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Top 10 Merchant Relationship Management by NMI Alternatives & Competitors

By NMI
(94)4.6 out of 5

Looking for alternatives or competitors to Merchant Relationship Management by NMI? Financial Services CRM Software is a widely used technology, and many people are seeking high quality, top rated software solutions with partner relationship mgmt. (prm), marketing roi analytics, and mobile user support. Other important factors to consider when researching alternatives to Merchant Relationship Management by NMI include customer service and features. The best overall Merchant Relationship Management by NMI alternative is Maximizer. Other similar apps like Merchant Relationship Management by NMI are Redtail Technology, Wealthbox CRM, Salesforce Financial Services Cloud, and Total Expert. Merchant Relationship Management by NMI alternatives can be found in Financial Services CRM Software but may also be in CRM Software or Mortgage CRM Software.

Best Paid & Free Alternatives to Merchant Relationship Management by NMI

  • Maximizer
  • Redtail Technology
  • Wealthbox CRM
Show More

Top 10 Alternatives to Merchant Relationship Management by NMI Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Merchant Relationship Management by NMI stacks up to the competition, check reviews from current & previous users in industries like Financial Services, Banking, and Information Technology and Services, and find the best product for your business.
    #1

  1. Maximizer

    By Maximizer Software
    (572)4.0 out of 5

    2. The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.

    Categories in common with Merchant Relationship Management by NMI:
    Get a quote
    See all Maximizer reviews
    #2

  2. Redtail Technology

    By Orion Advisor Tech
    (156)4.3 out of 5

    3. Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

    Categories in common with Merchant Relationship Management by NMI:

    Reviewers say compared to Merchant Relationship Management by NMI, Redtail Technology is:

    Easier to set up
    Easier to admin
    See all Redtail Technology reviews
    TaskSuite
  3. SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.

    TaskSuite

    (3)5.0 out of 5

    4. TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.

    Visit Website
    Visit Website
    #3

  4. Wealthbox CRM

    By Wealthbox
    (102)4.5 out of 5

    5. CRM for Financial Advisors

    Categories in common with Merchant Relationship Management by NMI:

    Reviewers say compared to Merchant Relationship Management by NMI, Wealthbox CRM is:

    Easier to admin
    Easier to set up
    More usable
    See all Wealthbox CRM reviews
    #4

  5. Salesforce Financial Services Cloud

    By Salesforce
    (92)4.2 out of 5

    6. Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.

    Categories in common with Merchant Relationship Management by NMI:

    Reviewers say compared to Merchant Relationship Management by NMI, Salesforce Financial Services Cloud is:

    Slower to reach roi
    See all Salesforce Financial Services Cloud reviews
    #5

  6. Total Expert

    By Total Expert
    (134)4.5 out of 5

    7. Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.

    Categories in common with Merchant Relationship Management by NMI:
    Get a quote

    Reviewers say compared to Merchant Relationship Management by NMI, Total Expert is:

    Slower to reach roi
    See all Total Expert reviews
    #6

  7. Affinity

    By Affinity, Inc.
    (66)4.4 out of 5

    8. Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, .

    Categories in common with Merchant Relationship Management by NMI:

    Reviewers say compared to Merchant Relationship Management by NMI, Affinity is:

    More expensive
    See all Affinity reviews
    #7

  8. Practifi

    By Practifi
    (66)4.3 out of 5

    9. Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.

    Categories in common with Merchant Relationship Management by NMI:
    Get a quote

    Reviewers say compared to Merchant Relationship Management by NMI, Practifi is:

    Slower to reach roi
    More expensive
    See all Practifi reviews
    #8

  9. Irwin

    By Platform Group Limited
    (56)4.6 out of 5

    10. Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.

    Categories in common with Merchant Relationship Management by NMI:

    Reviewers say compared to Merchant Relationship Management by NMI, Irwin is:

    Easier to set up
    More usable
    Easier to admin
    See all Irwin reviews
    #9

  10. Backstop Solutions Suite

    By ION Analytics
    (46)4.7 out of 5

    11. Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms

    Categories in common with Merchant Relationship Management by NMI:

    Reviewers say compared to Merchant Relationship Management by NMI, Backstop Solutions Suite is:

    Easier to admin
    More usable
    Easier to set up
    See all Backstop Solutions Suite reviews
    #10

  11. Equisoft/connect

    By Equisoft Inc.
    (25)4.5 out of 5

    12. Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.

    Categories in common with Merchant Relationship Management by NMI:

    Reviewers say compared to Merchant Relationship Management by NMI, Equisoft/connect is:

    Better at meeting requirements
    More usable
    Better at support
    See all Equisoft/connect reviews
    TaskSuite
  12. SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.

    TaskSuite

    (3)5.0 out of 5

    13. TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.

    Visit Website
    Visit Website

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