Best Financial Services CRM
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 including financial research software and investment portfolio management software. Solutions in this category also import contact databases and integrate with accounting software.
To qualify for inclusion in the Financial Services CRM category, a product must:
Featured Financial Services CRM Software At A Glance
G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
A weekly snapshot of rising stars, new launches, and what everyone's buzzing about.
- Overview
- User Satisfaction
- Seller Details
Empower financial success with Salesforce Financial Services Cloud — the world’s #1 AI CRM for financial services. Built to meet the complex demands of banking, insurance, and wealth management, Finan
- Financial Services
- Banking
- 44% Enterprise
- 29% Mid-Market
578,143 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based appl
- Financial Advisor
- Office Manager
- Financial Services
- Investment Management
- 90% Small-Business
- 6% Mid-Market
7,825 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Maximizer is a customer relationship management (CRM) solution designed to help businesses enhance their visibility into activities that drive success and maintain control over critical opportunities.
- Financial Advisor
- Administrative Assistant
- Financial Services
- Investment Management
- 72% Small-Business
- 19% Mid-Market
3,134 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Intapp DealCloud is a sophisticated deal and relationship intelligence platform designed to assist financial and professional services firms in originating opportunities, managing pipelines, and enhan
- Venture Capital & Private Equity
- Financial Services
- 61% Small-Business
- 19% Mid-Market
2,687 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Backstop, a service of ION Analytics, has a mission to help clients break down the barriers to data access and deliver better decisions. As part of ION Analytics, our industry-leading services redef
- Financial Services
- Investment Management
- 76% Small-Business
- 20% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other altern
- Financial Services
- Venture Capital & Private Equity
- 73% Small-Business
- 13% Mid-Market
312 Twitter followers
- Overview
- User Satisfaction
- Seller Details
The NMI Merchant Relationship Management (MRM) suite helps banks, ISOs, and payment providers manage and grow merchant portfolios while navigating the complexities of risk management and compliance. T
- Financial Services
- Banking
- 76% Small-Business
- 19% Mid-Market
2,465 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Doxim Customer Engagement Management (CEM) is a suite of solutions purpose-built for community banks and credit unions – with modules for both in-branch and self-serve, for retail and business custome
- 46% Mid-Market
- 38% Small-Business
806 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful y
- Financial Advisor
- Financial Planner
- Financial Services
- 94% Small-Business
- 6% Mid-Market
4,754 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perf
- Marketing Manager
- Financial Services
- Banking
- 70% Mid-Market
- 18% Enterprise
1,378 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Dynamo Software is a leading provider of alternative investment management software platform that enables asset allocators, private equity (PE) firms, venture capital (VC) firms, and institutional inv
- Investment Management
- Venture Capital & Private Equity
- 55% Small-Business
- 35% Mid-Market
348 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows and enabling personalized client experiences that fortify relationships, Practifi trans
- Financial Services
- Investment Management
- 72% Small-Business
- 26% Mid-Market
754 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.
- Financial Services
- 84% Small-Business
- 4% Mid-Market
418 Twitter followers
- Overview
- User Satisfaction
- Seller Details
AdvisorEngine CRM is built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business, offering specific workflow automation and exceptional client servic
- Financial Services
- Investment Management
- 92% Small-Business
- 8% Mid-Market
2,099 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities tha
- Investor Relations
- Mining & Metals
- Financial Services
- 75% Small-Business
- 18% Mid-Market
