Best Financial Services CRM - Page 8
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
Software platform for raising capital, used by venture funds, investment bankers, funding consultants and advisors. It includes a searchable database of 227,000 investors, a CRM to manage the deal pip
Product Description
FxCore CRM is a purpose-built CRM for forex brokers, CFD brokers, prop trading firms, and financial service providers. Unlike generic CRM tools, FxCore is designed around the forex broker workflow — f
Product Description
FOREXCRM’s CRM solution is built especially for Forex Brokers. It is a scalable solution so that start up enterprises are able to get benefit from the very beginning & existing large brokers can m
Product Description
InsightsCRM is a Software-as-a-Service offering driving Customer Engagement and Customer Management. It offers an Enormous Opportunity to take the power of SAAS delivery to energize businesses of all
Product Description
InsuraCRM is a customer relationship management software developed by Damco. It empowers insurance agencies, brokers, agents, and carriers with automation technologies and enables them to enhance cust
Product Description
InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CR
Product Description
InvestorFlow is the AI-powered CRM and investor portal platform built for private markets firms — to raise larger funds faster, drive more deal flow, and engage and empower investors. We bring togethe
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Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a sing
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All-in-One CRM to Effortlessly Generate Leads Elevate Your Marketing and Sales for Life & Health Insurance Agents
Product Description
Smart business solution for ambitious start-ups, and medium-sized enterprises, and international lending. It’s easy to start your business today just use your own brand identity, like logo & color
Product Description
Build unique banking experience
Product Description
Loquat Inc. is a fintech innovator enabling banks and credit unions to offer smart consumer and business banking to their customers and members. The platform provides seamless KYC/KYB, fast onboar
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MadeMarket is the easiest way for investment bankers to manage their opportunities, deals and contacts. We enable investment banks to grow their business and improve employee performance by providing
