Best Financial CRM Software

Unblu is a conversational engagement platform built for banks, wealth managers, insurers, and credit unions. It combines secure chat, video and voice calls, co-browsing, and an AI virtual agent so client facing teams can communicate and collaborate with customers across digital channels, with conversations handed off from bots to human advisors while preserving full context.

Founded in 2008 and headquartered in Basel, Switzerland, Unblu has been part of Swiss Post since November 2022 and reports over 170 financial institution clients worldwide, including UBS, Deutsche Bank, and Intesa Sanpaolo. Unblu does not publish pricing publicly, costs are quoted individually per organization, and its official pricing page currently returns a page not found error.

Oracle Customer Experience, known as Oracle CX, is a connected suite of cloud applications covering marketing, sales, service, and commerce, delivered as part of Oracle Fusion Applications. It gives businesses a unified view of customer data across touchpoints and includes Oracle Sales, Oracle Service, and Oracle Marketing, along with configure price quote tools and AI driven agentic capabilities for automating customer facing processes.

Oracle CX targets mid-market and large enterprises across industries such as financial services, healthcare, communications, and manufacturing. Pricing is not published on Oracle's website. Each application in the suite, such as Sales, Service, and Marketing, is licensed separately, typically per named user, and prospective customers must contact Oracle sales for a custom quote.

Pega is an enterprise software platform from Pegasystems that combines low-code application development, business process management, and AI driven decisioning. It helps large organizations build and automate customer facing and back office workflows, and its CRM Suite covers sales automation, customer service, and marketing through a unified Customer Decision Hub.

Founded in 1983 and headquartered in Cambridge, Massachusetts, Pega serves industries such as financial services, insurance, healthcare, government, and telecommunications. Pricing is not published publicly on its website. Pega uses custom, case based or per user licensing negotiated directly with each customer, and offers a free Community Edition trial for developers to build and test non-production applications.

Skience is a wealth management technology platform built natively on Salesforce Financial Services Cloud for broker-dealers and registered investment advisors. It focuses on digital client onboarding and new account opening across multiple custodians, daily data aggregation from over 200 sources, document management and advisor transition support, all designed to reduce Not in Good Order transactions and enforce compliant, rules-based supervision.

Compliance features include capturing SEC 17a-3 and 17a-4 recordkeeping actions and, through a partnership with Electronic Verification Systems, OFAC checks during new account opening. Skience does not publish pricing publicly; it offers a free online cost calculator and requires firms to contact sales for a custom quote. The company is headquartered in Herndon, Virginia, with an additional office in Bangalore, India.

SatuitCRM is a customer relationship management platform built by Satuit Technologies for buy-side investment professionals, including institutional asset managers, hedge funds, private equity firms, real estate funds and wealth management firms. The company has served the asset management sector for about 30 years and is now part of the Dura Software portfolio. SatuitCRM covers investor relationship management, deal and pipeline tracking, compliance tools, and a secure branded investor portal called SatuitSIP for 24/7 client access to documents and data.

Satuit publishes pricing on its site. Essentials starts at $150 per user per month for a minimum of 3 users, Premium starts at $200 per user per month for a minimum of 5 users, and Enterprise starts at $300 per user per month for a minimum of 5 users. The platform deploys in the cloud or on premises, and Satuit is headquartered in San Antonio, Texas.

Act! is a customer relationship management and marketing automation platform aimed at small and midsize businesses. It combines contact and activity management, a sales pipeline with a Kanban board, quotes and online payments, and email marketing with drip campaigns and turnkey templates. Act! is available as a cloud subscription called Act! Advantage or as a self-hosted Windows desktop product, and it includes a mobile app for iOS and Android.

Act! Advantage cloud plans are billed per user per month and billed annually, ranging from a Standard tier through Professional to a top level Ultimate tier that adds marketing automation, lead scoring and custom industry tables. Add-ons cover extra email sends, additional storage and enhanced phone support. Act! is based in Scottsdale, Arizona and offers a 14 day free trial but no permanent free plan.

Equisoft/connect is a customer relationship management platform built specifically for financial advisors, insurance agents and wealth management firms. It is made by Equisoft, a Montreal based software company founded in 1994 that serves insurance and investment firms worldwide. The CRM centralizes client, policy and investment data through a network of data gateways, and includes workflow automation, an integrated email and calendar system, and pipeline tracking for opportunities.

The platform is built to help advisors stay audit ready with compliance tracking, unlimited secure document storage and a mobile app for access on the go. Equisoft/connect is offered as a monthly subscription with no long term contract, starting at 105 Canadian dollars per user per month, with custom enterprise pricing available for larger organizations that request a consultation.

Backstop Solutions is a cloud based platform built for institutional investors, including hedge funds, private equity firms, endowments, foundations, pension funds and fund of funds. It combines CRM, portfolio management, fundraising, investor relations and research management tools into a single system designed to centralize data across an investment firm.

Backstop was acquired by ION Analytics in late 2021 and today operates as one of its investment management services, still marketed under the Backstop name. The platform includes a research management system, data services with custodian feeds, a client portal, compliance tracking and REST APIs for integrating with third party systems. Pricing is not published and is quoted per user based on firm size and required modules.

Total Expert is a customer engagement platform built specifically for financial institutions, including mortgage lenders, banks, credit unions, and insurance companies. It combines CRM, marketing automation, and sales productivity tools to help institutions engage customers through major financial milestones such as buying a home or refinancing a loan. Total Expert is trusted by more than 200 financial services organizations and has supported trillions of dollars in funded loan volume.

The platform includes Customer IQ for intent signals and enriched profiles, marketing automation with journey orchestration and a content library, and an AI sales assistant trained on mortgage use cases. It integrates with tools such as Optimal Blue and Encompass. Total Expert does not publish pricing publicly and requires contacting sales for a custom quote.

SmartOffice is a cloud based CRM and agency management system for financial advisors, insurance agents, and broker dealers, in use for nearly 30 years. It was originally developed by Ebix, but in April 2024 Zinnia (an Eldridge Industries company) completed its acquisition of Ebix's North American life and annuity software assets, including SmartOffice, AnnuityNet, LifeSpeed, and Winflex. The product now operates under Zinnia rather than Ebix, and the ebix.com/smartoffice page no longer represents the current official product site.

SmartOffice centralizes client, policy, and account data, offering compliance support, task automation, meeting preparation tools, and data sharing across teams. It integrates with providers such as RightCapital, Pershing, Fidelity, eMoney, and Orion. Official current pricing is not published; Zinnia directs prospects to contact its sales team.