Best 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...

We've collected videos, features, and capabilities below. Take me there.

All Products

(1-25 of 133)

1
Zinnia SmartOffice

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

2
Fundingstack
0 reviews

A CRM for raising capital, FundingStack helps VCs, investment bankers, funding advisors and other deal makers raise capital faster and more efficiently.

3
Redtail CRM

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…

4
Fuelfinance
0 reviews

Fuel supports finance with software in the cloud integrated across the organization. Using their practice of managing finance in more than 200 businesses, they…

5
Creatio

Creatio is a provider of a platform to automate industry workflows and CRM with no-code and maximum degree of freedom.

The Creatio offering includ…

6
CaptaFi
0 reviews

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 Free Trial, and…

7
Smartr365
0 reviews

Mortgage technology CRM and platform Smartr365 unites mortgage advisers and technology to empower better financial decisions and planning for clients. Smartr365 gives clients access to all of their financial data – mortgages / insurance / pensions / investments.

8
FactSet Irwin
0 reviews

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.

9
Junxure

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.

14
SS&C Salentica

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.

15
Fundwave
0 reviews

Fundwave provides Software-as-a-Service for alternative funds such as Private Equity Funds, Venture Capital Funds, Real Estate Funds and Fund of Funds.

16
Kalansh One
0 reviews

Kalansh One is an advanced banking and finance software that provides a comprehensive suite of financial tools and services to meet the individual and business needs. It supports personal and business account management, real-time transaction monitoring, budgeting and expense tracking, and investment portfolio management. It also provides advanced analytics tools to support financial decisions, as well as security measur…

17
Twenty7tec FinPlan

A practice management software and CRM that provides mortgage advisors tools to both run their business and deliver advice to their clients – from product sourcing, to CRM, application submission, and a digital marketing platform.

18
Salesforce Financial Services Cloud

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…

19
IQLeads®
0 reviews

IQLeads is an automated sales, service and retention lead generation and tracking system. The software uses a data mining engine to automatically searches your core banking data and other 3rd party data sources to find relevant cross-sales, retention and servicing leads. Leads…

20
IQProspects™

IQProspects is a complete CRM solution for community banks and credit unions. The module is used by commercial bankers, mortgage bankers, cash management, branch managers and others within the bank to keep track of customer appointments, meetings, notes, and products. The module…

23
Backstop

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…

24
Axial
0 reviews

Axial is an online platform used in the lower middle market to raise growth capital, source acquisitions, and exit successfully, from Axial Networks in New York.

25
RightCapital

According to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs.

Learn More About Financial Services CRM Systems

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.

Related Categories

Frequently Asked Questions

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.