Financial Services CRM Software

Financial services customer relationship management (CRM) software assist financial institutions (e.g., hedge funds, investment banks, and insurance agencies) in managing all customer-related activities.

Financial services customer relationship management (CRM) software assist financial institutions (e.g., hedge funds, investment banks, and insurance agencies) in managing all customer-related activities. Financial service providers leverage financial services CRM software to:

  • Manage customer data.
  • Segment their customer based on different criteria such as investment preferences and financial capacity.
  • Automate repetitive tasks like scheduling meetings or sending out reminders for due payments.
  • Track key performance indicators (KPIs).

To be categorized as financial services CRM software, a product must:

  • Provide functionalities that are specifically tailored to the needs of financial services industry professionals.
  • Integrate with other business systems such as banking systems, and financial planning tools.
  • Provide detailed client profiles, including financial history.
If you’d like to learn about the ecosystem consisting of Financial Services CRM Software and others, feel free to check AIMultiple Financial Services.

Compare Best Financial Services CRM Software

Results: 46

AIMultiple is data driven. Evaluate 46 services based on comprehensive, transparent and objective AIMultiple scores.
For any of our scores, click the information icon to learn how it is calculated based on objective data.

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What are our data sources?

We use the data sources on the side for ranking solutions and awarding badges in financial services crm software category. Our data sources in financial services crm software category include;

4

review websites

2

social media websites

1

search engine data for branded queries

Financial Services CRM Software Leaders

According to the weighted combination of 7 data sources

Creatio

Vymo

Wealthbox CRM

TotalExpert

Affinity Relationship Intelligence

What are Financial Services CRM Software market leaders?

Taking into account the latest metrics outlined below, these are the current financial services crm software market leaders. Market leaders are not the overall leaders since market leadership doesn’t take into account growth rate.

Creatio

Vymo

Wealthbox CRM

TotalExpert

Affinity Relationship Intelligence

What are the most popular Financial Services CRM Software?

What are the most searched financial services crm software brands?

Searches with Brand Name

These are the number of queries on search engines which include the brand name of the solution. Compared to other Financial Services categories, Financial Services CRM Software is more concentrated in terms of top 3 companies’ share of search queries. Top 3 companies receive 39%, 40% less than the average of search queries in this area.

What are the most mature Financial Services CRM Software?

Which financial services crm software companies have the most employees?

83 employees work for a typical company in this solution category which is 62 more than the number of employees for a typical company in the average solution category.

In most cases, companies need at least 10 employees to serve other businesses with a proven tech product or service. 21 companies with >10 employees are offering financial services crm software. Top 3 products are developed by companies with a total of 1k employees. The largest company building financial services crm software is Vymo with more than 400 employees.

Vymo
Doxim
Creatio
Total Expert
q4inc

What are the Financial Services CRM Software growing their number of reviews fastest?


We have analyzed reviews published in the last months. These were published in 4 review platforms as well as vendor websites where the vendor had provided a testimonial from a client whom we could connect to a real person.

These solutions have the best combination of high ratings from reviews and number of reviews when we take into account all their recent reviews.

What is the average customer size?

According to customer reviews, most common company size for financial services crm software customers is 1-50 Employees. Customers with 1-50 Employees make up 56% of financial services crm software customers. For an average Financial Services solution, customers with 1-50 Employees make up 36% of total customers.

Overall
Customer Service
Ease of Use
Likelihood to Recommend
Value For Money

Customer Evaluation

These scores are the average scores collected from customer reviews for all Financial Services CRM Software. Financial Services CRM Software is most positively evaluated in terms of "Value For Money" but falls behind in "Likelihood to Recommend".

What is the level of interest in Financial Services CRM Software?

Interest in Financial Services CRM Software

This category was searched on average for 65 times per month on search engines in 2022. This number has increased to 82 in 2023. If we compare with other financial services solutions, a typical solution was searched 430 times in 2022 and this increased to 458 in 2023.