Financial Services CRM Software

Salesforce Financial Services Cloud CRM is powerful asset management software. Get rich client profiles, help regulatory compliance, and reveal opportunities.

Backstop's mission is to help the institutional investment industry use time to its fullest potential. The company develops technology to simplify and streamline otherwise time- consuming tasks and processes.

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM) solutions. The company is dedicated to helping advisors efficiently grow their firms.

IRIS CRM software is an manage pipeline sales and customer support for business. The software offers tools to track sales related activities like new accounts, notes added, emails sent, and more. Collaborate with your team to create professional proposals in minutes. It integrates with Zapier, ZipRecruiter, and more. It supports Mobile Android and iOS. Marketers, Small and Medium companies make use of the software.

Dealcloud sets the standard for data-powered financial and professional services platforms. This high-performance platform delivers vertical-specific solutions to meet the evolving needs of dealmakers and principal investing professionals. Its exceptional flexibility, scalability, and customizability make it unique in its field. Organizations such as private equity, growth equity, venture capital, real estate, credit investors, highly acquisitive private and public companies, investment banks; and legal, accounting, consulting and M&A advisory firms can trust Dealcloud to help them execute deals at the highest levels. Its data architecture enables users to process large volumes of information quickly – allowing them to be one step ahead when presenting deals to prospective stakeholders. With extreme security baked into every moment of use and advanced analytics that capture every aspect of the transaction; Dealcloud is unrivaled in helping firms generate better insights from formal diligence documents or build out comprehensive deal models from market multiples. Its cutting-edge technology ensures that all personnel involved in a deal can work collaboratively in a secure space — keeping everyone up to date on the progress of a deal throughout its duration. Put simply: Dealcloud provides all the tools you need for your financial modeling – without sacrificing speed or accuracy. Put your trust in our reliable solutions today!

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

AdvisorEngine offers one integrated platform built on Robo Advisor technology.

VeriTouch Customer Engagement (CRM) is a vertical solution built on top of Dynamics 365, optimized with industry best practices. It consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently.

InsureCRM is a CRM Insurance Software that enables you to go digital and accelerate your insurance business's sales and customer acquisition. It provides carriers, insurers, insurance agencies, brokers, and agents with digital capabilities and smart tools such as automated client contact monitoring on a single dashboard to improve client interactions. With InsureCRM, you can use automation to track your entire sales activity, allowing for improved sales pipeline management and the unlocking of up-selling and cross-selling potential. Through its simple and ready-to-use functionality, InsureCRM supports administration, customer service, underwriting, quotation processing, claim processing, and more, all from a single unified platform. You can use a single screen dashboard to facilitate an improved picture of the effective workflow management operations. The platform offers integration with central processing insurance modules that allows for more efficient prospect and customer interaction. Using an automated insurance CRM platform, you can increase the conversion rate from prospects to customers. With InsureCRM’s mobile-friendly sales software and dashboards, you can get a 360-degree perspective of your insurance company.

Junxure is a CRM built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business. Features deep integrations with custodians and major portfolio management, reporting, and back-office solutions.

NexJ Systems (TSX: NXJ), the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions. Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. Our products can meet all of your CRM needs in a single package.

Striga (formerly Lastbit) provides financial services infrastructure for companies in the crypto, banking & issuing space. Traditionally the cost & time associated with launching a FinTech solution whether it is a neo-bank, a business banking product or a platform has been absurdly high and complex. This is compounded 10x if are a company that has an element of crypto in business.

Ebix CRM - Our best CRM software, agency management and financial advisory solutions deliver proven enterprise-wide results for our trusted global partners.

Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals.

Kanda is the fastest way for all tradespeople to offer pay monthly options. Build a job, choose finance options, and send it out. Customers get the quote and can easily apply for finance online. When approved, can begin the work. Afterwards, get paid right away.

Clienteer is designed for hedge funds and institutional asset managers. It provides a comprehensive suite of features within an easy to use and powerful user interface. Unlike some CRM tools, Clienteer supports multiple deployment options to scale to the needs of any size organization.

CRMNEXT is an intuitive CRM solution facilitating seamles financial services. Banks and credit unions across the globe benefit from the services offered by this platform. Its features offer to help financial services simplify work, drive growth and deliver a high-end customer service experience in real-time. With work simplification, users can automate inefficient tasks to increase productivity and drive positive results at the same time. Users can also benefit from Two-way 360™ for a holistic customer view to fulfil tasks thoroughly. CRMNEXT's data-driven behavioural insights and customer interactions enable users to develop efficient customer experience strategies and improve on existing ones. This CRM platform simplifies relationship growth by optimising agent performance and leveraging machine learning to design smart workflows. Moreover, the overall platform is easy to implement and maintain with seamless integrations to several prominent CRM applications. Also, users can automate lead management and consciously follow up on all leads and referrals immediately. With CRMNEXT, companies can also simplify the account opening process by reducing onboarding complexity and match demands with users through automation.

Smart business solution for ambitious start-ups, and medium-sized enterprises, and international lending. View and export high-quality reports.

Streamline their client management with Gainns, the all-in-one platform to centralize and efficiently oversee key activities. This suite of productivity tools facilitates seamless onboarding, planning, reporting, and communication to drive business growth and enhance client relationships. With Gainns, sign on new clients in half the time by eliminating cumbersome paperwork and manual data entry. This user-friendly digital onboarding journey delivers a polished first impression and gathers all necessary information with just a few clicks. Seamless API and app integrations connect their existing systems to create a centralized hub for client management. Gain actionable insights with robust analytics and intelligent reporting to inform strategy. Built-in communication tools facilitate productive conversations and meaningful touchpoints with just a tap. Collaborate across teams and access files on-the-go with secure cloud-based access. We designed Gainns to save you time, connect insights, and empower productivity, with an intuitive interface that's enjoyable to use daily. Clients feel genuinely cared for thanks to streamlined journeys that minimize hassle. Teams work collaboratively with clarity on responsibilities and priorities. Let Gainns enhance how you acquire, support and expand client relationships. Centralize the key activities businesses depend on - onboarding, planning, reporting, communicating - into one elegant platform designed for productivity, engagement and growth. Sign up today for a personalized demo.

AdviAlly is the next generation of financial planning software, providing users with a powerful, all-in-one CRM and Personal Finance Management tool. Breakthrough features like budgeting, goal tracking, and custom finance dashboards make it easier than ever to takeoff with their own personal financial plan. Get everything they need to increase the net worth at an unbeatable price delivered through an intuitive platform. AdviAlly is designed to make robust financial solutions accessible to everyone. This platform puts user satisfaction at the forefront, remaining continuously updated with cutting-edge tools and insight into the latest industry trends. This integrated customer relationship management system will put you in control of managing the clients’ progress while delivering a highly personalized approach to strategic planning. The convenience of mobile accessibility from iOS or Android devices gives customers seamless access anytime, anywhere. If they want the best in financial planning software for professionals and budgeting novices alike, AdviAlly is it! Stop spending more time than necessary on keeping track of multiple accounts – this innovative software allows users to easily move money between different accounts with comprehensive oversight over day-to-day expenses and investments. With intelligent AI mapping capabilities helping optimize decision-making processes based on real data, AdviAlly is the perfect choice for boosting efficiency in any office environment or personal finances revolutionizing financial planning today!