# Best Financial Services CRM - Page 3 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* 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 ## Category Overview **Total Products under this Category:** 129 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 2,300+ Authentic Reviews - 129+ 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. ## Best Financial Services CRM Software At A Glance - **Leader:** [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - **Highest Performer:** [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) - **Easiest to Use:** [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - **Top Trending:** [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - **Best Free Software:** [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) --- **Sponsored** ### TaskSuite TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1618&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=1208157&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&secure%5Btoken%5D=1de9156615c28f76f986e58ba28fe8672384304189f512600f144c59efb5f597&secure%5Burl%5D=https%3A%2F%2Fwww.tasksuite.com%2F&secure%5Burl_type%5D=company_website) --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [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 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Knowledge Base:** 6.7/10 (Category avg: 8.6/10) - **Campaign Management:** 10.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Ignite Enterprise Software Solutions](https://www.g2.com/sellers/ignite-enterprise-software-solutions) - **HQ Location:** Austin, TX - **Twitter:** @ignitetech (488 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/21226/ (368 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 50% Mid-Market, 50% Small-Business ### 2. [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 **User Satisfaction Scores:** - **Knowledge Base:** 9.2/10 (Category avg: 8.6/10) - **Campaign Management:** 6.7/10 (Category avg: 8.2/10) - **Customer Support Portal:** 6.7/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [UpTrader LCC](https://www.g2.com/sellers/uptrader-lcc) - **Year Founded:** 2014 - **HQ Location:** Dubai, AE - **LinkedIn® Page:** https://www.linkedin.com/company/uptrader (17 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 50% Enterprise, 50% Small-Business ### 3. [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 **Seller Details:** - **Seller:** [CRMIT Solutions](https://www.g2.com/sellers/crmit-solutions) - **Year Founded:** 2003 - **HQ Location:** Milpitas, US - **LinkedIn® Page:** https://in.linkedin.com/company/crmit (374 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 50% Mid-Market, 50% Small-Business ### 4. [Rings AI](https://www.g2.com/products/rings-ai/reviews) 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. **Average Rating:** 4.8/5.0 **Total Reviews:** 7 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Knowledge Base:** 10.0/10 (Category avg: 8.6/10) - **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Rings AI XRM](https://www.g2.com/sellers/rings-ai-xrm) - **Company Website:** https://www.rings.ai - **Year Founded:** 2022 - **HQ Location:** New York City - **LinkedIn® Page:** https://www.linkedin.com/company/rings-ai/ (12 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business #### Pros & Cons **Pros:** - Features (2 reviews) - Comprehensive Overview (1 reviews) **Cons:** - Not Intuitive (1 reviews) - UX Improvement (1 reviews) ### 5. [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 **User Satisfaction Scores:** - **Knowledge Base:** 8.3/10 (Category avg: 8.6/10) - **Customer Support Portal:** 8.3/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Singletrack](https://www.g2.com/sellers/singletrack) - **Year Founded:** 2009 - **HQ Location:** London, GB - **Twitter:** @SingletrackEdge (117 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/singletrack-systems/ (83 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 6. [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 **Seller Details:** - **Seller:** [Allied Financial Software](https://www.g2.com/sellers/allied-financial-software) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 7. [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 **Seller Details:** - **Seller:** [AdvisorConnect](https://www.g2.com/sellers/advisorconnect) - **HQ Location:** N/A - **Twitter:** @ADVISOR_CONNECT (371 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Enterprise ### 8. [BankSight - Intelligent Banking CRM](https://www.g2.com/products/banksight-intelligent-banking-crm/reviews) 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 **User Satisfaction Scores:** - **Knowledge Base:** 10.0/10 (Category avg: 8.6/10) - **Campaign Management:** 10.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [BankSight](https://www.g2.com/sellers/banksight) - **Year Founded:** 1989 - **HQ Location:** Portsmouth, New Hampshire, United States - **LinkedIn® Page:** https://www.linkedin.com/company/bottomline-payments/ (2,759 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 50% Enterprise, 50% Mid-Market ### 9. [Bright Office](https://www.g2.com/products/bright-office/reviews) 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 **Seller Details:** - **Seller:** [BrightOffice](https://www.g2.com/sellers/brightoffice) - **Year Founded:** 2009 - **HQ Location:** Preston, GB - **Twitter:** @BrightOfficeCRM (108 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/brightoffice-limited/ (12 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 10. [Change Machine](https://www.g2.com/products/change-machine/reviews) 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 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.3/10 (Category avg: 8.6/10) - **Campaign Management:** 10.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Change Machine](https://www.g2.com/sellers/change-machine) - **Year Founded:** 2005 - **HQ Location:** Brooklyn, US - **Twitter:** @changemachineus (1,886 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/changemachine (15 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 11. [Cimmaron Mortgage Manager](https://www.g2.com/products/cimmaron-mortgage-manager/reviews) 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 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) **Seller Details:** - **Seller:** [Cimmaron Software](https://www.g2.com/sellers/cimmaron-software) - **Year Founded:** 1999 - **HQ Location:** San Diego, California - **LinkedIn® Page:** https://www.linkedin.com/company/3891922 (13 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services, Banking - **Company Size:** 60% Small-Business, 24% Mid-Market ### 12. [Collections CRM](https://www.g2.com/products/collections-crm/reviews) 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 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) **Seller Details:** - **Seller:** [BrightOffice](https://www.g2.com/sellers/brightoffice) - **Year Founded:** 2009 - **HQ Location:** Preston, GB - **Twitter:** @BrightOfficeCRM (108 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/brightoffice-limited/ (12 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 13. [Datasite Outreach](https://www.g2.com/products/datasite-outreach/reviews) 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 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10) **Seller Details:** - **Seller:** [Datasite](https://www.g2.com/sellers/datasite) - **Year Founded:** 1968 - **HQ Location:** Minneapolis, MN - **Twitter:** @DatasiteGlobal (5,319 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/datasiteglobal/ (1,444 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 14. [FXCRM](https://www.g2.com/products/fxcrm/reviews) 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 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) **Seller Details:** - **Seller:** [IT CORNER](https://www.g2.com/sellers/it-corner) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 15. [Grendel](https://www.g2.com/products/grendel/reviews) 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 **Seller Details:** - **Seller:** [Big Brain Works](https://www.g2.com/sellers/big-brain-works) - **Year Founded:** 1994 - **HQ Location:** Montreal, Quebec, Canada - **Twitter:** @GrendelOnline (136 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/equisoft/ (891 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Mid-Market ### 16. [irostors.com](https://www.g2.com/products/irostors-com/reviews) 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 **User Satisfaction Scores:** - **Knowledge Base:** 10.0/10 (Category avg: 8.6/10) - **Campaign Management:** 10.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Irostors Limited](https://www.g2.com/sellers/irostors-limited) - **Year Founded:** 2018 - **HQ Location:** Sheung Wan, HK - **LinkedIn® Page:** http://www.linkedin.com/company/irostors-financial-communication-limited (8 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Mid-Market ### 17. [MCA Suite](https://www.g2.com/products/mca-suite/reviews) CRM for Merchant Cash Advance Industry **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10) **Seller Details:** - **Seller:** [MCA Suite](https://www.g2.com/sellers/mca-suite) - **HQ Location:** N/A - **Twitter:** @MCAsuite (262 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Mid-Market ### 18. [NexJ CRM](https://www.g2.com/products/nexj-crm/reviews) NexJ Systems (TSX: NXJ), the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-generation technology, strategic investment in innovation, and strong commitment to customer success. With customers on virtually every continent, our global presence is fostered by our knowledge of regional markets and local industry trends. Equally as important, we support a global user community, with users in over 60 countries. Based out of Toronto, Canada, our highly-experienced executive management and operations management teams are the force behind our ever-evolving strategic direction, company vision and thought leadership. Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives: CRM for Wealth Management helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Seller Details:** - **Seller:** [NexJ](https://www.g2.com/sellers/nexj) - **Year Founded:** 2003 - **HQ Location:** Toronto, CA - **LinkedIn® Page:** https://www.linkedin.com/company/nexj-systems (72 employees on LinkedIn®) - **Ownership:** TSX: NXJ **Reviewer Demographics:** - **Company Size:** 100% Enterprise ### 19. [PegasusCRM](https://www.g2.com/products/pegasuscrm/reviews) PegasusCRM is a comprehensive, cloud-based Customer Relationship Management platform specifically designed for the Merchant Services Industry. It streamlines business processes by automating tasks such as sales management, client onboarding, daily communications, and residual reporting. With its robust toolset, PegasusCRM enhances client workflows, facilitates superior customer support, and efficiently calculates residuals from any processor. Key Features and Functionality: - Sales Funnel Management: Includes tools like the Partner Portal and Agent Portal, enabling sales teams to input leads, track progress, and manage client interactions effectively. - Boarding: Features such as the Document Manager and Tasks and Meetings modules streamline the client onboarding process by organizing documents and scheduling tasks efficiently. - Daily Communication and Maintenance: Provides Enterprise Management tools, including a Corporate Portal and Field Management, to oversee office operations and maintain effective client relationships. - Residual Reporting: Offers a Universal Residual Reporting Tool and Integrated Residual Reporting Tool to calculate and customize payouts by processor, office, agent, or merchant swiftly. Primary Value and Solutions Provided: PegasusCRM addresses the unique challenges of the Merchant Services Industry by automating and integrating critical business processes. It enhances operational efficiency, reduces manual errors, and provides real-time analytics for informed decision-making. By offering a centralized platform for sales, onboarding, communication, and financial reporting, PegasusCRM empowers businesses to manage their operations seamlessly, foster stronger client relationships, and drive growth. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) **Seller Details:** - **Seller:** [PegasusCRM](https://www.g2.com/sellers/pegasuscrm) - **Year Founded:** 2000 - **HQ Location:** Decatur, US - **LinkedIn® Page:** https://www.linkedin.com/company/pegasus-crm (4 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 50% Enterprise, 50% Small-Business ### 20. [Q4 Desktop](https://www.g2.com/products/q4-inc-q4-desktop/reviews) Q4 Desktop streamlines, simplifies, and structures how Investor Relations teams manage and build relationships with the Capital Markets. In a single place, IR teams can track, summarize, and report on investor meeting activity and progress, while using that information to execute a strategic and efficient targeting program. Whether in the office or on a roadshow, Desktop integrates directly into your team’s workflow, ensuring you are always ready for your next investor meeting, never worried about losing track of past investor interactions, and able to communicate directly with investors seamlessly. **Average Rating:** 3.7/5.0 **Total Reviews:** 3 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Knowledge Base:** 6.7/10 (Category avg: 8.6/10) - **Customer Support Portal:** 5.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Q4 Inc](https://www.g2.com/sellers/q4-inc) - **Year Founded:** 2006 - **HQ Location:** Toronto, ON - **Twitter:** @q4tweets (3,596 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/206721/ (435 employees on LinkedIn®) - **Ownership:** TSX: QFOR **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 21. [Salespage DataCenter](https://www.g2.com/products/salespage-datacenter/reviews) Helps financial intermediary, institutional and wealth management firms with data management, sales reporting and CRM. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **User Satisfaction Scores:** - **Knowledge Base:** 8.3/10 (Category avg: 8.6/10) - **Campaign Management:** 6.7/10 (Category avg: 8.2/10) - **Customer Support Portal:** 8.3/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Salespage](https://www.g2.com/sellers/salespage) - **Year Founded:** 1981 - **HQ Location:** Kalamazoo, US - **LinkedIn® Page:** https://www.linkedin.com/company/salespage-technologies (92 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Enterprise ### 22. [Skywave CRM](https://www.g2.com/products/skywave-crm/reviews) Skywave CRM is much more than a basic CRM. It is designed to handle all aspects of your business including marketing, employee management, sales management, accounting, payment processing, internal chat, and phone system. We pride ourselves on our custom integrations, and our fully automated workflow that does all the leg-work for you. Suitable for any sales organization, call center, financial relief, or any business looking to manage their customers and their business easier and more efficiently. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Knowledge Base:** 10.0/10 (Category avg: 8.6/10) - **Campaign Management:** 10.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Skywave](https://www.g2.com/sellers/skywave) - **HQ Location:** Riverside, US - **LinkedIn® Page:** http://www.linkedin.com/company/skywave-app (2 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Mid-Market ### 23. [Tier1 CRM by Tier1 Financial Solutions](https://www.g2.com/products/tier1-crm-by-tier1-financial-solutions/reviews) Tier1 Financial Solutions is a global relationship management software, purpose-built for capital markets, corporate and investment banking, and investment management. Its solution for research, sales and trading provides a modular platform built to enable the capture, management, and analysis of complex client related data—with the ability to leverage that rich information into smart, seamless relationship management, workflow and compliance solutions. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Seller Details:** - **Seller:** [SS&C Blue Prism](https://www.g2.com/sellers/ss-c-blue-prism) - **Year Founded:** 2001 - **HQ Location:** Windsor, CT - **Twitter:** @SSCTechnologies (4,800 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/blue-prism-limited/ (1,020 employees on LinkedIn®) - **Ownership:** NASDAQ: SSNC **Reviewer Demographics:** - **Company Size:** 200% Mid-Market ### 24. [Toolkit CRM](https://www.g2.com/products/toolkit-crm/reviews) Toolkit CRM is a client relationship management (CRM) software solution designed for financial advisors and wealth management professionals, providing tools to organize client data, automate workflows, and deliver differentiated client experiences. It enables advisory firms to segment their client base and implement tailored service models, ensuring resources are allocated strategically and client interactions are consistent and predictable. A standout feature of Toolkit CRM is its Client Experience Builder, which allows advisors to categorize clients into segments and assign distinct service levels to each group. This segmentation empowers firms to deliver personalized, high-touch experiences to top-tier clients while efficiently managing broader client groups, all within a scalable and systematic framework. Another core component is the Workflow Builder—a highly intuitive tool for designing and automating business processes. Advisors can create workflows that automatically delegate tasks to the right team members at the right time, enhancing collaboration and ensuring every step of the client journey is executed seamlessly. Toolkit CRM also offers: • Fully customizable contact records, so advisors can capture and track data unique to their clients and business needs. • Automatic email tracking, ensuring every client conversation is logged and accessible within the client profile. • A centralized task management system that keeps the entire team organized and on track with shared tasks and deadlines. • An integrated scheduling solution, serving as a robust alternative to standalone tools like Calendly, with custom branding and smart CRM sync. • Advanced reporting tools, enabling deep insights through customizable filters and one-click saved reports. • Shared assistant functionality, allowing administrative staff to support multiple advisors efficiently. • Built-in document management, providing unlimited cloud storage for secure, organized access to internal and client files. Toolkit CRM is designed to help financial advisory teams scale their business, collaborate effectively, and deliver a consistent, differentiated experience to every client segment. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **User Satisfaction Scores:** - **Knowledge Base:** 10.0/10 (Category avg: 8.6/10) - **Campaign Management:** 0.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Blue Square Apps](https://www.g2.com/sellers/blue-square-apps) - **HQ Location:** Kelowna, CA - **LinkedIn® Page:** https://www.linkedin.com/company/blue-square-toolkit (14 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 25. [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:** 5.0/5.0 **Total Reviews:** 1 **User Satisfaction Scores:** - **Knowledge Base:** 10.0/10 (Category avg: 8.6/10) - **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Total Family](https://www.g2.com/sellers/total-family) - **Year Founded:** 2021 - **HQ Location:** Lutherville, US - **LinkedIn® Page:** https://www.linkedin.com/company/totalfamily/ (13 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ## Parent Category [Financial Services Software](https://www.g2.com/categories/financial-services) ## Related Categories - [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)