Best Financial Services CRM - Page 4

How Many Financial Services CRM Software Products Does G2 Track?

Total Products under this Category: 172

Category Stats (Oct 2026)

  • Average Rating: 4.42/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Skywave CRM (+17.65%) - Among all products in this category, Skywave CRM recorded the largest rating increase compared to last month

Last updated: October 26, 2026

How Does G2 Rank Financial Services CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 4,600+ Authentic Reviews
  • 172+ 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.

G2 Grid® for Financial Services CRM Software

G2 Grid® for Financial Services CRM Software plotting products by satisfaction and market presence

Highlighted products: Salesforce Financial Services Cloud, Redtail Technology, Wealthbox CRM, DealCloud, Capsule CRM, Backstop Solutions Suite, Merchant Central by NMI, and Total Expert.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-services-crm/grids.json?focus%5B%5D=agentforce-financial-services-formerly-salesforce-financial-services-cloud&focus%5B%5D=redtail-technology&focus%5B%5D=wealthbox-crm&focus%5B%5D=dealcloud&focus%5B%5D=capsule-crm&focus%5B%5D=backstop-solutions-suite&focus%5B%5D=merchant-central-by-nmi&focus%5B%5D=total-expert)

CANDID CRM

CANDID is the only mortgage marketing platform built for the Modern Loan Originator to help structure, manage, and grow their $100m/year businesses. Know what you need to do and when you need to do it, from lead to contract and contract to close. Keep your team on the same page with automated daily tasks, and referral partners and clients in the know with cross-channel communication, driven by artificial intelligence. Your database is valuable and CANDID knows it. Thanks to a hands free setup and seamless integration of your past client data, CANDID immediately goes to work generating repeat business so you don’t have to.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate CANDID CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind CANDID CRM?

Who Uses This Product?

  • Company Size: 67% Large, 33% Small

What Are Recent G2 Reviews of CANDID CRM?

LeadCenter.AI

The first AI-powered financial advisor sales and marketing automation platform that helps financial advisors automate sales and marketing processes to increase the conversion rate of leads to business.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate LeadCenter.AI?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Knowledge Base: 9.2/10 (Category avg: 8.7/10)
  • Campaign Management: 8.3/10 (Category avg: 8.2/10)
  • Customer Support Portal: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind LeadCenter.AI?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of LeadCenter.AI?

M2Advisor

All the tools you need to run your advisory business

Average Rating: 4.3/5.0

Total Reviews: 3

How Do G2 Users Rate M2Advisor?

  • Knowledge Base: 8.3/10 (Category avg: 8.7/10)
  • Campaign Management: 8.3/10 (Category avg: 8.2/10)
  • Customer Support Portal: 6.7/10 (Category avg: 8.6/10)

Who Is the Company Behind M2Advisor?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of M2Advisor?

What Are G2 Users Discussing About M2Advisor?

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Nexgen CRM

Nexgen Customer Relationship Management System (CRM) is a data-driven solution to improve the partner’s customer base by maintaining and managing customer relationships effectively. It is one of the few CRM’s which offers a simple yet customizable CRM platform for maintaining a long-lasting relationship with customers. Nexgen CRM is specially tailored for the financial institutions. We focus on streamlining financial workflows and generally provide closer integration with accounts.

Average Rating: 3.8/5.0

Total Reviews: 3

How Do G2 Users Rate Nexgen CRM?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.2/10)

Who Is the Company Behind Nexgen CRM?

  • Seller: Nexgen
  • Year Founded: 2000
  • HQ Location: White Plains, NY
  • Twitter: @nexgen_us
    71 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    231 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Large, 33% Small

What Are Recent G2 Reviews of Nexgen CRM?

Satuit Technologies

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

Average Rating: 4.3/5.0

Total Reviews: 3

How Do G2 Users Rate Satuit Technologies?

  • Knowledge Base: 10.0/10 (Category avg: 8.7/10)
  • Campaign Management: 10.0/10 (Category avg: 8.2/10)
  • Customer Support Portal: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Satuit Technologies?

  • Seller: Satuit Technologies
  • Year Founded: 1994
  • HQ Location: San Antonio, US
  • Twitter: @SatuitCRM
    302 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Satuit Technologies?

Total Family

Total Family offers a legacy planning solution that helps wealth firms keep families through the wealth transfer, faster and more affordably than hiring a legacy specialist or bringing in consultants, fits into the client meetings advisors already run, and requires little work from the firm to launch.

Average Rating: 4.8/5.0

Total Reviews: 3

How Do G2 Users Rate Total Family?

  • Knowledge Base: 10.0/10 (Category avg: 8.7/10)
  • Customer Support Portal: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Total Family?

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of Total Family?

VeriTouch

VeriTouch is a vertical Customer Engagement (CRM) solution built o​n top of Microsoft Dynamics 365, optimized with industry best practices that enable financial institutions to place customer relationship management at the core of their digital transformation journey.​VeriTouch consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently; streamlined and tailored solutions to solve customer's concerns and address their needs; recommendations and guided selling tools to deliver relevant and differentiated offers to customers. ​​VeriPark’s Copilots for financial services seamlessly integrate GenAI capabilities into our VeriTouch Banking CRM. Applicable industries: Retail, SME & Corporate Banking, Insurance, Private Banking & Wealth Management

Average Rating: 3.7/5.0

Total Reviews: 3

How Do G2 Users Rate VeriTouch?

  • Has the product been a good partner in doing business?: 5.0/10 (Category avg: 9.2/10)

Who Is the Company Behind VeriTouch?

  • Seller: VeriPark
  • Year Founded: 1998
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    1,010 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of VeriTouch?

WealthConnect

Uniquely delivered on the world’s leading CRM platform, Salesforce, WealthConnect™ delivers financial services in a sophisticated and compelling way using tomorrow’s technology today.

Average Rating: 3.3/5.0

Total Reviews: 3

Who Is the Company Behind WealthConnect?

  • Seller: Creativemass
  • Year Founded: 2017
  • HQ Location: Melbourne, AU
  • Twitter: @Creativemass_SF
    16 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of WealthConnect?

What Are G2 Users Discussing About WealthConnect?

AskLogix

CRM for M&A Adopt an innovative CRM for your sales and marketing processes. You'll find new customers and can manage your transactions and activities in one place.

Average Rating: 4.5/5.0

Total Reviews: 2

How Do G2 Users Rate AskLogix?

  • Knowledge Base: 10.0/10 (Category avg: 8.7/10)
  • Campaign Management: 9.2/10 (Category avg: 8.2/10)
  • Customer Support Portal: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind AskLogix?

  • Seller: Asklogix
  • Year Founded: 2015
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of AskLogix?

Axia Suite

Axia Suite is a cutting-edge, web-based, omni-channel Wealth Management Platform that has garnered industry acclaim. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements. Unlock the Power of Wealth Management Offering affordable yet first-class Wealth Management solutions, it's tailored for those who demand excellence without compromise. With a streamlined setup process, the platform empowers your operations while offering a spectrum of licensing, deployment, sourcing, and pricing options. From multi-custodian bank models to intuitive digital front-office solutions, Axia Suite caters to every intricate demand of investment management operations. This versatile solution goes beyond the ordinary, presenting options like white-labeled service (SaaS) in a private cloud. Axia Suite isn't just a platform; it's your competitive edge. Unleash the potential of seamless operations, unparalleled flexibility, and a solution designed with your success in mind. Elevate your investment management with Axia Suite – where innovation meets excellence.

Average Rating: 4.8/5.0

Total Reviews: 2

How Do G2 Users Rate Axia Suite?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Knowledge Base: 10.0/10 (Category avg: 8.7/10)
  • Campaign Management: 10.0/10 (Category avg: 8.2/10)
  • Customer Support Portal: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Axia Suite?

  • Seller: PROFILE SOFTWARE S.A
  • Year Founded: 1990
  • HQ Location: Athens, GR
  • Twitter: @PROFILESoftware
    330 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    258 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Axia Suite?

BUSINESSNEXT

BUSINESSNEXT offers a range of composable business solutions primarily for the banking, insurance and financial sectors worldwide. Eminent industry experts have acknowledged its leadership role, attributing this reputation to its cutting-edge technology, innovative approaches, and deep expertise in crafting distinctive, people-centric experiences in an ever-shifting and challenging business landscape. Its key platforms, CRMNEXT, CUSTOMERNEXT, and DATANEXT, are powered by artificial intelligence and machine learning. These cloud-flexible platforms are designed to spearhead digital change. They offer a rich suite of SaaS modules that are versatile, easy to integrate, and can swiftly synchronize with different business ecosystems. Presently, BUSINESSNEXT supports over a million users from 65,000 branches and call centers, overseeing 1 billion global customers. With its primary US office in Raleigh, North Carolina, and its main international office in Noida, India, BUSINESSNEXT has a presence on five continents and boasts direct branches in 14 nations, including the U.S.A, MEA, and APAC.

Average Rating: 4.0/5.0

Total Reviews: 2

How Do G2 Users Rate BUSINESSNEXT?

  • Knowledge Base: 10.0/10 (Category avg: 8.7/10)
  • Campaign Management: 5.8/10 (Category avg: 8.2/10)
  • Customer Support Portal: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind BUSINESSNEXT?

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of BUSINESSNEXT?

Clienteer

Clienteer is an intuitive and highly configurable relationship management platform designed specifically for hedge funds and institutional asset managers to assist in the areas of investor relations, sales & marketing, operations, compliance, and the various workflows related to these activities. Clienteer provides a comprehensive suite of features within an easy to use and powerful user interface, allowing users to manage communications with their investors and prospects while also keeping track of client accounts and transactions. Unlike some CRM tools, Clienteer supports multiple deployment options that can scale to the needs of any size organization. Whether it is hosted by our clients, a third-party, or in a private or public cloud, Clienteer's flexible desktop, mobile, and web-based solutions are unrivaled.

Average Rating: 4.3/5.0

Total Reviews: 2

How Do G2 Users Rate Clienteer?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)

Who Is the Company Behind Clienteer?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Clienteer?

What Are G2 Users Discussing About Clienteer?

Coretrac CRM

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.

Average Rating: 5.0/5.0

Total Reviews: 2

How Do G2 Users Rate Coretrac CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Knowledge Base: 6.7/10 (Category avg: 8.7/10)
  • Campaign Management: 10.0/10 (Category avg: 8.2/10)
  • Customer Support Portal: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Coretrac CRM?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Coretrac CRM?

What Are G2 Users Discussing About Coretrac CRM?

CRM for Forex and CFD brokers

Cutting edge CRM for Forex and CFD Brokers UpTrader СRМ was developed specifically for brokerage firms taking into account the specifics of online retail services in Forex. The new CRM is designed to speed up the task solving process and make the learning curve less steep for the staff. UpTrader CRM includes the trader’s area, back office (interface for the company’s employees), admin cabinet with flexible access settings for the manager, additional functionality for the staff and clients. Admin - you (general settings: payment systems, management, departments, 7 languages, google analytics, notification, trading platforms, specification, KYC, partnership rewards, etc.) Back office - your staff (bonuses and advertising campaign management, client support, deposit/withdrawal and partnership program management, etc) Client interface - your customers (trading and financial tools, comprehensive data) Partners - your partners (reports, marketing tools, management) Sales module - your perfect sales team (very friendly interface, good structure, planning deposits, charts, mails, calls, well organized clients’ data. Investment service for MT4, MT5 (pamm, mam, social trading)

Average Rating: 4.3/5.0

Total Reviews: 2

How Do G2 Users Rate CRM for Forex and CFD brokers?

  • Knowledge Base: 9.2/10 (Category avg: 8.7/10)
  • Campaign Management: 6.7/10 (Category avg: 8.2/10)
  • Customer Support Portal: 6.7/10 (Category avg: 8.6/10)

Who Is the Company Behind CRM for Forex and CFD brokers?

Who Uses This Product?

  • Company Size: 50% Large, 50% Small

What Are Recent G2 Reviews of CRM for Forex and CFD brokers?

What Are G2 Users Discussing About CRM for Forex and CFD brokers?

FieldSalesPro

FieldSalesPro is a mobile app to accelerate field sales engagements with prospects and make your first impression count. FieldSalesPro organizes and improves efficiency, of key sales processes, including quote management and sales performance analysis. Features: * Works seamlessly in online and offline modes * Extends products and customers from Salesforce.com that can be favorited to access offline * Products can be tagged to prospects for quick access during meetings * Schedule meetings with adequate insights for decision makers, real time product catalogs, media, documentation, collateral and price offers * Conduct and capture meeting proceedings, attendee participation, interest level and action items effectively * Intuitive, real time and near time analytic for effective planning, learning across team members * Integrates with Salesforce.com

Average Rating: 3.5/5.0

Total Reviews: 2

Who Is the Company Behind FieldSalesPro?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of FieldSalesPro?

What Are G2 Users Discussing About FieldSalesPro?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024