Experts Tell us the Best CRM Software For Financial Institutions

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3 years ago

This article showcases our top picks for the Best CRM Software For Financial Institutions. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).

We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.

Microsoft Dynamics

This product was recommended by Bradley Stevens from LLC Formations

Microsoft Dynamics has both on-premise and cloud-based versions. Microsoft Dynamics integrates with all other Microsoft products. This CRM software acts as a bridge between business challenges like sales force automation, customer service, and marketing modules. Microsoft Dynamics has a separate edition for financial advisors and financial management operations. The software easily allows you to manage, track, and identify relationships between clients and prospects. Salesforce automation, marketing planning, social engagement, customer service, including field services solutions, and analytics are all provided by the software to manage your financials and other aspects.

To understand this topic more strongly, and raise your business to a new level, it would be better to hire Microsoft Dynamics GP developer. The role of this specialist is also highly useful for inventory, field service management, and reporting.


This product was recommended by Mike Bran from ThrillAppeal

Insightly is an affordable CRM software beneficial for small businesses. This software has unique linking relationships that allow you to manage all emails and messages at an instance. You can link contacts or organizations with particular or multiple projects, which makes the search easy for you, as you can look up a project by its contact. Customer transactions, interactions, leads, proposals, opportunities, and projects from any device at any time can be managed with the help of this software. The software keeps all related information together, making it easily accessible. All you need to do is register with your email, and you can start with your free trial that will last for two weeks.

Redtail CRM

This product was recommended by Damon Routzhan from Concrete Candles

Redtail is one of the leading web-based CRM software available in the market. They provide different features such as Redtail Speak (advanced form of text messaging), email archiving solutions, and paperless office for businesses that are a part of the financial services industry. The main aim of this software is to enable financial advisors to efficiently and effectively grow their companies by providing them with essential technologies that can help to ease and improve their daily operations and tasks. Redtail offers low cost and easy to execute applications to these advisors and integrate them with other widely used applications in the industry.

Salesforce Financial Services Software

This product was recommended by Janet Patterson from Highway Title Loans

Salesforce is one of the leading cloud-based financial services CRM software. This software enables its users to integrate sales, service, and marketing solutions all together, on one platform. The main selling point of Salesforce is that it helps to create a smooth and cohesive communication channel between all departments and other communication platforms. It focuses on creating a personalized customer experience. You can also scale up your business in an efficient manner and provide loan relief, quicker insurance claim processing, and give timely financial guidance to clients.

Zoho CRM

This product was recommended by Jennifer Willy from Etia

Zoho CRM lets you view all your transactions and interactions with an institution, as well as key contact information to give you a complete picture of the businesses that you deal with.


This product was recommended by Jennifer Willy from Etia

SugarCRM empowers your marketing, sales, and services teams to collaborate across the entire customer lifecycle for more meaningful, memorable experiences. Sugar Professional helps build customer relationships that last a lifetime with everything.

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