Financial CRM

https://www.capterra.com/financial-crm-software/

Launch brief →

Niches in this category - the functional product types blended into "Financial CRM" (35)

CRM Software55 Wealth & Financial Advisor CRM19 Investment & Deal Management CRM15 ERP Suite6 Mortgage & Loan Origination CRM6 Business Management Suite for SMBs5 Industry-Specific Vertical Business Software3 Professional Services Automation (PSA) Software3 Marketing Automation Platform3 Loan Origination & Servicing Platform2 Accounts Receivable Automation & Collections Software2 Conversational & Messaging CRM2 Investment Accounting & Portfolio Reporting Platform2 Field Sales & Route Management Software2 Investor Portal & LP Reporting Platform2 Investor Relations & Public Company IR Platform2 Insurance Agency Management & CRM2 Portfolio Management System for Asset & Wealth Managers1 Contact Center & Helpdesk Software1 Small Business Accounting Software1 Accounting Firm Practice Management Software1 Cash Flow & Treasury Management Software1 Sales Engagement & Dialer Platform1 Lead Capture & Lead Management Software1 Invoicing & Billing Software1 Email Client-Integrated CRM1 Sales Intelligence & Prospecting Platform1 No-Code / Low-Code Application Platform1 Digital Business Card & Networking Platform1 Customer Data Platform & AI Personalization1 All-in-One Team Collaboration Suite1 Ecommerce Marketing Automation Platform1 Financial & Investment Analytics Platform1 Banking-as-a-Service & Core Banking Platform1 Credit Risk & Decisioning Platform1

141 products4 pages scraped of 4142 in category4 sponsored15 shortlisted

#	Product	Rating	Reviews	Rec	Ease / Svc / Feat / Value	Description
126	Veritouch	0	0	-	– / – / – / –	CRM solution based on Dynamics 365, designed for financial services companies like banks, insurance firms, and credit unions. Learn more about Veritouch
127	Magnifinance	0	0	-	– / – / – / –	Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard Learn more about Magnifinance
128	Pepper	0	0	-	– / – / – / –	The Go-To-Market Platform Powering Independent Distribution Learn more about Pepper
129	Arx CRM	0	0	-	– / – / – / –	Arx M&A CRM is a cloud-based solution that helps investment banks manage the entire deal lifecycle from prospecting to closing. Learn more about Arx CRM
130	CALM Portal	0	0	-	– / – / – / –	CALM Portal is a management software that centralizes client activities for financial institutions in one comprehensive interface. Learn more about CALM Portal
131	Financial Cloud CRM	0	0	-	– / – / – / –	Financial CRM solution that helps businesses manage customer relationships, payments, personalised communications, and more. Learn more about Financial Cloud CRM
132	AdviAlly	0	0	-	– / – / – / –	AdviAlly is a cloud-based CRM and finance management platform for financial professionals. Learn more about AdviAlly
133	Hoopiz Credit Management	0	0	-	– / – / – / –	SaaS Software Risk and Cash collection : Collect faster 📊 Save time and gain visibility. Improve your cash flow. Decrease the DSO. Learn more about Hoopiz Credit Management
134	ProTracker Advantage	0	0	-	– / – / – / –	Financial CRM solution that helps users with practice management, RMD calculations, marketing, tasks tracking, reporting, and more. Learn more about ProTracker Advantage
135	Antelope Systems	0	0	-	– / – / – / –	Antelope offer CRM solutions, unique lead management tools, Ninja, Financials, KYC, Communication, and PSP integrations all in one. Learn more about Antelope Systems
136	BSI Customer Suite	0	0	-	– / – / – / –	All-in-one customer experience solution that helps with relationship management, customer experience, AI, and customer data. Learn more about BSI Customer Suite
137	Vumi	0	0	-	– / – / – / –	Wealth management solution that helps businesses aggregate client data to automate portfolio monitoring and financial reporting. Learn more about Vumi
138	Intelligent Customer Management	0	0	-	– / – / – / –	Our products can meet all of your vertical CRM needs in a single package. This includes Sales, Service and Marketing capabilities. Learn more about Intelligent Customer Management
139	NMI Merchant Relationship Management	0	0	-	– / – / – / –	A CRM purpose-built for the payments industry; automates merchant management, residuals, compliance and risk for banks and ISOs. Learn more about NMI Merchant Relationship Management
140	Zapflow	0	0	-	– / – / – / –	Manage deals, track portfolios & close your next fund faster. Zapflow is all-inclusive and configurable platform for investing teams. Learn more about Zapflow
141	Apex 72	0	0	-	– / – / – / –	Financial Advisors, Life Insurance Agents, and Producers, tired of multiple confusing systems? Ready to simplify and succeed? Learn more about Apex 72