Financial CRM Software

1

Redtail CRM

Designed to enhance client relationships and streamline team collaboration, this CRM provides essential tools for boosting efficiency and profitability. With...

By: Redtail Technology From United States
2

Salesforce Financial Services Cloud

Salesforce Financial Services Cloud revolutionizes financial CRM by merging human expertise with AI-driven agents to enhance customer interactions. This platform...

By: Salesforce From United States
3

SmartOffice

For over 20 years, SmartOffice has been an indispensable asset for financial professionals, streamlining client management and enhancing practice efficiency....

By: Zinnia SmartOffice From United States
4

Sticky Advisor

Sticky Advisor transforms client management for financial professionals by providing cloud-based tools that streamline communications, organize documents, and automate tasks....

By: stickypages From Canada
5

Wealthbox

Renowned as the top CRM in Wealth-Tech, this platform empowers financial advisors to effortlessly organize client information, emails, and files....

By: Starburst Labs From United States
6

SatuitCRM

SatuitCRM delivers specialized software designed for buy-side asset management, enhancing investor relationships for hedge funds, private equity, and real estate...

By: Satuit Technologies From United States
7

Junxure Cloud

This CRM solution empowers firms to streamline client management with robust activity tracking and a dynamic workflow engine. By transforming...

By: Junxure From United States
8

Account

Designed for financial institutions, this innovative SaaS loan processing platform transforms digital experiences and enhances the mortgage process with an...

By: Saylent Technologies From United States
9

AppiVa Software

ezTask.io is a revolutionary sales automation platform designed to enhance the productivity of sales teams by up to 30% compared...

By: AppiVa Software From India
10

Doxim CRM

Doxim CRM empowers community banks and credit unions to enhance customer engagement by centralizing crucial information and tools for staff....

By: Doxim From Canada
11

Amplify CRM

This financial CRM software empowers investment promotion agencies and economic development organizations to streamline the investor lifecycle. Its user-friendly design...

By: Wavteq From Ireland
12

Market Quest For Insurance

Market Quest serves as an intuitive database marketing and customer management software designed to enhance sales performance. It streamlines lead...

By: Market Focus From United States
13

MLO Shift

MLO Shift revolutionizes financial customer relationship management by integrating with ActiveCampaign, empowering users to effortlessly manage 2,500 contacts with real-time...

From United States
14

bpm online financial services

Bpm'online financial services offers a robust Financial CRM software designed to enhance customer interactions throughout their journey. It features a...

By: Creatio From United Kingdom
15

Intralinks DealCentre

Intralinks DealCentre is an AI-enabled Financial CRM platform that revolutionizes secure collaboration in global dealmaking. Tailored for capital markets and...

By: Intralinks From United States
16

NMI Merchant Relationship Management

The NMI Merchant Relationship Management platform empowers businesses to streamline their payment processes with an all-in-one solution. Customizable underwriting and...

By: NMI From United States
17

MeridianLink Engage

MeridianLink Engage empowers financial institutions to navigate digital transformation with a robust marketing automation platform. It enhances consumer profiles using...

By: MeridianLink From United States
18

Intapp DealCloud

This financial CRM software revolutionizes deal and relationship management by centralizing firm and market intelligence. Enhanced with AI, the platform...

By: Intapp From United States
19

CoreTrac

CoreTrac equips financial services teams with a robust CRM tailored for community banks and credit unions. By offering a centralized...

By: Ignitech From United States
20

AdvisorEngine

Powerful and intuitive, this technology platform revolutionizes wealth management for financial advisors. It streamlines client onboarding, automates billing, and enhances...

By: AdvisorEngine From United States
21

AdvisorEngine CRM

AdvisorEngine CRM® serves as the essential backbone for firms, empowering them to streamline client interactions and optimize workflows. With advanced...

By: AdvisorEngine From United States
22

Equisoft/connect

Equisoft/connect serves as a sophisticated web-based CRM tailored for financial advisors, streamlining the management of clients' insurance and investment data....

By: Equisoft From Canada
23

LXCRM

Crafted specifically for Forex brokers, LXCRM enhances communication with traders through seamless integration of marketing automation, SMS, and email tools....

By: Leverate From Israel
24

VeriTouch

VeriTouch is a specialized Customer Engagement (CRM) solution built on Microsoft Dynamics 365, uniquely tailored for financial institutions. It consolidates...

By: VeriPark From United Kingdom
25

Kushim

This financial CRM software enhances efficiency for venture capital and private equity firms by streamlining dealflow management and portfolio oversight....

By: Edda From France
26

CapitalBase com

CapitalBase offers a robust CRM solution tailored for wealth management, streamlining customer interactions and enhancing compliance workflows. With features like...

By: CapitalBase.com From United States
27

Credito Pratico

Credito Pratico is a user-friendly financial CRM software designed to streamline the management of credit clients. With an integrated approach,...

By: Credito Pratico From Italy
28

View CRM

Empowering banks with a consolidated view of customer data, this CRM enhances relationship management through seamless integration with core banking...

By: inBusiness Services From United States
29

Jobstream

Job Stream AI transforms the job search experience by leveraging advanced automation to enable candidates to apply for up to...

By: Jobstream Group From United Kingdom
30

Kronos Finance

Kronos Finance offers innovative solutions for insurance and investment professionals, enabling seamless data integration and client management through its advanced...

By: Kronos Technologies From Canada
31

MyPlanMap

MyPlanMap empowers financial advisors to transform their client interactions by simplifying complex planning processes. By integrating actionable checklists, advisors can...

By: MyPlanMap From Canada
32

NexJ Contact

NexJ Contact offers innovative solutions for managing relationships and interactions effectively. With advanced tools for tracking client engagements, users can...

By: NexJ Systems From Canada
33

PlanMagic Finance Pro

PlanMagic Finance Pro stands out as a leading software solution for business, financial, marketing, and media planning in 2023 and...

By: PlanMagic From United States
34

ObjectWay

Positioned as a Strong Performer in The Forrester Wave™ for Digital Wealth Management Platforms, Objectway expands its North American presence...

By: ObjectWay From Italy
35

Elements

Powerful ERP software designed for the financial sector streamlines operations for over 1,000 businesses. It integrates essential tools—such as client...

By: Faster Forward From Netherlands