17 Best Financial Services CRM Software Reviewed In 2025
Best Financial Services CRM Software Shortlist
Here's my pick of the 10 best software from the 17 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
The right financial services CRM software can save hours and cut down mistakes—but without it, things get messy fast. Not only do you risk losing track of follow-ups and important notes or documentation, but you also gamble with messy reporting, which becomes even more chaotic as compliance deadlines hit.
As a digital software expert, I've worked with teams facing this daily, and the fix is simpler than you'd think. But where do you even start searching?
To help narrow your options, I’ve tested a wide range of tools built specifically for financial service professionals. The list below includes the best financial services CRM software that help you stay organized, keep your team aligned, and give clients the attention they expect.
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Best Financial Services CRM Software Summary
When searching for a new financial services CRM software, cost is just as important as its features. Here’s a quick, easy breakdown of the price and trial information for each of my top picks to ease your search.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for no-code workflow automation | 14-day free trial | From $25/user/month | Website | |
| 2 | Best for wealth management firms | Free demo available | From $120/user/month | Website | |
| 3 | Best for quick CRM setup | 14-day free trial + free demo available | From $25/user/month (billed annually) | Website | |
| 4 | Best for AI-driven insurance distribution | Free demo available | Pricing upon request | Website | |
| 5 | Best for Canadian financial advisors | Free demo available | From $90/user/month (billed annually) | Website | |
| 6 | Best for customizable automation solutions | 15-day free trial | From $23/user/month (billed annually) | Website | |
| 7 | Best for comprehensive financial services | 30-day free trial | From $25/user/month (billed annually) | Website | |
| 8 | Best for multi-channel communication | 21-day free trial | From $9/user/month | Website | |
| 9 | Best for integration with financial tools | 14-day free trial | From $18/user/month | Website | |
| 10 | Best for financial advisor workflows | 30-day free trial | From $39/user/month (billed annually) | Website |
Best Financial Services CRM Software Reviews
If you need more detailed insight, take a look at my shortlist of the best financial services CRM software I’ve tested. I’ve explained the key features, pros and cons, integrations, and who each tool is best for—so you can quickly figure out which one fits your needs.
CRM Creatio is a no-code platform that automates workflows and manages customer relationships with extensive customization options. Enterprises across various industries such as banking, telecommunications, and manufacturing commonly use it.
Why I picked CRM Creatio: CRM Creatio's 360-degree customer view offers you a complete understanding of your financial clients, which is essential for enhancing customer relationship management. Coupled with document flow management, this feature allows you to efficiently handle interactions and document approvals. Additionally, since CRM Creatio offers a no-code platform, you can create apps and automate business processes without needing technical knowledge.
Standout features & integrations:
Features include tools for marketing, sales, and service, a centralized workspace for AI-assisted app development, and extensive customization options.
Integrations include Salesforce, Microsoft Dynamics 365, SAP, Oracle, Google Workspace, Slack, Mailchimp, Zoom, Twilio, and DocuSign.
Pros and cons
Pros:
- Good comprehensive view of customers
- High degree of customization
- Scalable for businesses of different sizes
Cons:
- Customization can be time-consuming
- Data migration may be complex
Practifi is a performance optimization platform for wealth management firms, enhancing operational efficiency and data quality through an intuitive user experience. It unifies teams, data, and tools for visibility and drives organizational progress.
Why I picked Practifi: Built on Salesforce, Practifi uses smart automation to manage processes and compliance management to keep client records secure. The open API allows for smooth tool integration, and the advanced pipeline tracking system helps you stay on top of your business. Additionally, the platform includes an enterprise workflow engine and extensive analytics to transform data into actionable insights.
Standout features & integrations:
Features include smart automation, compliance management, an open API, and a strong pipeline tracking system. You'll also benefit from an enterprise workflow engine and extensive analytics. Practifi's mobile app provides on-the-go access to your data.
Integrations include Salesforce, Docusign, Microsoft Outlook, Microsoft Office 365, Xero, Zoom, Mailchimp, HubSpot, Slack, and G Suite.
Pros and cons
Pros:
- Built-in financial analytics tools
- Advanced client segmentation
- Client lifecycle management
Cons:
- Complex reporting setup process
- Customization needs expertise
Pipeline is a specialized software for financial services that enhances client management and streamlines workflows for financial advisors, tax specialists, and loan companies. It allows users to segment client databases, generate targeted proposals, and manage multiple clients efficiently.
Why I picked Pipeline: Pipeline offers an intuitive, user-friendly interface that simplifies the onboarding process. Its minimal configuration requirements and clear navigation allow teams to get started quickly without a steep learning curve, making it perfect for businesses needing a fast, efficient CRM solution.
Standout features & integrations:
Features include automated tasks for sales reminders, lead scoring based on wealth indicators, and automated communication tools. Your team can also benefit from smart data guardrails, next-step suggestions, and a smart agenda for task management.
Integrations include Microsoft Outlook, Google Workspace, QuickBooks, Mailchimp, Docusign, Slack, Zapier, Dropbox, Xero, and LinkedIn.
Pros and cons
Pros:
- Detailed customer segmentation
- Smart data guardrails
- Efficient lead scoring
Cons:
- Limited automation capabilities
- Limited reporting features
Vymo is an AI-driven distribution management platform for the insurance industry that helps enhance the producer experience. It supports key business functions such as recruitment, onboarding, and sales performance tracking.
Why I picked Vymo: Vymo offers specialized features like OnboardIQ, which simplifies the recruitment and onboarding process for new producers, and EngageIQ which provides AI-driven insights to boost sales performance and unify sales processes. The platform's AI CoPilot assists with guided selling and training, enhancing overall productivity. Additionally, its mobile-first approach ensures that sales activities are efficiently managed on the go.
Standout features & integrations:
Features include lead management, activity tracking, sales forecasting, personalized customer journeys, mobile-first platform, and AI-driven insights.
Integrations include Salesforce, Microsoft Dynamics, Oracle, SAP, and HubSpot.
Pros and cons
Pros:
- Real-time analytics
- Comprehensive onboarding
- AI-driven insights
Cons:
- Limited offline functionality
- Long implementation process
Cloven is a CRM for Canadian financial advisors focused on improving client interactions and productivity. Its main user base consists of high-performing financial advisors who utilize its features to automate processes and manage client information efficiently.
Why I picked Cloven: Cloven allows you to create advanced client profiles, automate onboarding, and track leads effectively. The platform offers over 50 integrated digital tools, like e-signatures and calendar bookings, to reduce the need for multiple software solutions. It also helps you stay updated on important client events and automate follow-ups. This can significantly save your team time and improve overall business performance.
Standout features & integrations:
Features include comprehensive client profiles, easy data import, lead management, automated client relationship management, and a productivity suite with over 50 digital tools.
Integrations include Microsoft Outlook, Microsoft Teams, Zoho CRM, QuickBooks, Mailchimp, Xero, Slack, Google Calendar, Google Drive, and Trello.
Pros and cons
Pros:
- Lead management
- Easy data import
- Comprehensive client profiles
Cons:
- Few pre-built templates
- Limited to Canadian market
SalesmateCRM is a platform for sales teams, offering tools for sales automation, customer engagement, and analytics. Its main user base includes startups, small businesses, and various industries like real estate and finance.
Why I picked SalesmateCRM: SalesmateCRM stands out for its highly customizable automation capabilities, allowing businesses to tailor workflows to their specific needs. It offers an intuitive interface for building automated sequences that streamline tasks like follow-ups, lead nurturing, and deal management, saving time while boosting efficiency. The software also supports custom fields and multiple deal pipelines, allowing you to capture diverse data and manage sales activities efficiently.
Standout Features & Integrations:
Features include contact management, visual sales pipelines, built-in calling and texting, smart email functionalities, and automated follow-ups. Your team can also benefit from customizable activities, detailed reporting, and a mobile app for on-the-go access.
Integrations include Gmail, Google Calendar, QuickBooks, Slack, Google Meet, Zoom, Mailchimp, Zapier, HubSpot, and Microsoft 365.
Pros and cons
Pros:
- Smart email functionalities
- Built-in calling and texting
- Comprehensive contact management
Cons:
- Time-consuming migration
- Complex reporting setup
Salesforce Financial Services Cloud provides an advanced customer relationship management solution for the financial services industry. It serves organizations in banking, insurance, and wealth management by enhancing customer relationships and streamlining operations.
Why I picked Salesforce Financial Services Cloud: Salesforce Financial Services Cloud unifies customer data and enables real-time collaboration, which helps your team deliver personalized customer experiences. You can automate processes, manage service requests, and adjudicate claims efficiently. With Financial Services Cloud, your organization gains global scalability and agility, while the software’s integration with Slack further enhances team collaboration and compliance efforts.
Standout features & integrations:
Features include omni-channel customer interactions, process automation for insurance and banking services, and real-time collaboration tools. You can manage service requests, quote and issue insurance policies, and personalize customer experiences.
Integrations include Slack, MuleSoft, Tableau, Quip, Einstein Analytics, Pardot, FinancialForce, Docusign, Stripe, and AWS.
Pros and cons
Pros:
- Regulatory audit trail
- Client segmentation analytics
- Custom compliance workflows
Cons:
- Complex report setup
- Lags with large data
Freshworks for financial services is a customer relationship management platform tailored for the finance industry. It helps businesses improve communication, manage leads, and analyze performance metrics.
Why I picked Freshworks: Freshworks offers automation to make your operations more efficient and enhances collaboration among your team. It seamlessly integrates various platforms like email, phone, live chat, social media, and messaging apps into one unified interface. This allows your team to efficiently manage customer interactions across channels, ensuring a consistent and responsive experience.
Standout features & integrations:
Features include automated workflows for cross-selling, customizable reports for tracking deal stages, and AI-based contact scoring to identify high-potential leads.
Integrations include Freshsales, Salesforce Financial Services Cloud, HubSpot CRM, Zoho CRM, Pipedrive, Insightly, Nutshell CRM, Copper, Nimble CRM, and Microsoft Dynamics 365.
Pros and cons
Pros:
- Multi-channel support
- In-depth analytics
- Customizable workflows
Cons:
- Learning curve for advanced features
- Limited reporting customization
Capsule is software for businesses to manage customer interactions and track sales opportunities effectively. It's used by small to medium-sized businesses to help them organize customer information, track communications, and manage tasks and projects.
Why I picked Capsule: Capsule offers features like contact management, sales pipeline tracking, and project management tailored for financial services. You can automate tasks and improve client management with its workflow automation capabilities. The platform integrates with essential applications like QuickBooks and Gmail, making it easier to centralize data and enhance productivity. Your team can also benefit from its mobile-friendly interface, allowing flexible access to client information.
Standout features & integrations:
Features include contact management, email marketing, sales pipeline tracking, and project management. You can automate workflows to save time, and the mobile-friendly interface ensures you can manage customer data on the go. Capsule CRM also offers a free version for companies with up to 250 contacts.
Integrations include QuickBooks, Better Proposals, Zapier, Microsoft Single Sign-On, and Gmail.
Pros and cons
Pros:
- Client history tracking
- Multi-step approvals
- Compliance documentation handling
Cons:
- No deep financial analytics
- Limited complex automation
Redtail CRM is a cloud-based customer relationship management tool specifically for financial advisors. It offers automated workflows, an intuitive user interface, and extensive integrations to enhance productivity and client management.
Why I picked Redtail CRM: Redtail CRM helps you manage client relationships through automated workflows that save time and reduce manual tasks. Its intuitive interface means you can easily navigate between tasks and manage client data efficiently. The platform also offers Redtail Email for centralized communication and Redtail Campaigns for personalized marketing. Similarly, additional services like document storage and compliant communication ensure all client interactions are secure and organized.
Standout features & integrations:
Features include automated workflows, an intuitive user interface, and centralized client communication. You can also benefit from personalized marketing tools and secure document storage. The platform prioritizes customer support and offers extensive training resources.
Integrations include Riskalyze, Morningstar, Albridge, MoneyGuidePro, Orion, Wealthbox, Salesforce, Black Diamond, Laser App, and eMoney.
Pros and cons
Pros:
- Personalized marketing tools
- Client reviews management
- Easy client data segmentation
Cons:
- Manual data entry
- Limited customization
Other Financial Services CRM Software
Here are some additional financial services CRM software options that didn’t make it onto my shortlist, but are still worth checking out:
- Centrex
For fintech CRM solutions
- SugarCRM
For financial services automation
- Insightly
For integrating with 500+ apps
- Zoho CRM
For financial services compliance support
- HubSpot CRM
For AI-powered lead management
- Equisoft
For advisor efficiency tools
- monday.com
For customizable sales cycles
Financial Services CRM Software Selection Criteria
When putting together this list of the best financial services CRM software, I thought about what really matters to you—things like keeping client data secure and staying on top of compliance. To make sure every tool was reviewed fairly, I followed a simple framework that helped me stay focused on the features financial pros actually need.
Core Functionality (25% of total weighting score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Manage client relationships and interactions
- Track and automate marketing campaigns
- Enhance customer service and support
- Ensure compliance with industry regulations
- Analyze and report financial data
Additional Standout Features (25% of total weighting score)
To help further narrow down the competition, I also looked for unique features, such as:
- AI-driven predictive analytics for financial trends
- Integration with financial planning tools
- Customizable client portals
- Advanced data security and encryption
- Multi-channel communication capabilities
Usability (10% of total weighting score)
To get a sense of the usability of each system, I considered the following:
- Intuitive user interface
- Easy navigation and accessibility
- Customizable dashboards and reports
- Minimal training is required for basic tasks
- Efficient performance with minimal lag
Onboarding (10% of total weighting score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos and tutorials
- Interactive product tours and walkthroughs
- Pre-built templates for quick setup
- Dedicated onboarding support team
- Access to webinars and live training sessions
Customer Support (10% of total weighting score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 customer support availability
- Multi-channel support options (phone, email, chat)
- Knowledge base and self-help resources
- Fast response times to queries
- Availability of personalized support plans
Value For Money (10% of total weighting score)
To evaluate the value for money of each platform, I considered the following:
- Transparent pricing structure
- Competitive pricing compared to peers
- Value-added features included in basic plans
- Flexible subscription models
- Discounts for longer-term commitments
Customer Reviews (10% of total weighting score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- High overall satisfaction ratings
- Positive feedback on customer support experiences
- Frequent updates and feature enhancements
- Ease of integration with other tools
- Testimonials highlighting business impact and ROI
How to Choose Financial Services CRM Software
It’s easy to get overwhelmed by endless features and confusing pricing. To help you stay on track while picking the right software for your needs, here’s a simple checklist to keep in mind as you go:
| Factor | What to Consider |
| Scalability | Will the software grow with your business? |
| Integrations | Does it integrate with your existing tools? |
| Customizability | Can you tailor it to fit your needs? |
| Ease of Use | Is the software user-friendly for your team? |
| Budget | Does it fit within your budget constraints? |
| Security Safeguards | How does it protect your data? |
| Customer Support | Is there reliable support available? |
| Reporting | Does it offer the reporting features you need? |
Trends in Financial Services CRM Software
While digging into different financial services CRM software, I went through tons of product updates, release notes, and announcements. Here are a few trends that really stood out and are worth keeping an eye on:
- AI-Powered Insights: AI is increasingly being used to analyze customer data, providing deeper insights and predictive analytics. This helps financial institutions anticipate customer needs and personalize their service. For example, Salesforce's Einstein AI offers predictive lead scoring and recommendations.
- Enhanced Data Privacy: With growing concerns over data privacy, CRM solutions are incorporating stronger security measures and compliance features. Vendors like Microsoft Dynamics 365 emphasize compliance with global data protection regulations, ensuring customer data is handled with care.
- Customer Experience Personalization: CRMs are focusing more on personalizing the customer journey. This includes tailored communication and product offerings based on individual customer profiles. HubSpot CRM, for instance, allows businesses to customize content and interactions based on user behavior and preferences.
- Integration with Financial Tools: CRMs are increasingly integrating with financial and accounting software to offer a unified platform for customer and financial data. This integration is aimed at improving financial forecasting and customer financial management, as seen with Zoho CRM's integration with Zoho Books.
- Real-Time Data Synchronization: The ability to sync data in real-time is becoming more prevalent, allowing for up-to-date customer information across platforms. Parallax, for example, offers real-time updates with its CRM integrations, ensuring that all customer interactions are current and accurate.
What Is Financial Services CRM Software?
Financial services CRM software helps businesses in the financial sector manage client relationships effectively while ensuring data security and customer satisfaction. Financial advisors, wealth managers, and other financial professionals generally use these tools to maintain detailed client records, track sales pipelines, and automate marketing tasks.
Key features like contact management, sales tracking, and task automation help enhance client communication, streamline workflows, and provide robust analytics for better financial planning. Overall, these tools help financial professionals optimize client interactions and improve operational efficiency.
Features of Financial Services CRM Software
When you’re choosing financial services CRM software, here are a few key features to look out for:
- Marketing & Lead Management: Tools for lead generation, segmentation, and targeted marketing automation help in effectively managing marketing campaigns.
- Sales Management: Features for managing sales pipelines and tracking revenue and commissions aid in optimizing sales processes.
- Service Management: Streamlined case management and self-service portals enhance the customer experience by providing efficient service solutions.
- Contact Management: Comprehensive customer profiles and interaction history enable better customer engagement and relationship management.
- Document Management: Secure storage and automated document generation facilitate efficient handling of customer documents.
- Analytics & Reporting: Customer analytics and sales forecasting provide insights to optimize business strategies.
- Security & Compliance: Robust cybersecurity measures and adherence to financial regulations ensure secure operations within the financial services sector.
Benefits of Financial Services CRM Software
Bringing in financial services CRM software can make a big difference for your team and your business. Here are a few key benefits you can look forward to:
- Improved Customer Insights: Gain a better understanding of customer needs and preferences through data collection and analysis.
- Enhanced Communication: Facilitate more effective communication with clients by centralizing contact information and interaction history.
- Efficient Task Management: Streamline task assignments and follow-ups with integrated task management features.
- Data-Driven Decisions: Make informed decisions using real-time data analytics and reporting tools.
- Customizable Workflows: Adapt the CRM system to fit your specific business processes with customizable workflows and automation.
- Integration Capabilities: Connect with other tools and platforms to ensure a smooth flow of information across different systems.
- Compliance Support: Help maintain compliance with industry regulations by tracking and managing customer data securely.
Costs & Pricing of Financial Services CRM Software
Picking the right financial services CRM software means getting a handle on the different pricing plans out there. Costs can change depending on things like features, team size, and any extras you might need.
To make things easier, here’s a quick table that breaks down the most common plans, average prices, and what’s usually included.
Plan Comparison Table for Financial Services CRM Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0/user/month | Basic contact management, limited storage, email support, and basic reporting. |
| Personal Plan | $10-$30/user/month | Contact management, email integration, basic analytics, and limited automation. |
| Business Plan | $50-$100/user/month | Advanced analytics, workflow automation, integrations with third-party apps, and team collaboration tools. |
| Enterprise Plan | $150-$300/user/month | Customizable dashboards, advanced security features, dedicated account manager, and full API access. |
Financial Services CRM Software FAQs
Here are some answers to common questions about financial services CRM software:
How can financial services CRM software improve client relationships?
Financial services CRM software helps you manage client interactions by providing a centralized platform for all client data. With features like automated communication and personalized client segmentation, your team can offer tailored services that meet specific client needs. This ensures that communication is consistent and timely, fostering stronger relationships and higher client satisfaction.
How does CRM software help in managing compliance?
Financial services CRM software often includes features that help you stay compliant with industry regulations. These features might include automated record-keeping, secure data storage, and audit trails. By using these tools, your team can ensure that all client interactions and data management processes meet legal standards, reducing the risk of non-compliance.
Can CRM software assist in identifying upselling opportunities?
Yes, CRM software can help identify upselling opportunities by analyzing client data and interactions. It can track client behavior, preferences, and past purchases to suggest additional services or products that may interest them. This data-driven approach allows your team to offer personalized recommendations, increasing the likelihood of successful upselling.
How quickly can a financial services CRM be implemented?
The implementation time for financial services CRM software varies, but user-friendly options can be set up in as little as 48 hours. This rapid deployment allows your team to start benefiting from the software’s features almost immediately, minimizing downtime and accelerating productivity.
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