Best Financial Services CRM

Researched and written by Nathan Calabrese

Financial services customer relationship management (CRM) software provides users with a centralized base from which to conduct all customer-centric activities. Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies leverage financial services CRM software to create, build, maintain, and strengthen customer relationships.

Customers are the lifeblood of the financial services industry, so ensuring that those relationships are strong is vital to the success of an institution. Financial services professionals use financial services CRM software to coordinate client outreach, manage documentation, conduct account analysis, schedule meetings, build and maintain sales pipelines, carry out know your customer (KYC) verification, and more.

Financial services CRM software integrates with other financial services software including financial research software and investment portfolio management software. Solutions in this category also import contact databases and integrate with accounting software.

To qualify for inclusion in the Financial Services CRM category, a product must:

  • Provide features designed exclusively for financial services professionals
  • Store contact information
  • Integrate with other financial services software
  • Provide client outreach capabilities

How Many Financial Services CRM Software Products Does G2 Track?

Total Products under this Category: 134

Category Stats (Jun 2026)

  • Average Rating: 4.43/5 (↑0.01 vs May 2026) The average rating of products in this category, based on all submitted ratings
  • New Reviews This Quarter: 26
  • Buyer Segments: Small-Business 64% │ Mid-Market 28% │ Enterprise 8% Represents the distribution of reviewers across all products in this category.
  • Top Trending Product: XLR8 (+3.17%) - Among all products in this category, XLR8 recorded the largest rating increase compared to last month

Last updated: June 09, 2026

How Does G2 Rank Financial Services CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 2,300+ Authentic Reviews
  • 134+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

Featured Financial Services CRM Software At A Glance

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Leader:
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Highest Performer:
Backstop Solutions Suite
Easiest to Use:
Redtail Technology
Top Trending:
Wealthbox CRM
Best Free Software:
Redtail Technology

Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

(226)4.3 out of 5
Product Description

Become an agentic financial services enterprise with the world’s #1 AI-powered CRM. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the c

Industries: Financial Services, Banking · Market Segment: 43% Enterprise, 29% Mid-Market
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
Year Founded
1999
HQ Location
San Francisco, CA
Company Website
https://www.salesforce.com/
Twitter
@salesforce
LinkedIn® Page
https://www.linkedin.com/company/3185/
Ownership
NYSE:CRM
Phone
+1 (800) 667-6389

Redtail Technology

(268)4.3 out of 5
Product Description

Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based appl

Users: Financial Advisor, Office Manager · Industries: Financial Services, Investment Management · Market Segment: 92% Small-Business, 5% Mid-Market
ProsEase of Use, Helpful, Integrations, Customer Support, Setup Ease
ConsMissing Features, Limited Features, Integration Issues, Learning Curve, Poor Customer Support
Redtail Technology features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
HQ Location
Omaha, NE
Company Website
https://orion.com/
Twitter
@orionwealthtech
LinkedIn® Page
https://www.linkedin.com/company/orionwealthtech/
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Maximizer

(673)4.0 out of 5
Product Description

Maximizer is a customer relationship management (CRM) solution designed to help businesses enhance their visibility into activities that drive success and maintain control over critical opportunities.

Users: Financial Advisor, Administrative Assistant · Industries: Financial Services, Investment Management · Market Segment: 73% Small-Business, 19% Mid-Market
ProsEase of Use, Task Management, Organization Efficiency, Customer Management, Lead Management
ConsLearning Curve, Integration Issues, Missing Features, Not Intuitive, Limited Customization
Maximizer features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
Year Founded
1987
HQ Location
Vancouver, Canada
Company Website
https://www.maximizer.com/
Twitter
@maximizercrm
LinkedIn® Page
https://www.linkedin.com/company/maximizercrm/about
Phone
+1 (800) 804-6299

DealCloud

(37)4.3 out of 5
Product Description

Intapp DealCloud is a sophisticated deal and relationship intelligence platform designed to assist financial and professional services firms in originating opportunities, managing pipelines, and enhan

Industries: Financial Services, Venture Capital & Private Equity · Market Segment: 65% Small-Business, 19% Mid-Market
DealCloud features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
Year Founded
2000
HQ Location
Palo Alto, CA
Company Website
https://www.intapp.com
Twitter
@intapp
LinkedIn® Page
https://www.linkedin.com/company/64081/
Ownership
NASDAQ: INTA

Wealthbox CRM

(109)4.6 out of 5
Product Description

Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful y

Users: Financial Advisor, Financial Planner · Industries: Financial Services · Market Segment: 94% Small-Business, 6% Mid-Market
Wealthbox CRM features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
Year Founded
2014
HQ Location
United States, US
Company Website
https://www.Wealthbox.com
Twitter
@Wealthbox
LinkedIn® Page
https://www.linkedin.com/company/wealthboxcrm/

Backstop Solutions Suite

(46)4.7 out of 5
Product Description

Backstop, a service of ION Analytics, has a mission to help clients break down the barriers to data access and deliver better decisions. As part of ION Analytics, our industry-leading services redef

Industries: Financial Services, Investment Management · Market Segment: 76% Small-Business, 20% Mid-Market
Backstop Solutions Suite features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
Year Founded
2000
HQ Location
New York, US
Company Website
https://ionanalytics.com/
LinkedIn® Page
http://www.linkedin.com/company/acuris-global

Merchant Central by NMI

(100)4.6 out of 5
Product Description

NMI Merchant Central Payments CRM helps banks, ISOs, and payment providers manage and grow merchant portfolios while navigating the complexities of risk management and compliance. Merchant Central off

Industries: Financial Services, Banking · Market Segment: 74% Small-Business, 21% Mid-Market
Merchant Central by NMI features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
Year Founded
2001
HQ Location
Schaumburg, Illinois
Company Website
https://www.nmi.com
Twitter
@NMIpayments
LinkedIn® Page
https://www.linkedin.com/company/NMIpayments

CRMNEXT

(20)4.2 out of 5
Product Description

In simple terms? We bring everything, and everyone, together. CRMNEXT is THE banking CRM solution. Fully customizable to meet the specific CRM needs of community banks, credit unions, and the world’s

Industries: Insurance, Banking · Market Segment: 70% Enterprise, 30% Mid-Market
CRMNEXT features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
Year Founded
2001
HQ Location
Noida, India
Company Website
https://www.crmnext.com
Twitter
@crmnext
LinkedIn® Page
https://www.linkedin.com/company/315092/

Altvia

(15)4.5 out of 5
Product Description

Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other altern

Industries: Financial Services, Venture Capital & Private Equity · Market Segment: 73% Small-Business, 13% Mid-Market
ProsCustomer Support, Client Engagement, Customer Management, Ease of Use, Comprehensive Data
ConsEmail Issues, Expensive, File Management, Integration Issues, Missing Features
Altvia features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
Year Founded
2006
HQ Location
Broomfield, CO
Company Website
https://altvia.com
Twitter
@altvia
LinkedIn® Page
https://www.linkedin.com/company/application-experts-llc/

Doxim Customer Engagement Platform

(13)4.4 out of 5
Product Description

Doxim Customer Engagement Management (CEM) is a suite of solutions purpose-built for community banks and credit unions – with modules for both in-branch and self-serve, for retail and business custome

Market Segment: 46% Mid-Market, 38% Small-Business
Doxim Customer Engagement Platform features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
HQ Location
Markham, Ontario
Company Website
https://www.doxim.com/
Twitter
@Doxim_Inc
LinkedIn® Page
http://www.linkedin.com/company/883016

Total Expert

(150)4.5 out of 5
Product Description

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliv

Users: Marketing Manager · Industries: Financial Services, Banking · Market Segment: 72% Mid-Market, 19% Enterprise
ProsEase of Use, Integrations, Customer Support, Easy Setup, Automation Efficiency
ConsNot Intuitive, Learning Curve, Poor Customer Support, Integration Issues, Limited Customization
Total Expert features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
Year Founded
2012
HQ Location
St. Louis Park, Minnesota
Company Website
https://totalexpert.com
Twitter
@TotalExpertInc
LinkedIn® Page
https://www.linkedin.com/company/total-expert/

Dynamo Software

(34)4.2 out of 5
Product Description

Dynamo Software is the industry’s leading end‑to‑end AI powered alternative investment management platform centralizing, streamlining, and automating front-to-back-office investment operations. Dynamo

Industries: Investment Management, Venture Capital & Private Equity · Market Segment: 50% Small-Business, 35% Mid-Market
ProsEase of Use, Customer Support, Functionality, Customization, Document Management
ConsLearning Curve, Learning Difficulty, Difficult Learning, Not User-Friendly, Steep Learning Curve
Dynamo Software features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
Year Founded
1998
HQ Location
Watertown, MA
Company Website
https://www.dynamosoftware.com/
Twitter
@dynamosoft
LinkedIn® Page
https://www.linkedin.com/company/dynamo-software/

AdvisorEngine CRM

(26)4.0 out of 5
Product Description

AdvisorEngine CRM is built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business, offering specific workflow automation and exceptional client servic

Industries: Financial Services, Investment Management · Market Segment: 92% Small-Business, 8% Mid-Market
AdvisorEngine CRM features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
Year Founded
2000
HQ Location
Raleigh, NC
Company Website
https://www.junxure.com
Twitter
@JunxureCRM
LinkedIn® Page
https://www.linkedin.com/company/882458

Practifi

(77)4.3 out of 5
Product Description

Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows and enabling personalized client experiences that fortify relationships, Practifi trans

Industries: Financial Services, Investment Management · Market Segment: 73% Small-Business, 26% Mid-Market
Practifi features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
Year Founded
2013
HQ Location
Chicago, IL
Company Website
https://practifi.com/
Twitter
@Practifi
LinkedIn® Page
https://www.linkedin.com/company/practifi/

Creatio Financial Services

(21)4.6 out of 5
Product Description

Creatio Financial Services CRM – Best-in-class financial services CRM and workflow platform with no-code and AI at its core. Creatio helps financial organizations automate customer and operational

Industries: Banking · Market Segment: 62% Mid-Market, 24% Enterprise
Creatio Financial Services features and usability ratings that predict user satisfaction
Has the product been a good partner in doing business?
Average: 9.1
Knowledge Base
Average: 8.7
Campaign Management
Average: 8.2
Customer Support Portal
Average: 8.6
Year Founded
2014
HQ Location
Boston, Massachusetts
Company Website
https://www.creatio.com
Twitter
@Creatio_Global
LinkedIn® Page
https://www.linkedin.com/company/creatioglobal/
Phone
+1 617 765 7997