Financial CRM Software

Financial CRM software helps banks, credit unions and insurance companies to organize and maintain information about their customers including contact details, transaction history and records of previous interactions. Financial CRM software also provides organizations with marketing analytics capabilities that support such sales efforts as targeted calling and cross-selling. Also see: Banking Systems software, Marketing Automation software, Contact Management software and Customer Relationship Management software.

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by Backstop Solutions Group

(17 reviews)
The Backstop CRM is an award-winning cloud-based software platform that empowers institutional investment firms and alternative asset managers to become more operationally efficient and productive. Our over 800 clients use Backstop to centralize qualitative and quantitative data to support research management, portfolio management, capital-raising, and investor relations. Learn more about Backstop Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop

by Doxim

(2 reviews)
Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points. Empower staff with a 360 view of customer activities and interactions. Develop a deeper understanding of your customer base, and take action to increase revenue and loyalty. Integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management. Learn more about Doxim CRM Built for Banks and Credit Unions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients. Learn more about Doxim CRM

by Pipedrive

(2,027 reviews)
Tracking your finances, leads, and overall sales process has never been easier thanks to Pipedrives powerful yet agile CRM software. Track revenue from products, optimize costs by ensuring efficiency, and even forecast sales revenue with Pipedrives advanced statistics dashboard. Perfectly customizable, Pipedrives CRM can be used by businesses operating in banking, insurance, leasing, mortgage, credit, underwriting, and more. Learn more about Pipedrive Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive

by Sage Intacct

(276 reviews)
Sage Intacct helps CFOs access integrated management and financial reports across their business entitiesin minutes not daysto grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance. Learn more about Sage Intacct The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance Learn more about Sage Intacct

by HubSpot

(1,972 reviews)
HubSpot's free CRM is built for financial companies with 10-1,000 employees that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. It helps you manage your pipeline so you can keep deals moving forward. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today. It's easy to set up and intuitive to use, so you can get back to closing deals. Learn more about HubSpot CRM Over 52,000 customers in more than 100 countries use HubSpot's award-winning software to attract, engage and delight their customers Learn more about HubSpot CRM

by Altvia Solutions

(0 reviews)
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition. Learn more about AIM Manage fundraising, deal flow, due diligence, and portfolios. For alternative asset fund managers and institutional investors. Learn more about AIM

by Maximizer Software

(267 reviews)
With offices in Canada, England, and Australia, as well as business partners in the United States and around the world, Maximizer has helped over 120,000 companies increase sales, build relationships, and boost their bottom line. Maximizer CRM comes loaded with features, all at one simple price. We include modules for Sales, Marketing and Customer Support, as well as must-haves such as customization and mobile access. 30-day Free Trial, and a 60-day money back guarantee! Learn more about Maximizer CRM for Advisors Maximizer isn't just another CRM software provider we provide companies with a proven competitive advantage! Learn more about Maximizer CRM for Advisors

by 4Degrees

(1 review)
Relationship and pipeline management built for investors. We eliminate data entry and provides intelligence to close more clients. We combine the ability to search your team's network easily and intuitively with automated data entry and alerts so you never miss opportunities to grow your business. Your network is your net worth. We'll help you maximize it. Learn more about 4Degrees Intelligent relationship and pipeline management for investors, that eliminates data entry and provides signals to close more clients. Learn more about 4Degrees

by Really Simple Systems

(242 reviews)
Really Simple Systems CRM helps you work smarter, managing and tracking your sales leads and customers, so you can get on with growing your business. Designed for small and mid-sized organizations, this GDPR compliant CRM is easy to set up and simple to use. With sales, marketing and service & support built-in you'll have all your data in one place, enabling team collaboration, better relationships and driving sales growth. Learn more about Really Simple Systems CRM An easy to use CRM that helps you work smarter by managing and tracking your sales leads and customers. Learn more about Really Simple Systems CRM

by Foundersuite

(90 reviews)
THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 121,000+ investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. Learn more about Foundersuite SOFTWARE FOR RAISING ANGEL, SEED & VC. Foundersuite makes the leading Investor CRM + an Investor Database and Investor Updater tools. Learn more about Foundersuite

by InfoFlo Solutions

(67 reviews)
Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales & task management solution. It includes a Quick Books, Outlook and Google Sync. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Learn more about InfoFlo Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades Learn more about InfoFlo

by Bitrix

(339 reviews)
Bitrix24 is the leading free online CRM software used by over 3.5 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling. The free plan also comes with email marketing and telephony. Advanced versions have sales and marketing automation, bulk SMS, campaign management and support for multiple pipelines. Available in 12 different languages. Learn more about Bitrix24 Bitrix24 is the fastest growing free CRM software used by over 3.5 million companies worldwide. Email marketing, quotes, invoicing more Learn more about Bitrix24

by Less Annoying CRM

(323 reviews)
BEST FOR INDEPENDENT FINANCIAL PLANNERS AND ADVISORS - Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email. Learn more about Less Annoying CRM Small business software to manage leads, customer information, contact history and reminders, and emails. Learn more about Less Annoying CRM

by Keap

(955 reviews)
Infusionsoft by Keap automates your sales, marketing and business processes in one place, giving you the flexibility and power you need to close more business with confidence. Easily deliver the right message to the right customer automatically through custom automations. Manage your sales process with customizable stages and workflows. Improve your sales & marketing performance with insights and reports. Learn more about Infusionsoft Infusionsoft by Keap automates your sales, marketing and business processes in one place, allowing you to close more business. Learn more about Infusionsoft

by Zendesk

(112 reviews)
Zendesk Sell is sales CRM software that helps you win more deals. With a powerful all-in-one sales platform that increases adoption and data capture among reps, Zendesk Sell provides sales leaders with the actionable, quantifiable insights they need to accelerate performance and grow revenue in a way that's measurable, repeatable and scalable. The Zendesk team will get you up and running immediately, with 70% of Zendesk Sell customers up and running in 7 days or less. Learn more about Zendesk Sell Zendesk Sell is sales CRM software built to improve sales productivity, processes and predictability. Learn more about Zendesk Sell

by Total Expert

(23 reviews)
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. Learn more about Total Expert Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS). Learn more about Total Expert

by stickypages

(6 reviews)
We work with you to ensure we are helping your business succeed the best it can with your daily activities. We are here to help save you time and money, and let you do what you do best, help your clients! 100% Guaranteed! Get started today! Learn more about Sticky Advisor Financial adviser CRM software solution that helps keep a history of all interactions with clients. Learn more about Sticky Advisor
Market Quest For Insurance is a marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals. Learn more about Market Quest For Insurance Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized. Learn more about Market Quest For Insurance

by QSOFT

(131 reviews)
amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools.It's the perfect messenger-based sales solution for entrepreneurs and SMBs. Learn more about amoCRM amoCRM is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more. Learn more about amoCRM

by Harmony Business Systems

(17 reviews)
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform, available from the cloud on any device. Learn more about HarmonyPSA The next generation of PSA tool. Complete professional services automation package for software and services businesses. Learn more about HarmonyPSA

by Zoho CRM

(2,914 reviews)
Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution.

by Pipedrive

(2,027 reviews)
Tracking your finances, leads, and overall sales process has never been easier thanks to Pipedrives powerful yet agile CRM software. Track revenue from products, optimize costs by ensuring efficiency, and even forecast sales revenue with Pipedrives advanced statistics dashboard. Perfectly customizable, Pipedrives CRM can be used by businesses operating in banking, insurance, leasing, mortgage, credit, underwriting, and more. Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close.

by Nimble

(1,263 reviews)
Nimble combines the strengths of traditional CRM, classic contact management, social media, sales intelligence, and marketing automation into a powerful relationship management platform that delivers relationship insights everywhere you work. Discover email and contact details for prospects in seconds! Scan business cards to add contacts, send templates, track email open rates, and more from mobile. Experience social crm and turn relationships into revenue! Our social CRM for Office 365 and G Suite transforms who you know into how you grow.

by Deltek

(422 reviews)
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment. Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.

by Copper

(350 reviews)
Copper (formerly ProsperWorks CRM) is the #1 Financial Services CRM for G Suite users. Copper CRM seamlessly integrates with G Suite, gets rid of manual data entry, and is super easy to use. If you can use Gmail, you'll know how to use Copper. Join the over 12,000 customers love using ProsperWorks and start selling more with the CRM teams love to use, today. Focus on Relationships, Not Records with Copper and Google. The only CRM built for, used by, and recommended by Google.

by Salesforce

(177 reviews)
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one. Get started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month.

by Contactually

(91 reviews)
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you. Contactually helps you maintain and strengthen professional relationships.

by Method Integration

(53 reviews)
A CRM designed specifically for QuickBooks users, Method streamlines your business from lead to repeat and anything in between. #1 rated CRM by QuickBooks users, Method empowers thousands of SMBs that have outgrown their processes by streamlining their operations and increasing their sales. Unlike other CRMs, the combination of Methods deep QuickBooks sync and no-code customization engine enables businesses to achieve their optimal workflows. #1 rated CRM by QuickBooks users, Method streamlines your business from lead to repeat and anything in between.

by LeadSquared

(50 reviews)
LeadSquared is a marketing automation and sales execution platform which caters to financal services which include lending, banks and insurance.Manage your call center sales, increase your efficiency by 55% with complete sales tracking. Get features like: automatic inquiry capture, auto distribution of leads, geo-tracking of the field reps and detailed analytics of the meetings attended. Designed to help you sell faster. Track your sales, recommend actions, and help your team execute them.

by Continuity Programs

(44 reviews)
MyCRMDashboard, mortgage CRM, is built specifically for residential lenders. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45+ years of experience in the industry. Increase your repeat business, referrals, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions.

by FreeAgent Network

(25 reviews)
FreeAgent helps companies increase lead conversion, align teams, and forecast with confidence with intelligent automation and actionable insights that drive results. Leverage sales+marketing automation, real-time analytics and predictive insights for faster, more predictable growth. FreeAgent connects customer engagement and revenue operations in one place, aligning the entire organization in one platform. Increase lead conversion, align teams, and forecast with confidence with the only all-in-one platform for the sales-led business.

by ConvergeHub

(24 reviews)
ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The features are optimized for SMBs that don't have massive budgets to integrate or pay for expensive add-ons. ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs.

by Dolicloud

(24 reviews)
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Open source solution for all around business management from customers and orders to invoicing and inventory.

by Cool Life CRM

(17 reviews)
Cool Life CRM was designed and built from the ground up with complex customer management environments in mind. Not every business treats their customers as single transaction-based opportunities. Cool Life CRM recognizes and meets the nuances of specialty firms such as financial services, professional associations, software and services firms, and more. Our solution addresses unique market needs and does so with software that is Fast; Intuitive; Secure. To quote our customers, Its Cool" Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight.

by Finaeo

(13 reviews)
Finaeo is a FREE cloud-based digital assistance platform that enables insurance advisors to save time, stay compliant, and streamline their systems to be efficient. Advisors that #RunAdvising with Finaeo has total control over their client relationships, back-office administration, product mix & data. Finaeo, a FREE Digital Assistance platform built for Advisors by Advisors automates back office admin powered by a custom-built CRM.

by Imagineer Technology Group

(11 reviews)
Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more. Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more.

by DealCloud

(10 reviews)
DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal. Investors and advisors come to DealCloud to power their deal teams.

by enSynergy Professional Services

(5 reviews)
For financial service providers, enVisual 360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive. Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal.
Sidetrade Financials SaaS solutions are best for B2B +$100M revenues companies with +1000 active customers who are looking to better manage customer payment processes, deploy the best collection actions, reduce bad debt and increase cash flow while improving collaboration across teams and enhance customer experience. Sidetrade have been trusted by leading companies for over 20 years. Our intelligent AI technologies truly give a competitive edge.

by Intellirose Solutions

(3 reviews)
Web-based CRM software for tax resolution firms Lead Management * Auto-generated IRS Forms (Federal/State) * Reporting and Analytics * Workflow Management * Billing and Finance * Pipeline Management * E-Signature * Rules Engine * 100+ Integrated Payment Gateways * SMS and Email Features * 100% Browser-based - accessible from anywhere * Pay by monthly subscription Web-based CRM software for tax resolution firms.

by Satuit Technologies

(3 reviews)
Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management. Our software solutions can be delivered as a cloud solution or installed on your corporate servers. SatuitCRM, Satuit2GO, SatuitCPM, Satuit Investor Portal and Client Report Automation, enable asset and wealth managers to increase sales, improve client service, and reduce costs. CRM software for buy-side investment professionals for the asset management industry.

by ProTrak International

(3 reviews)
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm. An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms

by Junxure

(3 reviews)
CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations. CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations.

by Saylent Technologies

(2 reviews)
Cloud-based CRM & data analytics platform for financial institutions that helps augment better product-customer relationships. Cloud-based CRM & data analytics platform for financial institutions that helps augment better product-customer relationships.

by UGRU

(2 reviews)
UGRU is the #1 CRM Financial Practice Management Suite. A full featured, integrated financial CRM, with sales force and marketing automation, accounting, operations and financial planning. The #1 CRM Financial Practice Management Suite.

by Debt Pay

(2 reviews)
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more. Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.

by AppiVa Software

(2 reviews)
Task management software and collaboration software with the newest features Task management software and collaboration software with the newest features

by Acidaes Solutions

(1 review)
CRMNEXT is the Worlds most powerful financial CRM. It has practice leadership across nine verticals assisting businesses from SMEs to Fortune 500 businesses in optimizing customer relationships. Gartner recognizes CRMNEXT as a leading player in Sales force automation, Service Management and Lead Management. It is committed to make digital journeys of its customers, simpler and profitable through disruptive innovations. For more information, visit www.crmnext.com CRMNEXT is a global CRM solution provider, a specialist in optimizing customer relationships.
zeb.control - Increase your earnings while managing your risk! An efficient management of financial service providers requires flexible information, planning and analysis tools. The zeb.control product range provides the technical support for managing a variety of financial controlling, risk measurement and monitoring, accounting and value management tasks. The product range and the modules are freely combined, enabling a quick integration into existing IT structures. Bank information system that addresses all aspects of modern bank management

by Starburst Labs

(1 review)
Web-based CRM that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows. Web-based CRM that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows.

by Whitestein Technologies

(0 reviews)
The Living Systems Process Suite - or LSPS - from Whitestein is revolutionary. The platform is designed from first principles to answer the needs of business and IT in one seamless, transformational package. Whether you need to build a simple standalone application to automate a paper-based workflow, integrate ageing legacy infrastructure, or create intelligent software solutions that adapt their behavior to business events in order to achieve business outcomes, it is the intelligent choice. LSPS from Whitestein is the most advanced, intelligent BPMS available today.

by Salentica

(0 reviews)
Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more. Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.

by SalesPage Technologies

(0 reviews)
SalesPage Technologies is your partner for intelligent distribution. Whether you're in operations, sales management, marketing, or IT, we provide the best software solutions, services and integrations to help you get the data right, maximize your time, and distribute your products intelligently. Experience, technical strength, industry knowledge, and collaboration with a strong client communitythese set SalesPage apart as the best software solution provider for asset management distribution. Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies.

by inBusiness Services

(0 reviews)
Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques. Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques.

by Scorto

(0 reviews)
Scorto Behavia is a solution for customer relationship management through scoring and analysis. The system is capable of predicting customer behavior on macro and micro levels. Scorto Behavia allows banks to automate reporting for portfolio analysis and Basel II/III requirements, spot trends in customers' behavior, monitor product performance and proactively address churn. A solution for customer relationship management through scoring and analysis.
The #1 financial diagnostic and plan tool that begins where your traditional financial accounting stops. It provides vital financial information and key financial indicators of your business whenever you need them. Fully automated business financials with lots of unique features and state-of-the-art financial analysis tools. It provides vital financial information and key financial indicators of your business whenever you want them.

by Jobstream Group

(0 reviews)
Jobstream 9 is a highly configurable software platform built to suit the individual requirements of the offshore financial services industry. It enables trust companies, family offices, and similar organisations to efficiently manage their business by providing a single integrated source of role-based, actionable information supporting client and office: - Administration - Accounting - Practice management - Reporting - Regulatory compliance. A software platform that serves the specialist accounting and administration requirements of trust companies.
Powerful CRM designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance their customer experience. The solution provides a complete set of tools for bank front-office and contact center management, allows managing end-to-end sales processes of financial products and services to the bank's corporate clients, as well as multichannel marketing campaigns to boost demand generation. - bank customer journey - bank sales - marketing Innovative process-driven CRM for banks and financial institutions to streamline customer-facing processes

by Engaged

(0 reviews)
CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions. CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions.

by MyPlanMap

(0 reviews)
Scale your financial planning practice easily through this instant client engagement system. Scale your financial planning practice easily through this instant client engagement system.

by BroadPoint Technologies

(0 reviews)
BroadPoint is an award-winning, Gold-Certified Microsoft CRM and ERP partner. Since 2001, our team of passionate, seasoned consultants has been focused on one thing: helping our clients meet their goals by designing and implementing great technology solutions. After gaining a deep understanding of your organization, we deliver an integrated solution to fit your unique needs. BroadPoint is an award-winning business & technology consulting firm dedicated to helping organizations solve complex business problems

by Union Financial Technologies

(0 reviews)
Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it. Customise for a specific requirement; scale at minimum cost and adapt quickly as conditions change. Benefits include increased reach, deeper client relationships and corporate agility. Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it.

by NexJ Systems

(0 reviews)
Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management. Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management.
Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce. Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce.

by Lenox Park Solutions

(0 reviews)
SeedRM is a powerful tool for Investment Managers seeking to institutionalize Relationship Management, Allocation Pipeline, Document Management, and Activity Management needs. Leveraging Force.com's world-class security and cloud-based platform, SeedRM's provides Users a collaborative, centralized technology solution for the Investment Management industry. SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.

by Kronos Technologies

(0 reviews)
Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals. This database centralizes all of your clients insurance and investments data while giving you all the tools you need to optimize your business. Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals.

by Infocorp Group

(0 reviews)
Our Business Activity Monitor, enables you to make decisions based on statistics, access trends and the use of channels. Use our Analyzer and filter results per channel, country, time zone or device. Analyze the amount of transactions and the most used functions of your portal. Enables you to make strategic decisions based on statistics, access trends and the use of your channels

by MagniFinance

(0 reviews)
MagniFinance is a financial management platform for businesses. We want managers to be able to run their business' money in just 5 daily minutes. MagniFinance automates 90% of all financial management tasks and does all the heavy lifting so you can manage your finances with no typing. MagniFinance supports the entire financial management process, from invoicing; payable and receivable control, expense management; and from this information cashflow prediction. Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard

by Bricknode

(0 reviews)
Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features. Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.

by BSI Business Systems Integration AG

(0 reviews)
Would you like CRM software that seamlessly supports you in sales, marketing and service? Or an agile CRM tool that you can use quickly and in a targeted manner? BSI CRM is both, thanks to its strictly modular structure and open technology. Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa. This gives you a clear 360 view of customer data and customer behavior at any time, in any department and at any touch point Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa.

by InvestorFlow

(0 reviews)
Customer relationship management software designed for the financial industry for professionals. Customer relationship management software designed for the financial industry for professionals.

by Genesis Contractor Solutions

(0 reviews)
CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app. CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app.
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/service and referral ratios that increase revenues, and more committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers. Intelligent Banking CRM that helps bankers never miss opportunities to proactively engage with their customers.

by Yoyo Wallet

(0 reviews)
Building the relationship between retailers and their customers Building the relationship between retailers and their customers
The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management. The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management.

by AdvisorEngine

(0 reviews)
Cloud-based financial CRM tool which helps advisory firms manage accounts, workflow, risk and assets. Cloud-based financial CRM tool which helps advisory firms manage accounts, workflow, risk and assets.

by Synertree CMS

(0 reviews)
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value

by Practifi

(0 reviews)
Practifi is the business management platform solution for financial advice. RIAs, IBDs & MFOs now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centers-of-influence, partners and providers are also managed with powerful automation and analytics alongside an ecosystem of leading partners. The business management platform solution for financial advice businesses. Grow your business, your way.

by Reliadvisor

(0 reviews)
Comprehensive CRM for financial advisors, RIAs and broker-dealers. Comprehensive CRM for financial advisors, RIAs and broker-dealers.
Helps banks & lenders optimize their loan underwriting processes by training and deploying custom machine learning risk models. Helps banks & lenders optimize their loan underwriting processes by training and deploying custom machine learning risk models.

by Euronext

(0 reviews)
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders