The editors at Solutions Review have compiled a list collecting some of the best financial CRM software solutions for companies in the financial services industry to consider. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.
With the right financial CRM software, businesses can improve how they manage customers, access client information, identify needs, develop brand loyalty, develop memorable customer experiences, generate targeted marketing campaigns, and maximize customer satisfaction. However, selecting a CRM software solution can be complicated and time-consuming, especially since financial businesses are continuously adapting to changing market trends, regulations, and customer expectations.
To help, the Solutions Review editors have compiled the following list of top-rated CRM solutions for financial services companies to consider. Our editors selected these based on each provider’s Authority Score, a meta-analysis of user sentiment through the web’s most trusted business software review sites, and our proprietary five-point inclusion criteria.
The Best Financial CRM Solutions
Zendesk
Description: Zendesk provides customers with a CRM focused on customer service and sales needs. With Zendesk Sell, a sales CRM platform, users can access sales automation software, pipeline visualization and management tools, mobile access, lead management, reporting capabilities, and more. For example, financial services companies can use Zendesk to give team members easy access to critical customer data, connect valuable data sets across their business, and use the collected information to make personalized customer offers.
Salesforce
Description: Salesforce offers one of the most expansive and complete CRM products. The platform includes the company’s sales and marketing applications, most notably the Sales and Marketing Clouds, Service Cloud, Analytics Cloud, App Cloud, and IoT service. Additionally, the Salesforce for Financial Services suite provides banking, insurance, and wealth management businesses with the functionalities they need to place customers at the center of their brand, grow customer trust, increase employee productivity, and accelerate digital process innovations across the front, middle, and back offices.
Wealthbox
Description: Wealthbox is a web-based, easy-to-use CRM platform for modern financial advisors, enterprise firms, brokers, and dealers. The full-featured platform provides users with contact management, customizable workflows, two-way email syncing, reporting, pipeline management, social media monitoring, click-to-call functionality, custom data fields, email templates, task management, a companion mobile app, integrations with various technology platforms, and other capabilities to help financial advisors connect with clients, prospects, and coworkers.
Zoho CRM
Description: Zoho is a multinational company specializing in software development, cloud computing, and web-based business tools. It offers products and applications across major business categories, including marketing, sales, customer service, email, human resources, financial, management, business intelligence, and other back-office operations. Zoho CRM even offers a fully compliant platform for financial services companies, providing users with built-in AI functionalities, automations, client journey management tools, integrations with leading technology solutions, 360-degree client information management, and more.
HubSpot
Description: HubSpot is one of the most well-known and popular CRM software platforms, as most of the companies in the marketing world have partnerships or integrations with the company’s CRM solution suite. Alongside that CRM suite, HubSpot offers a marketing, sales, customer service, operations, and content management system (CMS) solution. The company can help various financial businesses improve their operations, nurture client relationships, maintain a single source of truth for client information, automate processes, deliver targeted content to audiences, and more.
Keap
Description: Keap is a CRM and marketing automation solutions provider for growth-oriented companies. While the company focuses on small and medium-sized businesses, it does offer a solution for established, larger firms. Included in its solution suite is a CRM tailored to the needs of financial advisors, which comes equipped with various sales and marketing automation functionalities to help users nurture client relationships. Specific features include contact segmentation, sales pipeline management, client onboarding tools, lead nurturing, automatic follow-ups, a business phone line, and more.
Act!
Description: The Act! platform provides CRM and marketing automation capabilities that include pipeline visuals and management, customer database management, pipeline management, business insights, and reports. For financial services companies, Act! offers an industry-specific CRM solution to help users identify high-value clients, improve customer relationships, maximize conversions, decrease sales cycle length, streamline customer service, automate processes, and track valuable data sets. The platform integrates with other relevant solutions, including Outlook, QuickBooks, Xero, and more.
Freshsales
Description: Freshworks provides business software solutions designed to be ready to go right “out of the box.” The company’s CRM platform, Freshsales, comes equipped with the tools businesses need to identify loyal customers, improve engagement, personalize the shopping experience, and unify customer data. With Freshsales’ financial CRM, companies can get a 360-degree view of customer information, connect with customers on their preferred platforms, improve sales productivity with automation, measure performance with visual reports, develop customizable sales processes, and modify the platform to meet their needs.
Total Expert
Description: TotalExpert is a CRM and customer engagement platform “purpose-built” for financial enterprises like banks, lenders, credit unions, and insurance companies. It’s designed to unify data, marketing, sales, and compliance solutions to provide businesses with the tools they need to create optimized customer journeys. Its CRM platform includes capabilities for workflow management, lead prioritization, performance tracking, co-marketing, comprehensive customer data management, marketing automation, and centralized brand and regulatory management.
SugarCRM
Description: SugarCRM is designed to provide users with a simple UI and many customization options. The platform’s key features include sales automation and forecasting, lead management, sales campaigns, 24/7 technical support services, and marketing automation. SugarCRM also offers a financial services CRM to help businesses unify customer views, create personalized marketing campaigns, automate processes, and more. Specific features include customer onboarding automation, prospecting, AI-powered predictions, and third-party integrations with ERPs, business intelligence apps, email clients, and other solutions.
Redtail Technology
Description: Redtail Technology is a web-based client relationship management solution for financial advisors. Its CRM solution is designed to help financial businesses improve internal collaboration, strengthen client relationships, increase profitability, decrease client attrition, and integrate with other technology tools in the financial services industry. Other features include workflow management, reporting, sales pipeline tracking, and a free mobile application. Redtail also offers a collection of support services for its customers, including free webinars, documentation videos, and phone and email support.
Insightly
Description: Insightly is a unified CRM platform designed to align sales, marketing, and project teams around a single view of their customer base. With its financial services CRM, businesses across the banking, investing, and insurance markets can deliver unified customer experiences, generate higher revenue, improve client retention, and more. Features include real-time data dashboards, lead management, automated workflows, data tracking, pipeline management, and integrations with accounting, HR, communication, ERP, calendar, and other leading technology solutions.
Oracle
Description: The Oracle Advertising and Customer Experience (CX) application suite goes beyond traditional CRM capabilities and helps users connect their business data across marketing, advertising, sales, commerce, and service departments. Features include marketing automation, campaign management, behavioral intelligence, customer engagement, customer data management, sales automation, digital customer service tools, and AI functionalities. Its suite includes a financial services solution capable of helping businesses create personalized experiences, use customer data to develop targeted offers, offer intelligent customer service, and more.
Really Simple Systems
Description: Really Simple Systems is a CRM system curated to the needs of small businesses operating in the B2B market. Its sales-centric CRM can track every prospect’s interaction with a brand and use that data to identify valuable opportunities throughout the sales pipelines. Really Simple Systems also offers a specialized solution for financial advisors, tax advisers, wealth managers, investment bankers, insurance brokers, and investors. Functionalities include client management records, integrated marketing automation, custom fields, data management, and a collection of security and compliance features.