Financial Services CRM Systems

Best Financial Services CRM Systems include:

Redtail CRM, Salesforce Financial Services Cloud, Ebix SmartOffice, Junxure, Wealthbox CRM, DealCloud, CRMnext, Broadridge Client Information Management, Envestnet Tamarac and Backstop.

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Creatio is a provider of a platform to automate industry workflows and CRM with no-code and maximum degree of freedom. The Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales, and Service), industry workflows for 20 verticals and marketplace…

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…


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.

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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…


Vymo is field sales engagement software, designed to provide a unified window to all the information and services that sales executives, managers, and business heads need on the go, with data-driven playbooks to drive task prioritization and deal acceleration.

Ebix SmartOffice

Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and…


Receivables (unpaid invoices) are the 'cheapest' source of capital for any business. However all businesses, including corporates, struggle to manage it well. While ‘Customer Intent’ is usually touted as the core problem, the true reason : traditional, in-efficient & disjointed…


A modular solution for financial advisors, an integrated KYC compliance CRM, Wealth Management, trust and company administrations software with document management, AML / FATCA / CRS compliance and Accounting / Asset management software. Users only need to license the modules needed,…

Q4 Desktop

Q4 Desktop is a software solution designed to enable users to build a investor relations program, demonstrate its impact, and measure the success of investor outreach efforts. Q4 Desktop is designed to aggregate all the data generated by an IR program into a single platform so the…


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.

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…

Total Expert

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…

BD Corporate

BD Corporate is a CRM that helps prospect for new investors, prepare for roadshows, track current investors and their holdings, manage an IR schedule and report on the success of investor outreach efforts. It was developed by IHS Markit, which is now a part of S&P Global since the…

360 View

360 View is a growth platform developed for banks and credit unions, providing the tools necessary to maximize salesteams' performance. The vendor states their solution goes beyond CRM, allowing users to gain insight into customer profitability, automate marketing campaigns, and…

Broadridge Client Information Management

Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating…

Wolters Kluwer CCH ProSystem fx

Wolters Kluwer offers the ProSystem fx Suite (also the CCH ProSystem fx Suite editions with similar capabilities), a workflow management suite with document management system for accounting firms. The solution presents centralized firm management capabilities with firm, employee…

Wealthbox CRM

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.

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INEO (formerly Lending Solution) offers anti-fraud and digital onboarding services built in to its financial services CRM. INEO solutions support both in presence and remote customer onboarding, with an omnichannel approach and management of customers and integrating the various…

BQ Advisory by BehaviorQuant

BQ Advisory by BehaviorQuant is a crm used to create and sustain client relationships, designed to show each customer’s individual preferences and needs, along with tailored recommendations. The solution integrates learning from behavioral science and predictive analytics, and is…

Contemi Wealth Intelligence (WIN) Suite

Contemi Solutions helps financial service providers with automation programs of companies in insurance, capital markets, and asset & wealth management and wider financial services space across Europe, Asia and ANZ, through what they present as client-centric solutions and services.…

Antelope Systems CRM

Antelope System CRM, from the company of the same name headquartered in Cyprus, streamlines the sales operations and reporting of a business, with the goal of simplifying customer interactions . With Antelope's CRM, Tracking and VOIP combined into one interface for instant access…

Intersic CRM
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INTERSIC is a CRM from MFM Tecnologia headquartered in São Paulo, for managing collections and credit recovery. The platform allows for the configuration of billing rules, issues slips and includes features such as calculating commissions for advisory services, a self-service portal…

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InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow integrates deal flow…

Netiks 360CRM
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Netiks 360CRM is a CRM built by Netiks International, on top of Microsoft Dynamics 365, designed especially for insurance brokerages, banks, and entities i real estate (e.g. brokerages, property owners, etc.).

Xgen Smart Sell

A Customer Relationship Management (CRM) platform designed to manage cross-sell, up-sell and other organisational sales initiatives, from Xgen Group headquartered in Melbourne. Smart Sell solution comes with contextual intelligence, powered by proprietary AI-driven technology, machine…

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.

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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.