Best Financial CRM Software of 2024

Premier Deal Software for Data-Driven Sourcing. Find your best buyer and establish intermediary relationships. Scale your business development efforts. Expert project management over deal preparation and due diligence. Automate analytics, reporting. Transform market data into actionable intelligence. Improve deal discipline to improve deal control. Navatar provides a comprehensive investor relations and fundraising platform. You can outperform your competitors on the fundraising trail by targeting the right LPs and creating structured processes to nurture them. This will ultimately earn your potential investors' trust. Navatar is built on Salesforce, the world's most trusted cloud security platform. It connects to the AppExchange ecosystem which offers hundreds of apps and industry data providers.

Fully configurable tables with granular control. Your internal users can view, search for full text, edit, delete, and add records to tables in your system. Fully configurable tables with granular control. Your internal users can view, search for, edit, delete, and add records to tables in your system. Text search quickly locates all instances of a word or number in a table. To quickly access the data you need, import / export CSVs. You can edit and arrange the columns of tables to create layouts that work for you and your colleagues. Simple editing and adding of records. This is how it works. An SDK is available to validate data. Our drag and drop builder allows you to combine data from multiple systems to create powerful single views. Drag and drop builder allows you to create views. External webhooks can be used to trigger them. Inline editing of fields is possible. VOIP integration is also possible.

IQProspects is a simple-to-use, sales and service CRM engine for credit unions and banks. The best commercial bankers spend a lot of time talking to customers and prospects. There is now a tool that will help you build relationships even while you're on the go. Quest Analytics mobile apps allow you to be more productive even when you're not in the office. IQProspects tracks every step of the process, from the opportunity stage to underwriting and through closing. Is it taking too long for loans to process? IQProspects customizable workflow automates this process and ensures loans are completed quickly and accurately. All it takes is a prospect. Quest tracks every step of the process, from the opportunity stage to underwriting, through closing. IQProspect's new marketing event management capabilities can help your institution manage every golf outing, charity event or other relationship-building marketing opportunity.

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

A CRM system is essential for any retail brokerage. LXCRM was designed to make it easy for you to stay in touch with your Forex traders. Each feature of our CRM system was specifically designed to meet the needs of Forex traders. LXCRM can help you increase your performance through integrated marketing and automation tools. Multiple dashboards allow you to access all the information you need on one page. LXCRM integrates seamlessly with emailers, affiliate systems, SMS, and many other systems. You can track the performance of your success teams and sales individually and collectively. To ensure maximum data protection, assign specific permissions to different staff members. Your personal success manager will help to create the best package for you. Our technical team will install all components of your brokerage. Once you have all the systems in place, a trained professional will help guide your team.

This CRM tool is specifically designed for finance. It allows you to acquire, convert and retain clients, as well as monetize them. You can easily track leads and onboard clients. A thorough client overview is essential for effective communication. Your KYC checks will be quick and easy. Native integration is available for the most prominent eKYC providers. BrokerIQ's KYC-based client statuses make it easy to manage and keep track of your clients. Access all documents and KYC information via exportable, designated reports. BrokerIQ allows integration with all major PSPs. You can choose who will process your payments. BrokerIQ records all transactions, both internal and external. This gives you a complete picture about your business. Automated bonuses are based on flexible client segment configurations. Bonus amounts can be fixed or percentage-based with limits. BrokerIQ integrates with industry-leading trading platforms. You can keep the platforms you already have and easily add new ones.

We have everything you need, from prospect to client. Track activities, take notes, and manage your pipeline. Integrate your inbox to sync important email with your CRM. The only interactive prospect portal that comes with the CRM for Finance suite makes it easier to close deals. This tool is for financial professionals. Obsidian's Business Intelligence Suite provides a variety plugins to help financial firms analyze investor and portfolio data. This includes subscription tracking by portfolio, salesperson, or representative, performance analytics, risk analytics, and account activity & tracking. Obsidian's interactive portals are available to all types of clients, including professional, institutional, and high-net worth firms. This suite allows for unparalleled flexibility in client communication and is suitable for all investment management firms.

audius Finance combines the best of Microsoft Dynamics 365 and the industry-specific needs of different financial service providers into one solution. Add-on modules can be used by asset managers, developers, distributors, and insurers of investment products, as well as real estate agents, to customize their CRM system to suit their business models. You can make customer meetings, legal clarifications, and damage/loss reporting more efficient by using add-on modules. Our industry-specific software solutions are constantly developed, while always being in compliance with the latest legal and operational requirements. We have the right add-on to make sure your system is flexible, scalable, and always up-to-date. You only pay for what you use. audius Finance is our solution to support financial service providers' industry-specific business processes.

To make your data work for your business, industry-leading integrations are available to deepen your relationships. Develop more actionable insights with a single source of truth to deeply understand your customers and their financial journeys-transforming engagement and building a better customer experience. Your sales and marketing activities will be enriched with data. These insights can be used to analyze performance and understand your ROI. Total Expert is a CRM and customer engagement platform that was specifically designed for banks. Total Expert partners have seen a 2.2x increase in bank growth. They have built deeper customer relationships, increased retention, and provided greater customer satisfaction through a hybrid digital and human approach.

ANALEC believes that technology and software can help full-service brokers-dealers combat the structural decline they face and reset their business models so that they remain sustainable. Our offerings help brokers to increase productivity and cost-competitiveness, as well as improve revenue generation prospects. Over the last decade, institutional stockbroking has faced significant headwinds. Intense competition and regulatory scrutiny, as well as declining commission pools, have all contributed to the economics of this business. We have also seen a growing difference between clients' expectations of value-add versus broker compensation expectations. Investment research as a packaged service has not been commercially attractive.

Flexibility is a different thing from industry diversity. WinLine business software from Mesonic, for example, can be tailored to fit the size of the company as well as the number of users and their requirements. Complete ERP, CRM and PPS solutions for medium sized companies. Module packages with more exclusive functions and group consolidation options, including PPS, for manufacturing companies. Modular ERP and CRM solutions for your business. Modular structure with programs for all business sectors and that grows to meet your needs. Complete solution for ERP CRM PPS. User-dependent fixed monthly price. Update maintenance included in the usage fee. Direct conversion to WinLine business. Transparent billing with the pay-per use model. Secure data storage and a solution that can be adapted to each individual. WinLine access is independent of time and location.

Questis, a configurable platform for financial wellness delivery, allows retirement advisors to easily deliver customized wellness programs to plan sponsors and participants. Questis was founded by financial professionals and combines the power of software with the flexibility required to drive behavior change. The Questis Platform simplifies financial wellness and makes it profitable with seamless integrations, scalable technology and industry insight. The Questis Platform opens up new avenues for financial service providers, and tangibly improves financial wellness for plan sponsors and participants. Anyone can now offer financial wellness as an optional service. It is easy and customizable to fit their branding and requirements.

SeedRM is the most intuitive CRM tool for Institutional Investors, allowing them to manage relationships with Investment Managers. SeedRM is accessible from anywhere with internet access. The partnership leverages the expertise of Investment Manager Due Diligence Advisory Partners and partners with deep knowledge in Financial Markets. An unlimited number of licensed users can access and contribute to Investment Manager information, reports and attachments, thanks to the Salesforce.com platform. SeedRM allows users to manage relationships easily from any device they have access to, whether it is a desktop in the office or a mobile device.

Finosoft is an omnichannel, user-centric CRM solution for brokers. It was created to revolutionize the backoffice of the brokerage industry. Brokers have seamless control over all CRM requirements, resulting in better management and better results. You should be able to focus on the most important things, at the right time. We offer a multi-layer lead management platform that includes high performance segmentation, call automation, and high performance segmentation. Our goal is to improve client management performance by using full customer profile, workflow, and real-time trading updates. You'll also get a flexible payment system that supports multiple offering, easy-to-use documents management system, including an automatic and secure document verification process in accordance with regulations. The system is 100% secured permission-based. Finosoft uses the power of technology for its clients. We offer brokers the best business intelligence, streamlined processes and increased efficiency.

Track and monitor your sales activity in order to ensure that you are on the right path. Features tailored to your business. Apex 72 interactive client experience allows you to securely capture client data, and create a unique experience. APEX 72 has built-in dashboards and reporting systems that keep managers informed. Our interactive and real-time application streamlines the discovery process for clients. Support sales team managers with activity, calendar and process management reports. Transparency for your whole team. Do not just take our word. It is important to use efficient technology in order to focus on your core business. Sales productivity is critical to achieving business growth.

VeriTouch helps you to serve, solve and sell. VeriTouch, a vertical Customer Engagement solution built on top of Microsoft Dynamics 365 and optimized with industry best practice, allows financial institutions to put customer relationship management (CRM) at the heart of their digital transformation journey. VeriTouch consolidates information from the organization's digital channels and back-end systems. It provides a unified interface with standardized processes for serving customers efficiently. It also offers streamlined and tailored solutions that address customer concerns and needs. It also provides recommendations and guided sales tools to deliver relevant and differentiating offers to customers. VeriTouch Benefits; Improve Data Quality, Reduce TAT and Cost of Servicing. Improve Cross-sell Rate, Provide Single View Of Customer, Improve Sales Team Efficient, Reduce Cost of Client Acquiring, Improve Marketing Efficiency.

Avolin's powerful CRM is specifically designed for community banks and credit unions. It gives you a central 360-degree view of all your clients. Your financial services teams will have the ability to deliver exceptional customer experiences like never before. A centralized data view that includes all of your clients' experiences and communications will help you build stronger relationships with them. You'll be able build stronger relationships, sell more, and expand every opportunity with one unified view. CoreTrac is more than any other platform. It gives you the insight you need to create bespoke communications for all of your clients and prospects. The right message, at exactly the right time. CoreTrac automatically handles online requests, so your website can be available to clients and generate revenue 24 hours a day.

A new generation professional software that allows brokers and exchanges to manage their customers, admins, and IB-partners from one place.

MadeMarket's deal management CRM makes it easy for investment bankers manage their contacts and deals. MadeMarket is a great tool for investment banks to achieve real results. MadeMarket is a favorite tool for investment bankers, from boutiques to large-scale banks. You can focus on your transactions faster and easier with MadeMarket. You can quickly and easily advance deals with your team, and see the progress of your transactions from any location. Instantly see the information you care about. You can see everything, from contact details and key relationships to transaction preferences or history. You will gain powerful insights into the value of your pipeline, how transactions progress, and the most active relationships. All this without having to lift a finger. MadeMarket will help grow your business and improve your team's performance. MadeMarket was designed specifically for the investment banking workflow. MadeMarket can help your advisory firm be more efficient, regardless of whether it focuses on the sell-side or the buy-side.

DealCentre gives you the tools to navigate the entire M&A transaction lifecycle with confidence. DealCentre combines a carefully crafted set of solutions to create a fully integrated M&A technology platform that delivers value throughout the deal, from the initial prep phase through due diligence and finally to a successful close. Our goal is to help yours. Every deal, every day. Automated setup and file management make it easier to do your due diligence in M&A. This includes bulk uploads, document-based workflows, integrated Redaction, and Zoom integration. You can easily organize, speed up, and track the distribution of teasers and NDAs. This will help you save time and gain insight into buyer behavior. This AI-powered solution is specifically designed to support M&A buy side due diligence. It organizes data room documents, simplifies Q&A, and increases clarity in decision-making. Through post-merger integration, you can protect your deal value and maximize potential synergies.

The CRM for Financial Services. Comprehensive Management Solution. Multibrands, platforms, and call-centers can all be managed in one system. Proftit CRM can be divided into sales, marketing management, management, and reports. Proftit lets you keep control of your data. All leads can be analyzed according to your brand's requirements. Optimize how leads are handled in order to get the best value per client. Automate. Automate to create a more efficient, accurate, and goal-oriented business. Features. Your sales agents should have all the information they need to communicate with clients. This will improve the quality of communication. Based on the trader’s location, receive the current time, weather conditions and news events. Verify clients and comply with regulatory requirements. See the behavior of trader, most traded assets, history, and overall performance. Real-time notifications provide key trading insights, such as trading PNL, margins, and more. You can track and view trader activity without accessing MT4 Manager.

Financial Cloud is the ultimate Financial CRM Platform for managing exceptional customer experiences. We are on a quest to redefine how companies with financial connections provide customer experiences. We strive to offer not only increased efficiency but also enjoyable and supportive service. We are committed to improving the customer experience, whether it is a call center agent or the CEO of a financial institution.