Financial CRM Software
Managing client relationships in finance used to mean scattered spreadsheets, missed follow-ups, and no clear picture of who owes you what or when they last called. Financial CRM software puts every client interaction, account detail, and transaction history in one place, so your team sees the full relationship at a glance. You stop losing track of opportunities because communications live in a searchable timeline; you automate reminders for renewals, portfolio reviews, or payment due dates so nothing falls through the cracks. The real payoff is turning client data into actionable insight, letting you spot cross-sell chances, flag at-risk accounts before they leave, and prove your value through better service. For advisors, lenders, and wealth managers, that means more time on strategy and less time hunting for information. If you are after something more specific, have a look at our Loan Origination Software or Recurring Billing Software categories.
Pave (formerly Portify) is an award-winning credit builder app that actively works with you to help you build your credit score. Pave offers a range of smart tools to help you stay on top of your finances and improve your credit score. Pave offers a simple product with a single… Learn more about Pave.
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, earn… Learn more about Redtail Technology.
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: We… Learn more about Saylent Technologies.
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 decisions… Learn more about Scorto.
Welcome to Senta, voted Practice Management Software of the Year 2019: Cloud-based CRM, marketing, email automation, workflow, secure documents, electronic signing & insights for accountants. Learn more about Senta.
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.
Wealthbox is modern CRM for financial advisors. Elegant design. Easy to use. Sign up at Wealthbox.com Learn more about Wealthbox.
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.
Yoyo is the fastest growing mobile wallet in Europe. For Shoppers, it is a sleek, easy-to-use app that allows fast, secure mobile payment, automatic loyalty collection on every purchase and offers and brand interactions personalised to previous purchasing behaviour. For… Learn more about Yoyo Wallet.
Helping financial advisors automate and streamline meeting preps and meeting follow-ups Learn more about Pulse360.