Best Financial Services CRM - Page 4
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.
Product Description
Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management.
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Total Family is a legacy planning platform built for wealth advisors, RIAs, and enterprise wealth firms. The software helps advisors engage client families beyond portfolio performance by guiding conv
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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.
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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 h
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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, attr
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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,
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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.
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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 t
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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, includ
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Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace. Proven in use by brokers, inve
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Act4Advisors leverages the Act! CRM by adding on customization it for investment advisors, financial planners and insurance professionals. Offered as SaaS cloud, self hosted cloud or traditional desk
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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-
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BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The r
