Best Financial Services CRM Software in 2024

8.2

★★★★★

Salesforce Financial Services Cloud

Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.

Robust and well-structured tool for high quality financial work. - User in Financial Services

Ease of use

7.9

Support

8.1

Ease of Setup

7.3

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8.2

★★★★★

DebtPayPro

A complete set of cloud based CRM tools and integrations to help financial service providers.

Endless capability. - Bryan R.

Ease of use

Support

Ease of Setup

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10.0

★★★★★

Centrex Software

Centrex Software is a business/consumer finance dedicated CRM/ERP software platform for brokers, funders and investors. From proprietary esign technology, client/broker/investor portals, pipeline management, SMS, email marketing to integrations with ACH processors for portfolio servicing, investor payouts, accounting, multi-company management, phone system integrations and pulling credit reports, Centrex Software brings multiple technologies ...

Great CRM for Servicing Financing Options for our Clients - Colin G.

Ease of use

Support

Ease of Setup

Languages supported: English

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9.6

★★★★★

DealCloud

DealCloud is the leading provider of private capital markets software for sourcing, origination and deal management to hundreds of principal investing firms, investment banks, and operating companies worldwide.

Great system for private equity - User in Financial Services

Ease of use

Support

Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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9.4

★★★★★

Backstop Solutions Suite

Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms

Every minute matters - Sebastian U.

Ease of use

9.1

Support

9.4

Ease of Setup

7.6

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7.2

★★★★★

SmartOffice

CRM system for Insurance and Financial Services

SmartOffice Review - Christopher C.

Ease of use

7.3

Support

6.9

Ease of Setup

8.0

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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8.8

★★★★★

Total Expert

Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.

Total Expert increases your profitability through marketing campaigns - User in Information Technology and Services

Ease of use

8.8

Support

8.8

Ease of Setup

9.3

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9.0

★★★★★

Practifi

Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world's leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.

Practifi CRM Solution for RIA's - Carla/Carlotta R.

Ease of use

9.0

Support

9.0

Ease of Setup

9.6

Languages supported: English

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8.6

★★★★★

Clienteer

Clienteer is a CRM platform designed specifically for hedge funds & other asset managers to assist in the workflows related to investor relations, sales & marketing, operations, and compliance.

Clienteer is good to use for financial management. - Ashutosh S.

Ease of use

Support

Ease of Setup

Languages supported: English

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7.6

★★★★★

TAMARAC

Tamarac is an open platform with a large and growing list of supported integration partners, providing your firm with the flexibility and support you need to automate more of your business

Tamarac for business - User in Financial Services

Ease of use

Support

Ease of Setup

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7.0

★★★★★

Kronos Finance

Kronos Finance is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients' insurance and investment information. And it's a powerful productivity, marketing, sales and compliance tool.

Very accurate and easy to navigate - Carlos G.

Ease of use

Support

Ease of Setup

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6.6

★★★★★

Q4 Desktop

The Q4 Desktop investor relations platform unifies IR CRM and markets intelligence tools in one simplified and streamlined workflow. Improve engagement with investors, and understand stock movements to improve your investor relations program.

Great product highly recommended - Administrator in Marketing and Advertising

Ease of use

Support

Ease of Setup

Languages supported: English

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10.0

★★★★★

4Degrees

Strengthen your most valuable source of opportunity: your relationships. Make professional relationship development more rewarding through proactive network intelligence.

4Degrees is critical to our venture firm's workflow - Anthony M.

Ease of use

Support

Ease of Setup

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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8.4

★★★★★

Wealthbox CRM

CRM for Financial Advisors

Some good things, but overall not recommended - Robert B.

Ease of use

9.0

Support

8.3

Ease of Setup

8.4

Languages supported: English

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7.6

★★★★★

Junxure

Junxure works with financial advisors to build their dream firm - improved client service, streamlined practice management and increased profitability.

Excellent CRM!! - Laura B.

Ease of use

7.1

Support

7.3

Ease of Setup

7.3

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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8.0

★★★★★

CRMNEXT

CRM and Customer service solutions.

Financial income production ratios are concentrated with crmnext. - User in Management Consulting

Ease of use

8.2

Support

7.8

Ease of Setup

8.5

Languages supported: Arabic, Bengali, German, English, French, Hindi, Italian, Malay, Dutch, Punjabi, Spanish, Thai, Vietnamese, Chinese (Simplified)

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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8.8

★★★★★

Redtail CRM

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

Easy to use - Latona D.

Ease of use

8.8

Support

8.8

Ease of Setup

8.6

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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9.0

★★★★★

NexJ CRM

An innovative provider of next generation enterprise customer relationship management (CRM) solutions for financial services, insurance, and healthcare.

An intuitive and complete CRM. - User in Insurance

Ease of use

Support

Ease of Setup

Languages supported: English, French

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10.0

★★★★★

PrecisionLender

PrecisionLender is a web-based pricing management solution to price nearly $10 billion in loans and deposits each month. With PrecisionLender, loan officers finally have a tool they can use to have a constructive conversation that focuses on the borrowers needs, and allows them to hand-craft a solution that works for both the borrower and the bank.

Manage your credit risk with Precision! - User in Investment Banking

Ease of use

Support

Ease of Setup

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10.0

★★★★★

Act4Advisors

Act4Advisors leverages the Act! CRM by adding on customization it for investment advisors, financial planners and insurance professionals. Offered as SaaS cloud, self hosted cloud or traditional desktop software, Act4Advisors leverages Act!'s great features for the traditional financial services office.

Act4Advisor Long time user - User in Financial Services

Ease of use

Support

Ease of Setup

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10.0

★★★★★

AdvisorEngine

Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

The future is robo-advisors! - Malise H.

Ease of use

Support

Ease of Setup

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0.0

★★★★★

Salentica

Salentica brings together a deep understanding of CRM technologies and unparalleled partnerships and alliances with leading technology solutions providing advisors with a truly integrated experience. Click to learn more about Salentica CRM on Microsoft Dynamics 365 or Salentica Elements on the Lightning Platform by Salesforce.

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Ease of use

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Ease of Setup

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0.0

★★★★★

Lending CRM

Smart business solution for ambitious start-ups, and medium-sized enterprises, and international lending. It's easy to start your business today just use your own brand identity, like logo & colors. You get a fully working lending website, self-branded, without any need for integrations, coding or technical knowledge. View and export high-quality reports. Reports include borrower numbers, loan portfolio, arrears reports, expected vs actual ...

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Ease of use

Support

Ease of Setup

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0.0

★★★★★

VeriTouch

VeriTouch Customer Engagement (CRM)VeriTouch is a vertical solution built on top of Dynamics 365, optimized with industry best practices that enable banks and insurance companies to place customer relationship management at the core of their digital transformation journey.VeriTouch consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers ...

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Ease of use

Support

Ease of Setup

Languages supported: English

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0.0

★★★★★

BankSight – Intelligent Banking CRM

BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell and referral ratios that increase revenues, and more loyal, committed customers with less customer attrition.

A Great Software for Personal Bankers - Albert S.

Ease of use

Support

Ease of Setup

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