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Financial Services CRM Software

Top companies in category by LLM model mentions

Financial Services CRM software is built to help banks, wealth management firms, insurance organizations, lending teams, and other financial service providers manage client relationships in one place. It centralizes contact details, communication history, account activity, and service requests so teams can maintain a clearer view of each client or prospect. This category is often searched by buyers comparing the best financial services CRM software for improving relationship management across complex, regulated workflows.

These tools are typically used by advisors, relationship managers, sales teams, customer service staff, and operations teams that need to track interactions and coordinate follow-up. Common use cases include lead and pipeline management, client onboarding, account servicing, task tracking, and cross-team collaboration. Financial services CRM platforms may also support segmentation, workflow automation, and communication logging to help teams stay organized and responsive.

Many top financial services CRM tools include reporting dashboards, activity reminders, document management, and integrations with email, calendar, and core business systems. Some also offer compliance-oriented features such as permission controls, audit trails, and data retention support, which can be important in regulated environments. By consolidating customer data and standardizing processes, these systems can improve service consistency, strengthen client retention, and help teams work more efficiently.

Related Categories

Financial Risk Management Software 312 products Investment Portfolio Management Software 654 products AI Assistants for Financial Services 113 products Core Banking Software 231 products Brokerage Management Software 73 products CRM Software 2087 products
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155 companies
  1. 1
    Savvy Wealth savvywealth.com
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    SS&C Technologies ssctech.com
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    InvestGlass investglass.com
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    eMoney Advisor emoneyadvisor.com
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    RightCapital rightcapital.com
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    Trust Office trustoffice.jp
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    Jump jump.ai
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    Altitude CRM gainaltitude.ai
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    SS&C Black Diamond sscblackdiamond.com
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    Iress iress.com
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    Avnear avnear.fr
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    Consorciei consorciei.com.br
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    Redtail redtailtechnology.com
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    InsightsCRM insightscrm.com
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    RFG Advisory rfgadvisory.com
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    Marquis gomarquis.com
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    Satuit Technologies satuit.com
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    Intelliflo intelliflo.com
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    Xylo AI xylo.ai
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    Hazel hazel.ai
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    Advisor360 advisor360.com
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    360 View 360view.com
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    Mako Fintech makofintech.com
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    Alwy alwy.se
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    COR Financial corfinancialgroup.com
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    CircleBlack circleblack.com
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    AdvisorEngine advisorengine.com
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    IHS Systems ihs.systems
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    Laylah laylah.ca
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    Festina Finance festinafinance.com
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    HyperSoft Technologies hypersoftindia.com
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    Couplr couplr.ai
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    Fiinfra fiinfra.in
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    Practifi practifi.com
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    360 Lifecycle 360dotnet.co.uk
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    SEFIN SpA sefin.it
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    AdviceWorks adviceworks.net
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    CISE cise.pt
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    Advyzon advyzon.com
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    JIFFY.ai jiffy.ai
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    Capital Explorer capitalexplorer.fr
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    The Weston Company westoncompany.com
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    AlbR albr.io
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    Monax monax.dk
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    iSpis ispis.com
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    Discipline Wealth Solutions disciplinewealth.com
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    Focal AI meetwithfocal.com
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    Arcus Partners arcuspartners.com
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    Quivr CRM quivrcrm.io
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    Finmarkets finmarkets.cl
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    Trail Software gettrail.com
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    Sofistic.AI sofistic.ai
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    Corum Wealth Management Platform corum-wmp.ch
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    Greenbox greenboxplatform.com
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    EDISOFT GmbH edisoft.de
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    Zoe Financial zoefinancial.com
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    Clientele Center clientelecenter.com
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    Advisor Controls advisorcontrols.com
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    Fuze fuze.website
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    Megos AG megos.ch
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    Agora Dealer Services agoracorp.ca
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    Infocus infocus.com.au
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    LeadCenter.AI leadcenter.ai
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    Plutosoft plutosoft.com.au
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    Cloven cloven.ca
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    WealthHub Solutions wealthhubsolutions.com
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    Wealth Dynamix wealth-dynamix.com
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    PreciseFP precisefp.com
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    millio millio.com
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    RISR risr.com
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    Masterstroke Online masterstrokeonline.com
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    Thakurani thakurani.in
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    Lyfeguard lyfeguard.com
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    Affluense affluense.ai
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    Alpio AG alpio.ch
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    Wavvest wavvest.com
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    NovaTrak nova-trak.com
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    Catalyst Writing catalystwriting.com
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    CRMReal crmreal.online
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    Broker Information Services brokerinformationservices.ie
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    OptumFlex optumflex.live
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    FinManagerNet finmanagernet.it
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    Cloud Forex CRM cloudforexcrm.com
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    FT Custom Wealth Solutions ftcustomwealthsolutions.com
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    Auxilium auxiliuminvest.com.au
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    KOFEC kofec.com
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    PlatformPlus platformplus.com.au
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    MFC IMED Mobile App mfcomadviserapp.co.za
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    Work That Matters workthatmatters.co.za
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    Financial Cloud financial-cloud.com
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    Finqy finqy.ai
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    D2L SystemS d2l.co.za
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    Crux Analytics cruxanalytics.com
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    RetireMax retiremaxsoftware.com
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    Microplan GmbH micro-plan.de
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    UGRU ugru.com
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    PraxiManage praximanage.com
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    Actifi actifi.com
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    Wealthramp pamkrueger.com
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    JCS talkjcs.com
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    A7 Solutions SA a7solutions.ch
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    Deal Technologies dealtechnologies.co
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    Advisor Workspace planningtools.ca
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    Lumina Americas luminaamericas.com
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    Identifee identifee.com
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    El Camino Financial elcaminofinancial.com
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    finfire finfire.de
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    OMNIMax omnimaxsoftware.com
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    &money andmoney.dk
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    isLOGIC AG islogic.de
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    MONEY-360 money-360.com
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    PlannerPal plannerpal.co.uk
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    UA Central manageua.com
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    Scientiam scientiam.com.au
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    Fusion Capital Management fusioncm.com
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    ClientTree clienttree.net
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    Mystro mystro.com.au
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    Dispatch dispatch.io
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    Impact-Linked Finance Fund ilf-fund.org
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    Blanco useblanco.com
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    WealthForce wealthforce.jp
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    Tandems tandems.ai
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    SkaleCRM skalecrm.com
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    Kovack Financial Network joinkfn.com
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    Fulcrum Wealth Management fulcrumwm.com
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    AdvisorCRM advisorcrm.com
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    Gschwind Software gschwind-software.de
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    NexJ Systems nexj.com
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    Adviesbox adviesbox.nl
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    FibreCRM fibrecrm.com
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    CurrentClient currentclient.com
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    Fisco Pro fiscoconnect.com
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