15 Best CRMs For Investment Banking

The table below shows a quick price comparison of all the Investment Banking CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Zoho CRM	$20	15 day
Hubspot CRM	Free plan available	Free plan available
Pipedrive	$24	14 day
Monday.com	$15	14 day
Capsule	Free plan available then $21	14 day
ClickUp	Free plan available then $7	No trial available
SugarCRM	$19	7 day
Act!	$30	14 day
SuperOffice CRM	USD price not available	No trial available
4Degrees	Not stated	No trial available
MadeMarket	Not stated	Free trial available but no length stated
Affinity	$167	No trial available
Zixflow	Free plan available then $39	Free plan available
InsightsCRM	Not stated	No trial available

*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.

Sections

1. Salesforce

They offer an investment banking CRM that can help streamline your business and aid you in focusing on your clients.
It is designed to optimize your deal flow to give you compliant deal management and unique client insights.
The CRM provides tailored solutions that assist with driving innovation and reduce operational expenses.
It provides enhanced pipelines that help to consolidate your data on one screen to give you an overview of what is happening.
The CRM enables you to manage your data in a secure and compliant manner.
You can aid collaboration between your team to work on client research, market data, relationships, valuations, deal recommendations and client pitches.
It assists with personalizing deal proposals that can integrate with your client insights, past interactions and AI-powered recommendations.
The CRM can streamline your workflows to boost efficiency and save time.
It provides actionable insights so you can find opportunities and understand your business better.
Offers a 30-day free trial to sample the software before committing to a plan.

Website: https://www.salesforce.com/financial-services/banking-software/investment/

2. Zoho CRM

They claim to offer the best CRM solution for all financial institutions of all sizes including investment services.
The CRM combines sales, marketing and service to help build client loyalty and exceptional service.
It will manage your entire client journey and provide a better understanding of clients.
You can automate your processes to improve follow-ups and completion rates.
They provide inbuilt AI so that you can gain insight and make smart decisions.
The CRM is designed to be fully compliant and meet the latest security standards.
It can create personalized email communications and provides email templates.
The CRM can store contact information, policy documents, insurance records and more.
It can be integrated with popular business apps to extend its capabilities.
Access a 15-day free trial and a demo of the software to learn more about it.

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

3. HubSpot

They offer a finance CRM that caters for investment banking and wealth management which can help you to transform your company.
The CRM is flexible and cloud-based so you can access it securely remotely through mobile devices.
It assists you in tracking your customer interactions over many different platforms and channels such as calls, email, text and banking apps.
You can automate your tasks to create efficiencies which can include reducing data entry and simplifying marketing outreach.
The CRM allows you to store all of your customer data in one place so you can better understand your customers and share information easily between teams.
You can segment customers and target specific groups with campaigns based on the data you have collected on them.
The CRM can assist with automating your scheduling and reminders, and also run customizable email marketing campaigns.
It can be synchronized with hundreds of apps so that you can keep your data updated in real time.
You can track the performance of your business and analyze data to see what is working and adjust your plans accordingly.
They offer a free plan for up to five users which can be used to trial the software.

Website: https://www.hubspot.com/products/crm/finance

4. Pipedrive

Offers a CRM that caters for financial services companies which includes investment banking.
It enables you to track your customer interactions, manage your leads and performance in one platform.
You can use the CRM to generate and nurture your leads so that none of them get lost.
The CRM helps you visualize the entire customer journey from the initial contact through to being a loyal customer with pipeline management.
It can assist you in streamlining your business processes to organize your information and processes more efficiently and make savings.
The CRM enables you to automate processes and workflow to make improvements including marketing automation for email campaigns and social media.
You can create personalized client experiences using the information you have collected and segment your clients and leads to better target your efforts.
They support you in creating messaging that can target the right clients.
It offers analytical facilities to assist you in gaining insight from your data and help you forecast your revenue.
A 14-day free trial is available so that you can find out more about the CRM.

Website: https://www.pipedrive.com/en/blog/financial-services-crm

5. Monday.com

They offer a financial services CRM that is suitable for investment firms which is good for managing the entire customer journey.
It centralizes your customer data and entire sales cycle on a single platform that is fully customizable.
The CRM can streamline your customer communications and automate your processes to reduce manual activities.
You can automate lead assignments, set up reminders and receive notifications for key actions.
It helps you to organize your information and enables you to manage your customers in pipelines to provide greater visibility.
You can track all of your client interactions and your sent emails to them within the CRM.
It can assist you in creating personalized emails with email templates and AI-powered suggestions.
The CRM helps you to track and manage your sales and business performance so that you can make more informed decisions.
It can be integrated with your favorite tools so that you can bring together all your data and processes.
Offers a 14-day free trial of the CRM which allows you to try the software before committing to it.

Website: https://monday.com/blog/crm-and-sales/finance-crm/

6. Capsule

Offers a CRM that is tailored for private equity and investment banking that helps you build better client relationships.
It can be customized with a variety of custom field types and custom activity types to record and manage your data.
The CRM centralizes all client communications including calls, emails, files, notes and more.
It enables you to minimize manual data entry and make efficiency savings through the automation of tasks.
You can create multiple sales pipelines that match your needs and enable you to monitor your sales more effectively.
It can streamline your relationship management by providing intelligence about your clients and improve deal sourcing.
You can integrate portfolio management capabilities so that you can gain real-time insights into performance, opportunities and risk.
It can be integrated with essential tools that you use all the time to provide greater automation and a holistic view of your business.
The CRM enables you to access insightful performance metrics and analyze your progress and sales cycles.
They offer a free plan for two users and up to 250 contacts as well as a 14-day free trial of the CRM.

Website: https://capsulecrm.com/industries/crm-for-private-equity/

7. ClickUp

They offer an investment banker CRM that can support your entire sales cycle and organization to improve your productivity.
It is ready-to-use but customizable to meet your needs with advanced features for those with complex needs.
The CRM can track all of your interactions in a single place and efficiently manage your client relationships.
They provide deal pipelines that enable you to optimize your opportunities and stay on top of your leads.
You can streamline your communications to make efficiencies and ensure that communications are delivered at the right time.
It aids your team members in collaborating more effectively so that activities are seamlessly coordinated.
The CRM helps you to maximize your ability to serve clients as well as attract new ones so you can boost your returns.
You can utilize the CRM to support your client relationship management by scheduling follow-ups and tasks, as well as setting reminders for meetings, calls and milestones.
It can help you track and analyze market trends and gain insights to make data-driven decisions.
They offer a free plan for personal use only that could be used to try out the software.

Website: https://clickup.com/templates/crm/investment-bankers

8. SugarCRM

Offers a CRM that caters for banking, investing and insurance sectors that can unite your front, middle and back offices.
It is designed to help you deepen your client relationships and maximize client value whilst delivering great customer service.
It can assist you in streamlining and automating your processes to create efficiencies
You can utilize the CRM to personalize your services to your clients so you can build long lasting relationships.
With a single centralized system, you can share information across your teams to access customer information including contact details, historic transactions, open cases and more.
You can send personalized messages to clients and prospects based on the data you have and key milestones.
It can help you identify opportunities and assist you in aiding your team’s time in approaching prospects.
You can integrate the CRM with other software such as ERPs, business intelligence apps and email clients.
The CRM can provide insight into your data about your campaigns and understand your customers better.
Offers a 7-day free trial and demo of the CRM so you can experience it first-hand.

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

9. Act!

They offer a CRM that is tailored for financial advisory firms and investment banks.
It provides the ability to automate your manual processes such as data entry and scheduling follow-ups.
The CRM is a centralized customer database with detailed customer profiles that stores information and interactions including emails, calls and notes.
It provides sales pipelines to offer greater insight into your sales processes and helps you focus on the right leads.
You can automate workflows and processes such as nurturing leads through email drip campaigns and schedule automated follow-ups emails and texts.
It can assist you in creating email marketing campaigns to engage your leads and clients to maximize your revenue.
The CRM can segment your email lists to create targeted marketing campaigns with personalized content and recommendations.
It can be integrated with your existing software including productivity tools, calendars and emails.
They provide a customizable dashboard and data-driven insights about your activities and customers to produce reports.
A 14-day free trial is available of the software so you can learn more about it.

Website: https://www.act.com/en-gb/financial-services/

10. SuperOffice CRM

Offers a finance CRM that caters for banking, investing, lending and insurance, which can provide a clear picture of your customer portfolio.
It is designed to assist you in automating your manual processes and helping you to comply with privacy and legal restrictions.
The CRM brings all your customer information together in one place including contact details, emails, calls, meeting minutes and documents.
The information is shared within your business easily to aid collaboration between team members.
You can segment your customer base based on the data you have collected so you can send targeted promotions and offers.
It enables you to send email campaigns to engage prospects and customers.
The CRM can assist with identifying opportunities in your pipeline and can take advantage of them.
It can also store all your agreements and contracts including digital signatures in the CRM.
You can run reports and access key figures and KPIs as well as achieve accurate forecasts to aid your decision making.
A free demo can be requested so you can view how the CRM works.

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

11. 4Degrees

They offer investment banking CRM software that can help you to streamline your deal processes.
The CRM is an all-in-one relationship intelligence platform that has been purpose-built for investment bankers.
It has been designed to organize and optimize your business and your workflow.
You can utilize the CRM to manage your prospects and investors to strengthen your relationships.
It can help you to find the best opportunities to target so you can maximize your revenue.
The CRM assists you in engaging, following up and staying on top of your prospects and investors.
You can set up updates and notifications so that opportunities aren’t missed and investors stay informed.
Processes can be streamlined through pipelines which can also track and monitor deals.
The CRM provides reports and dashboards that assist you in making informed data-driven decisions.
You can request a demo of the CRM to learn more about it.

Website: https://www.4degrees.ai/use-cases/investment-banking-crm

12. MadeMarket

Offers a specialist CRM that has been built specifically for investment bankers.
It is a deal management platform that aids investment bankers in managing contacts, deals, opportunities and more.
The CRM is designed to empower your teams to close deals faster.
It provides transaction management tools and intuitive data to enable your teams to work smarter.
You can track and manage your prospects in the business development pipeline so you don’t miss opportunities.
It centralizes your contact information and client history for all your team to access to make collaboration easier.
The CRM can automatically pull data from your emails and calendars to keep your records up to date.
They provide a set of integrations and extensions that can assist you in saving time and improving your workflows.
It provides actionable insights from your data using reporting and advanced analytics.
You can try the CRM for free to see what the software can offer.

Website: https://www.mademarket.com/

13. Affinity

They offer a CRM that has been designed for growing investment banks that want to operate more efficiently.
It can help you to find, market and close mandates faster with either their CRM or their Salesforce option.
The CRM assists you in prospecting and marketing deals more effectively and utilizing your team’s network.
It can automate some of your processes including collecting your contacts and creating records as well as capture your engagements with them.
You can synchronize your emails, calendars, files and phone numbers so that the information can be shared.
The CRM can help you to assess your contacts to find opportunities to make deals.
You can monitor deals in the pipeline to see how they are progressing and ensure that nothing is missed.
It can streamline your activities to make efficiencies and enable your team to focus on the right tasks.
The CRM enables you to find and track your prospects and investors to understand your business more effectively.
You can access a demo of the CRM to see what the software can offer.

Website: https://www.affinity.co/industries/investment-banking

14. Zixflow

They claim that they offer one of the best choices for the investment banking industry.
It is a versatile and customizable tool that can assist you in managing your business.
The CRM can store and manage your leads and client data securely and more effectively with contact details, past interactions, client files and more.
You can create custom lists that can track your leads, deals and projects easily.
They provide simple to use deal pipelines that can be set up using drag-and-drop functionality which enables you to see what is happening in your organization.
You can automate processes like your lead generation using a virtual form builder to collect data.
They provide multi-channel campaign tools that enable you to create personalized outreach campaigns to stay in touch with clients and engage prospects.
You can streamline your workflow and automate processes to create efficiencies in your business.
The CRM offers a one-stop dashboard that enables you to see everything you need.
They offer a free plan with limited functions which you can use to try out the software.

Website: https://zixflow.com/blog/crm-for-investment-banking

15. InsightCRM

They offer a CRM for investment banking and advisory that assists with managing your business processes.
The CRM provides intelligent insights that enable you to know your clients better and serve them more effectively.
It is a central database of your clients and your engagements and interactions with them which can enable better collaboration across your teams.
You can create custom workflows that match your processes to manage them better and ensure adherence.
It provides an intelligent prospecting lifecycle to help target efforts and boost deal rates.
You can engage your clients with communications that will interest them based on the intelligence you have gathered.
The CRM enables you to conduct focused prospecting within and outside your contact circle.
They provide a dashboard and reporting facilities to enable performance tracking and insight into your business.
It can be integrated with third-party apps to enable synchronization with email, contacts, cloud storage, data, virtual meetings and click-to-call.
You can book a demo of the software to find out more about it.

Website: https://www.insightscrm.com/crm-for-investment-banking-m-and-a