Financial CRM Software

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Financial CRM Software exists to help companies within the Finance industry manage with the growing demands and requirements of managing a large portfolio of clients. CRM (Customer Relationship Management) helps automate and streamline many of the processes related to your customers and allows you to concentrate on delivering outstanding customer service.

CRMNEXT

Financial CRM Software


CRMNEXT is the leading global CRM solution provider in financial services. A Gartner Magic Quadrant visionary company, CRMNEXT picks up where traditional CRMs leave off providing work simplification, robotic automation, immediate results and greater empowerment for.. Learn more about CRMNEXT.



Serchen Index
84.70
684 Employees
576 Subscribers
1,184 Followers
1,521 Likes
BNY Mellon | Pershing

Financial CRM Software


BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Pershing helps clients improve profitability.. Learn more about BNY Mellon | Pershing.



Serchen Index
68.00
3,330 Employees
651 Subscribers
6,969 Followers
2,918 Likes
Euronext

Financial CRM Software


Euronext is the leading pan-European exchange in the Eurozone, covering Belgium, France, Ireland, The Netherlands, Portugal and the UK. With 1,300 listed issuers worth €3.9 trillion in market capitalisation as of end September 2018, Euronext is an unmatched blue chip.. Learn more about Euronext.



Serchen Index
59.00
905 Employees
1,190 Subscribers
8,071 Followers
N/A Likes
Redtail Technology

Financial CRM Software


Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME,.. Learn more about Redtail Technology.



Serchen Index
56.00
93 Employees
N/A Subscribers
6,061 Followers
1,856 Likes
Conduent

Financial CRM Software


We are currently waiting for our team of software specialists to complete their research on Conduent. A more detailed breakdown of their services and company reviews are currently available on their profile page. Learn more about Conduent.



Serchen Index
52.00
28K Employees
N/A Subscribers
15K Followers
N/A Likes
AdvisorEngine

Financial CRM Software


AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform... Learn more about AdvisorEngine.



Serchen Index
51.00
60 Employees
N/A Subscribers
1,179 Followers
115 Likes
Tabrasa

Financial CRM Software


Tabrasa offers automated sales and marketing solutions designed to meet the challenges of today's top mortgage lenders. Learn more about Tabrasa.



Serchen Index
47.00
22 Employees
N/A Subscribers
251 Followers
3,708 Likes
K3R GLOBAL SOLUTION PVT LTD

Financial CRM Software


EduSys - A most trusted Institution Management ERP Software company which provides a cloud based system to automate daily activity of Educational Institutions such as Pre-Schools, K-12/High Schools, Colleges, Academies, Training and Coaching Institutes. Learn more about K3R GLOBAL SOLUTION PVT LTD.



Serchen Index
47.00
1 Employee
448 Subscribers
138 Followers
1,819 Likes
Wealthbox

Financial CRM Software


Wealthbox is modern CRM for financial advisors. Elegant design. Easy to use. Sign up at Wealthbox.com Learn more about Wealthbox.



Serchen Index
45.00
1 Employee
N/A Subscribers
4,253 Followers
151 Likes
Accounting Seed

Financial CRM Software


Founded in 2008, Accounting Seed is a full accrual accounting solution powered by Salesforce. Our accounting platform tracks financial data through the entire business lifecycle from lead to ledger: general ledger, accounts payable and accounts receivable, bank.. Learn more about Accounting Seed.



Serchen Index
43.00
44 Employees
N/A Subscribers
3,501 Followers
N/A Likes
Debt Pay

Financial CRM Software


As a leading provider of CRM solutions for consumer and business finance professionals, DebtPayPro exists to provide all encompassing tools to help businesses help consumers. Our technology is unparalleled and ever evolving to meet the demands of our clients changing.. Learn more about Debt Pay.



Serchen Index
43.00
24 Employees
3 Subscribers
74 Followers
263 Likes
360ViewCRM

Financial CRM Software


360 View is the growth platform developed for banks and credit unions, providing all the tools necessary to maximize your team’s performance. Our solution goes beyond CRM, allowing you to gain insight into customer profitability, automate marketing campaigns, and track.. Learn more about 360ViewCRM.



Serchen Index
43.00
51 Employees
12 Subscribers
629 Followers
N/A Likes
Beanstalk Solutions

Financial CRM Software


Beanstalk Roofing Management Software is available via Desktop or app, from which you may manage a project from start to completion. This game-changing technology provides features which are the first of its kind in the industry. It separates contractors who want to.. Learn more about Beanstalk Solutions.



Serchen Index
41.00
1 Employee
N/A Subscribers
132 Followers
269 Likes
Scorto

Financial CRM Software


Scorto is a globally recognized provider of risk management and decision analytics solutions and services. We have served lending and credit based organizations since 2005 by providing tools and platforms which have allowed our clients to make accurate and timely.. Learn more about Scorto.



Serchen Index
41.00
34 Employees
10 Subscribers
40 Followers
66 Likes
BandPay.Me

Financial CRM Software


BandPay is the app that allows artists and collaborators to manage payments - making sure everyone gets paid, and everyone gets their work. ? Venmo is great for friends, but when it comes to business transactions - you need funds delivered to you on time when the job.. Learn more about BandPay.Me.



Serchen Index
41.00
1 Employee
14 Subscribers
64 Followers
490 Likes
Wise

Financial CRM Software


Wise is embedding banking for the modern business. Our mission is to be alongside ambitious businesses, every step of the way. Wise envisions a world where modern businesses can bank, pay, and get paid — effortlessly! Learn more about Wise.



Serchen Index
41.00
20 Employees
N/A Subscribers
221 Followers
190 Likes
Saylent Technologies

Financial CRM Software


Founded in 2006, Saylent interprets data so financial institutions can understand their customers and discover opportunities for growth. Clarity in Data: Our innovative solutions analyze banking and payment behaviors to understand customer need. Clarity in Advice:.. Learn more about Saylent Technologies.



Serchen Index
39.00
36 Employees
N/A Subscribers
385 Followers
N/A Likes
Synertree CMS

Financial CRM Software


Synertree delivers capital allocation solutions to RIAs and SMEs in different industries. Synertree Capital Management Services Inc. is not your typical financial consultant. Our solutions are technologically modular and scalable to your growth. Provide portfolio.. Learn more about Synertree CMS.



Serchen Index
39.00
1 Employee
1 Subscriber
45 Followers
35 Likes
Backstop Solutions Group

Financial CRM Software


Backstop Solutions Group's mission is to help the institutional investment industry use time to its fullest potential. We develop investment management software and financial CRM technology to simplify and streamline otherwise time-consuming tasks and processes,.. Learn more about Backstop Solutions Group.



Serchen Index
33.00
200 Employees
N/A Subscribers
N/A Followers
N/A Likes
BankSight Systems

Financial CRM Software


BankSight is The First Intelligent Banking Customer Engagement Application 100% purpose-built for banks and credit unions. It consolidates and analyzes the data financial institutions already have to help bankers and wealth managers understand the full scope of complex.. Learn more about BankSight Systems.



Serchen Index
31.00
16 Employees
15 Subscribers
22 Followers
N/A Likes
Engaged CRM

Financial CRM Software


Engaged are a market leading developer of cloud based software solutions for high volume on & offline businesses. Highly regarded by our partners, we foster open working relationships where we really do engage with your business and build long term partnerships. In.. Learn more about Engaged CRM.



Serchen Index
25.00
6 Employees
N/A Subscribers
N/A Followers
21 Likes
Cocoon Data

Financial CRM Software


Cocoon Data's flagship product is SafeShare. There is no other SaaS cloud file sharing and collaboration product that has the level of security and governance built in. It starts with only a 5 user minimum and puts Government/Military grade product in the hands of.. Learn more about Cocoon Data.



Serchen Index
25.00
7 Employees
4 Subscribers
N/A Followers
37 Likes
Asklogix

Financial CRM Software


Asklogix's ambition is to become a leader in Cloud CRM solutions for the financial services industry. AskLogix's ™ product range targets a prestigious institutional clientele: asset managers, investment banks. Learn more about Asklogix.



Serchen Index
23.00
2 Employees
7 Subscribers
N/A Followers
2 Likes
NexJ Systems

Financial CRM Software


We are currently waiting for our team of software specialists to complete their research on NexJ Systems. A more detailed breakdown of their services and company reviews are currently available on their profile page. Learn more about NexJ Systems.



Serchen Index
23.00
199 Employees
N/A Subscribers
N/A Followers
N/A Likes
EquinoxCRM

Financial CRM Software


EquinoxCRM is a comprehensive CRM for Financial Advisors, RIAs and Broker-Dealers. Features include Contacts Management, Opportunities management, Calendar integration, events and reminders, tasks, workflow automation, document management, secure messaging system,.. Learn more about EquinoxCRM.



Serchen Index
19.00
1 Employee
N/A Subscribers
N/A Followers
N/A Likes
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