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.

Vymo

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

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.

Redtail

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

Arive

Arive is a loan origination system for mortgage brokers to manage loan files, borrower tasks, documents, pricing, and lender submissions in one place.

Snappy Kraken

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

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.

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.

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.

InvestGlass

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

BNTouch

BNTouch is a digital platform for mortgage professionals that integrates CRM, marketing, and loan processing tools to streamline operations and improve lead management.

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.

Big Purple Dot

Big Purple Dot connects marketing sources and team members for real estate and mortgage professionals, providing a unified contact database and streamlined operations.