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Zoho CRM is an omnichannel, scalable software solution for financial institutions of all sizes. Accelerate efficiency with a client information database, account management system, performance dashboards and support tools to stay ahead of competition. Learn more about Zoho CRM Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution. Learn more about Zoho CRM
Powerful CRM designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance their customer experience. The solution provides a complete set of tools for bank front-office and contact center management, allows managing end-to-end sales processes of financial products and services to the bank's corporate clients, as well as multichannel marketing campaigns to boost demand generation. - bank customer journey - bank sales - marketing Learn more about Financial Services Creatio Innovative process-driven CRM for banks and financial institutions to streamline customer-facing processes Learn more about Financial Services Creatio
amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools.It's the perfect messenger-based sales solution for entrepreneurs and SMBs. Learn more about amoCRM amoCRM is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more. Learn more about amoCRM
Tracking your finances, leads, and overall sales process has never been easier thanks to Pipedrives powerful yet agile CRM software. Track revenue from products, optimize costs by ensuring efficiency, and even forecast sales revenue with Pipedrives advanced statistics dashboard. Perfectly customizable, Pipedrives CRM can be used by businesses operating in banking, insurance, leasing, mortgage, credit, underwriting, and more. Learn more about Pipedrive Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
BEST FOR INDEPENDENT FINANCIAL PLANNERS AND ADVISORS - Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email. Learn more about Less Annoying CRM Small business software to manage leads, customer information, contact history and reminders, and emails. Learn more about Less Annoying CRM
Centra Hub CRM is a cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics. It offers multi-channel support and allows businesses to connect with customers via email, phone, live chat, and social media. Centra Hub CRM caters to 1000+ customers across a wide range of industries, including distribution, manufacturing, retail, and more. Learn more about Centra Hub CRM Create awesome experiences for your customers and grow your business faster with the Centra Hub CRM solution for financial services. Learn more about Centra Hub CRM
Secure and reliable CRM to manage Sales, Contacts and Activities. You can integrate your emails and calendars, automate recurring tasks, get Leads from web forms or API, and much more. Focused on helping you track Deals without spending hours filling out forms. You can take control of your sales process, set Events for your next actions that sync with your gmail or outlook calendar, etc. Onpipeline eliminates the need for training sessions as required by other CRM systems. Learn more about Onpipeline Secure and reliable CRM to manage sales and contacts. Integrates with your email and calendar! Ideal for Sales Teams and online Leads. Learn more about Onpipeline
Bitrix24 is the leading free online CRM software used by over 3.5 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling. The free plan also comes with email marketing and telephony. Advanced versions have sales and marketing automation, bulk SMS, campaign management and support for multiple pipelines. Available in 12 different languages. Learn more about Bitrix24 Bitrix24 is the fastest growing free CRM software used by over 3.5 million companies worldwide. Email marketing, quotes, invoicing more Learn more about Bitrix24
Really Simple Systems CRM is the natural selection for the financial services industry, providing a powerful yet easy to use solution to track and manage your sales. Designed for small and mid-sized organizations working B2B, our affordable CRM includes everything you need to your keep on top of your customer relationships and drive sales growth. With all your data in one place, the CRM enables effective team collaboration and can be customized to meet your specific needs. Learn more about Really Simple Systems CRM The affordable CRM solution for financial services to effectively manage your customer relationships and drive sales growth. Learn more about Really Simple Systems CRM
The Backstop CRM is an award-winning cloud-based software platform that empowers institutional investment firms and alternative asset managers to become more operationally efficient and productive. Our over 800 clients use Backstop to centralize qualitative and quantitative data to support research management, portfolio management, capital-raising, and investor relations. Learn more about Backstop Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform, available from the cloud on any device. Learn more about HarmonyPSA The next generation of PSA tool. Complete professional services automation package for software and services businesses. Learn more about HarmonyPSA
HubSpot's free CRM is built for financial companies with 10-1,000 employees that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. It helps you manage your pipeline so you can keep deals moving forward. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today. It's easy to set up and intuitive to use, so you can get back to closing deals. Today, over 64,500 customers in more than 100 countries use HubSpot's software, services, and support to delight their customers.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 160 SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager. Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work.
Step up to all-in-one sales & marketing software designed for growing service-based businesses, ranging from entrepreneurs and startups to larger teams. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business and delivering great service. Keap is an all-in-one CRM, sales, and marketing automation software you can customize to win more business.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment. Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
For Mac & iOS. Daylite is a small business CRM that helps you keep track of clients, prospects, projects, and tasks ¿ all in one place. Surprise and delight clients by remembering even the tiniest details. Keep track of client communication and details, track leads, and create custom checklists for your business processes so nothing slips through the cracks. Track internal or client projects. Integrate with Apple Mail. Sync with Apple Contacts & Calendar. Work with or without Wi-fi. For macOS & iOS. Keep track of clients, deals, and projects all in one place. Integrate with Apple Mail. Work without Wi-fi
Sage Intacct helps CFOs access integrated management and financial reports across their business entitiesin minutes not daysto grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance. The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance
With offices in Canada, England, and Australia, as well as business partners in the United States and around the world, Maximizer has helped over 120,000 companies increase sales, build relationships, and boost their bottom line. Maximizer CRM comes loaded with features, and includes modules for Sales, Marketing and Customer Support, as well as must-haves such as customization and mobile access. 30-day Free Trial and live human support! Maximizer isn't just another CRM software provider. We provide successful businesses with a proven competitive advantage!
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call, and text your leads from desktop all without add-ons. Every touchpoint with a lead is automatically tracked in a visual timeline so your team can skip the CRM busywork and focus on the deal. With productivity tools like the task reminders and the Power Dialer, youll reach more leads, follow up more often, and close more deals. Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. Get email, calling, and SMS in one central place.
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you. Contactually helps you maintain and strengthen professional relationships.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations. SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Open source solution for all around business management from customers and orders to invoicing and inventory.
Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales & task management solution. It includes a Quick Books, Outlook and Google Sync. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades
Clearview InFocus is a powerful project-based ERP solution built for architects and engineers to run their firms more profitably with greater ease. Manage your firm's entire project lifecycle from opportunity to project completion with real-time accounting, billing, and time & expense. These features combined with InFocus's analytic dashboards, API management layer and cross-database analytics, integrated in real time, set it apart from any other ERP solution in the market. Clearview InFocus is a project-based ERP solution built for architects and engineers to run their firms more profitably.
LeadSquared is a marketing automation and sales execution platform which caters to financal services which include lending, banks and insurance.Manage your call center sales, increase your efficiency by 55% with complete sales tracking. Get features like: automatic inquiry capture, auto distribution of leads, geo-tracking of the field reps and detailed analytics of the meetings attended. Designed to help you sell faster. Track your sales, recommend actions, and help your team execute them.
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Get everything in one place Work more collaboratively and get more done Track and improve performance Optimize any process Whether its a deal, a project, a support ticket, or anything else, FreeAgent helps your team stay on task. Boards, lists, and cards enable you to organize and prioritize any business flow in a fun, flexible, and rewarding way. FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly.
MyCRMDashboard, mortgage CRM, is built specifically for residential lenders. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45+ years of experience in the industry. Increase your repeat business, referrals, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions.
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The features are optimized for SMBs that don't have massive budgets to integrate or pay for expensive add-ons. ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs.
SalesExec helps salespeople at companies big and small by automating the sales follow up process. SalesExec is an all-in-one solution to help your salespeople reach more prospects. Including local presence dialing to reach 60% more of your prospects, with automated text SMS, and email nurture to reach customers at the right time in their buying journey. Capture and instantly route all web leads and phone calls. SalesExec is an all-in-one sales automation solution to help you reach more prospects. Featuring dialing, Text SMS, and email nurture.
The only easy to use financial CRM platform that can handle 100,000s of leads and automate the workflows in your processes. FLG is a complete 6-in-1 platform that includes a powerful CRM, multi-channel customer contact, intelligent workflows, integration options, marketing automation and reporting & analytics. Unlike our competition, we include 5 star telephone and email support, built-in compliance templates, and we don't have to change your sales process to use it! A complete 6-in-1 financial CRM platform that's easy to use, handles 100,000s of leads and automates the workflows in your processes.
Cool Life CRM was designed and built from the ground up with complex customer management environments in mind. Not every business treats their customers as single transaction-based opportunities. Cool Life CRM recognizes and meets the nuances of specialty firms such as financial services, professional associations, software and services firms, and more. Our solution addresses unique market needs and does so with software that is Fast; Intuitive; Secure. To quote our customers, Its Cool" Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight.
DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal. Investors and advisors come to DealCloud to power their deal teams.
All in one integrated System to optimize and grow your agency. An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Teams utilize InsuredMines Agency Portal and Mobile App to manage clients & prospects, offering an omnichannel presence and last-mile connectivity. Helps Insurance ageencies convert, engage and retain clients with its CRM, Sales & Marketing Automation and analytics tool.
Everything you need to give your institution a competitive advantage is in one place. With relationship management, teller, new accounts, deposit servicing, lending, accounting, and reports, FPS GOLD Core Banking makes it easy to compete, profit, and thrive. And after more than 50 years of experience in the finance industry, we are still known for and proud of our preeminent customer service and close relationships with our clients. FPS GOLD Core Banking fills every bank need. Relationship management, teller, deposits, loans, accounting, reporting, and more.
Would you like CRM software that seamlessly supports you in sales, marketing and service? Or an agile CRM tool that you can use quickly and in a targeted manner? BSI CRM is both, thanks to its strictly modular structure and open technology. Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa. This gives you a clear 360 view of customer data and customer behavior at any time, in any department and at any touch point. Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa.
We work with you to ensure we are helping your business succeed the best it can with your daily activities. We are here to help save you time and money, and let you do what you do best, help your clients! 100% Guaranteed! Get started today! Financial adviser CRM software solution that helps keep a history of all interactions with clients.
Toolyt is an intelligent personal assistant for field officers, which can be automated with event and data driven workflows to increase productivity by 40% Increase productivity of your Field Salesforce by automating their workflow, their time on field, expenses etc.
For financial service providers, enVisual360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive. Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal.
Web-based CRM software for tax resolution firms Lead Management * Auto-generated IRS Forms (Federal/State) * Reporting and Analytics * Workflow Management * Billing and Finance * Pipeline Management * E-Signature * Rules Engine * 100+ Integrated Payment Gateways * SMS and Email Features * 100% Browser-based - accessible from anywhere * Pay by monthly subscription Web-based CRM software for tax resolution firms.
Augmented Cash from Sidetrade is a SaaS accounts receivable automation solution that streamlines and automates the Order to Cash process, manages B2B customer payment collection, improves credit control and increases working capital by driving cash flow. It benchmarks customer payment behaviour against Sidetrades unrivalled company payment data, and uses AI to identify untapped cash opportunities and recommend the best actions for your collection team. Sidetrade streamlines the Order to Cash process using automation, big data & AI to increase working capital & customer relationships
Web-based tool that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows. Web-based tool that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows.
Relationship and pipeline management built for investors. We eliminate data entry and provides intelligence to close more clients. We combine the ability to search your team's network easily and intuitively with automated data entry and alerts so you never miss opportunities to grow your business. Your network is your net worth. We'll help you maximize it. Intelligent relationship and pipeline management for investors, that eliminates data entry and provides signals to close more clients.
Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management. Our software solutions can be delivered as a cloud solution or installed on your corporate servers. SatuitCRM, Satuit2GO, SatuitCPM, Satuit Investor Portal and Client Report Automation, enable asset and wealth managers to increase sales, improve client service, and reduce costs. Customer relationship management (CRM) solution for buy-side investment professionals for the asset management industry.
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm. An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition. Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. For Alternative Investments.
Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points. Empower staff with a 360 view of customer activities and interactions. Develop a deeper understanding of your customer base, and take action to increase revenue and loyalty. Integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management. Built for Banks and Credit Unions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients.
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more. Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.
CRMNEXT is the Worlds most powerful financial CRM. It has practice leadership across nine verticals assisting businesses from SMEs to Fortune 500 businesses in optimizing customer relationships. Gartner recognizes CRMNEXT as a leading player in Sales force automation, Service Management and Lead Management. It is committed to make digital journeys of its customers, simpler and profitable through disruptive innovations. For more information, visit www.crmnext.com CRMNEXT is a global CRM solution provider, a specialist in optimizing customer relationships.
zeb.control - Increase your earnings while managing your risk! An efficient management of financial service providers requires flexible information, planning and analysis tools. The zeb.control product range provides the technical support for managing a variety of financial controlling, risk measurement and monitoring, accounting and value management tasks. The product range and the modules are freely combined, enabling a quick integration into existing IT structures. Bank information system that addresses all aspects of modern bank management
Squirros Insight Engine unlocks the value of unstructured data through cognitive search, advanced Analytics and Dashboarding. Its vertical specific Augmented Intelligence Apps unlock the power of AI to business users by generating leads, next best action recommendations and a real 360 client cockpits, all as an integrations within CRM Systems or core Banking or Insurance Systems. Augmented Intelligence Apps unlock the power of AI to business users by generating leads, next best action recommendations and more...
AtomInvest provides next generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting. Empowers Alternatives fund managers to manage their investments and their entire investor base in a single, cutting-edge portal.
The Living Systems Process Suite - or LSPS - from Whitestein is revolutionary. The platform is designed from first principles to answer the needs of business and IT in one seamless, transformational package. Whether you need to build a simple standalone application to automate a paper-based workflow, integrate ageing legacy infrastructure, or create intelligent software solutions that adapt their behavior to business events in order to achieve business outcomes, it is the intelligent choice. LSPS from Whitestein is the most advanced, intelligent BPMS available today.
Engage is an incredibly flexible cloud-based CRM that gives you full control over every aspect of your business. We provide you with the tools and support necessary for you to deliver high-value advice and bespoke client experiences. Our single pane of glass model puts client relationship and financial information in one place. Allowing you to grow your business, show value to customers, and be more efficient. Pre-built integrations to popular portfolio management and custodians. An immersive CRM for Financial Wealth Management. From Business Development to Client Engagement, and Analytics to Optimization.
SalesPage Technologies is your partner for intelligent distribution. Whether you're in operations, sales management, marketing, or IT, we provide the best software solutions, services and integrations to help you get the data right, maximize your time, and distribute your products intelligently. Experience, technical strength, industry knowledge, and collaboration with a strong client communitythese set SalesPage apart as the best software solution provider for asset management distribution. Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies.
Scorto Behavia is a solution for customer relationship management through scoring and analysis. The system is capable of predicting customer behavior on macro and micro levels. Scorto Behavia allows banks to automate reporting for portfolio analysis and Basel II/III requirements, spot trends in customers' behavior, monitor product performance and proactively address churn. A solution for customer relationship management through scoring and analysis.
The #1 financial diagnostic and plan tool that begins where your traditional financial accounting stops. It provides vital financial information and key financial indicators of your business whenever you need them. Fully automated business financials with lots of unique features and state-of-the-art financial analysis tools. It provides vital financial information and key financial indicators of your business whenever you want them.
Jobstream 9 is a highly configurable software platform built to suit the individual requirements of the offshore financial services industry. It enables trust companies, family offices, and similar organisations to efficiently manage their business by providing a single integrated source of role-based, actionable information supporting client and office: - Administration - Accounting - Practice management - Reporting - Regulatory compliance. A software platform that serves the specialist accounting and administration requirements of trust companies.
Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it. Customise for a specific requirement; scale at minimum cost and adapt quickly as conditions change. Benefits include increased reach, deeper client relationships and corporate agility. Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it.
Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management. Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management.
SeedRM is a powerful tool for Investment Managers seeking to institutionalize Relationship Management, Allocation Pipeline, Document Management, and Activity Management needs. Leveraging Force.com's world-class security and cloud-based platform, SeedRM's provides Users a collaborative, centralized technology solution for the Investment Management industry. SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.
Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals. This database centralizes all of your clients insurance and investments data while giving you all the tools you need to optimize your business. Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals.
MagniFinance is a financial management platform for businesses. We want managers to be able to run their business' money in just 5 daily minutes. MagniFinance automates 90% of all financial management tasks and does all the heavy lifting so you can manage your finances with no typing. MagniFinance supports the entire financial management process, from invoicing; payable and receivable control, expense management; and from this information cashflow prediction. Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard
Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features. Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.
BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell/service and referral ratios that increase revenues, and more committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers. Intelligent Banking CRM that helps bankers never miss opportunities to proactively engage with their customers.
The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management. The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management.
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
Practifi is the business management platform solution for financial advice. RIAs, IBDs & MFOs now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centers-of-influence, partners and providers are also managed with powerful automation and analytics alongside an ecosystem of leading partners. The business management platform solution for growing financial advice businesses. Grow your business, your way.
DigiFi is the worlds first open-source loan origination system. The company's foundational technology empowers lenders to drive digital transformation without needing to build core lending capabilities from scratch. DigiFi is based in New York City and serves the consumer, mortgage, small business and commercial lending industries. DigiFi is the worlds first open-source loan origination system. The company's foundational technology empowers lenders to drive digita
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders
Q4 Desktop is a fully integrated investor relations platform that combines your CRM with advanced markets intelligence tools to simplify and streamline the entire IR workflow. Q4 Desktop includes activity logging and pipeline solutions, intuitive contact-level targeting, report building functionality, itinerary building, roadshow planning tools, database of validated financial data, as well as actionable intelligence including trading analytics, relative performance, and activism alarms. The Q4 Desktop investor relations platform unifies IR CRM and markets intelligence tools in one simplified and streamlined workflow.
Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports. Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports.
We are early pioneers of Client Relationship Management - built by financial planners for financial planners. Since 1997, ProTracker Advantage (R) has provided the full-featured, easy-to-use solutions that have received rave reviews over the last two decades. It is the relationship and practice management solution for busy professionals who espouse comprehensive personal financial planning. Finincial CRM solution that helps users with practice management, marketing campaigns, tasks tracking, reporting, and more.