View CRM
Empowering banks with a consolidated view of customer data, this CRM enhances relationship management through seamless integration with core banking systems. By automating manual tasks and facilitating knowledge sharing, it enables personalized marketing and informed decision-making. With insights into profitability and trends, banks can truly elevate customer experiences.
Top View CRM Alternatives
CapitalBase com
CapitalBase offers a robust CRM solution tailored for wealth management, streamlining customer interactions and enhancing compliance workflows.
PlanMagic Finance Pro
PlanMagic Finance Pro stands out as a leading software solution for business, financial, marketing, and media planning in 2023 and 2024.
AdvisorEngine CRM
AdvisorEngine CRM® serves as the essential backbone for firms, empowering them to streamline client interactions and optimize workflows.
SatuitCRM
Acquired by Tier1 Financial Solutions in 2021, this Financial CRM Software excels in delivering tailored solutions for Buy-Side asset management, hedge funds, wealth management, private equity, and real estate markets.
AdvisorEngine
Powerful and intuitive, this technology platform revolutionizes wealth management for financial advisors.
Apex 72
Apex 72 empowers businesses to monitor and enhance their sales activities through tailored features designed for optimal client interaction.
CoreTrac
By offering a centralized 360° client view, it enhances relationship-building and enables personalized communications...
MCA Track
With powerful tools used by industry leaders and integration with GoACH for smooth payment processing...
Intapp DealCloud
Enhanced with AI, the platform provides real-time insights, automated workflows, and tailored content generation, enabling...
LeadCenter.AI
By automating key tasks, it allows advisors to focus on building client relationships and optimizing...
MeridianLink Engage
It enhances consumer profiles using data analytics, enabling timely, tailored offerings...
SeedRM
Accessible globally via the cloud-based Salesforce.com platform, users can easily share and manage vital information...
NMI Merchant Relationship Management
Customizable underwriting and CRM features enhance lead management and automate marketing, while rapid risk assessments...
MortgageHalo
It effortlessly identifies and nurtures leads while sending personalized communications for key events...
Intralinks DealCentre
Tailored for capital markets and alternative investments, it streamlines M&A processes with features like document...
Top View CRM Features
- Holistic customer view
- Core system integration
- Automated manual task replacement
- Personalized marketing outreach
- Scalable customer engagement
- Real-time account insights
- Customizable CRM platform
- Efficient lead management
- Enhanced team collaboration
- Comprehensive reporting capabilities
- Tailored customer interactions
- Streamlined sales process tracking
- Automated email campaign management
- Customer relationship guidance
- Decades of banking expertise
- Insights-driven decision making
- Customer touchpoint visibility
- Focused customer service training
- Detailed profitability analysis
- Customer lifecycle management
Top View CRM Alternatives
- CapitalBase com
- PlanMagic Finance Pro
- AdvisorEngine CRM
- SatuitCRM
- AdvisorEngine
- Apex 72
- CoreTrac
- MCA Track
- Intapp DealCloud
- LeadCenter.AI
- MeridianLink Engage
- SeedRM
- NMI Merchant Relationship Management
- MortgageHalo
- Intralinks DealCentre
