Secure, compliant CRMs for financial professionals
Financial services firms need CRMs that maintain regulatory compliance, provide secure client data management, track complex financial products, and support relationship-based selling.
Common pain points that the right CRM solves
Must meet SEC, FINRA, or RBI regulations
Client financial data requires maximum protection
Multiple financial products per client
Deep, long-term client relationships
What to look for when evaluating CRMs
Compliance Archiving
CriticalRetain communications per regulations
Audit Trails
CriticalTrack all data changes
Household/Account View
ImportantSee family financial picture
Secure Document Storage
CriticalStore sensitive documents
AUM Tracking
ImportantTrack assets under management
Top-rated options for this industry
4.5
Best for: Enterprise wealth management
$225/user/mo
4.2
Best for: Mid-market firms
$57/user/mo
4.0
Best for: FinTech companies
$100/user/mo
Real scenarios where CRM drives results
AI that handles client inquiries while maintaining compliance.
AI answers common questions
Appointment scheduling
Secure conversation logging
Compliance-ready
Our AI products enhance any CRM for industry-specific workflows.