27 Best CRMs For Financial Advisors & Services

The table below shows a quick price comparison of all the Financial Advisor & Service CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Zoho CRM	$20	15 day
Freshsales	Free plan available then $11	21 day
Monday.com	$15	14 day
Zendesk	$69	14 day
Keap	$199	14 day
Salesmate	$29	15 day
Microsoft Dynamics 365	$65	30 day
Nutshell	$19	14 day
Insightly CRM	$29	14 day
SugarCRM	$19	7 day
Less Annoying CRM	$15	30 day
Maximizer	$65	No trial offered
Pipeliner CRM	$65	14 day
Kylas Sales CRM	Free plan available	15 day
LeadSquared	Not stated	No trial offered
Creatio	Not stated	14 day
OnePageCRM	$9.95	21 day
SuperOffice CRM	USD price not available	No trial offered
Redtail	$39	30 day
Sage CRM	Not stated	No trial offered
Oracle NetSuite	Not stated	No trial offered
Vymo	Not stated	No trial offered
Wealthbox	$49	14 day
SmartOffice	Not stated	30 day
Total Expert	Not stated	No trial offered
Practifi	Not stated	No trial offered

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

1. Salesforce

They claim to offer the number 1 AI CRM for financial services and they work with some of the leading global financial brands.
Suitable for a wide range of financial services including retail banking, commercial banking, mortgage and lending, corporate investment banking, wealth and asset management.
They also claim that financial services organizations report a 15-45% increase in cross-selling and upselling from using their CRM.
It can help automate service engagement across both digital and in-person experiences.
You can create a frictionless onboarding experience which can also streamline the process.
You can personalize your engagements with prospects or customers through the CRM by utilising the data collected and AI.
It can help accelerate your processes throughout your business and put the customer at the center of what you do.
You can unlock data and insights from your business to aid decision-making and assist targeting.
They provide support, guidance and resources to assist their users in getting the most out of their software.
Offers a 30-day free trial and demo of their CRM software.

Website: https://www.salesforce.com/financial-services/

2. Zoho CRM

They offer an all-in-one CRM which brings together sales, marketing and services that can be tailored for financial services.
It has been designed to help you build client loyalty whilst delivering exceptional services.
The CRM allows you to access information quickly to support customers.
They provide automated processes to enable improved follow-ups and completion rates.
They have built-in AI that can help you make smarter decisions.
It can manage the entire client journey to give you a complete 360 overview and management of clients.
Personalize communications with a range of email templates.
It integrates with the most popular business apps to allow you to expand its functionality.
The CRM is fully compliant with all the latest security standards such as GDPR.
Offers a demo of the software and a 15-day free trial.

Website: https://www.zoho.com/crm/solutions/financial-services/

3. Freshsales

Offers a banking CRM system that provides a unified platform to store client information in a centralized place.
It provides an opportunity to automate processes whilst increasing engagement and offering customizable features.
The CRM provides lead management capabilities to allow you to keep a steady stream of new leads whilst building stronger relationships with current customers.
It can consolidate your data from various touchpoints such as calls, emails, chat, SMS and social media into a single database.
Allows relationship managers to tailor their interactions with their clients to enhance the customer experience.
Allows email personalization so you can target your communications effectively.
It can help you nurture customers or leads through the buying process by tracking their interactions across all channels.
Leads and clients can be categorized, scored and prioritized based on predefined criteria to enable you to focus your efforts.
You can integrate the CRM with your other IT infrastructure to ensure that data is synchronized and communication is consistent.
A free plan is available for some users and a free trial is offered for 21 days.

Website: https://www.freshworks.com/crm/banking/

4. Monday.com

They offer an intuitive CRM that caters for financial services.
Their CRM is highly customizable for the most complex needs without the need for coding as it uses intuitive drag-and-drop functionality.
It provides a range of automation that reduces manual work and opportunities for human error.
The CRM allows you to keep track of all your interactions in one place with all interactions and activities recorded.
Utilize the in-built AI to help you generate a range of tasks such as meeting actions and writing emails to save time.
You can create a customized pipeline to manage your workflows and monitor your performance.
Includes advanced reporting so that you can produce reports such as detailed drill-downs and spot red flags.
Provides the ability to integrate with over 500 apps including some of the most popular apps.
The CRM includes advanced security and compliance to aid you with maintaining security levels.
Offers a 14-day free trial of their software.

Website: https://monday.com/crm

5. Zendesk

Offers a CRM that caters for banking, insurance, wealth management and investments.
It can connect data from all parts of your business to provide a single overview of your client data that can be shared with staff.
Enables you to make personalized communications and offers to your customers and leads.
Provide seamless support to customers no matter where they are through the shared CRM.
The CRM utilizes automation and AI to aid self-service and improve process flows.
You can build a knowledge base that aids chatbots and AI in responding to questions.
Access information on customers including product usage, communication preferences, and lifetime value.
It can also assist with workforce engagement by providing increased information to aid them in doing their job.
They have deployed the highest security standards to ensure that your data is safe and secure.
A 14-day trial is available free of charge.

Website: https://www.zendesk.com/financial-services/

6. Keap

Offers a CRM for financial advisors that aids with managing leads and clients more effectively.
It is designed to support entrepreneurs and small businesses with client management and aid them with their growth.
It can help you nurture your client relationships whilst allowing you to consistently follow up using marketing automation tools.
The CRM enables you to capture leads more easily.
You can monitor your data using analytical tools and use segmentation to categorize your contacts.
It enables you to identify and nurture the most promising leads.
It allows you to manage your sales pipeline more efficiently and monitor progress.
Automation and streamlining can assist with tasks including follow-up, reminders and appointments.
It can support your communications and help with making your communications more professional.
Offers a 14-day trial of their software free of charge as well as a demo.

Website: https://keap.com/industry/financial-advisor-crm

7. Salesmate

Offers a CRM for financial services that puts customer experience at the forefront.
It can reduce manual data entry and assist with engaging leads and customers.
The CRM is easy to use and can be customized to meet your needs.
It aids with providing timely services and personalized customer experiences.
They provide automated processes to aid you in delivering your services.
It supports building lasting relationships with clients as it provides access to information that can provide better customer service.
You can automate your workflows so that it eases the workload.
It can aid you with scheduling meetings, making calls and sending emails.
The CRM can be integrated with other apps and systems to streamline your processes.
Provides a 15-day free trial and demo of their software.

Website: https://www.salesmate.io/blog/crm-for-financial-services/

8. Microsoft Dynamics 365

They offer software that is designed to help you close more deals and become more efficient.
The CRM is an AI-powered solution to aid you in meeting your goals and customer expectations more effectively.
It provides you with an overview of your pipeline allowing you to see where everything is and what needs to be done.
It enables you to open tasks, assign tasks and query using simple functionality.
You can prioritize work lists based on AI scoring to target leads and opportunities.
It allows you to track your progress against key performance indicators and displays them in charts and dashboards.
You can view customer history and run reports on past activities to generate new opportunities.
It can provide suggestions for sales actions and next steps.
It can provide forecasts and team metrics to help you monitor and analyze team performance.
Offers a 30-day free trial of their CRM.

Website: https://www.microsoft.com/en-us/industry/financial-services/microsoft-cloud-for-financial-services

9. Nutshell

They offer a CRM system which is designed to assist you in building strong relationships and improve customer experience.
They cater for insurance, investment banking and wealth management.
It allows you to stay connected with your customers and manage digital tools including web tools, email and social media.
Arm your team with the knowledge they need to build lasting relationships and deliver excellent customer experiences.
You can automate tasks and activities to reduce administration.
It allows you to segment your customers based on their preferences and requirements to better target them.
Increase collaboration between teams through the sharing of information which can increase the customer experience.
It can streamline your sales processes and increase your productivity.
The CRM can synchronize with your contacts, email and calendar and store important documents so that it becomes a single source of information.
A 14-day free trial is offered for their CRM.

Website: https://www.nutshell.com/industries/industries-financial-services

10. Insightly CRM

Offers a CRM that caters for banking, investing and insurance companies.
It is designed to help unify your finance business and provide a better understanding of your customers.
It provides marketing automation to help you convert more prospects and run more effective marketing campaigns.
They provide intuitive and simple to use journey builders, flexible email templates and dashboards.
It can help streamline sales processes and improve profitability whilst improving customer relationships.
The CRM is flexible and can be customized to meet your needs as well as integrated with other tools and apps.
It includes a ticketing application to help manage customer interactions.
You can access key metrics and track your progress towards goals.
Their CRM offers a safe and secure system that meets the required standards.
Offers a 14-day free trial and a personalized demo of their CRM.

Website: https://www.insightly.com/industry/crm-for-finance/

11. SugarCRM

Offers a CRM that caters for financial services that help to unite their front, middle and back offices.
Their CRM is designed to assist those in the banking, investing and insurance sectors.
It can help you develop better client relationships and maximize your client value.
It aims to streamline client management and aid the delivery of personalized financial planning services.
The CRM consolidates your customer information and allows you to deliver seamless communication to your customers.
Give your staff access to all your customer information within a single system.
Send personalized messages based on the data that you have collected.
Automate your customer onboarding process to improve efficiency.
The CRM can be configured to meet your organization and regulatory requirements for data and security.
A 7-day free trial is available to try their CRM.

Website: https://www.sugarcrm.com/industries/financial-services/

12. Less Annoying CRM

They offer a CRM tailored for financial planners.
The CRM can help to track every client interaction, manage every review and store all your documents in a single platform.
They claim it is the number 1 easiest to use CRM on the market.
You can use the CRM to track and manage your clients and remind you when reviews are needed.
It provides customizable process tracking tools that can help you onboard new clients and manage existing clients.
The platform has unlimited customizable fields to allow you to track the information that matters to you.
It enables staff to collaborate more effectively through the CRM.
You can log your emails from any email provider automatically on the CRM.
Web-based platform so it can be accessed from anywhere on any device.
Offers a 30-day free trial of the CRM.

Website: https://www.lessannoyingcrm.com/industry/financial-planner-cfp

13. Maximizer

They offer a customized version of their CRM for financial advisors.
It is designed to help increase the number of leads and optimize your relationship with your existing customers.
The CRM will assist you in finding the best opportunities for your business and find the best products for your clients.
They provide a segmentation tool to help you to better target your efforts.
It provides an overview of all your clients and enables you to track them.
You can gain insight into your team’s performance.
Offers custom workflows to allow you to specify your customer journeys.
The CRM can identify key information and prompt you to take action.
It can help you stay compliant with the latest industry regulations.
They offer a demo and free trial of their software.

Website: https://www.maximizer.com/industry/financial-advisors/

14. Pipeliner

They offer a financial services CRM that provides customizable processes for banks and financial institutions.
They offer a complete toolset that helps you to attract, service and maintain your customers.
Their CRM is designed to be easy to use and set up with minimal data entry.
It can assist you in managing all your financial products and services and promoting them to your clients.
It is designed to improve your customer journey and experience by allowing you to tailor your offerings to them.
The CRM can help you in maximizing your opportunities by providing greater information about your business and customers.
You can monitor and manage your customers from inquiries to loyal customers.
It provides insights and reports that enable you to monitor the performance of agents and KPIs.
It can integrate with over 50 popular apps including email, calendars, contacts, accounting, marketing automation, support, chat and helpdesk.
A 14-day free trial is offered of their software.

Website: https://www.pipelinersales.com/crm-industries/financial-services/

15. Kylas

Offers a CRM that is designed for Fintech Firms and insurance companies.
They offer a range of plans which includes a free plan for up to 1,000 records.
It is designed to enable you to generate more value from your clients.
You can manage all your customers and track all your sales activities in the CRM.
The CRM allows you to automate repetitive tasks and reduce administrative activities.
It enables you to onboard new customers faster using the CRM.
The CRM can store all your digital client records and documents.
It can automatically capture leads from communication channels including online and offline, calls, websites, social media and chatbots.
Provides customizable reports which allow you to get detailed insights into your business performance.
Offers a 15-day free trial of their software.

Website: https://kylas.io/industry/fintech-companies-crm

16. LeadSquared

They offer a finance CRM that provides a one-stop solution to manage customers.
The CRM can assist you by managing your customer queries, applications, onboarding customers, cross-selling and upselling, plus more.
It offers personalization and scalability to grow your business.
It can provide front and back-end processes frictionlessly on a day-to-day basis.
Provides a comprehensive view of customers to help you manage customers more effectively.
They provide automation to reduce turnaround time and improve sales.
You can offer self-serve portals to give your customers control of their journey.
They provide seamless API integration.
A robust mobile solution is offered to accommodate field sales.
They provide dynamic reporting facilities and analytics to help you monitor progress against targets and aid decision-making.

Website: https://www.leadsquared.com/finance-crm/

17. Creatio

They offer a CRM solution for banking, credit unions and insurance.
It manages an end-to-end customer journey and can streamline your workflows.
You can segment your customers by a range of criteria to enable you to better target your customers.
Communications can be personalized across different channels and timed to reach customers at the right time.
You can manage and optimize omnichannel marketing campaigns across channels and various geographic areas.
Customer retention schemes can be created and managed through automated schemes in a single place.
You can analyze KPIs to monitor the performance of your business and marketing efforts.
Organizational processes can be streamlined to gain efficiencies.
It can support your compliance efforts for data compliance, risk management, internal audits and anti-money laundering.
They offer a live demo of their software.

Website: https://www.creatio.com/industries/banking

18. OnePageCRM

They offer a CRM that caters for financial consultancies and is easy to use.
It can streamline your processes and improve your sales performance.
They claim to offer a bullet-proof follow-up system using reminders and the ability to sort them by urgency.
Workflows can be automated using their straightforward features to set them up.
You can sort your workload and prioritize tasks using the CRM.
Sales opportunities can be maximized using the data collected.
Customer records can keep track of call results, notes, and all relevant information in one place.
You can set tasks for each contact and utilize the inbuilt Next Actions function to help you.
Your data will stored securely on industry-leading Amazon data centers.
Offers a 21-day free trial of their software.

Website: https://www.onepagecrm.com/choosing-crm-for-financial-services/

19. SuperOffice

They offer a secure finance CRM to support you with your customer management.
They cater for banking, insurance, lending and investment companies.
The CRM can give you a clear picture of your complete customer portfolio.
Customer information stored can include contact details, phone calls, email correspondence, minutes from meetings and documents.
It can automate your manual processes whilst ensuring that you comply with privacy and legal restrictions.
You can communicate with customers from the CRM through email campaigns based on specific segments.
Sales opportunities can be identified from the data collected.
The CRM can assist with accurate forecasting and pipeline management to improve your sales management.
You can access key data and monitor KPIs to help with decision-making and track performance.
They offer a free demo of their software.

Website: https://www.superoffice.com/industry/finance/

20. Redtail

Offers a CRM that caters for financial services and integrates with other popular financial services tools.
It aims to strengthen client relationships, improve the efficiency and collaboration of teams.
The CRM offers tools which can assist you in increasing your revenue and profitability as well as decreasing client attrition.
It is designed to be easy to use and tailored for financial professionals.
The CRM allows you to automate your workflows to aid your processes and make efficiencies.
It incorporates a calendar function to enable you to stay on top of schedules and it can sync with Office 365 and Google Calendar.
You can report and track your data in the CRM and create custom exports to provide insight.
The CRM can be integrated with other tools and apps to increase its useability and functionality.
They offer free phone and email support as well as free webinars and online help to support users.
A demo of the CRM is available to view its capabilities.

Website: https://corporate.redtailtechnology.com/crm/

21. Sage CRM

Offers an extension of Sage to existing customers as a fully integrated CRM or Sage Sales, Marketing or Service modules.
They cater for small and medium-sized businesses, accountants and bookkeepers.
It provides valuable insight into your business which can help you make informed decisions.
The CRM aims to assist you in delivering better customer experiences which can improve customer retention and increase business growth.
You can increase collaboration between staff reducing duplication and enabling them to work smarter.
The CRM provides a wealth of information on sales and your salespeople to equip you to sell more.
It can help you to automate sales tasks like quotes and orders, follow up on leads and workflows.
You can run targeted email campaigns based on the data collected and collect further data on their interactions as a result.
Using the data collected in the CRM you can analyze where leads have come from and which leads convert.
The CRM can help you to forecast and monitor performance.

Website: https://www.sage.com/en-us/products/sage-crm/

22. Oracle NetSuite

They offer a range of IT solutions to support financial services that are cloud-based which include a CRM.
Their CRM offers a 360-degree view of all customers from all channels including online channels and call center interactions.
It allows you to create customer profiles based on behaviors from these interactions which can support your sales and marketing efforts.
You can segment your customers to allow for targeted campaigns with personalized content.
It can help with upselling and cross-selling of products and services.
The CRM can provide insight into your customers and their lifetime value.
Through automation and digitization, you can reduce service costs and provide more consistent customer service experiences.
You can streamline your sales cycle and boost collaboration in your teams.
It provides greater pipeline visibility and can assist with forecasting and reporting.
They offer a free tour of their software.

Website: https://www.netsuite.com/portal/industries/financial.shtml

23. Vymo

They offer a sales engagement platform that specializes in financial institutions.
A comprehensive end-to-end digital platform that can support different aspects of financial businesses including lending and collections.
It is designed to help improve your sales engagements.
The CRM can empower frontline teams throughout the sales cycle.
It supports the onboarding of new customers.
The system is designed to assist teams with collaboration to aid productivity.
You can integrate the CRM with all your systems to get a complete picture.
You can access data, insights and interventions to help make business decisions.
They provide a mobile solution to allow users to access the CRM on the move.
They offer a personalized demo of their software.

Website: https://vymo.com/

24. Wealthbox

They offer an easy-to-use CRM for financial advisors.
They claim to be rated the number 1 CRM for financial advisors.
It provides you with everything you need to connect with clients, prospects and coworkers.
It allows you to build templates and customize workflows to improve process efficiency.
You can share client activity updates in live stream with your team.
Tasks can be created and assigned as well as linked to contact records and financial planning opportunities.
Your calendar can be linked so that it can be synchronized and you can create custom group views.
Reports can be generated and dynamic reports saved within the CRM.
You can connect seamlessly with over 100 platforms and apps.
A 14-day free trial is available of their software.

Website: https://www.wealthbox.com/

25. SmartOffice

Offers a specialist CRM that caters for financial advisors, agents and brokers.
You can store comprehensive contact information, demographics and notes on clients.
The CRM can manage multi-stage opportunity processes to identify and follow up with prospects.
It can help you with investment and policy tracking.
Integrate your calendar to help manage appointments and reminders.
Their Dynamic Reports help you to mine your client data for marketing opportunities.
They provide access to the CRM through desktop and mobile devices.
You can integrate the CRM with apps and services that you already use seamlessly.
It provides extensive data protection features to meet cybersecurity policies and compliance enforcement requirements.
Offers a 30-day free trial of their software.

Website: https://www.ebixcrm.com/

26. Total Expert

They offer a CRM that caters specifically for financial services that can drive growth and gain customers.
Their solutions are designed for mortgage lending, banking, credit unions and insurance.
It delivers a great customer journey experience that caters for complex financial decisions.
The CRM has purpose-built tools to support digital communications.
It allows you to run personalized cross-selling campaigns to sell new products to existing and new customers.
The CRM can maximize productivity and streamline customer engagement through lead prioritization, workflow management and increased visibility of customer information.
You can track performance and build strategies using the data provided by the CRM.
It allows teams to synchronize together to boost productivity.
The CRM can support compliance so that you meet the required standards.
A demo of their software is available.

Website: https://totalexpert.com/

27.Practifi

Offers a CRM that specifically caters for wealth management.
The CRM is built on Salesforce technology and their knowledge of the wealth management industry.
It is a performance optimization platform that can help you transform your data.
It can unify your team and data with its best-in-class tools.
The CRM provides visibility and oversight of your customer data.
They provide an enterprise workflow engine with open API which can help improve efficiency and productivity.
Smart automation helps you manage processes, marketing and alerts.
They have built robust analytics as part of the CRM to provide insights.
In-house support teams can help build customized solutions for your business.
They offer a demo of the CRM software.

Website: https://www.practifi.com/