10+ Best Financial Services CRM Software for Windows, Mac, Android 2022

Institutions that offer financial services should establish customer relationships centered on trust and transparency to strengthen them and make them long-lasting. Saying that is better said than done, or at least it used to be. With modern software solutions in the market, you can start and complete your process of achieving this feat with just a few clicks of financial services CRM software.

10+ Best Financial Services CRM Software

1. Salesforce Financial Services Cloud

2. Redtail CRM

3. Total Expert

4. Wealthbox CRM

5. Backstop Solutions Suite

6. CRMNEXT

7. Practifi

8. AdvisorEngine CRM

9. SmartOffice

10. 360 View CRM

11. Centrex Software

What Is Financial Services CRM Software?

Financial services CRM software is a digital solution that helps companies and organizations offering financial services establish and build relationships with clients. It gathers information across multiple sources and integrates them into one platform to improve access to data for teams and individuals.

Also, it centralizes data analytics for the progress and performance of your client relationship management practices for better business decisions. With this technology, you can use messaging channels for interacting with prospective leads and existing customers and design a web portal for a better flow of information with employees and customers. 

Benefits

This modern solution gives you better access to behavioral analytics to make the client experience more targeted and perform timely responses for issues and pain points in the client’s journey. It also offers workflow automation capabilities for minimizing manual intervention and reducing the time needed for completing repeating activities. Another benefit of using this solution is it improves efficiency and productivity in your workforce.

Features

Being speedy, consistent, and accurate with your services is crucial in gaining more clients in your business. The process to achieve this feat used to take days of tirelessly working on planning and delivering strategies. Although with the right tool in hand, you can complete these steps with just a few clicks. That said, ensure to study your options carefully so you can invest in the solution that helps you maximize results. The following is a list of features you should look out for: 

• Contact management tools
• Customer portal
• Powerful reporting capabilities
• Live chat features
• Video conferencing tools
• Content management functionalities
• File sharing features
• Behavioral analytics
• Campaign management tools
• Third-party applications integration

Top 10 Financial Services CRM Software

1. Salesforce Financial Services Cloud

This digital solution has needs assessment and opportunity tracking capabilities. Salesforce has 26.49 billion dollars in generated revenue and has 73,541 employees on its team.

2. SmartOffice

With SmartOffice, you can simplify the complexities involved in sales pipeline management and segmentation. They have 10,030 employees working for them and have 950 million dollars in revenue.

3. CRMNEXT

CRMNEXT is a platform that provides end-users with interaction tracking and task management features. They have a revenue of 147 million dollars and have 700 employees.

4. Total Expert

With this financial services software, you can streamline processes for overseeing contact management and lead nurturing functionalities. They have 294 people on their team and have 44.3 million dollars in revenue.

5. AdvisorEngine CRM

AdvisorEngine CRM is a digital solution with client onboarding and budgeting capabilities. They have 89 employees on their team and have 40 million dollars in generated revenue.

6. Backstop Solutions Suite

Functionalities for portfolio management and marketing automation are accessible in this financial CRM software. They have 218 employees working for them and have 30.5 million dollars in revenue.

7. Redtail CRM

This CRM software has seminar management and client information management tools. They have 21 million dollars in revenue and have employed 100 people.

8. Practifi

Practifi is a financial CRM software with expense tracking and internal communications integration functionalities. They have 79 people on their team and have 10.3 million dollars in revenue.

9. Wealthbox CRM

This financial CRM solution provides tools for businesses that offer wealth management services. It has pipeline management and relationship tracking tools. They have 50 people working for them and have 10 million dollars in generated revenue.

10. 360 View CRM

Marketing automation and relationship tracking are tools available in this financial CRM platform. They have generated a revenue of over 5 million dollars and have employed 25 employees.

FAQs

Your daily operations often involve overseeing complex processes and facing numbers and figures for long periods, and at some point, it can get overwhelming. That said, take the step to achieve more efficiency by securing the solution that assists you in making your job easier and increases organizational effectiveness. Find your software today from this list that features the top-performing solutions in this software category.