B2Core
B2Core is an advanced financial CRM software designed specifically for brokers and exchanges. It streamlines the management of customers, administrators, and introducing broker partners within a single platform, enhancing operational efficiency and communication. This innovative tool provides tailored solutions that foster stronger client relationships and optimize administrative workflows.
Top B2Core Alternatives
Financial Cloud CRM
A unified Financial Cloud CRM enhances customer relationships by streamlining operations for businesses of all sizes.
BrokerIQ
Designed for finance professionals, this CRM tool streamlines client acquisition, conversion, and retention.
Jobstream
Job Stream AI transforms the job search experience by leveraging advanced automation to enable candidates to apply for up to 2,000 positions monthly.
Dialllog
Dialllog revolutionizes the investment landscape with its end-to-end Venture Capital CRM software, designed to streamline the entire investment workflow.
VeriTouch
VeriTouch is a specialized Customer Engagement (CRM) solution built on Microsoft Dynamics 365, uniquely tailored for financial institutions.
bpm online financial services
It features a centralized customer database, case management, and omnichannel communications, empowering financial institutions to...
MissionKontrol
With robust full-text search capabilities, finding specific entries is quick and efficient...
AtomInvest
It features automated workflows for fund accounting, valuation, and ESG data management, while offering robust...
TrustQuay
Their diverse consulting services adapt to organizational needs, providing tailored technical solutions and 24/7 global...
Xpedition Private Equity CRM
Tailored for private equity firms, it enhances decision-making and investor relations, while optimising processes for...
Senta
With a unified client list and direct integration with Proposal Management, AML, and Practice Management...
audius:Finance
Tailored for asset managers, insurance brokers, and real estate professionals, it enhances client management, contract...
Bricknode Broker
With a fully cloud-based infrastructure, it simplifies complex financial operations, allowing businesses to focus on...
Top B2Core Alternatives
- Financial Cloud CRM
- BrokerIQ
- Jobstream
- Dialllog
- VeriTouch
- enVisual360
- bpm online financial services
- MissionKontrol
- AtomInvest
- TrustQuay
- Xpedition Private Equity CRM
- Senta
- audius:Finance
- Bricknode Broker
- Apex 72
