# The Top 20 Financial Services CRM Software Check out this list of the top Financial Services CRM Software products based on user satisfaction. A product's satisfaction score is calculated by a[proprietary algorithm](https://sell.g2.com/g2-scoring-methodologies)that factors in real-user satisfaction ratings from review data. Software buyers can compare products according to their satisfaction scores to streamline the buying process and quickly identify the best products based on the experiences of their peers. [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Compare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.&title=Highest+Rated+Financial+Services+CRM+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Dhighest_rated) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Highest+Rated+Financial+Services+CRM+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Dhighest_rated&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Dhighest_rated) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Highest+Rated+Financial+Services+CRM+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Highest+Rated+Financial+Services+CRM+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") Filters The next elements are filters and will change the displayed results once they are selected. All SegmentsEnterprise ( \>1000 emp.)Mid-Market (51-1000 emp.)Small Business (50 or fewer emp.)All RegionsAsiaNorth America The Top 20 Financial Services CRM Software [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Compare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.&title=Highest+Rated+Financial+Services+CRM+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Dhighest_rated) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Highest+Rated+Financial+Services+CRM+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Dhighest_rated&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Dhighest_rated) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Highest+Rated+Financial+Services+CRM+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Highest+Rated+Financial+Services+CRM+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") All SegmentsEnterprise ( \>1000 emp.)Mid-Market (51-1000 emp.)Small Business (50 or fewer emp.)All RegionsAsiaNorth America [Collapse AllExpand All](#) G2 Satisfaction Score Information Compare [Expand/Collapse Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](#) #1 [![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg)](/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") 99 [Expand/Collapse Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](#) Overall Satisfaction Score 99 Top Industries of Reviewers: Financial Services 67% Banking 16% Accounting 8% Information Technology and Services 8% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 8.3 Meets Requirements Average: 9.1 8.9 Ease of Doing Business With Average: 6.1 9.0 Ease of Setup Average: 5.9 8.2 Quality of Support Average: 9.3 8.9 Ease of Admin Average: 5.6 8.5 [Expand/Collapse Redtail Technology](#) #2 [![Redtail Technology](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg)](/products/redtail-technology/reviews) [Redtail Technology](/products/redtail-technology/reviews "Redtail Technology") 99 [Expand/Collapse Redtail Technology](#) Overall Satisfaction Score 99 Top Industries of Reviewers: Financial Services 90% Investment Management 6% Insurance 2% Accounting 2% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 8.7 Meets Requirements Average: 9.1 8.8 Ease of Doing Business With Average: 6.1 9.1 Ease of Setup Average: 5.9 8.6 Quality of Support Average: 9.3 8.7 Ease of Admin Average: 5.6 8.8 [Expand/Collapse Maximizer](#) #3 [![Maximizer](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg)](/products/maximizer/reviews) [Maximizer](/products/maximizer/reviews "Maximizer") 82 [Expand/Collapse Maximizer](#) Overall Satisfaction Score 82 Top Industries of Reviewers: Financial Services 76% Investment Management 9% Marketing and Advertising 9% Information Technology and Services 6% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 8.5 Meets Requirements Average: 9.1 8.6 Ease of Doing Business With Average: 6.1 8.5 Ease of Setup Average: 5.9 8.3 Quality of Support Average: 9.3 8.9 Ease of Admin Average: 5.6 8.1 [Expand/Collapse Altvia](#) #4 [![Altvia](https://images.g2crowd.com/uploads/product/hd_favicon/cdaa3c23d0ff8c502f03f91e77ae2149/altvia.svg)](/products/altvia/reviews) [Altvia](/products/altvia/reviews "Altvia") 67 [Expand/Collapse Altvia](#) Overall Satisfaction Score 67 Top Industries of Reviewers: Financial Services 50% Venture Capital & Private Equity 30% Fund-Raising 10% Philanthropy 10% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.3 Meets Requirements Average: 9.1 9.0 Ease of Doing Business With Average: 6.1 10.0 Ease of Setup Average: 5.9 9.5 Quality of Support Average: 9.3 9.9 Ease of Admin Average: 5.6 9.4 [Expand/Collapse Backstop Solutions Suite](#) #5 [![Backstop Solutions Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_d813117dcecbeb3a4ddcebc597e9558f/backstop-solutions-suite.png)](/products/backstop-solutions-suite/reviews) [Backstop Solutions Suite](/products/backstop-solutions-suite/reviews "Backstop Solutions Suite") 63 [Expand/Collapse Backstop Solutions Suite](#) Overall Satisfaction Score 63 Top Industries of Reviewers: Investment Management 48% Financial Services 44% Capital Markets 4% Individual & Family Services 4% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.8 Meets Requirements Average: 9.1 8.8 Ease of Doing Business With Average: 6.1 9.9 Ease of Setup Average: 5.9 8.5 Quality of Support Average: 9.3 9.8 Ease of Admin Average: 5.6 8.7 [Expand/Collapse Total Expert](#) #6 [![Total Expert](https://images.g2crowd.com/uploads/product/hd_favicon/63137680bbb1dabeb3a493ee6e137bd9/total-expert.svg)](/products/total-expert/reviews) [Total Expert](/products/total-expert/reviews "Total Expert") 62 [Expand/Collapse Total Expert](#) Overall Satisfaction Score 62 Top Industries of Reviewers: Financial Services 73% Banking 16% Real Estate 10% Construction 2% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.1 Meets Requirements Average: 9.1 8.9 Ease of Doing Business With Average: 6.1 9.9 Ease of Setup Average: 5.9 8.6 Quality of Support Average: 9.3 9.4 Ease of Admin Average: 5.6 9.0 [Expand/Collapse Wealthbox CRM](#) #7 [![Wealthbox CRM](https://images.g2crowd.com/uploads/product/hd_favicon/e40f18d517f14ad324978c206159bfd7/wealthbox-crm.svg)](/products/wealthbox-crm/reviews) [Wealthbox CRM](/products/wealthbox-crm/reviews "Wealthbox CRM") 59 [Expand/Collapse Wealthbox CRM](#) Overall Satisfaction Score 59 Top Industries of Reviewers: Financial Services 94% Investment Management 4% Insurance 3% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.1 Meets Requirements Average: 9.1 9.1 Ease of Doing Business With Average: 6.1 9.4 Ease of Setup Average: 5.9 9.0 Quality of Support Average: 9.3 8.8 Ease of Admin Average: 5.6 9.1 [Expand/Collapse Dialllog](#) #8 [![Dialllog](https://images.g2crowd.com/uploads/product/hd_favicon/0b3e4b99a0ab37be3ffc1547b44ab6f9/dialllog.svg)](/products/dialllog/reviews) [Dialllog](/products/dialllog/reviews "Dialllog") 54 [Expand/Collapse Dialllog](#) Overall Satisfaction Score 54 Top Industries of Reviewers: Venture Capital & Private Equity 71% Consulting 14% Information Technology and Services 7% Real Estate 7% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.8 Meets Requirements Average: 9.1 9.8 Ease of Doing Business With Average: 6.1 0.0 Ease of Setup Average: 5.9 0.0 Quality of Support Average: 9.3 10.0 Ease of Admin Average: 5.6 0.0 [Expand/Collapse DealCloud](#) #9 [![DealCloud](https://images.g2crowd.com/uploads/product/hd_favicon/fd8a41af67a161a42221a662f93b0ba9/dealcloud.svg)](/products/dealcloud/reviews) [DealCloud](/products/dealcloud/reviews "DealCloud") 53 [Expand/Collapse DealCloud](#) Overall Satisfaction Score 53 Top Industries of Reviewers: Financial Services 40% Venture Capital & Private Equity 35% Information Technology and Services 15% Construction 10% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 8.2 Meets Requirements Average: 9.1 8.6 Ease of Doing Business With Average: 6.1 9.5 Ease of Setup Average: 5.9 8.7 Quality of Support Average: 9.3 9.0 Ease of Admin Average: 5.6 9.5 [Expand/Collapse Doxim Customer Engagement Platform](#) #10 [![Doxim Customer Engagement Platform](https://images.g2crowd.com/uploads/product/hd_favicon/87d1e56f9ebc029506590c9a4b828759/doxim-customer-engagement-platform.svg)](/products/doxim-customer-engagement-platform/reviews) [Doxim Customer Engagement Platform](/products/doxim-customer-engagement-platform/reviews "Doxim Customer Engagement Platform") 50 [Expand/Collapse Doxim Customer Engagement Platform](#) Overall Satisfaction Score 50 Top Industries of Reviewers: Banking 44% Hospital & Health Care 22% Computer Software 22% Market Research 11% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.8 Meets Requirements Average: 9.1 9.8 Ease of Doing Business With Average: 6.1 0.0 Ease of Setup Average: 5.9 9.9 Quality of Support Average: 9.3 9.7 Ease of Admin Average: 5.6 0.0 [Expand/Collapse Merchant Central by NMI](#) #11 [![Merchant Central by NMI](https://images.g2crowd.com/uploads/product/hd_favicon/5a77051890d3a2cf3deebb1b7492a9d2/merchant-central-by-nmi.svg)](/products/merchant-central-by-nmi/reviews) [Merchant Central by NMI](/products/merchant-central-by-nmi/reviews "Merchant Central by NMI") 47 [Expand/Collapse Merchant Central by NMI](#) Overall Satisfaction Score 47 Top Industries of Reviewers: Financial Services 83% Banking 8% Information Technology and Services 5% Accounting 4% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.0 Meets Requirements Average: 9.1 8.5 Ease of Doing Business With Average: 6.1 8.9 Ease of Setup Average: 5.9 8.2 Quality of Support Average: 9.3 9.1 Ease of Admin Average: 5.6 8.6 [Expand/Collapse CRMNEXT](#) #12 [![CRMNEXT](https://images.g2crowd.com/uploads/product/hd_favicon/ae690f9acd1c6dcd762378b8340d623e/crmnext.svg)](/products/crmnext/reviews) [CRMNEXT](/products/crmnext/reviews "CRMNEXT") 46 [Expand/Collapse CRMNEXT](#) Overall Satisfaction Score 46 Top Industries of Reviewers: Insurance 44% Banking 38% Financial Services 13% Mechanical or Industrial Engineering 6% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 8.6 Meets Requirements Average: 9.1 9.5 Ease of Doing Business With Average: 6.1 9.7 Ease of Setup Average: 5.9 8.5 Quality of Support Average: 9.3 8.4 Ease of Admin Average: 5.6 8.5 [Expand/Collapse Hubly](#) #13 [![Hubly](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_5adb96183f411e9fd29cda91f8f226de/hubly.png)](/products/hubly/reviews) [Hubly](/products/hubly/reviews "Hubly") 45 [Expand/Collapse Hubly](#) Overall Satisfaction Score 45 Top Industries of Reviewers: Financial Services 100% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.5 Meets Requirements Average: 9.1 9.6 Ease of Doing Business With Average: 6.1 0.0 Ease of Setup Average: 5.9 0.0 Quality of Support Average: 9.3 10.0 Ease of Admin Average: 5.6 0.0 [Expand/Collapse Centrex Software](#) #14 [![Centrex Software](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ab093a08d78586cd18b1f9df3d783254/centrex-software.jpg)](/products/centrex-software/reviews) [Centrex Software](/products/centrex-software/reviews "Centrex Software") 45 [Expand/Collapse Centrex Software](#) Overall Satisfaction Score 45 Top Industries of Reviewers: Financial Services 78% Media Production 11% Publishing 11% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 10.0 Meets Requirements Average: 9.1 10.0 Ease of Doing Business With Average: 6.1 0.0 Ease of Setup Average: 5.9 0.0 Quality of Support Average: 9.3 9.7 Ease of Admin Average: 5.6 0.0 [Expand/Collapse Irwin](#) #15 [![Irwin](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_e9370065a53a978a6fa07d306829d964/irwin.png)](/products/irwin/reviews) [Irwin](/products/irwin/reviews "Irwin") 45 [Expand/Collapse Irwin](#) Overall Satisfaction Score 45 Top Industries of Reviewers: Mining & Metals 45% Information Technology and Services 27% Financial Services 18% Consumer Electronics 9% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.5 Meets Requirements Average: 9.1 9.6 Ease of Doing Business With Average: 6.1 0.0 Ease of Setup Average: 5.9 0.0 Quality of Support Average: 9.3 9.9 Ease of Admin Average: 5.6 0.0 [Expand/Collapse AdvisorEngine CRM](#) #16 [![AdvisorEngine CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_1e435beb951fb541b315a35f76e62d60/advisorengine-crm.png)](/products/advisorengine-crm/reviews) [AdvisorEngine CRM](/products/advisorengine-crm/reviews "AdvisorEngine CRM") 40 [Expand/Collapse AdvisorEngine CRM](#) Overall Satisfaction Score 40 Top Industries of Reviewers: Financial Services 69% Investment Management 19% Accounting 8% Computer Software 4% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 8.9 Meets Requirements Average: 9.1 8.7 Ease of Doing Business With Average: 6.1 9.5 Ease of Setup Average: 5.9 8.5 Quality of Support Average: 9.3 9.0 Ease of Admin Average: 5.6 7.9 [Expand/Collapse WealthSphere](#) #17 [![WealthSphere](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_eebdc0bc7708cff6c258a59ed6514ca8/wealthsphere.jpg)](/products/wealthsphere/reviews) [WealthSphere](/products/wealthsphere/reviews "WealthSphere") 37 [Expand/Collapse WealthSphere](#) Overall Satisfaction Score 37 Top Industries of Reviewers: Manufacturing 40% Electrical/Electronic Manufacturing 20% Information Technology and Services 20% Education Management 20% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.4 Meets Requirements Average: 9.1 9.4 Ease of Doing Business With Average: 6.1 0.0 Ease of Setup Average: 5.9 0.0 Quality of Support Average: 9.3 9.3 Ease of Admin Average: 5.6 0.0 [Expand/Collapse Practifi](#) #18 [![Practifi](https://images.g2crowd.com/uploads/product/hd_favicon/8ec930e77838c7330ef90f24dfc16494/practifi.svg)](/products/practifi/reviews) [Practifi](/products/practifi/reviews "Practifi") 35 [Expand/Collapse Practifi](#) Overall Satisfaction Score 35 Top Industries of Reviewers: Financial Services 88% Investment Management 9% Information Technology and Services 1% Insurance 1% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 8.2 Meets Requirements Average: 9.1 8.7 Ease of Doing Business With Average: 6.1 8.8 Ease of Setup Average: 5.9 7.0 Quality of Support Average: 9.3 9.1 Ease of Admin Average: 5.6 7.4 [Expand/Collapse DebtPayPro](#) #19 [![DebtPayPro](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_183b48aa44c09e92fac44725345d0eed/debtpaypro.jpg)](/products/debtpaypro/reviews) [DebtPayPro](/products/debtpaypro/reviews "DebtPayPro") 35 [Expand/Collapse DebtPayPro](#) Overall Satisfaction Score 35 Top Industries of Reviewers: Financial Services 44% Legal Services 22% Telecommunications 22% Accounting 11% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.5 Meets Requirements Average: 9.1 9.6 Ease of Doing Business With Average: 6.1 0.0 Ease of Setup Average: 5.9 0.0 Quality of Support Average: 9.3 9.2 Ease of Admin Average: 5.6 0.0 [Expand/Collapse Dynamo Software](#) #20 [![Dynamo Software](https://images.g2crowd.com/uploads/product/hd_favicon/2894275cea1c9be53f708efb270d5ad8/dynamo-software-dynamo-software.svg)](/products/dynamo-software-dynamo-software/reviews) [Dynamo Software](/products/dynamo-software-dynamo-software/reviews "Dynamo Software") 35 [Expand/Collapse Dynamo Software](#) Overall Satisfaction Score 35 Top Industries of Reviewers: Investment Management 40% Venture Capital & Private Equity 33% Financial Services 20% Capital Markets 7% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 7.6 Meets Requirements Average: 9.1 8.1 Ease of Doing Business With Average: 6.1 9.5 Ease of Setup Average: 5.9 7.0 Quality of Support Average: 9.3 9.2 Ease of Admin Average: 5.6 7.9