Best Financial Services CRM - Page 10

How Many Financial Services CRM Software Products Does G2 Track?

Total Products under this Category: 137

Category Stats (Jul 2026)

Average Rating: 4.42/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings

Last updated: July 13, 2026

How Does G2 Rank Financial Services CRM Software Products?

Why You Can Trust G2's Software Rankings:

30 Analysts and Data Experts
2,400+ Authentic Reviews
137+ 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.

Worksmart Accord

By Worksmart Limited

0/5(0)

Product Description

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.

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Researched and written by Nathan Calabrese

Updated October 3, 2024

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