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Best Financial Services CRM Systems 2026

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage ...

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All Products(1-25 of 144)

  • 1
    Dynamo Software Logo

    Dynamo Software

    Rating: 9.1 out of 10
    Score
    9.1 out of 10
    22 Reviews and Ratings
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    Dynamo Software is a purpose-built investment management platform that can support the entire private market investment lifecycle. It offers modules for CRM, deal management, investor relations, investor portal, portfolio monitoring, fund accounting, research management, portfolio management, and ...
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  • 2
    Redtail CRM Logo

    Redtail CRM

    Rating: 9.5 out of 10
    Score
    9.5 out of 10
    43 Reviews and Ratings
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    Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
  • 3
    Salesforce Agentforce Financial Services Logo

    Salesforce Agentforce Financial Services

    Rating: 8.5 out of 10
    Score
    8.5 out of 10
    42 Reviews and Ratings
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    The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address ...
  • 4
    Junxure Logo

    Junxure

    Rating: 9.5 out of 10
    Score
    9.5 out of 10
    7 Reviews and Ratings
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    Junxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.
  • 5
    Backstop Logo

    Backstop

    Rating: 10 out of 10
    Score
    10 out of 10
    3 Reviews and Ratings
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    Backstop Solutions Group in Chicago provides cloud-based technology supporting hedge funds. These applications include tools for investment research and analytics, accounting, a financial services specific CRM, and investor relations and document sharing tools, as well as investment portfolio ...
  • 7
    Affinity CRM Logo

    Affinity CRM

    Rating: 9.2 out of 10
    Score
    9.2 out of 10
    53 Reviews and Ratings
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    Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.
  • 9
    CaptaFi Logo

    CaptaFi

    Rating: 0 out of 10
    0 Reviews and Ratings
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    CaptaFi is loan tracking software with a built in CRM, phone system and e-sign module. The web based software helps manage a sales pipeline.A customer portal, branded with a company name and logo, allows clients to upload their documents directly into the system. CaptaFi is available with a 14 Day ...
  • 10
    Fuelfinance Logo

    Fuelfinance

    Rating: 0 out of 10
    0 Reviews and Ratings
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    Fuel supports finance with software in the cloud integrated across the organization. Using their practice of managing finance in more than 200 businesses, they make real-time cloud-based, Google Sheets powered solution under the supervision of trained consultants. Think of a no-code ERP system at a ...
  • 11
    unLocked CRM Logo

    unLocked CRM

    Rating: 0 out of 10
    0 Reviews and Ratings
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    unLocked CRM is an insurance-native platform that combines CRM, AI-powered quoting, commission tracking, licensing management, and a built-in power dialer into a single system — purpose-built for independent agents, agencies, IMOs, and FMOs.The platform connects to 1,228+ carriers for real-time ...
  • 12
    Total Expert Logo

    Total Expert

    Rating: 10 out of 10
    Score
    10 out of 10
    3 Reviews and Ratings
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    Total Expert in St.Louis Park is a fintech software company that offers a Marketing Operating System (MOS) purpose built for the financial services industry. The platform enables customer facing teams (sales), marketing and compliance to work together to deliver marketing campaigns and engagement ...
  • 13
    Irwin, a FactSet company Logo

    Irwin, a FactSet company

    Rating: 0 out of 10
    0 Reviews and Ratings
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    FactSet Irwin is software enabling capital markets professionals to build stronger relationships with the investment community. Irwin’s targeting solution provides investor discovery for IR teams to access untapped global networks of capital.
  • 14
    Fundingstack Logo

    Fundingstack

    Rating: 0 out of 10
    0 Reviews and Ratings
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    A CRM for raising capital, FundingStack helps VCs, investment bankers, funding advisors and other deal makers raise capital faster and more efficiently.
  • 17
    SS&C Salentica Logo

    SS&C Salentica

    Rating: 8 out of 10
    Score
    8 out of 10
    1 Reviews and Ratings
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    SS&C offers Salentica, a client relationship management (CRM) platform designed to support wealth and financial management companies in communication with and reporting to their clients. With Salentica Elements, Salentica provides a total wealth management solution.
  • 22
    Wealthbox CRM Logo

    Wealthbox CRM

    Rating: 8.4 out of 10
    Score
    8.4 out of 10
    10 Reviews and Ratings
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    Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.
  • 23
    CollectXpert Logo

    CollectXpert

    Rating: 0 out of 10
    0 Reviews and Ratings
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    CollectXpert is a debt collections platform that centralizes segmentation, strategies, and outreach in a single workspace. Businesses can configure no-code strategies within minutes. An omnichannel hub coordinates email, SMS, voice, letters, and web with throttling, business hours, and user-centric ...
  • 24
    HAMMER PRO™ Logo

    HAMMER PRO™

    Rating: 0 out of 10
    0 Reviews and Ratings
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    Alaric Securities aims to improve the trader experience through trading technology where every component of the pre-trade, trade, and post-trade cycle is built on the latest technology stack, securing stable, scalable and latency-efficient environment and performance.
  • 25
    InvestNext Logo

    InvestNext

    Rating: 10 out of 10
    Score
    10 out of 10
    1 Reviews and Ratings
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    InvestNext offers a workspace to manage the lifecycle of real estate syndication. From capital-raising to waterfall calculations and distribution payouts, while delivering institution-grade experience to investors.
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Learn More about Financial Services CRM Software

What are Financial Services CRM Systems?

Financial services CRMs provide a system of record for communication with other companies. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated with general CRMs. These systems are typically used by hedge funds, investment banks, traditional banks, and insurance agencies to strengthen customer relationships and assist in building new ones.

Features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, or customer onboarding workflows with finance-specific assessments. These systems also provide financial document imaging and storage management, as well as integration with investment portfolio management tools.

The size of the financial industry and its growing market create more competition within institutions. This can make it more difficult to stand out. Integration, storage, and client outreach capabilities make these systems necessary for building and maintaining customer relationships.

Financial Services CRM System Features

Some common features found within financial services CRM systems include:

  • Contact/customer database
  • Financial account management
  • Sales pipeline management
  • Customer price quoting
  • Calendar/scheduling
  • Analytics & reports
  • Expense tracking
  • Collaboration tools
  • Document management
  • Activity dashboard

Financial Services CRM System Comparison

When choosing the proper system for your organization, consider the following:

  1. Industry type: Though most of the products will be geared towards financial institutions, make sure they are suitable for your industry. Insurance agencies, for example, may not want to purchase a product that is designed to meet the needs of banks.
  2. Customization: Some businesses may require more customization for reports and workflows. Be sure the vendor offers customization within certain features.
  3. Ease of Use: How easy is the product to use? Is there a steep learning curve? For tasks such as searching for clients, make sure the product isn’t too difficult to use.

Pricing Information

The pricing for financial services CRM systems depends on the number of features and users. Subscriptions with limited features usually cost around $10 to $40 per user per month. For more pro/premier packaging, look to spend between $50 and $100 per user per month. Some products offer a free version with limited users and features, as well as a free trial.

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Financial Services CRM FAQs

What do financial services CRM systems do?

Financial services CRM systems are used by financial institutions to control, manage, and maintain customer information within one database. This creates easy access to the client’s files for all users within the organization. These systems also automate certain tasks, monitor performance, and provide in-depth analysis in assistance with reports. Financial services CRM systems are mainly geared towards assisting financial advisors. They can also be used by other institutions, such as insurance agencies.

What are the benefits of using financial services CRM systems?

Organizations that implement CRM systems should expect to grow their client bases while maintaining positive relationships with existing clients. Having easy access to client data saves financial workers time and allows them to stay more organized. Automating client data allows financial advisors to concentrate on their line of work and provide the most effective advice.

What are the best financial services CRM systems products?

How much do financial services CRM systems cost?

Pricing for financial services CRM systems usually depends on the number of features. Starting prices range from $10 to $40 per user per month. For more features, look to pay between $50 and $100 per user per month.