7 Best CRM for Financial Services
What is the best finance CRM software?
Modern financial CRMs reduce operational overload by automating reminders, review dates, and follow-ups, and by assigning tasks to the right owner whenever a trigger fires (e.g., new inquiry, deal stage change, document expiry). This turns client work into repeatable projects instead of ad hoc firefighting.
Who needs the best CRM for financial services?
A CRM system for financial services is essential for:
- Advisory teams where lead advisors, junior planners, and client service reps must collaborate on plans, reviews, and follow-ups with full visibility into each other’s work.
- Wealth and investment teams coordinating research, compliance, and trading tasks around shared portfolios and projects (e.g., onboarding, transfers, rebalancing).
- Banks coordinating high-volume pipelines where automated reminders, approvals, and queue-based task assignment prevent missed deadlines and SLA breaches.
- Insurance companies automating policy renewals, claims, and customer segmentation
List of best 7 CRM for financial services
NetHunt CRM
Best overall CRM for financial advisors
NetHunt CRM is a flexible CRM for financial service firms that can be tailored to the needs of financial advisors, financial consultants, wealth management companies, and insurance specialists. It centralizes client data, communication history, and financial goals in a secure workspace, giving teams a single, consistent view of every relationship and case.
Through customizable folders, fields, pipelines, and automation rules, financial services teams can mirror their own processes—while automating workflows, data entry, and follow-ups—to cut operational overload and focus on building strong client connections and closing deals.
The platform reduces operational overload by automating workflows, reminders, and task assignments based on triggers like new inquiries, stage changes, or upcoming deadlines.
Key features of NetHunt CRM:
- Custom folders to model your processes (Prospects, Clients, Loans, Policies, Households, etc.).
- Custom fields for AUM, risk profile, policy numbers, renewal dates, KYC status, and other finance-specific data.
- Centralized client records with full financial, communication, and document history per client
- Shared client timelines so every advisor, assistant, and ops/compliance user sees the same interactions and context. Can be limited by roles and permissions.
- Automated reminders for reviews, expirations, follow-ups, and important client milestones.
- Trigger-based task creation and assignment (e.g., new lead, stage change, document uploaded, payment received).
- Sales Pipeline Management: Customizable pipelines tailored for different financial services for example advisory, lending, insurance, and cross-sell motions with probability and forecasting.
- Multi-Channel Lead Capture: Pulls leads and conversations from email, website forms, calls, messengers, social, and other channels into a single CRM view.
- Reporting & Analytics: Real-time insights into revenue, deal status, sales performance by rep or region, and lead source analytics for data-driven decisions.
- Team task and project management for onboardings, reviews, and complex cases, with clear owners and due dates.
- Tags, comments, and @mentions to collaborate on cases without long email chains.
NetHunt CRM empowers financial professionals to automate client management, prioritize high-value opportunities, and deliver exceptional personalized service with enhanced operational efficiency.
BIGContacts CRM
Best budget CRM for small finance teams
BIGContacts is a cloud CRM tailored to small and mid-sized financial services businesses that need simple, structured relationship management and automated follow-ups without heavy configuration. It focuses on contact management, tasks, and pipelines, with enough customization for basic financial data fields.
Key Features:
- Centralized client data management with customizable fields
- Automated workflows and task management for consistent follow-ups
- Email integration with tracking and drip campaigns
- Sales pipeline visualization and opportunity tracking
- Integration with QuickBooks and other financial tools
- Mobile web access for on-the-go management
- GDPR compliance and role-based user access controls
BIGContacts is an essential tool for financial professionals who need a straightforward, affordable crm finance solution that boosts operational efficiency and client engagement.
Salesforce Financial Service Cloud
Best enterprise finance CRM
Salesforce Financial Services Cloud is an industry-specific version of Salesforce designed for banks, wealth managers, and insurers that need deep customization, advanced analytics, and enterprise-grade security and compliance. It unifies household relationships, accounts, assets, and interactions in a single data model.
Key Features:
- 360° client financial profiles with real-time data access
- AI-driven automation for onboarding, compliance, and relationship management
- Advanced analytics, forecasting, and client segmentation
- Secure integrations with Xero, DocuSign, Sage, and more
- Branded customer portals and Einstein AI chatbots for enhanced engagement
- Compliance workflows with audit trails and process tracking
Salesforce stands out as the essential solution for financial services providers aiming to transform data into actionable insights and deliver exceptional personalized financial advice
Creatio
Best no-code CRM for financial operations
Creatio is a no-code / low-code CRM and process-automation platform with strong traction in financial services. It combines customer data management with powerful workflow tooling, making it suitable for banks, lenders, and wealth firms that need to orchestrate complex, regulated processes.
Key Features:
- Consolidated view of client data, transactions, and interactions across products.
- Visual designers to build and adjust onboarding, loan processing, collections, and service workflows.
- Rule-based approvals, documentation steps, and audit trails embedded in processes.
- Centralized document and portfolio management
- Advanced analytics and real-time reporting
- Omnichannel communication including email, calls, and social media
- Connectors and APIs for core banking, accounting, and portfolio tools.
Creatio stands out as a flexible and powerful crm finance platform designed to help financial professionals streamline operations while delivering personalized financial services.
Zoho CRM
Best all-in-one suite option for financial services
Zoho CRM is part of the broader Zoho ecosystem and works well for financial advisors, small wealth managers, and insurance agencies that want CRM plus finance-related apps (billing, accounting, helpdesk) under one umbrella. It can be tailored to track financial goals, policies, and regulatory data with custom fields and workflows.
Key Features:
- Financial goals, transactions, communication history, and documents in a single record.
- Automated onboarding, KYC, and workflow management.
- Zoho’s AI assists with deal scoring, anomaly detection, and best-time-to-contact suggestions.
- Omnichannel customer communication (email, WhatsApp, SMS, calls).
- Integration with Zoho Finance Plus, payment gateways, and other fintech.
- Advanced compliance tools ensuring GDPR and CCPA adherence.
- Customizable dashboards, reports, and lead management.
Zoho CRM supports financial professionals in streamlining business processes and delivering personalized, compliant financial services.
Hubspot CRM
Best for marketing-led financial firms
HubSpot CRM is popular with financial services firms that prioritize digital acquisition, content marketing, and multi-channel nurturing. It combines CRM, marketing automation, and sales tools, making it effective for attracting, nurturing, and converting prospects while staying compliant through robust permissioning and logging.
Key Features:
- All emails, meetings, calls, and site activity on a single timeline.
- Nurture programs, newsletters, and educational content journeys tailored to client personas.
- Deal tracking, task queues, ticketing, and SLAs in one environment.
- Predictive lead scoring, content assistance, and workflow recommendations.
- Email, calendar, accounting, and many fintech tools via marketplace apps.
HubSpot delivers a complete CRM platform tailored for financial advisors and institutions seeking scalable, efficient management of financial services and customer relationships
Wealthbox
Best CRM for independent advisors and RIAs
Wealthbox is an advisor-focused CRM designed specifically for financial advisors, RIAs, and wealth managers. It emphasizes simplicity, collaboration, and tight integration with custodians and portfolio management tools while still offering robust task and workflow automation.
Key Features:
- Contacts, households, portfolios, and interaction history organized for planning workflows.
- Standardized onboarding, review cycles, and follow-up cadences to keep client work on track.
- Real-time feed of client emails, tasks, meetings, and notes so teams stay aligned.
- Automatic archiving and tracking of client email communications to support compliance.
- Integration with portfolio management tools, planning software, and email providers.
- Mobile and desktop apps for flexible access
- Detailed reporting and insights tailored to financial services
Wealthbox is among the best CRM for financial advisors needing a simple yet powerful solution for managing personalized financial services efficiently
Quick overview of best CRMs for financial services
| CRM Name | Best For | Automation & Workflows | Pros | Cons | Integrations |
|---|---|---|---|---|---|
| NetHunt CRM | Small to mid-sized financial teams | Custom workflows, email automation | Deep Gmail integration, easy to use CRM within inbox | Limited advanced financial integrations | Gmail, Zapier |
| BIGContacts | SMB financial services | Task automation, workflow builder | Affordable, strong task automation, GDPR compliant | Needs stable internet for large data | QuickBooks, Gmail, Outlook |
| Salesforce | Large financial firms | Powerful AI automation, workflow | Highly customizable, advanced analytics, scalable | High cost, steep learning curve | Extensive (financial, social, email) |
| Creatio | Medium to large finance teams | No-code automation, marketing workflows | Low-code platform, strong marketing automation | Can be complex to set up | Outlook, QuickBooks, portfolio tools |
| Zoho CRM | Small to mid financial advisors | Workflow automation, email cycles | Customizable, affordable, integrates with Zoho ecosystem | Limited deep financial planning features | Zoho suite, QuickBooks, Gmail |
| HubSpot | Financial services marketing teams | Sales & marketing automation | User-friendly, strong marketing features | Not finance-specific, limited financial tools | Gmail, Outlook, social media tools |
| Wealthbox | Financial advisors, wealth managers | Task automation, workflow alerts | Simple UI, strong client lifecycle management | Limited billing and invoicing | Portfolio management tools, email |
How to choose the best CRM software for financial
Choosing the right CRM system for financial agents is critical to managing client relationships effectively, delivering personalized financial advice, and optimizing workflows in a competitive financial services industry. Here’s a detailed guide to help finance agents select the best CRM solution for their specific needs.
Clarify your use cases and personas
Define who will use the CRM and what “success” looks like for each group. For example:
- Individual advisors needing effortless note-taking, tasking, follow-ups, reminders.
- Operations teams needing strict process control, approvals etc.
- Marketing teams needing lead generation, lead sources tracking, lead nurturing and drip campaigns.
This clarity makes it easier to shortlist platforms and design fields, pipelines, and automations correctly from day one.
Prioritize finance-specific capabilities
Look for capabilities that matter specifically in financial services:
- Compliance & security: Role-based access, logs of activity with customers, field-level history, data security etc.
- Portfolio or policy linkage: Ability to associate accounts, policies, loans, or holdings with client and household records.
Look for customization options of CRM systems to set it up based on the processes of your business and your managers.
Check integration and data strategy
Financial services stacks are integration-heavy. Assess:
- Communication tools: Email, telephony, SMS, WhatsApp, meeting tools.
- Data sync: Real-time data sync and updates, deduplication, and clear ownership rules for records.
A CRM that plugs into existing systems cleanly will see much faster adoption and ROI.
Evaluate usability, support, and scale
Even the most powerful CRM fails without adoption. Evaluate:
- Ease of use: Can advisors and relationship managers work quickly?
- Onboarding & support: Vendor documentation, training, and implementation guidance tailored to your team.
- Scalability: Ability to add users, segments, and new business lines without re-platforming.
Pilot with a small team, gather feedback, and refine configuration before a firmwide rollout.
FAQ
What is the right CRM for financial advisors?
The best CRM for financial advisors is NetHunt CRM, which is purpose-built to meet the unique needs of financial professionals. NetHunt CRM centralizes all client financial data, including assets, transaction history, and communication records, in a secure, easy-to-use platform designed to improve client management and deliver personalized financial advice. Unlike other solutions, NetHunt CRM offers seamless integration within Gmail and Google Workspace, enabling advisors to manage leads, client interactions, and workflows directly from their inbox. It automates repetitive tasks such as follow-ups, onboarding, and compliance checks, freeing advisors to focus on higher-value financial planning activities.
What is CRM system for financial services?
CRM (Customer Relationship Management) in financial services refers to specialized software systems designed to manage client interactions, streamline operations, and ensure compliance in the finance sector. A financial service CRM centralizes client financial data, communication history, transaction records, and regulatory documents in a secured database. It automates workflows like onboarding, approval processes, and follow-ups, supporting financial advisors and institutions to deliver personalized financial advice and maintain compliance with regulations such as GDPR and CCPA. Financial CRM platforms also offer advanced analytics and reporting tools, enabling data-driven decision making, client segmentation, and enhanced client engagement across multiple communication channels.
What are the benefits and CRM features for wealth management?
For wealth management, a CRM system offers numerous benefits including enhanced client relationship management, streamlined workflow automation, improved compliance adherence, and data-driven financial advice. Key features include:
- Centralized client profiles integrating asset data, portfolios, and interaction history to understand client financial goals deeply.
- Automated workflows for onboarding, reviews, approvals, and compliance tasks, reducing manual work and errors.
- Advanced analytics and reporting to segment clients, monitor key performance metrics, and forecast revenue.
- Omnichannel communication tools to engage clients through email, calls, social media, and messaging apps.
- Integration with financial planning and portfolio management tools to ensure seamless operations.
These features empower wealth managers to deliver personalized financial advice efficiently, increase client satisfaction, and grow assets under management.