# Best Financial Services CRM - Page 4

## How Many Financial Services CRM Software Products Does G2 Track?

**Total Products under this Category:** 139

### Category Stats (Aug 2026)

- **Average Rating:** 4.42/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Capsule CRM (+0.11%) - Among all products in this category, Capsule CRM recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Financial Services CRM Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 2,900+ Authentic Reviews
- 139+ 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](https://www.g2.com/categories/financial-services-crm/grids.png?focus%5B%5D=25953&focus%5B%5D=19655&focus%5B%5D=880&focus%5B%5D=57593&focus%5B%5D=58410&focus%5B%5D=1585&focus%5B%5D=5753&focus%5B%5D=57594)

Highlighted products: Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Redtail Technology, Maximizer, DealCloud, Wealthbox CRM, Capsule CRM, Merchant Central by NMI, and Backstop Solutions Suite.

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=maximizer&focus%5B%5D=dealcloud&focus%5B%5D=wealthbox-crm&focus%5B%5D=capsule-crm&focus%5B%5D=merchant-central-by-nmi&focus%5B%5D=backstop-solutions-suite)

**Sponsored**

### Rings AI

Rings AI: Relationship Intelligence that drives deals and relationships Rings AI is a relationship intelligence platform for teams in venture capital, private equity, investment banking, wealth management, marketing services, and legal services. Traditional CRMs record contacts. Rings AI delivers Extended Relationship Management (XRM) that maps full networks of investors, advisors, portfolio companies, clients, and partners in real time so teams see who knows whom and where the warmest path exists. Who uses Rings AI Venture capital and private equity teams that want better deal flow and faster diligence Investment banks that need repeatable, relationship driven origination Wealth managers and family offices that value high touch client service Marketing and legal services firms that win through trusted introductions What Rings AI helps you do Uncover hidden connections and warm introductions across the firm network Centralize relationship data, communications, notes, and files into one source of truth Prioritize the right opportunities with AI scoring, funding round context, and pre meeting intelligence Key features in Rings AI AI driven prospecting and relationship scoring Portfolio analytics and fund monitoring with relationship health Pre meeting briefs that surface context, people, and history Privacy first, granular access controls that fit complex teams Enterprise security and audit trails Why teams choose Rings AI over a basic CRM Rings AI combines CRM workflows with advanced relationship mapping Rings AI shows the warm path to decision makers and the best next action Rings AI accelerates onboarding, collaboration, and knowledge sharing across offices Outcomes with Rings AI More qualified pipeline from targeted outreach and trusted introductions Faster cycles from first touch to closed deal Deeper client loyalty through timely, informed engagement Who benefits most Firms that live on networks, referrals, and complex multi party relationships Teams that want measurable growth without adding manual data entry Rings AI turns static contact lists into dynamic intelligence that scales with the business. By unifying data and revealing connections, Rings AI helps organizations grow faster, win better deals, and build durable relationships that compound over time. If your success depends on who you know and how well you engage them, Rings AI is the platform that makes every relationship work harder.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1618&secure%5Bchosen_at%5D=2026-08-01T18%3A44%3A47Z&secure%5Bdisplayable_resource_id%5D=1618&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1618&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1468208&secure%5Bresource_id%5D=1618&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Fpage%3D4%26source%3Dsearch&secure%5Btoken%5D=4bb8bc67722655e0429f66f2cf2a4bcc5b1c77ea6b90b22ed0c414bff52703a1&secure%5Burl%5D=https%3A%2F%2Fwww.rings.ai%2F&secure%5Burl_type%5D=custom_url)

### [Nexgen CRM](https://www.g2.com/products/nexgen-crm/reviews)

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](https://www.g2.com/sellers/nexgen-dd36a572-8592-4e63-a170-ad796831839a)
- **Year Founded:** 2000
- **HQ Location:** White Plains, NY
- **Twitter:** @nexgen\_us  
71 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a6f745de6f1d67c17d91a3f3b7c6d2f7c4a434ddabdf47dd0b64fb686fb08d41&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnexgen-inc-%2F&secure%5Burl_type%5D=linkedin_company_website)  
222 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Large, 33% Small

#### What Are Recent G2 Reviews of Nexgen CRM?

**["Practice Simulator"](https://www.g2.com/survey_responses/nexgen-crm-review-6989896)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/nexgen-crm-review-6989896)

**["Simple and best"](https://www.g2.com/survey_responses/nexgen-crm-review-7080237)**

**Rating:** 4.0/5.0 stars

_— Amar J._

[Read full review](https://www.g2.com/survey_responses/nexgen-crm-review-7080237)

### [Satuit Technologies](https://www.g2.com/products/satuit-technologies/reviews)

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](https://www.g2.com/sellers/satuit-technologies)
- **Year Founded:** 1994
- **HQ Location:** San Antonio, US
- **Twitter:** @SatuitCRM  
302 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fd76cd0bd6ccd07daf6782abd5d407065d550b258918ef9c1909a9136c168c1e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsatuit-technologies%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Satuit Technologies?

**["A very good CRM Database with many features and flexibility in using the data set."](https://www.g2.com/survey_responses/satuit-technologies-review-8206429)**

**Rating:** 4.5/5.0 stars

_— Daniel K._

[Read full review](https://www.g2.com/survey_responses/satuit-technologies-review-8206429)

**["Excellent software; outstanding customer support"](https://www.g2.com/survey_responses/satuit-technologies-review-8181055)**

**Rating:** 5.0/5.0 stars

_— Sandra C._

[Read full review](https://www.g2.com/survey_responses/satuit-technologies-review-8181055)

### [Total Family](https://www.g2.com/products/total-family/reviews)

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 conversations around vision, values, purpose, family roles, milestones, and legacy letters. Advisors can invite client families into a white-labeled experience, use KinAI to prepare for and support legacy conversations, and access advisor education and resources inside the platform. Total Family is designed to help firms create a repeatable process for multigenerational client engagement, strengthen relationships with spouses, children, and rising-generation family members, and make legacy work easier to deliver at scale. The advisor license includes access to Vision, Milestones, Legacy Letters, KinAI, a white-labeled client experience, advisor resources, platform updates, and unlimited families, supporting both individual advisor adoption and broader firm-wide implementation across advisory teams alongside existing financial, estate, and client-service workflows.

**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?

- **Seller:** [Total Family](https://www.g2.com/sellers/total-family)
- **Year Founded:** 2021
- **HQ Location:** Lutherville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5fa9bc5075a72ad0c89f8a7244578f92ec87f77533944bdea55cb4976986f523&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftotalfamily%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

#### What Are Recent G2 Reviews of Total Family?

**["User-Friendly Portal for Curating Meaningful Family Conversations & Capturing Lasting Moments"](https://www.g2.com/survey_responses/total-family-review-12995179)**

**Rating:** 4.5/5.0 stars

_— Jackson F._

[Read full review](https://www.g2.com/survey_responses/total-family-review-12995179)

**["Hands-On Onboarding, Intuitive UX, and Insightful Client Engagement"](https://www.g2.com/survey_responses/total-family-review-12948661)**

**Rating:** 5.0/5.0 stars

_— Emily H._

[Read full review](https://www.g2.com/survey_responses/total-family-review-12948661)

### [VeriTouch](https://www.g2.com/products/veritouch/reviews)

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](https://www.g2.com/sellers/veripark)
- **Year Founded:** 1998
- **HQ Location:** London, England, United Kingdom
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6cced80725c572d75559874ec622688169e321eaea7c46a61234c8a8f2e21c06&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fveripark&secure%5Burl_type%5D=linkedin_company_website)  
968 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of VeriTouch?

**["Simple Customer Engagement and Dynamic GP Integration"](https://www.g2.com/survey_responses/veritouch-review-8320677)**

**Rating:** 5.0/5.0 stars

_— Kaushlendra S._

[Read full review](https://www.g2.com/survey_responses/veritouch-review-8320677)

**["Customer Engagement Simplified: VeriTouch CRM Review and Evaluation"](https://www.g2.com/survey_responses/veritouch-review-8309352)**

**Rating:** 5.0/5.0 stars

_— Prashant S._

[Read full review](https://www.g2.com/survey_responses/veritouch-review-8309352)

### [WealthConnect](https://www.g2.com/products/wealthconnect/reviews)

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](https://www.g2.com/sellers/creativemass)
- **Year Founded:** 2017
- **HQ Location:** Melbourne, AU
- **Twitter:** @Creativemass\_SF  
16 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7db81dc6f5634891ff3f606bba2f67b670fd5315e5a6c411408307dd6745a2da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcreativemass%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

#### What Are Recent G2 Reviews of WealthConnect?

**["Wealthconnect review"](https://www.g2.com/survey_responses/wealthconnect-review-5185530)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/wealthconnect-review-5185530)

**["Very easy to use and puts all your info in one place."](https://www.g2.com/survey_responses/wealthconnect-review-5164533)**

**Rating:** 5.0/5.0 stars

_— jason j._

[Read full review](https://www.g2.com/survey_responses/wealthconnect-review-5164533)

#### What Are G2 Users Discussing About WealthConnect?

- [What is WealthConnect used for?](https://www.g2.com/discussions/what-is-wealthconnect-used-for)

### [AskLogix](https://www.g2.com/products/asklogix/reviews)

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](https://www.g2.com/sellers/asklogix)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=40579e8442adc142f93373ef85fb0344eeac28bf1b7e0b802213e0df912313a8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnova-edge&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of AskLogix?

**["A Powerful and User-Friendly Platform"](https://www.g2.com/survey_responses/asklogix-review-8911463)**

**Rating:** 5.0/5.0 stars

_— Tanmay K._

[Read full review](https://www.g2.com/survey_responses/asklogix-review-8911463)

**["Trialed with my Development team - Seems like a promising CRM option"](https://www.g2.com/survey_responses/asklogix-review-7178338)**

**Rating:** 4.0/5.0 stars

_— Stephanie M._

[Read full review](https://www.g2.com/survey_responses/asklogix-review-7178338)

### [Axia Suite](https://www.g2.com/products/axia-suite/reviews)

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](https://www.g2.com/sellers/profile-software-s-a)
- **Year Founded:** 1990
- **HQ Location:** Néa Smírni, Attiki, Greece
- **Twitter:** @PROFILESoftware  
330 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f6ee6f655de7c473c6254078b957cf5ff0899eda278e0e034744f2d1c1503855&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprofile-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
229 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Are Recent G2 Reviews of Axia Suite?

**["Experience about Axia Suit"](https://www.g2.com/survey_responses/axia-suite-review-9877113)**

**Rating:** 5.0/5.0 stars

_— Ishita M._

[Read full review](https://www.g2.com/survey_responses/axia-suite-review-9877113)

**["Short term review"](https://www.g2.com/survey_responses/axia-suite-review-9881539)**

**Rating:** 4.5/5.0 stars

_— Verified User in Staffing and Recruiting_

[Read full review](https://www.g2.com/survey_responses/axia-suite-review-9881539)

### [BUSINESSNEXT](https://www.g2.com/products/businessnext/reviews)

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?

- **Seller:** [ACIDAES SOLUTIONS](https://www.g2.com/sellers/acidaes-solutions)
- **HQ Location:** Noida, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=543de98ca9b562dcad108332bfee4d63b350ba259662463fb49dbc7114513f94&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbusiness_next&secure%5Burl_type%5D=linkedin_company_website)  
959 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of BUSINESSNEXT?

**["BUSINESSNEXT: Its Advantages and Disadvantages for Businesses"](https://www.g2.com/survey_responses/businessnext-review-9084325)**

**Rating:** 4.5/5.0 stars

_— Khushboo Y._

[Read full review](https://www.g2.com/survey_responses/businessnext-review-9084325)

### [Clienteer](https://www.g2.com/products/clienteer/reviews)

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?

- **Seller:** [Imagineer Technology Group](https://www.g2.com/sellers/imagineer-technology-group)
- **Year Founded:** 1998
- **HQ Location:** New York, US
- **Twitter:** @imagineer\_tech  
365 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ed8a3e156f67dfacbcefa99f80da567012ad74414a03c4f1f5055719c83e9895&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2156155&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Clienteer?

**["Clienteer is good to use for financial management."](https://www.g2.com/survey_responses/clienteer-review-3829627)**

**Rating:** 5.0/5.0 stars

_— Ashutosh S._

[Read full review](https://www.g2.com/survey_responses/clienteer-review-3829627)

#### What Are G2 Users Discussing About Clienteer?

- [What is Clienteer used for?](https://www.g2.com/discussions/what-is-clienteer-used-for)

### [Coretrac CRM](https://www.g2.com/products/coretrac-crm/reviews)

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?

- **Seller:** [Ignite Enterprise Software Solutions](https://www.g2.com/sellers/ignite-enterprise-software-solutions)
- **HQ Location:** Austin, TX
- **Twitter:** @ignitetech  
494 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eecef5847b3343cd5b4f97baf19c284f73312f381d0f89adc377a47055b54db3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F21226%2F&secure%5Burl_type%5D=linkedin_company_website)  
398 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Are Recent G2 Reviews of Coretrac CRM?

**["Best CRM to manage sales activity"](https://www.g2.com/survey_responses/coretrac-crm-review-5256091)**

**Rating:** 5.0/5.0 stars

_— Gaurang S._

[Read full review](https://www.g2.com/survey_responses/coretrac-crm-review-5256091)

**["Coretrac CRM Review"](https://www.g2.com/survey_responses/coretrac-crm-review-5065550)**

**Rating:** 5.0/5.0 stars

_— Pushpak P._

[Read full review](https://www.g2.com/survey_responses/coretrac-crm-review-5065550)

#### What Are G2 Users Discussing About Coretrac CRM?

- [What is Coretrac CRM used for?](https://www.g2.com/discussions/what-is-coretrac-crm-used-for)

### [CRM for Forex and CFD brokers](https://www.g2.com/products/crm-for-forex-and-cfd-brokers/reviews)

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?

- **Seller:** [UpTrader LCC](https://www.g2.com/sellers/uptrader-lcc)
- **Year Founded:** 2014
- **HQ Location:** Dubai, AE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8d4ced98cd2260eef60d87d27b6dae6e30c489fd43582b8ce1c62ef0325a7d5a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fuptrader&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Small

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

**["Clean and Efficient"](https://www.g2.com/survey_responses/crm-for-forex-and-cfd-brokers-review-5226633)**

**Rating:** 5.0/5.0 stars

_— John O._

[Read full review](https://www.g2.com/survey_responses/crm-for-forex-and-cfd-brokers-review-5226633)

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

- [What is CRM for Forex and CFD brokers used for?](https://www.g2.com/discussions/what-is-crm-for-forex-and-cfd-brokers-used-for)

### [FieldSalesPro](https://www.g2.com/products/fieldsalespro/reviews)

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?

- **Seller:** [CRMIT Solutions](https://www.g2.com/sellers/crmit-solutions)
- **Year Founded:** 2003
- **HQ Location:** Milpitas, US
- **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=06c8cd9bb6c4b994c07be401231ef391dc8c6dd3979ca0d2a13fef6d4ba63b67&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Fcrmit&secure%5Burl_type%5D=linkedin_company_website)  
374 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Are Recent G2 Reviews of FieldSalesPro?

**["FieldSalesPro Review"](https://www.g2.com/survey_responses/fieldsalespro-review-5219997)**

**Rating:** 4.5/5.0 stars

_— Jody O._

[Read full review](https://www.g2.com/survey_responses/fieldsalespro-review-5219997)

#### What Are G2 Users Discussing About FieldSalesPro?

- [What is FieldSalesPro used for?](https://www.g2.com/discussions/what-is-fieldsalespro-used-for)

### [Singletrack](https://www.g2.com/products/singletrack/reviews)

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, investment banks and independent research providers, Singletrack Sell Side enables firms to keep resources focused on the most profitable clients. Its powerful capital markets CRM functionality manages the client contact process and ensures productive inter-departmental collaboration while integrated applications deliver significant business advantage, including: • Streamlined corporate access management • Focused research distribution with consumption metrics • Enterprise-wide, real time reporting • Comprehensive activity logs for client compensation reviews • In-built transparency to meet growing regulatory requirements Singletrack Buy Side is a vendor management tool that enables buy side firms to track, measure and evaluate services from sell side firms with accuracy and ease. It facilitates contract management, interactions evaluation and research engagement measurement in one powerful, effective tool. Built on a world class future-proof operating platform, Singletrack requires no IT and can be implemented and fully operational in weeks. Singletrack was founded by experienced capital markets professionals in London’s financial centre in 2009.

**Average Rating:** 4.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Singletrack?

- **Knowledge Base:** 8.3/10 (Category avg: 8.7/10)
- **Customer Support Portal:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Singletrack?

- **Seller:** [Singletrack](https://www.g2.com/sellers/singletrack)
- **Year Founded:** 2009
- **HQ Location:** London, GB
- **Twitter:** @SingletrackEdge  
118 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=12c2acffa1a67fa774dbfce1738620b28eb70ed58985633dd19b50d060125301&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsingletrack-systems%2F&secure%5Burl_type%5D=linkedin_company_website)  
83 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Singletrack?

**["Singer Track Review"](https://www.g2.com/survey_responses/singletrack-review-6867761)**

**Rating:** 4.5/5.0 stars

_— Ratiranjan N._

[Read full review](https://www.g2.com/survey_responses/singletrack-review-6867761)

**["A pioneer solution for market engagements"](https://www.g2.com/survey_responses/singletrack-review-5240269)**

**Rating:** 4.5/5.0 stars

_— Manav S._

[Read full review](https://www.g2.com/survey_responses/singletrack-review-5240269)

#### What Are G2 Users Discussing About Singletrack?

- [What is Singletrack used for?](https://www.g2.com/discussions/what-is-singletrack-used-for)

### [Act4Advisors](https://www.g2.com/products/act4advisors/reviews)

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 desktop software, Act4Advisors leverages Act!'s great features for the traditional financial services office.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Act4Advisors?

- **Seller:** [Allied Financial Software](https://www.g2.com/sellers/allied-financial-software)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Act4Advisors?

**["Act4Advisor Long time user"](https://www.g2.com/survey_responses/act4advisors-review-4616193)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/act4advisors-review-4616193)

#### What Are G2 Users Discussing About Act4Advisors?

- [What is Act4Advisors used for?](https://www.g2.com/discussions/what-is-act4advisors-used-for)

### [AdvisorConnect](https://www.g2.com/products/advisorconnect/reviews)

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-class digital workflow for your field workforce, AdvisorConnect's Network Navigator technology is a game changer for the Financial Services industry.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind AdvisorConnect?

- **Seller:** [AdvisorConnect](https://www.g2.com/sellers/advisorconnect)
- **HQ Location:** N/A
- **Twitter:** @ADVISOR\_CONNECT  
370 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=815f20830b5b3a970777e829997252f240c970f5998a77bdd93a63d1f17713d6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3351411%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of AdvisorConnect?

**["Good sales acceleration platform"](https://www.g2.com/survey_responses/advisorconnect-review-6509314)**

**Rating:** 4.5/5.0 stars

_— Vipul P._

[Read full review](https://www.g2.com/survey_responses/advisorconnect-review-6509314)

#### What Are G2 Users Discussing About AdvisorConnect?

- [What is AdvisorConnect used for?](https://www.g2.com/discussions/what-is-advisorconnect-used-for)

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- [Financial Analytics](/categories/financial-analytics)
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[Browse Financial Services CRM Themes](/categories/financial-services-crm/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/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](https://www.g2.com/categories/financial-services) including [financial research software](https://www.g2.com/categories/financial-research) and [investment portfolio management software](https://www.g2.com/categories/investment-portfolio-management). Solutions in this category also import contact databases and integrate with [accounting software](https://www.g2.com/categories/accounting).

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

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