The Top 20 Financial Services CRM Software

Check out this list of the top Financial Services CRM Software products based on user satisfaction. A product's satisfaction score is calculated by a proprietary algorithm that factors in real-user satisfaction ratings from review data. Software buyers can compare products according to their satisfaction scores to streamline the buying process and quickly identify the best products based on the experiences of their peers.

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G2 Satisfaction Score

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Maximizer

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

74%

Investment Management

Information Technology and Services

Marketing and Advertising

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.6

Meets Requirements

Average: 9.1

8.8

Ease of Doing Business With

Average: 5.5

9.1

Ease of Setup

Average: 5.3

8.5

Quality of Support

Average: 9.3

8.9

Ease of Admin

Average: 5.1

8.9

Redtail Technology

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

89%

Investment Management

Insurance

Accounting

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.9

Meets Requirements

Average: 9.1

8.9

Ease of Doing Business With

Average: 5.5

8.9

Ease of Setup

Average: 5.3

8.5

Quality of Support

Average: 9.3

8.7

Ease of Admin

Average: 5.1

8.7

Altvia

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

50%

Venture Capital & Private Equity

30%

Fund-Raising

10%

Philanthropy

10%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.2

Meets Requirements

Average: 9.1

9.0

Ease of Doing Business With

Average: 5.5

10.0

Ease of Setup

Average: 5.3

9.3

Quality of Support

Average: 9.3

9.8

Ease of Admin

Average: 5.1

9.4

Practifi

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

87%

Investment Management

10%

Information Technology and Services

Insurance

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.1

Meets Requirements

Average: 9.1

8.7

Ease of Doing Business With

Average: 5.5

8.7

Ease of Setup

Average: 5.3

6.8

Quality of Support

Average: 9.3

8.4

Ease of Admin

Average: 5.1

7.4

Backstop Solutions Suite

Overall Satisfaction Score

Top Industries of Reviewers:

Investment Management

48%

Financial Services

44%

Capital Markets

Individual & Family Services

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.7

Meets Requirements

Average: 9.1

9.7

Ease of Doing Business With

Average: 5.5

9.9

Ease of Setup

Average: 5.3

8.5

Quality of Support

Average: 9.3

8.9

Ease of Admin

Average: 5.1

9.8

Wealthbox CRM

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

95%

Investment Management

Insurance

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.9

Meets Requirements

Average: 9.1

8.7

Ease of Doing Business With

Average: 5.5

9.7

Ease of Setup

Average: 5.3

8.3

Quality of Support

Average: 9.3

8.4

Ease of Admin

Average: 5.1

9.4

Merchant Relationship Management by NMI

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

83%

Banking

Information Technology and Services

Accounting

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.8

Meets Requirements

Average: 9.1

9.0

Ease of Doing Business With

Average: 5.5

9.3

Ease of Setup

Average: 5.3

8.1

Quality of Support

Average: 9.3

9.6

Ease of Admin

Average: 5.1

8.7

Total Expert

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

72%

Banking

15%

Real Estate

11%

Construction

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.9

Meets Requirements

Average: 9.1

8.6

Ease of Doing Business With

Average: 5.5

9.7

Ease of Setup

Average: 5.3

8.5

Quality of Support

Average: 9.3

9.4

Ease of Admin

Average: 5.1

8.9

Hubly

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

100%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.7

Meets Requirements

Average: 9.1

10.0

Ease of Doing Business With

Average: 5.5

0.0

Ease of Setup

Average: 5.3

0.0

Quality of Support

Average: 9.3

10.0

Ease of Admin

Average: 5.1

0.0

#10

Irwin

Overall Satisfaction Score

Top Industries of Reviewers:

Mining & Metals

45%

Information Technology and Services

27%

Financial Services

18%

Consumer Electronics

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.8

Meets Requirements

Average: 9.1

9.9

Ease of Doing Business With

Average: 5.5

0.0

Ease of Setup

Average: 5.3

0.0

Quality of Support

Average: 9.3

10.0

Ease of Admin

Average: 5.1

0.0

#11

Dialllog

Overall Satisfaction Score

Top Industries of Reviewers:

Venture Capital & Private Equity

71%

Consulting

14%

Information Technology and Services

Real Estate

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.2

Meets Requirements

Average: 9.1

9.8

Ease of Doing Business With

Average: 5.5

0.0

Ease of Setup

Average: 5.3

0.0

Quality of Support

Average: 9.3

10.0

Ease of Admin

Average: 5.1

0.0

#12

SmartOffice

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

59%

Insurance

27%

Banking

Accounting

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.3

Meets Requirements

Average: 9.1

9.5

Ease of Doing Business With

Average: 5.5

8.2

Ease of Setup

Average: 5.3

8.0

Quality of Support

Average: 9.3

9.3

Ease of Admin

Average: 5.1

8.9

#13

DebtPayPro

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

44%

Legal Services

22%

Telecommunications

22%

Accounting

11%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.5

Meets Requirements

Average: 9.1

9.9

Ease of Doing Business With

Average: 5.5

0.0

Ease of Setup

Average: 5.3

0.0

Quality of Support

Average: 9.3

9.9

Ease of Admin

Average: 5.1

0.0

#14

Centrex Software

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

78%

Media Production

11%

Publishing

11%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

10.0

Meets Requirements

Average: 9.1

10.0

Ease of Doing Business With

Average: 5.5

0.0

Ease of Setup

Average: 5.3

0.0

Quality of Support

Average: 9.3

9.9

Ease of Admin

Average: 5.1

0.0

#15

AdvisorEngine CRM

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

69%

Investment Management

19%

Accounting

Computer Software

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.5

Meets Requirements

Average: 9.1

8.6

Ease of Doing Business With

Average: 5.5

9.9

Ease of Setup

Average: 5.3

7.9

Quality of Support

Average: 9.3

9.7

Ease of Admin

Average: 5.1

7.3

#16

Creatio Financial Services

Overall Satisfaction Score

Top Industries of Reviewers:

Banking

60%

Computer Software

20%

Higher Education

10%

Investment Banking

10%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.9

Meets Requirements

Average: 9.1

8.8

Ease of Doing Business With

Average: 5.5

0.0

Ease of Setup

Average: 5.3

8.8

Quality of Support

Average: 9.3

9.2

Ease of Admin

Average: 5.1

0.0

#17

DealCloud

Overall Satisfaction Score

Top Industries of Reviewers:

Information Technology and Services

33%

Venture Capital & Private Equity

33%

Financial Services

22%

Computer Software

11%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.9

Meets Requirements

Average: 9.1

9.4

Ease of Doing Business With

Average: 5.5

0.0

Ease of Setup

Average: 5.3

0.0

Quality of Support

Average: 9.3

9.1

Ease of Admin

Average: 5.1

0.0

#18

Equisoft/connect

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

86%

Insurance

Information Technology and Services

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.4

Meets Requirements

Average: 9.1

9.1

Ease of Doing Business With

Average: 5.5

0.0

Ease of Setup

Average: 5.3

0.0

Quality of Support

Average: 9.3

9.6

Ease of Admin

Average: 5.1

0.0

#19

Salesforce Financial Services Cloud

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

77%

Banking

15%

Insurance

Marketing and Advertising

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.0

Meets Requirements

Average: 9.1

8.7

Ease of Doing Business With

Average: 5.5

8.2

Ease of Setup

Average: 5.3

7.7

Quality of Support

Average: 9.3

9.0

Ease of Admin

Average: 5.1

7.7

#20

CRMNEXT

Overall Satisfaction Score

Top Industries of Reviewers:

Insurance

44%

Banking

38%

Financial Services

13%

Computer Software

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.3

Meets Requirements

Average: 9.1

8.1

Ease of Doing Business With

Average: 5.5

7.5

Ease of Setup

Average: 5.3

7.5

Quality of Support

Average: 9.3

7.5

Ease of Admin

Average: 5.1

7.5