendar integration, our platform serves as the central operational hub - eliminating redundant data entry, streamlining overhead, and ultimately elevating the entire client experience.

Panda CRM

PaygOps

PaygOps is a modular software-as-a-service that provides interoperable microservices to digitalise and scale operations. The platform offers customisable features to manage leads, contracts, payments, inventory, and ticketing

PE Front Office

PE Front Office is a comprehensive and modular solution designed to drive operational efficiency across the full fund lifecycle. It brings investment, fund and investor operations onto a connected platform, augmented by AI-powered capabilities including data extraction, automated bank reconciliation, financial commentary and trends. This enables private capital firms to manage critical workflows with greater visibility, consistency and control. The solution suite spans Deal Flow, Investment Management, Portfolio Monitoring, Fundraising, Capital Call Management, Investor Reporting, Investor Portal and Fund Management. These core capabilities are complemented by Risk & Compliance Management, Tasks & Meetings Management, Document Management with DocuSign integration, Outlook/Gmail plugins, Mobile Apps, and in-built Reports & Analytics-providing teams with connected workflows and access to relevant information across the investment lifecycle. By bringing traditionally fragmented processes and data into a unified environment, PE Front Office helps teams streamline operations, strengthen data visibility and support informed decision-making. With 200+ firms managing across 15+ countries and 13+ years of expertise, PE Front Office combines deep private capital domain expertise with a flexible, modular approach to help firms move away from resource-intensive processes as they scale. By bringing critical workflows and data into a single source of truth, the platform enables real-time visibility, greater transparency and more consistent operations across the full fund lifecycle. This helps firms build operational maturity as they grow, strengthening the reliability and transparency of their processes and, ultimately, LP trust.

PlanTogether by MyFinancialApps

PlanTogether is a financial-planning app for life-insurance advisors and their clients: clients get their own budgeting app on iOS and Android, and Canadian advisors get two named compliance modules — Client-Level Compliance and Sale-Level Compliance. Clients get a budget, Safe-to-Spend with a 12-month cashflow runway, Debt Freedom payoff dates and an extra-payment slider, and goals, plus optional Payday Planner and Cashflow Calendar add-ons. Advisors invite clients personally from the dashboard, then work in one live shared file: every number the client keeps fresh updates the plan the advisor built, instantly. For Canadian advisors, Client-Level Compliance watches every client file: disclosure, privacy consent, fact find with client confirmation, needs analysis, renewal and signature checks. Sale-Level Compliance gates each life sale in the sequence an auditor checks — needs analysis, reason-why letter, replacement paperwork including the Quebec AMF notice, policy delivery receipt — every step dated, signed copies on record, in every Canadian province and territory. It does not do insurance quoting, illustration comparison, in-force illustrations, or CRM pipelines. SetUp is $0 per month: every feature, advisor plus first five clients. Starter, Planner and Compliance are $29, $49 and $79 per month, month to month, no contract (CAD in Canada, USD in the US). PlanTogether bills the advisor, not the client.

Prisma by CodeMax

Prisma is purpose-built for banks, EMIs, neo-banks, and payment institutions operating under strict regulatory oversight. Unlike generic CRMs, every feature – from onboarding to case management – is designed with compliance as a first principle. Supports Individual, Company, Trust, and Partnership customer types with a 53-app marketplace covering identity verification, AML screening, communications, and more.