Top Free Financial Services CRM Software - Page 2

How Many Financial Services CRM Software Products Does G2 Track?

Total Products under this Category: 141

Category Stats (Aug 2026)

  • Average Rating: 4.42/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Capsule CRM (+0.08%) - Among all products in this category, Capsule CRM recorded the largest rating increase compared to last month

Last updated: August 05, 2026

How Does G2 Rank Financial Services CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 2,900+ Authentic Reviews
  • 141+ 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.

G2 Grid® for Financial Services CRM Software

G2 Grid® for Financial Services CRM Software plotting products by satisfaction and market presence

Highlighted products: Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Redtail Technology, Maximizer, DealCloud, Capsule CRM, Wealthbox CRM, Merchant Central by NMI, and Backstop Solutions Suite.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-services-crm/grids.json?focus%5B%5D=agentforce-financial-services-formerly-salesforce-financial-services-cloud&focus%5B%5D=redtail-technology&focus%5B%5D=maximizer&focus%5B%5D=dealcloud&focus%5B%5D=capsule-crm&focus%5B%5D=wealthbox-crm&focus%5B%5D=merchant-central-by-nmi&focus%5B%5D=backstop-solutions-suite)

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Guardz is a unified cybersecurity platform specifically designed for Managed Service Providers (MSPs). This innovative solution consolidates essential security controls, identity threat detection and response (ITDR), endpoint protection (EDR), email security, user awareness training and phishing simulations, and Managed Detection and Response (MDR) into a single AI-native framework. The platform aims to enhance operational efficiency by streamlining security processes and providing a comprehensive approach to cybersecurity. Targeting MSPs, Guardz addresses the unique challenges these providers face in managing multiple security tools that often operate in silos. By adopting an identity-centric approach, Guardz connects various security vectors, effectively reducing the gaps that can leave organizations vulnerable. This layered and holistic view enables MSPs to respond to user risks in real time, ensuring that security measures are not only reactive but also proactive in safeguarding client environments. Key features of Guardz include its 24/7 AI and human-led Managed Detection and Response (MDR) services. The platform employs agentic AI to triage threats at machine speed, allowing for rapid identification and prioritization of potential security incidents. This automated triage process is complemented by expert analysts who validate findings, mitigate risks, and guide response actions. As a result, MSPs can offer scalable protection to their clients without the need to expand their workforce, making it a cost-effective solution for growing cybersecurity demands. Guardz stands out in the cybersecurity landscape by providing a unified platform that integrates various security functions into one cohesive system. This integration not only simplifies the management of security tools but also enhances the overall effectiveness of security measures. By leveraging AI-driven insights and human expertise, Guardz empowers MSPs to deliver robust cybersecurity solutions that adapt to the evolving threat landscape, ensuring their clients remain protected against emerging risks.

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InvestGlass

InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CRM, portfolio management, incident management, marketing automation, client portal, and digital onboarding tools into one seamless solution. Why Choose InvestGlass? Tailored Digital Experience: Create, design, and manage your digital presence with unparalleled customization. Swiss Excellence: Geopolitically neutral and securely hosted on Swiss Cloud, within Europe or directly on your premises for full control and compliance. Trusted Globally Ideal for banks, government entities, and growing businesses, InvestGlass empowers over 1,200 customers across 20+ countries to attract, engage, and delight their clients with award-winning software. Experience the Swiss standard in automation. Invest in success with InvestGlass.

Who Is the Company Behind InvestGlass?

  • Seller: InvestGlass
  • Year Founded: 2014
  • HQ Location: Geneva, CH
  • Twitter: @investglass
    1,885 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®