Financial Services CRM: best apps and software

Wealthbox

Wealthbox is a CRM for financial advisors, providing tools for client management, workflow tracking, and integration with financial software.

AgencyBloc

AgencyBloc is a management system for life and health insurance agencies, offering CRM, commissions processing, and automation tools to streamline operations.

Altruist

Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.

Vymo

Mobile sales and CRM app for field teams to manage leads, schedule work, track customer interactions, and monitor sales activity.

Redtail

Redtail is a web-based CRM for financial advisors that helps manage client relationships, streamline workflows, and enhance collaboration.

Snappy Kraken

Snappy Kraken is a digital marketing platform for financial advisors, offering tools for client management, marketing campaigns, and streamlined operations.

Surer

Surer is a digital platform for insurance intermediaries and insurers to source quotes, distribute products, manage clients, track policies, and streamline sales and administration.

LoanOfficer.AI

A mortgage CRM that manages leads, borrower communication, loan pipelines, follow-ups, scheduling, marketing, and LOS data synchronization for loan officers and lending teams.

InvestGlass

InvestGlass is a Swiss automation platform for financial professionals, offering tools for CRM, portfolio management, and client engagement to enhance operational efficiency.

AdviceWorks

AdviceWorks is a cloud platform that consolidates financial accounts, tracks goals and progress, stores and shares documents, and enables collaboration with your advisor from a single login.

Hubly

Hubly helps financial advisory firms manage workflows and client relationships through a visual dashboard, integrating with existing tools for improved efficiency and compliance.

Sales Infinite

Sales Infinite is a SaaS platform that integrates CRM, ERP, and omni-channel e-commerce for managing the entire customer lifecycle, specifically for the insurance industry.

1 Solution Mortgage

1 Solution Mortgage is a cloud-based platform for mortgage professionals that streamlines loan processes, manages client relationships, and tracks compliance in one place.

FullCircl

FullCircl is a platform for customer onboarding that integrates compliance checks like KYC and AML, streamlining client lifecycle management for financial institutions.

Wealor

Wealor helps financial advisors manage prospects, client households, workflows, compliance, planning, documents, billing, and communications in one system.

Brokeredge

Brokeredge is a mortgage CRM that simplifies client management by automating data tracking, communication, and workflow processes for brokers.

Nest Innovative Macaw

Nest Innovative Macaw is an insurance agency management and CRM app that streamlines operations, improves client management, and enhances compliance for insurance agencies.