Best Financial Services CRM - Page 5

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)

Singletrack

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
  • Year Founded: 2009
  • HQ Location: London, GB
  • Twitter: @SingletrackEdge
    118 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    97 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Singletrack?

What Are G2 Users Discussing About Singletrack?

Act4Advisors

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?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Act4Advisors?

What Are G2 Users Discussing About Act4Advisors?

AdvisorConnect

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?

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of AdvisorConnect?

What Are G2 Users Discussing About AdvisorConnect?

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BankSight - Intelligent Banking CRM

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 results are increased NPS scores, higher cross-sell and referral ratios that increase revenues, and more loyal, committed customers with less customer attrition.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate BankSight - Intelligent Banking CRM?

  • 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 BankSight - Intelligent Banking CRM?

  • Seller: BankSight
  • Year Founded: 1989
  • HQ Location: Portsmouth, New Hampshire, United States
  • LinkedIn® Page: www.linkedin.com
    2,982 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Are Recent G2 Reviews of BankSight - Intelligent Banking CRM?

What Are G2 Users Discussing About BankSight - Intelligent Banking CRM?

Bright Office

Jobs CRM is an end-to-end job management & back office Cloud CRM system providing demonstrable return on investment for clients who require advanced workflow & task management for their operational staff internally, external installers, surveyors & sales people. Jobs CRM allows users to comply with industry recognised processes & other necessary compliance protocols in workforce management, whilst allowing, targeted management of the jobs from initial contact, qualification, assessment, completion.

Average Rating: 3.0/5.0

Total Reviews: 1

Who Is the Company Behind Bright Office?

  • Seller: BrightOffice
  • Year Founded: 2009
  • HQ Location: Preston, GB
  • Twitter: @BrightOfficeCRM
    108 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

Change Machine

Change Machine enables social service organizations to level up their existing case managers with skills they lack—quickly, easily, affordably, and with results. Our turnkey FCaaS platform—based on nearly two decades of innovative, research-based techniques and methodologies—enables social service organizations to seamlessly integrate high-need financial coaching capabilities at a fraction of the time and cost.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Change Machine?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Knowledge Base: 8.3/10 (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 Change Machine?

  • Seller: Change Machine
  • Year Founded: 2005
  • HQ Location: Brooklyn, US
  • Twitter: @changemachineus
    1,877 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Change Machine?

Cimmaron Mortgage Manager

Cimmaron Software is sales enablement and borrower life-cycle platform. It provides lenders lead-to-close process automation, marketing tools and content, business partner portal, POS, advanced analytics and outsourced employee on-boarding. Through use of automation and targeted, predictive analytics, Cimmaron Software improves loan officer retention and acquisition, while improving sales pipeline conversion.

Average Rating: 4.7/5.0

Total Reviews: 25

How Do G2 Users Rate Cimmaron Mortgage Manager?

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

Who Is the Company Behind Cimmaron Mortgage Manager?

Who Uses This Product?

  • Top Industries: Financial Services, Banking
  • Company Size: 60% Small, 24% Medium

What Are Recent G2 Reviews of Cimmaron Mortgage Manager?

What Are G2 Users Discussing About Cimmaron Mortgage Manager?

Collections CRM

Collections CRM is a fully comprehensive debt recovery system including debtor analysis and court management helping a quicker turnaround on all debtor cases.

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate Collections CRM?

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

Who Is the Company Behind Collections CRM?

  • Seller: BrightOffice
  • Year Founded: 2009
  • HQ Location: Preston, GB
  • Twitter: @BrightOfficeCRM
    108 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Collections CRM?

What Are G2 Users Discussing About Collections CRM?

Dasseti ENGAGE

Dasseti ENGAGE is an AI-powered RFP and DDQ automation platform for the investment management industry. Designed for investor relations and RFP teams, ENGAGE streamlines every stage of the response process – from first draft to final approval – using purpose-built AI to eliminate repetitive work and improve accuracy. ENGAGE centralizes content and automates workflows, bringing every part of the process into one controlled environment. It connects seamlessly across Microsoft 365 for in-application collaboration, while integrations with platforms such as Nasdaq eVestment™, Salesforce, and Snowflake keep information synchronized across systems. Built-in version control, approval workflows, and audit trails ensure every response is accurate, compliant, and ready to share. At the core of ENGAGE is Sidekick, Dasseti’s embedded AI assistant. Sidekick transforms the way investor relations and RFP teams work – instantly locating, drafting, and refining responses using your firm’s approved content. Purpose-built for investment language and compliance standards, it delivers accurate, investor-ready answers in moments, not hours. By combining automation, intelligent content management, and industry-specific AI, Dasseti ENGAGE helps firms respond faster, with greater accuracy and consistency – freeing teams to focus on investors, not admin.

Average Rating: 4.2/5.0

Total Reviews: 35

How Do G2 Users Rate Dasseti ENGAGE?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)

Who Is the Company Behind Dasseti ENGAGE?

  • Seller: Dasseti
  • Company Website:
  • Year Founded: 2019
  • HQ Location: New York, US
  • Twitter: @Dasseti
    79 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    80 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Investment Management
  • Company Size: 49% Small, 37% Medium

What Do G2 Reviewers Say About Dasseti ENGAGE?

AI-generated summary from verified user reviews

Pros
  • Users find Dasseti ENGAGE exceptionally easy to use, enhancing efficiency and streamlining the questionnaire process.
  • Users value the efficiency of Dasseti ENGAGE, significantly speeding up RFPs and enhancing the overall workflow.
  • Users value the dedicated customer support of Dasseti ENGAGE, enabling quick implementation and effective assistance.
  • Users praise Dasseti ENGAGE's time-saving AI features, which streamline tasks and enhance productivity in financial services.
  • Users value the powerful AI features of Dasseti ENGAGE for saving time and enhancing productivity.
Cons
  • Users find the poor usability of Dasseti ENGAGE limits its effectiveness and complicates their interaction with the platform.
  • Users find the scrolling method and feature limitations hinder the usability and effectiveness of Dasseti ENGAGE.
  • Users find Dasseti ENGAGE not user-friendly, needing improvements in interface complexity, setup, and customization options.
  • Users find the clunky interface of Dasseti ENGAGE difficult to navigate, affecting their overall experience.
  • Users find Dasseti ENGAGE's interface complex for new users, needing more onboarding and facing limited customization options.

What Are Recent G2 Reviews of Dasseti ENGAGE?

Datasite Outreach

Effortlessly manage your deal marketing with Datasite Outreach. Find the right buyers or investors fast. Import contacts, plug in your CRM, bulk-watermark and protect emails, and reach all potential bidders in one send. Work from a single source of truth, while tracking progress in real time. Continually optimize your process across multiple projects. - Import buyers in seconds: Drag and drop spreadsheets of contacts. Quickly and easily update existing companies and contacts. Track engagement from opportunity to opportunity. - Accelerate marketing: Every message customized, watermarked and password protected. Build them all in moments from your template. Minimize human errors and save days of work. - Track buyer progression: Get real-time updates on deal milestones and buyer engagement. Manage reporting under one source of truth. Export up-to-the-minute data with one click. - Leadership insights: Leverage data that lets you track every potential buyer, across every project. Understand buyer behavior, deal probability and market dynamics as never before. - Unleash your CRM system: Integrate with your Customer Relationship Management (CRM) system. Use an application designed for deal marketing. Maximize your Customer Relationship Management (CRM) system investment. - Seamless deal flow: Move from marketing to managing deals with agility. Your playbook, your workflows - all ready to go in the premier sell-side data room - Datasite Diligence®. You need more than how it’s always been done. You need bulk email and watermarking. You need tools that reduce manual work and repetitive tasks. You need a central hub to track all your buyers. You need Datasite Outreach.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Datasite Outreach?

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

Who Is the Company Behind Datasite Outreach?

  • Seller: Datasite
  • Year Founded: 1968
  • HQ Location: Minneapolis, MN
  • Twitter: @DatasiteGlobal
    5,328 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,443 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Datasite Outreach?

ExecAtlas

ExecAtlas is the executive relationship intelligence platform that transforms how dealmakers, revenue leaders, and business development professionals find and activate the connections that matter most. ExecAtlas gives you the full picture: verified executive profiles, org structures, board relationships, and the professional connections that turn cold accounts into opportunities. At its core, ExecAtlas is purpose-built master data management for executive relationships. That means the data isn't just comprehensive, it's clean, current, and trusted. We pull from authoritative sources like SEC filings, corporate websites, and verified third-party records to maintain profiles on more than 4 million executives and board members. When an executive moves, you know. When a new buying committee forms, you're ready. ExecAtlas connects with Salesforce, Microsoft Dynamics, and other leading CRMs, putting relationship intelligence where your team already works. Instead of cold outreach and guesswork, your reps can map warm paths into any target account using more than 600 million professional connections, finding the fastest route from your network to the decision maker who matters most. What ExecAtlas helps you do: - Identify the right contacts at any company, from C-suite to board level, with verified data you can act on - Track executive movement in real time so you reach new leaders before competitors do - Map relationship pathways that turn cold accounts into warm introductions - Strengthen CRM data quality by keeping executive records accurate and up to date automatically - Accelerate deal cycles by connecting go-to-market teams to decision makers through trusted relationships ExecAtlas is trusted by AM Law Top 50 firms, leading investment banks, and enterprise revenue teams that can't afford to work from stale data or cold outreach. ExecAtlas turns your network into your most reliable path to revenue.

Average Rating: 4.4/5.0

Total Reviews: 5

How Do G2 Users Rate ExecAtlas?

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

Who Is the Company Behind ExecAtlas?

  • Seller: Equilar
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Redwood City, US
  • LinkedIn® Page: www.linkedin.com
    127 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 60% Medium, 20% Large

What Are Recent G2 Reviews of ExecAtlas?

FXCRM

FXCRM is a powerful and fully customizable Forex CRM designed to meet the needs of brokers and trading businesses of all sizes. With a user-friendly interface and advanced tools, FXCRM makes it easier to manage clients, streamline operations, and scale your brokerage efficiently. One of the standout features of FXCRM is its integrated bonus and contest system, helping brokers engage traders, boost retention, and increase activity. Additionally, the platform provides 24/7 live support, ensuring that clients receive immediate assistance whenever they need it. Built with flexibility in mind, FXCRM is fully customizable, allowing brokers to tailor the system to match their branding and business model. This makes it not just a CRM, but a complete business solution for the Forex industry.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate FXCRM?

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

Who Is the Company Behind FXCRM?

  • Seller: IT CORNER
  • HQ Location: London, GB
  • Twitter: @itcornerltd
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of FXCRM?

Grendel

Grendel is built from the ground up for the financial services industry. We integrate with custodians, performance engines, and financial planning platforms. We understand compliance and how it affects the teams that rely on our software.

Average Rating: 3.5/5.0

Total Reviews: 1

Who Is the Company Behind Grendel?

  • Seller: Big Brain Works
  • Year Founded: 1994
  • HQ Location: Montreal, Quebec, Canada
  • Twitter: @GrendelOnline
    134 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    904 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

irostors.com

Irostors redefines how listed companies, investors, PR agents, and banks engage in financial communications. By seamlessly combining all essential forms of communications within the scope of corporate access into one digital financial communication platform, Irostors simplifies the interaction between different parties in the financial ecosystem, making corporate access easy, efficient, effective, measurable, and economical. The company is founded and entirely operated in Hong Kong, all staff of the company are based locally. Technology R&D, marketing, and administrative tasks are all handled in Hong Kong. Irostors is offered to global listed companies and investors in a multi-language SaaS.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate irostors.com?

  • 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 irostors.com?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of irostors.com?

What Are G2 Users Discussing About irostors.com?

MCA Suite

CRM for Merchant Cash Advance Industry

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate MCA Suite?

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

Who Is the Company Behind MCA Suite?

  • Seller: MCA Suite
  • HQ Location: N/A
  • Twitter: @MCAsuite
    261 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of MCA Suite?

What Are G2 Users Discussing About MCA Suite?

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