17 Best Financial Services CRM Software Reviewed In 2024

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.

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.

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.

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.

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.

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.

Centrex is a specialized platform designed for the finance and fintech industries, catering to funders, lenders, brokers, and banks. It provides tools for managing business loans and merchant cash advances, including loan origination, document management, and a white-label mobile app.

Why I picked Centrex: Centrex includes tools for electronic document signing and advanced contract and deal management, which are essential for loan servicing. Clients can connect financial accounts, monitor balances, and view loan details, making financial management straightforward. Additionally, it offers professional consulting and custom software development services to ensure the platform meets your specific needs.

Standout features & integrations:

Features include tools for electronic document signing, a client portal, and comprehensive contract and deal management. Your team can also use text and email marketing tools to stay connected with clients. Additionally, the platform offers calendar management to keep track of important dates and appointments.

Integrations include QuickBooks, HubSpot, Salesforce, Zoho CRM, Stripe, Mailchimp, Zapier, Google Calendar, Outlook, and Dropbox.

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.

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.

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.