Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
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.
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
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
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.
Junxure works with financial advisors to build their dream firm - improved client service, streamlined practice management and increased profitability.
CRM and Customer service solutions.
A complete set of cloud based CRM tools and integrations to help financial service providers.
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.
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
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.
Kronos Finance is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients' insurance and investment information. And it's a powerful productivity, marketing, sales and compliance tool.
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.
Strengthen your most valuable source of opportunity: your relationships. Make professional relationship development more rewarding through proactive network intelligence.
An innovative provider of next generation enterprise customer relationship management (CRM) solutions for financial services, insurance, and healthcare.
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.
Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.
PrecisionLender is a web-based pricing management solution to price nearly $10 billion in loans and deposits each month. With PrecisionLender, loan officers finally have a tool they can use to have a constructive conversation that focuses on the borrowers needs, and allows them to hand-craft a solution that works for both the borrower and the bank.
