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.

Why Capterra is Free
Copper

Copper

by Copper (formerly ProsperWorks)

(331 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. Learn more about Copper Focus on Relationships, Not Records with Copper and Google. The only CRM built for, used by, and recommended by Google. Learn more about Copper
Backstop

Backstop

by Backstop Solutions Group

(9 reviews)
Backstop Solutions exists to help the institutional and alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders. Learn more about Backstop Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop
Pipedrive

Pipedrive

by Pipedrive

(1,787 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
MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

by Continuity Programs

(20 reviews)
MyCRMDashboard, mortgage lead generating CRM, is built specifically for residential lenders, banks and credit unions. 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, testimonials, and more! The platform is also known as MGIC Elements. Lenders who use MGIC mortgage insurance can sign up at a significantly reduced price per loan officer. Learn more about MyCRMDashboard Mortgage CRM MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions. Learn more about MyCRMDashboard Mortgage CRM
Doxim CRM

Doxim CRM

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
Zoho CRM

Zoho CRM

by Zoho CRM

(2,118 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. Learn more about Zoho CRM Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution. Learn more about Zoho CRM
Sage Intacct

Sage Intacct

by Sage Intacct

(264 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
HubSpot CRM

HubSpot CRM

by HubSpot

(1,657 reviews)
Best for companies with 10-1,000 employees. Step into the 21st century with the HubSpot CRM, an easy to use CRM system that eliminates manual work and actually helps your sales team sell. It's free, and you can start using it right now. The HubSpot CRM allows you to keep all your contacts in one centralized, customizable database, automatically logs every interaction for you, and crawls the internet for you, keeping track of over 13M companies (and growing). Learn more about HubSpot CRM HubSpot CRM is the 100% free, flexible, and intuitive CRM that your sales team will love. Learn more about HubSpot CRM
Maximizer CRM for Advisors

Maximizer CRM for Advisors

by Maximizer Software

(264 reviews)
Maximizer is designed to give businesses the power to #GrowWithConfidence. From our personalized CRM and in-house experts to unlimited customer support with our team in Vancouver, BC and flexible deployment options, we promise your business can achieve predictable growth. For extra peace of mind we also offer a 60 day money back guarantee. In the unlikely event you're not happy in the first 60 days of using Maximizer we'll give you a free refund. Learn more about Maximizer CRM for Advisors From our Personalised CRM platform to our exceptional customer care, we promise your business can always achieve predictable growth. Learn more about Maximizer CRM for Advisors
amoCRM

amoCRM

by QSOFT

(118 reviews)
Build valuable lead and client relationships with amoCRM. Our exclusive Digital Pipeline eliminates routine tasks by automating lead capture, email send outs, behavior-triggered movement through the pipeline and task reminders. Focus on growing revenue, not data entry. Even better, amoCRM's analytics track your growth and measure ROI. Evaluate account manager performance with goal tracking, pivot your strategy with reports that help identify bottlenecks. Sell easy and smart with amoCRM! Learn more about amoCRM amoCRM is easy-2-use CRM. It is however very functional and powerful. Sales pipeline, lead tracking, analytics and website integration. Learn more about amoCRM
Really Simple Systems CRM

Really Simple Systems CRM

by Really Simple Systems

(215 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
Cool Life CRM

Cool Life CRM

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" Learn more about Cool Life CRM Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight. Learn more about Cool Life CRM
bpm'online financial services

bpm'online financial services

by bpm'online

(0 reviews)
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 Learn more about bpm'online financial services Innovative process-driven CRM for banks and financial institutions to streamline customer-facing processes Learn more about bpm'online financial services
Freshsales

Freshsales

by Freshworks

(244 reviews)
Freshsales is a full-fledged CRM & Lead Management Software made for high-velocity sales teams, packed with features such as, built-in phone, integrated email, user behavior tracking, deal management, reporting and more. Learn more about Freshsales Freshsales is a full-fledged CRM & Lead Management Software made for high-velocity sales teams. Learn more about Freshsales
Sticky Advisor

Sticky Advisor

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
Foundersuite

Foundersuite

by Foundersuite

(85 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
Less Annoying CRM

Less Annoying CRM

by Less Annoying CRM

(304 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
InfoFlo

InfoFlo

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
Infusionsoft

Infusionsoft

by Infusionsoft

(825 reviews)
Trusted by 140,000 small business users, Infusionsoft is an integrated business management platform that brings order to your day-to-day by providing one centralized place to track all customer activity, deliver personalized follow-up service, and close more business. View the short video below to learn more. Learn more about Infusionsoft Infusionsoft brings order to your business with one place to track client activity, deliver personalized service, and close more deals. Learn more about Infusionsoft
Contactually

Contactually

by Contactually

(83 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. Learn more about Contactually Contactually is a simple, effective way to get more from your network by helping you stay top of mind with your most important contacts Learn more about Contactually
Procurify

Procurify

by Procurify

(75 reviews)
Procurify is the go-to spend management solution for mid-sized companies. Across the world, hundreds of companies use Procurify to track, control and analyze their spending. With its comprehensive workflow and user-friendly interface, Purchasing, Procurement, and Finance teams have been able to implement Procurify across departments and teams, and create a better Spend Culture. Get set up in as little as two weeks and let us help you transform your procurement process. Learn more about Procurify Procurify Spend Management is easy to use for your entire organization, allowing for full spend control, fast adoption and set up. Learn more about Procurify
Base

Base

by Base

(115 reviews)
Base enables sales teams to sell more efficiently with less effort. With a powerful all-in-one CRM platform that increases rep adoption and automates data capture, sales reps get a tool that simplifies their daily lives allowing them to focus on revenue generation. Base automatically analyzes data to provide sales leaders with the actionable insights they need to coach team performance and accelerate revenue growth in a way that's measurable, repeatable and scalable. Learn more about Base Base helps sales teams win more deals by automating tasks and providing actionable insights to grow sales with our all-in-one platform Learn more about Base
Market Quest For Insurance

Market Quest For Insurance

by Market Focus

(1 review)
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
Bitrix24

Bitrix24

by Bitrix

(246 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
Marketing 360

Marketing 360

by Madwire

(769 reviews)
Marketing 360 - #1 Marketing Platform for financial professionals. Market your business across Google, Facebook Bing, Instagram, Linkedin, and more with a seamless all-in-one solution. Since all your data is in one place managing your inbound leads saves you time and money. With better analytics you can optimize at scale generating more leads across multiple channels. #1 Marketing Platform for financial advisors.
CRMnext

CRMnext

by Acidaes Solutions

(1 review)
CRMNEXT is a global cloud CRM solution provider credited with the world's largest installation ever. From Fortune 500 to start-ups, businesses across nine verticals have built profitable customer relationships via CRMNEXT. A pioneer of Digital CRM for some of the largest enterprises across Asia-Pacific, CRMNEXTs customers include global brands like Pfizer, HDFC Bank, ICICI Bank, Axis Bank, Tata AIA, Reliance, National Bank of Oman, Pavers England etc. It was recently lauded in the Gartner Magic CRMNEXT is a global CRM solution provider credited with the world's largest installation ever.
Deltek Vision

Deltek Vision

by Deltek

(403 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.
Method CRM

Method CRM

by Method Integration

(52 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.
Magnifinance

Magnifinance

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
DealCloud

DealCloud

by DealCloud

(8 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.
Kronos Finance

Kronos Finance

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.
UGRU

UGRU

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.
ConvergeHub

ConvergeHub

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.
Finaeo

Finaeo

by Finaeo

(11 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.
irsLogics

irsLogics

by Intellirose Solutions

(2 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.
Dolibarr ERP CRM

Dolibarr ERP CRM

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.
Account360

Account360

by Saylent Technologies

(2 reviews)
Customer relationship data analytics platform for financial institutions. Customer relationship data analytics platform for financial institutions.
Clienteer

Clienteer

by Imagineer Technology Group

(10 reviews)
Clienteer is an intuitive & highly configurable relationship management platform designed for hedge funds & institutional asset managers to assist in the areas of investor relations, fund marketing, operations, compliance, & the various workflows related to these activities. Unlike some CRMs, Clienteer supports multiple deployment options. Whether it is hosted by our clients, a third-party, or in a private or public cloud, Clienteer's flexible desktop, mobile & web-based solutions are unrivaled. Clienteer is the leading provider of relationship management and fund marketing technology to hedge funds and institutional managers.
SatuitCRM

SatuitCRM

by Satuit Technologies

(2 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. Visit www.satuit.com/products/satuitcrm.
360 View CRM

360 View CRM

by inBusiness Services

(0 reviews)
360 View CRM is a web-based software that was developed by financial institutions for financial institutions. 360 View CRM is a web-based software that was developed by financial institutions for financial institutions.
Behavia

Behavia

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.
Engaged CRM

Engaged CRM

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.
Sidetrade Network

Sidetrade Network

by Sidetrade

(4 reviews)
Sidetrade (EURONEXT: ALBFR.PA) is the most compelling A.I. Software Company shaping the future of Customer Engagement and empowering Marketing, Sales and Finance people to grow sales and accelerate cash. Seamlessly integrated with existing CRM and ERP, Sidetrade leverages Artificial Intelligence to disclose untapped new business opportunities, increase upsell, reduce churn, predict customer payments and accelerate cash flow generation. Sidetrade, leading global provider of Predictive Sales-to-Cash solutions, delivers high value creation over the customer journey.
Living Systems Process Suite

Living Systems Process Suite

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.
Advisor Desk

Advisor Desk

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.
PlanMagic Finance Pro

PlanMagic Finance Pro

by PlanMagic

(0 reviews)
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.
Pipedrive

Pipedrive

by Pipedrive

(1,787 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.
Nimble

Nimble

by Nimble

(1,034 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.
SalesPage

SalesPage

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.
GaleForce CRM for Banking

GaleForce CRM for Banking

by GaleForce Solutions

(0 reviews)
An out-of-the-box CRM solution designed to meet the needs of client-facing staff of commercial banks, retail banks and credit unions. An out-of-the-box CRM solution designed to meet the needs of client-facing staff of commercial banks, retail banks and credit unions.
Jobstream 9

Jobstream 9

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.
MyPlanMap

MyPlanMap

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.
NexJ Contact

NexJ Contact

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.
SeedRM

SeedRM

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.
Infocorp Analyzer

Infocorp Analyzer

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
Bricknode Broker

Bricknode Broker

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.
Zap CRM

Zap CRM

by AvanSaber

(7 reviews)
CRM stands for Customer Resource Management, Zap CRM is the perfect combination of technology and humanization. ZapCRM can be used daily to maintain contacts with the people and even notify them when you add them to your contact list . CRM stands for Customer Resource Management, Zap CRM is the perfect combination of technology and humanization.
enVisual 360

enVisual 360

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.
Shape Software

Shape Software

by Shape Software

(3 reviews)
The #1 software for companies looking for an all-in-one solution that integrates with all their favorite software. Shape's cloud-based software helps you grow and manage your company with tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers. and automate everyday tasks. Shapes features are tailor-made to solve your unique business challenges through a customized approach and a feature rich platform. The #1 software for companies looking for a feature-rich all-in-one solution that integrates and APIs with any other software.
zeb.control

zeb.control

by zeb

(1 review)
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
DebtPayPro

DebtPayPro

by Debt Pay

(1 review)
A complete set of cloud based CRM tools and integrations to help financial service providers. A complete set of cloud based CRM tools and integrations to help financial service providers.
Union.digital

Union.digital

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.
Cloud Financial Services CRM

Cloud Financial Services CRM

by Askerteam

(0 reviews)
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.
BSI CRM

BSI CRM

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.
InvestorFlow

InvestorFlow

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.
Beanstalk Solutions

Beanstalk Solutions

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 Intelligent Banking CRM
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.
Yoyo Wallet

Yoyo Wallet

by Yoyo Wallet

(0 reviews)
Building the relationship between retailers and their customers Building the relationship between retailers and their customers
Relationship Management System

Relationship Management System

by FMR Systems

(0 reviews)
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.
Wealthbox

Wealthbox

by Starburst Labs

(0 reviews)
Easy to use CRM for financial advisors. Easy to use CRM for financial advisors.
AdvisorEngine

AdvisorEngine

by AdvisorEngine

(0 reviews)
Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business. Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.
Financial CRM

Financial CRM

by Konjoin Technolgies

(0 reviews)
Customer relationship management software for the financial services industry that allows for easy tracking of sales targets. Customer relationship management software for the financial services industry that allows for easy tracking of sales targets.
Optimizer

Optimizer

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
Practifi

Practifi

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.