Kronos Finance Alternatives & Competitors
(2)3.5 out of 5
Looking for alternatives to Kronos Finance? Tons of people want Financial Services CRM Software. What's difficult is finding out whether or not the software you choose is right for you. Redtail CRM, Salesforce Financial Services Cloud, Wealthbox CRM, and SmartOffice are the most popular alternatives and competitors to Kronos Finance.
Top Alternatives to Kronos Finance
- Redtail CRM
- Salesforce Financial Services Cloud
- Wealthbox CRM
- SmartOffice
- Total Expert
- Backstop Solutions Suite
- Junxure
- CRMNEXT
- Redtail CRM(115)4.4 out of 5
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Categories in common with Kronos Finance: - Salesforce Financial Services Cloud(67)4.1 out of 5
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
Categories in common with Kronos Finance: - Wealthbox CRM(16)4.3 out of 5
CRM for Financial Advisors
Categories in common with Kronos Finance: - SmartOffice(24)3.6 out of 5
CRM system for Insurance and Financial Services
Categories in common with Kronos Finance: - Total Expert(22)4.5 out of 5
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
Categories in common with Kronos Finance: - Backstop Solutions Suite(21)4.7 out of 5
Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms
Categories in common with Kronos Finance: - Junxure(15)3.7 out of 5
Junxure works with financial advisors to build their dream firm - improved client service, streamlined practice management and increased profitability.
Categories in common with Kronos Finance: - CRMNEXT(14)4.0 out of 5Optimized for quick response
CRM and Customer service solutions.
Categories in common with Kronos Finance: - Practifi(7)4.9 out of 5
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.
Categories in common with Kronos Finance: - DealCloud(3)4.8 out of 5
DealCloud is the leading provider of private capital markets software for sourcing, origination and deal management to hundreds of principal investing firms, investment banks, and operating companies worldwide.
Categories in common with Kronos Finance: - DebtPayPro(5)4.1 out of 5
A complete set of cloud based CRM tools and integrations to help financial service providers.
Categories in common with Kronos Finance: - Financial Services CRM
Customer relationship management software for the financial services industry that allows for easy tracking of sales targets.
Categories in common with Kronos Finance: - 360 View CRM
360 View CRM is a web-based software that was developed by financial institutions for financial institutions.
Categories in common with Kronos Finance: - Coretrac CRM
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.
Categories in common with Kronos Finance: - Clienteer(2)4.3 out of 5
Clienteer is a CRM platform designed specifically for hedge funds & other asset managers to assist in the workflows related to investor relations, sales & marketing, operations, and compliance.
Categories in common with Kronos Finance: - Q4 Desktop(2)3.3 out of 5
The Q4 Desktop investor relations platform unifies IR CRM and markets intelligence tools in one simplified and streamlined workflow. Improve engagement with investors, and understand stock movements to improve your investor relations program.
Categories in common with Kronos Finance: - TAMARAC(2)3.8 out of 5
Tamarac is an open platform with a large and growing list of supported integration partners, providing your firm with the flexibility and support you need to automate more of your business
Categories in common with Kronos Finance: - 4Degrees(2)5.0 out of 5
Strengthen your most valuable source of opportunity: your relationships. Make professional relationship development more rewarding through proactive network intelligence.
Categories in common with Kronos Finance: - 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.
Categories in common with Kronos Finance: - BankSight - Intelligent Banking CRM(1)0.0 out of 5
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.
Categories in common with Kronos Finance:
#1
TE
The service is simple in its work. You do not need to spend much time to start working. I like that often there are updates. Developers add new features and fix bugs. Good support service....Read more
#2
JM
The connectivity to current things going on with the company
#3
UF
My favorite thing about Wealthbox is the plethora of features.
#4
AF
We love smart office. Keeps us organized and on the same page.
#5
UF
Total Expert is an innovative marketing platform born to help drive the growth of financial services. One aspect that distinguishes Total Expert is that it is a perfect tool to help companies...Read more
#6
SK
Simple, easy to use, client care is excellent, very patient onboarding team.
#7
UF
I enjoy that the system really has so many possibilities to customize the experience. Being able to export out content from the system also really helps us with our reporting and for Compliance. We...Read more
#8
RK
Upper management is good and holding good clients even though so big players in market today.
#9
UF
The support I received went above and beyond to find a solution to my issue. When several email exchanges did not work, they promptly initiated a zoom meeting and were able to get me squared away...Read more
#10
AC
It allows me to track every touchpoint I have with companies in a single place. It helps me keep my pipeline organized.
#11
AT
As with any CRM you get what you put in. If you have a flow for your clients Debt Pay Pro is full of bells and whistles to help that flow along. The basic DPP is limited as far as stages and...Read more
#12
Be the first to review Financial Services CRM!
Write a Review#13
Be the first to review 360 View CRM!
Write a Review#14
Be the first to review Coretrac CRM!
Write a Review#15
CF
Performance analysis and investor accounting features are good
#16
AI
It’s a good internet software for investors.
#17
UI
That at least we can get our jobs done, albeit at a snail's pace
#18
EG
The simplicity of having everything in one spot.
#19
Be the first to review AdvisorConnect!
Write a Review#20
AS
The Events and Recommendations list shows exactly the things some bankers may forget about.
By proceeding, you agree to our Terms of Use and Privacy Policy