Financial services CRM

Finance CRM: Maximize Client Value, Drive Growth

NetHunt finance CRM puts your clients and revenue first. Capture leads, organize client data, automate processes, and gain full visibility into every deal. Deliver exceptional service while maximizing profitability.

Financial firms attract 18x more clients with NetHunt CRM

Try it free

4.8/5 based on over 1,000 reviews

logo G2
Financial services CRM - NetHunt CRM

Why do businesses need a
financial services CRM?

Without a CRM for financial services

  • icon

    Customer data scattered across spreadsheets and emails With the lack of a centralized system come low client satisfaction, poor customer experience, and costly mistakes.

  • icon

    Manual data entry eats up your time Entering customer information, updating records, and compiling reports by hand is exhausting and sabotages operational efficiency.

  • icon

    No clear record of financial history Forgetting past customer interactions or key financial milestones? Unfortunately, it’s almost impossible to build strong client relationships if you can’t recall key details.

  • icon

    No clear view of revenue or performance metrics Tracking revenue trends, forecasting sales, and identifying business growth opportunities is a constant struggle without financial services CRM software.

With a CRM for financial services

  • icon

    Centralized client data in one secure system A financial service CRM solution keeps every client detail — assets, transactions, communication history, and preferences — organized and accessible in seconds.

  • icon

    Less admin, more time for clients Automated data entry, financial reporting, and workflow automation eliminate tedious tasks and reduce human error.

  • icon

    Full financial & communication history at your fingertips Every call, email, meeting, and financial milestone is logged automatically for better client engagement, so you always have the full context to offer proactive solutions.

  • icon

    Crystal-clear revenue insights and sales forecasts Real-time reporting and analytics give you clarity to drive revenue, spot market trends, and seize growth opportunities.

Try it free

Why is NetHunt CRM the
best financial CRM software?

NetHunt CRM software for financial services is purpose-built for bankers, financial advisors, wealth management firms, and insurance specialists who want to automate client management, improve operational efficiency, and enhance customer service.

Automated lead generation & lead capture

No lost data = more high-value clients

Why should finance companies care?

Financial service providers juggle tons of financial data daily, from client portfolios to investment records. But what happens if you rely on spreadsheets, emails, and scattered notes too much? Well, that's a recipe for a disaster. First, you miss out on high-value clients who expect fast responses. Second, you lose valuable data because manual client management inevitably leads to errors. Third, your competitors — who do automate — snap up the best opportunities and you’re left with fewer clients in the&nnsp;end.

A CRM for financial services industry like NetHunt solves this. It helps you capture leads from multiple channels, store their data in sleek ultra-customizable records, and manage customer data in one secure place.

With built-in contact management and lead management features, NetHunt empowers financial services firms to nurture long-term customer relationships.

Capture leads from multiple channels with NetHunt CRM system for financial services — email, social media, messengers, and calls — and store your client information in one secure digital place. Log each touchpoint with a client, leave notes for your team, and automate follow-ups.

Automated lead generation & lead capture
Contacts organization

Organize and automate client management with CRM in finance

Why should finance companies care?

85 % of sales teams agree that organized customer data leads to better decision-making.

When you don’t have a well-organized database that centralizes your client management, follow-ups turn into a challenge. Also, compliance management becomes a real concern if you can’t store sensitive client information securely. In the end, misplacing key client’s details or losing track of an important follow-up could cost you a deal and damage trust.

Anyway, the best CRM for financial services brings order to chaos. You can centralize all client information, track customer interactions (calls, emails, meetings), and ensure you always have the right data at your fingertips, especially during sales team meetings where stakes are high.

With NetHunt CRM system for financial services, every customer information detail, client interaction, document, note, and transaction is organized in a single CRM record — giving you a complete, real-time view of customer relationships. Track:

  • icon

    Emails, chats, and phone calls

  • icon

    Manager's notes and internal comments

  • icon

    Client preferences and special requests

  • icon

    Service history and previous inquiries

  • icon

    Custom fields tailored to your business needs

  • icon

    Documents and contracts

More about contact management
Contacts organization
Pipeline management

Track every step. Personalize every deal. Maximize every opportunity.

Why should finance companies care?

In the financial services sector, flexibility is key. Whether you're managing financial accounts, loan approvals, investment portfolios, or high-net-worth clients, your pipeline should fit your process — not the other way around. Why? Because every client journey is different — some move fast, while others require months of nurturing.

A CRM for financial services industry with ultra-customizable pipelines gives you full control. You can create multiple pipelines for different services and products, tailor deal stages, and track progress with precision. With real-time insights into deal status and client behavior, you can prioritize high-value opportunities, optimize sales processes, shorten sales cycles, and close more deals efficiently.

Turn leads into loyal clients with a CRM for financial services. NetHunt CRM helps you manage every stage of the client lifecycle — from the first consultation to the final agreement — so you can manage, prioritize, and close more deals with confidence.

  • icon

    Track deals and client progress in real time

  • icon

    Focus on high-value opportunities for maximum impact

  • icon

    Automate status updates to stay proactive

  • icon

    Uncover cross-sell & upsell opportunities to engage in personalized interactions

  • icon

    Forecast revenue and refine growth strategies

More on sales pipelines
Pipeline management
Automated workflows

Automate, re-engage, and close more deals

Why should finance companies care?

91 % of companies with 10 or more employees use CRM systems for smart workflow automation and management. Still, 18 % of companies rely on spreadsheets. But why waste valuable time on repetitive, manual tasks if a CRM solution for financial service providers can automate them all?

Manual processes are not only inefficient — they’re also prone to errors and poor risk management that could cost you clients and trust.

A financial planning CRM offers automated workflows to free you from the grind. You can set up triggers for reminders, record updates, follow-up emails, and many more. Everything happens automatically, so you can focus on non-admin financial planning tasks that bring actual revenue.

Free your team from repetitive tasks so they can focus on building customer relationships, closing deals, and delivering top-tier service and customer experience. NetHunt CRM solution for the financial industry automates key processes, keeping your financial business running smoothly and efficiently.

  • icon

    Auto-assign leads to the right financial advisors

  • icon

    Automate follow-ups for check-ins, updates, and renewals

  • icon

    Update client status as payments or documents arrive

  • icon

    Streamline internal approvals and task handoffs

  • icon

    Re-engage clients with personalized offers and rewards

  • icon

    Auto-calculate commissions and costs

More about sales automation
Automated workflows
Reports & Dashboards

Track performance and control team

Why should finance companies care?

Have you ever spent hours digging for key insights? Without proper reports, you're flying blind. You make decisions based on guesswork and miss opportunities because you’re not tracking the right metrics. In fact, 55 % of businesses report that poor data quality leads to poor customer retention and highly ineffective sales processes.

A financial planning CRM software with reports and dashboards puts everything you need in one place. Also, thanks to native integration with multiple vital tools, NetHunt acts as a comprehensive suite for financial service firms looking to track KPIs, monitor client progress, and measure team performance with ease.

NetHunt CRM platform for financial organizations gives your team real-time visibility into key sales metrics, team activity, and pipeline health with customizable reports and dashboards. Get the insights you need to make data-driven decisions and hit your targets.

  • icon

    Track revenue, deal value, and pipeline progress

  • icon

    Monitor sales performance by rep, service, or region

  • icon

    Analyze lead sources to focus on high-converting channels

  • icon

    Measure individual and team performance against targets

  • icon

    Gain full visibility into financial planning activities of your teams

More about NetHunt CRM reporting
Reports & Dashboards

Why NetHunt finance CRM?

Momentum Leader 2024 High Performer 2024 Small Business Leader - Americas 2024
Gmail integration with NetHunt CRM

Work from Gmail

Manage client relationships, track deals, and analyze performance — all from your Gmail inbox within a user-friendly interface.

NetHunt CRM - Easy to use

Easy to use

Sync your email, bring your team on board, and start managing clients, deals, and communications — all in minutes.

NetHunt CRM - ultra-customization

Flexible

Customize fields, pipeline stages, and automations to match your financial services workflow.

Multi-channel hub - NetHunt CRM

All customer interactions in one place

Consolidate emails, calls, and meetings across channels to maintain a complete client history, manage client interactions in one place, and close deals with confidence.

Multi-channel hub - NetHunt CRM

Who needs a CRM for financial services at your company?

A CRM isn’t just for sales — it benefits every department by automating workflows, optimizing employee productivity, and improving the entire customer relationship management across the front, middle, and back office.

Financial services CRM for /illustrations/sales-manager-account-manager.png

Sales & business development

NetHunt CRM for financial service providers helps you automatically capture leads and organize them in customized sales pipelines. Integrated lead management and task management features let you schedule reminders and automate email sequences to nurture leads and close deals faster.

Financial services CRM for /illustrations/finance-construction.png

Finance legal teams

With automated workflows that financial planning tools like NetHunt offer, legal teams can stay on top of contract deadlines, risk management practices, and document management without missing key tasks.

Financial services CRM for /illustrations/leaders.png

Financial advisors

A CRM for financial institutions allows advisors to keep client interactions, requests, and key milestones in one place. Log meetings, preferences, and automate follow-ups for renewals or check-ins. Deliver personalized financial advice for long-term relationships and improve customer experience.

Financial services CRM for /illustrations/account-manager-customer-success.png

Account managers

The best CRM for financial services allows account management professionals to manage client information and requests while having full data and client history visibility. Track inquiries, interactions, and renewals to ensure great service and customer satisfaction.

Integrate NetHunt finance CRM software with the tools you already use

Bring all your tools together with NetHunt financial software, the central hub of your finance business processes..

See all integrations
See all integrations
Blog highlights

Read more

Questions you may have

FAQ about finance CRM

What is a finance CRM?

A finance CRM is a digital solution that helps companies automatically collect data, automate workflows, and ensure top customer relationship management with ease. CRM tools for financial industry help you track client profiles, financial portfolios, transactions, and key milestones, making it easier to provide personalized customer service support and enhance client engagement.

The perk of opting for a CRM solution like NetHunt CRM is that you don’t have to pay for a separate suite of key features as you would have done with the Salesforce financial services cloud. Instead, NetHunt CRM already offers the features you need within a user-friendly interface. No need to overpay.

How can companies use finance CRM software?

Companies can use a CRM in financial services to centralize customer data, optimize client interactions, and automate business operations. Keep in mind that financial planning tools aren’t only for financial organizations or financial institutions. Financial advisors, finance legal teams, sales teams, and customer support staff can use CRM systems for financial services company to track leads, manage accounts, enhance client engagement, and monitor the progress of ongoing deals.

Obviously, contact management is one of the key features that helps ensure efficient coordination across departments. However, firms can also boost productivity using marketing automation capabilities and run multichannel marketing campaigns to expand outreach.

What is the best CRM for financial services?

The best CRM for financial services is one that combines ease of use, scalability, and powerful features. NetHunt CRM offers a user-friendly interface, highly customizable pipelines, robust automation, and integrations with the tools that financial advisors rely on daily. All in all, NetHunt CRM platform for wealth management ensures you have the flexibility and functionality needed to grow and thrive in the fast-paced finance world.

What are the key features to look for in a CRM for finance?

The key features to look for in a CRM for finance are as follows:

  • Automated lead generation and capture to never miss a revenue opportunity.
  • Customizable pipelines to match the unique stages of financial transactions, from lead generation to final closure.
  • Automated workflows to reduce manual tasks and optimize daily operations.
  • Integrated communication tools, such as email, calls, and messaging.
  • Support for various financial tools and other financial software integrations (accounting software, compliance software, wealth management platforms, etc.).
  • Reporting and dashboards to get insights into client behavior, team performance, and financial activities.
  • Compliance and security to protect sensitive financial data.

What are the benefits of using a CRM for financial institutions?

CRM systems for financial advisors and wealth management firms offers multiple benefits once you start using it:

  • Centralized client data. Store all client interactions, transactions, and financial details in one secure CRM platform.
  • Personalized client service. Access detailed client history to offer tailored financial advice and build stronger relationships.
  • Increased efficiency: Automate repetitive tasks, reduce manual effort, and free up time for more valuable activities.
  • Optimized workflows. Organize tasks, communications, and follow-ups to enhance operations and ensure timely client engagement.
  • Reporting and dashboards: Monitor KPIs, track performance, highlight key factors in client & sales data, and make data-driven decisions to improve services and profitability.

Grow your business with NetHunt CRM for financial professionals

Deliver top financial services to your clients and drive revenue — all in one place.

Start free trial
kigui logo bonder logo xilva logo nteaser logo zenml logo

Talk to our product experts product experts — let's find the best setup for your team

Fill in a few quick details and we'll reach out shortly.

First Name *

This field is required

Last Name *

This field is required

Email *

This field is required

Enter a valid email address

Phone number *

This field is required

Enter a valid phone number

Company website *

This field is required

Enter a valid link

Thank you!

Our team just got your request and we’ll be in touch shortly.

Our team just got your request and we’ll be in touch shortly. Meantime, you can Start free trial to see NetHunt CRM in action.

Talk to our product experts product experts — let's find the best setup for your team

Fill in a few quick details and we'll reach out shortly.

First Name *

This field is required

Last Name *

This field is required

Email *

This field is required

Enter a valid email address

Phone number *

This field is required

Enter a valid phone number

Company website *

This field is required

Enter a valid link

Thank you!

Our team just got your request and we’ll be in touch shortly.

Our team just got your request and we’ll be in touch shortly. Meantime, you can Start free trial to see NetHunt CRM in action.