Financial Services CRM Software List (April 2025)

Salesforce Financial Services Cloud CRM is powerful asset management software. Get rich client profiles, help regulatory compliance, and reveal opportunities.

Backstop's mission is to help the institutional investment industry use time to its fullest potential. The company develops technology to simplify and streamline otherwise time- consuming tasks and processes.

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM) solutions. The company is dedicated to helping advisors efficiently grow their firms.

IRIS CRM software is an manage pipeline sales and customer support for business. The software offers tools to track sales related activities like new accounts, notes added, emails sent, and more. Collaborate with your team to create professional proposals in minutes. It integrates with Zapier, ZipRecruiter, and more. It supports Mobile Android and iOS. Marketers, Small and Medium companies make use of the software.

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

Dealcloud sets the standard for data-powered financial and professional services platforms. This high-performance platform delivers vertical-specific solutions to meet the evolving needs of dealmakers and principal investing professionals. Its exceptional flexibility, scalability, and customizability make it unique in its field. Organizations such as private equity, growth equity, venture capital, real estate, credit investors, highly acquisitive private and public companies, investment banks; and legal, accounting, consulting and M&A advisory firms can trust Dealcloud to help them execute deals at the highest levels. Its data architecture enables users to process large volumes of information quickly – allowing them to be one step ahead when presenting deals to prospective stakeholders. With extreme security baked into every moment of use and advanced analytics that capture every aspect of the transaction; Dealcloud is unrivaled in helping firms generate better insights from formal diligence documents or build out comprehensive deal models from market multiples. Its cutting-edge technology ensures that all personnel involved in a deal can work collaboratively in a secure space — keeping everyone up to date on the progress of a deal throughout its duration. Put simply: Dealcloud provides all the tools you need for your financial modeling – without sacrificing speed or accuracy. Put your trust in our reliable solutions today!

AdvisorEngine offers one integrated platform built on Robo Advisor technology.

VeriTouch Customer Engagement (CRM) is a vertical solution built on top of Dynamics 365, optimized with industry best practices. It consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently.

InsureCRM is a CRM Insurance Software that enables you to go digital and accelerate your insurance business's sales and customer acquisition. It provides carriers, insurers, insurance agencies, brokers, and agents with digital capabilities and smart tools such as automated client contact monitoring on a single dashboard to improve client interactions. With InsureCRM, you can use automation to track your entire sales activity, allowing for improved sales pipeline management and the unlocking of up-selling and cross-selling potential. Through its simple and ready-to-use functionality, InsureCRM supports administration, customer service, underwriting, quotation processing, claim processing, and more, all from a single unified platform. You can use a single screen dashboard to facilitate an improved picture of the effective workflow management operations. The platform offers integration with central processing insurance modules that allows for more efficient prospect and customer interaction. Using an automated insurance CRM platform, you can increase the conversion rate from prospects to customers. With InsureCRM’s mobile-friendly sales software and dashboards, you can get a 360-degree perspective of your insurance company.

Junxure is a CRM built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business. Features deep integrations with custodians and major portfolio management, reporting, and back-office solutions.

NexJ Systems (TSX: NXJ), the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions. Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. Our products can meet all of your CRM needs in a single package.

Kanda is the fastest way for all tradespeople to offer pay monthly options. Build a job, choose finance options, and send it out. Customers get the quote and can easily apply for finance online. When approved, can begin the work. Afterwards, get paid right away.

Ebix CRM - Our best CRM software, agency management and financial advisory solutions deliver proven enterprise-wide results for our trusted global partners.

Striga (formerly Lastbit) provides financial services infrastructure for companies in the crypto, banking & issuing space. Traditionally the cost & time associated with launching a FinTech solution whether it is a neo-bank, a business banking product or a platform has been absurdly high and complex. This is compounded 10x if are a company that has an element of crypto in business.

Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals.

Fyorin revolutionizes cross-border transfers and treasury management by enabling seamless transactions in over 220 currencies. With Fyorin, businesses can collect, hold, and send payments globally while managing treasury operations across multiple banks from one unified platform. This sophisticated system mitigates liquidity risks by leveraging a robust network of financial institutions, ensuring that your funds remain secure with trusted bank partners. The ease of banking with multiple financial institutions as if they were one simplifies the complexities of global operations, allowing businesses to expand confidently. Additionally, Fyorin offers the ability to issue cards and manage diverse financial needs, all within a single, intuitive interface. For any organization looking to streamline its international financial operations, Fyorin provides an innovative and reliable solution that saves time, reduces costs, and supports rapid growth.

CRMNEXT is an intuitive CRM solution facilitating seamles financial services. Banks and credit unions across the globe benefit from the services offered by this platform. Its features offer to help financial services simplify work, drive growth and deliver a high-end customer service experience in real-time. With work simplification, users can automate inefficient tasks to increase productivity and drive positive results at the same time. Users can also benefit from Two-way 360™ for a holistic customer view to fulfil tasks thoroughly. CRMNEXT's data-driven behavioural insights and customer interactions enable users to develop efficient customer experience strategies and improve on existing ones. This CRM platform simplifies relationship growth by optimising agent performance and leveraging machine learning to design smart workflows. Moreover, the overall platform is easy to implement and maintain with seamless integrations to several prominent CRM applications. Also, users can automate lead management and consciously follow up on all leads and referrals immediately. With CRMNEXT, companies can also simplify the account opening process by reducing onboarding complexity and match demands with users through automation.

Clienteer is designed for hedge funds and institutional asset managers. It provides a comprehensive suite of features within an easy to use and powerful user interface. Unlike some CRM tools, Clienteer supports multiple deployment options to scale to the needs of any size organization.

BandoFacile is an innovative platform harnesses the power of AI to simplify and streamline the entire tender process. Gone are the days of poring over complicated documentation and filling out endless forms. With BandoFacile, all they need to do is upload the tender and answer a few questions about their project. Then sit back, relax, and let our AI do the work for them. BandoFacile provides them with a constantly updated list of available tenders, so you will never miss an opportunity to secure funding for their projects. This user-friendly interface allows them to filter notices by category, expiration date, and more, making it easy to find the perfect opportunity for their business. This AI also acts as a virtual assistant, available 24/7 to answer any questions and provide them with key information. Think of it as their personal assistant, but without the hefty salary.

Warrant empowers financial services and fintech marketers to streamline compliance and focus on creativity. With features like Instant AI Review, marketers can align content with regulatory guidance before submission, ensuring brand safety at every step. The Automated Multi-Level Approval Flows simplify stakeholder reviews with intelligent routing, while Dynamic Project Management keeps teams on track with intuitive timelines and automated notifications through email, SMS, and Slack. Effortless Drag and Drop Submissions save time, as Warrant automatically fills out submission details. Collaboration is seamless with Real-Time Communication tools, allowing instant feedback and file sharing within the platform. Maintain a competitive edge with an Always-On Compliance system, adapting to changes in regulatory policies with flexible, editable guidelines. Warrant’s Version Control & Content Library ensures audit readiness with time-stamped records, and connected file histories provide smooth updates. Whether managing multiple files or prioritizing tasks, Warrant simplifies compliance, mitigates risk, and enhances productivity.