Reviews Summary: The Best Financial Services CRM Software for Medium-Sized Businesses
At G2 we have some of the most definitive data on the best Financial Services CRM software for medium-sized businesses. G2 users have generated 1,022 Financial Services CRM software reviews and associated data from users working for mid-size companies. We have identified 95 individual Financial Services CRM products offering the features, pricing and support that medium-sized companies look for when comparing Financial Services CRM software and solutions. These reviews are generated using the qualitative and quantitative feedback from G2 members working in medium-sized companies and who have used these Financial Services CRM software products.
When G2 reviewers submit their software reviews, they often provide information on the type of company they work for and what market segment they belong to. We break these different market segments into three distinct groups:
- Small Business Financial Services CRM Software Reviews (< 50 employees)
- Mid-Market Financial Services CRM Software Reviews (51–1,000 employees)
- Enterprise Financial Services CRM Software Reviews (1,001+ employees)
Medium-sized businesses have their own unique requirements when it comes to Financial Services CRM software compared to small or enterprise companies. That is why these individual software reviews are especially helpful when comparing product set up, ease of use and overall cost.
Below you will find FAQs and review snippets for Financial Services CRM software that works well for mid-market companies. Reviews are written by G2 users with real-world experience using these products.
FAQs About Financial Services CRM Software for Medium-Sized Businesses
What are the best Financial Services CRM software products for mid-size businesses, according to G2 reviewers?
- Maximizer - 4-stars, 161 reviews from reviewers at mid-size companies.
- Vymo - 4.6-stars, 160 reviews from reviewers at mid-size companies.
- Redtail CRM - 4.3-stars, 133 reviews from reviewers at mid-size companies.
- NMI MRM - 4.6-stars, 93 reviews from reviewers at mid-size companies.
- Salesforce Financial Services Cloud - 4.2-stars, 90 reviews from reviewers at mid-size companies.
What Financial Services CRM software products do reviewers from mid-market companies like most?
- Vymo - 4.6-stars, 160 reviews from reviewers at mid-market companies.
- Wealthbox CRM - 4.6-stars, 96 reviews from reviewers at mid-market companies.
- NMI MRM - 4.6-stars, 93 reviews from reviewers at mid-market companies.
- Backstop Solutions Suite - 4.7-stars, 26 reviews from reviewers at mid-market companies.
- Irwin - 4.6-stars, 16 reviews from reviewers at mid-market companies.
Which Financial Services CRM software products do medium-sized companies rate the highest on G2?
- Backstop Solutions Suite - 4.7-stars according to 26 professionals at medium-sized businesses.
- Vymo - 4.6-stars according to 160 professionals at medium-sized businesses.
- NMI MRM - 4.6-stars according to 93 professionals at medium-sized businesses.
- Total Expert - 4.5-stars according to 51 professionals at medium-sized businesses.
- Affinity - 4.5-stars according to 37 professionals at medium-sized businesses.
How many Financial Services CRM software reviews are from users working in medium-sized businesses?
The 1,022 reviews for mid-size Financial Services CRM service providers on G2 vary often. Specific review details for the nearly 95 Financial Services CRM providers can be found below.
Here’s What Reviewers Working at Mid-Market Businesses Have to Say About Financial Services CRM Software
| Questions | Responses |
|---|---|
| Here is what professionals in mid-size businesses liked best about Financial Services CRM software products. |
Total Expert: "Total Expert a fantastic application to build plans and then tracking that plans like a professional. It helps in promoting any product and provides the best comeback of that product. Clients feel easy to approach the marketplace and find flexible rates to the clauses."
- Jayleen L., Data Analyst at Netacea, Mid-Market (51-1000 emp.)
Maximizer: "The search tools are excellent. Access control and audit tools are very good as well."
- Tyla R., Documentation Specialist and Support Coordinator at BDM IT Solutions Inc., Mid-Market (51-1000 emp.)
Vymo: "Daily update at one place, list of customer maintain that we meet on daily basis"
- Shalu S., Mid-Market (51-1000 emp.)
|
| Here is what professionals in mid-size businesses liked least about Financial Services CRM software products. |
Maximizer: "Maximizer wanted to show too much info but the structure of pages are not really user friendly."
- Michelle H., Mid-Market (51-1000 emp.)
NMI MRM: "A lot of processes are not efficient. A lot of functionality is quite limited."
- Jared K., CRM Manager at FortisPay, Mid-Market (51-1000 emp.)
SmartOffice: "The system can be quite the eyesore. So much information is displayed at once."
- Robert W., Technical Business Analyst at WebstaurantStore.com, Mid-Market (51-1000 emp.)
|
| These are what professionals in medium-sized businesses recommend to others considering Financial Services CRM software. |
Maximizer: "To fully use the feature set, all users will need to have access to Microsoft Office."
- Tyla R., Documentation Specialist and Support Coordinator at BDM IT Solutions Inc., Mid-Market (51-1000 emp.)
Total Expert: "Do as much as you can for the Loan Officer - if you wait for them to implement and deploy, it will delay results."
- Michelle S., National Director, Marketing and Sales Support at AmeriFirst Financial, Inc., Mid-Market (51-1000 emp.)
Salesforce Financial Services Cloud: "if you into big detail then this is the right product for you. there is so much that can be done with this and i felt like we barely scratched the surface with them"
- Christopher C., CERTIFIED FINANCIAL PLANNER™, Mid-Market (51-1000 emp.)
|
| These are the problems users said the software was solving and how it is benefiting them in mid-size companies. |
Total Expert: "Total Expert is the all-time favorite application to take online work and it offers the total support of our business set-up by making modified email and beautiful messages with attractive artwork for clients. Guests experience an approach to the website and can find easily what they desire."
- Jayleen L., Data Analyst at Netacea, Mid-Market (51-1000 emp.)
Maximizer: "Tracking and escalating internal and external support tickets and customization requests."
- Tyla R., Documentation Specialist and Support Coordinator at BDM IT Solutions Inc., Mid-Market (51-1000 emp.)
Vymo: "we are doing our daily basis routine that we are lacking at sometimes"
- Shalu S., Mid-Market (51-1000 emp.)
|
