Quick Overview
- 1#1: Salesforce Financial Services Cloud - AI-powered CRM platform unifying customer data for banking, insurance, and wealth management with compliance and householding features.
- 2#2: Microsoft Dynamics 365 Finance - Integrated ERP and CRM solution offering financial management, sales automation, and customer insights for financial services.
- 3#3: Oracle Financial Services CRM - Comprehensive customer experience platform tailored for financial institutions to enhance client engagement and regulatory compliance.
- 4#4: SAP CX Financial Services - Intelligent CRM enabling personalized customer journeys across banking, insurance, and capital markets with real-time analytics.
- 5#5: Creatio Financial Services CRM - Low-code no-code CRM with pre-built financial services processes for client onboarding, servicing, and sales acceleration.
- 6#6: Wealthbox CRM - Modern, intuitive CRM designed for financial advisors to manage clients, tasks, and opportunities with seamless integrations.
- 7#7: Redtail CRM - Robust CRM with compliance tools, document management, and financial planning integrations for advisors and planners.
- 8#8: AdvisorEngine - Digital wealth management platform featuring integrated CRM for client relationship management and portfolio oversight.
- 9#9: Orion Advisor Tech - Advisor technology suite with CRM capabilities for performance reporting, billing, and client communication in wealth management.
- 10#10: FinFolio - Cloud-based CRM and portfolio management tool for financial advisors focusing on client data organization and workflow automation.
Tools were evaluated based on financial-specific functionality, user experience, compliance capabilities, and value, prioritizing those that deliver robust performance across key metrics like client engagement, workflow efficiency, and scalability.
Comparison Table
This comparison table examines top Financial CRM software tools, such as Salesforce Financial Services Cloud, Microsoft Dynamics 365 Finance, Oracle Financial Services CRM, SAP CX Financial Services, and Creatio Financial Services CRM. It highlights key features, usability, and suitability for financial workflows to help readers identify the right solution for their needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Salesforce Financial Services Cloud AI-powered CRM platform unifying customer data for banking, insurance, and wealth management with compliance and householding features. | enterprise | 9.5/10 | 9.8/10 | 8.3/10 | 9.0/10 |
| 2 | Microsoft Dynamics 365 Finance Integrated ERP and CRM solution offering financial management, sales automation, and customer insights for financial services. | enterprise | 9.1/10 | 9.6/10 | 7.8/10 | 8.7/10 |
| 3 | Oracle Financial Services CRM Comprehensive customer experience platform tailored for financial institutions to enhance client engagement and regulatory compliance. | enterprise | 8.7/10 | 9.4/10 | 7.2/10 | 8.1/10 |
| 4 | SAP CX Financial Services Intelligent CRM enabling personalized customer journeys across banking, insurance, and capital markets with real-time analytics. | enterprise | 8.2/10 | 9.1/10 | 6.8/10 | 7.6/10 |
| 5 | Creatio Financial Services CRM Low-code no-code CRM with pre-built financial services processes for client onboarding, servicing, and sales acceleration. | specialized | 8.6/10 | 9.2/10 | 8.0/10 | 8.3/10 |
| 6 | Wealthbox CRM Modern, intuitive CRM designed for financial advisors to manage clients, tasks, and opportunities with seamless integrations. | specialized | 8.5/10 | 8.7/10 | 9.2/10 | 8.0/10 |
| 7 | Redtail CRM Robust CRM with compliance tools, document management, and financial planning integrations for advisors and planners. | specialized | 8.5/10 | 8.7/10 | 9.0/10 | 8.2/10 |
| 8 | AdvisorEngine Digital wealth management platform featuring integrated CRM for client relationship management and portfolio oversight. | specialized | 8.1/10 | 8.4/10 | 7.9/10 | 7.7/10 |
| 9 | Orion Advisor Tech Advisor technology suite with CRM capabilities for performance reporting, billing, and client communication in wealth management. | enterprise | 8.2/10 | 8.7/10 | 7.4/10 | 7.9/10 |
| 10 | FinFolio Cloud-based CRM and portfolio management tool for financial advisors focusing on client data organization and workflow automation. | specialized | 7.4/10 | 8.1/10 | 6.9/10 | 7.2/10 |
AI-powered CRM platform unifying customer data for banking, insurance, and wealth management with compliance and householding features.
Integrated ERP and CRM solution offering financial management, sales automation, and customer insights for financial services.
Comprehensive customer experience platform tailored for financial institutions to enhance client engagement and regulatory compliance.
Intelligent CRM enabling personalized customer journeys across banking, insurance, and capital markets with real-time analytics.
Low-code no-code CRM with pre-built financial services processes for client onboarding, servicing, and sales acceleration.
Modern, intuitive CRM designed for financial advisors to manage clients, tasks, and opportunities with seamless integrations.
Robust CRM with compliance tools, document management, and financial planning integrations for advisors and planners.
Digital wealth management platform featuring integrated CRM for client relationship management and portfolio oversight.
Advisor technology suite with CRM capabilities for performance reporting, billing, and client communication in wealth management.
Cloud-based CRM and portfolio management tool for financial advisors focusing on client data organization and workflow automation.
Salesforce Financial Services Cloud
enterpriseAI-powered CRM platform unifying customer data for banking, insurance, and wealth management with compliance and householding features.
Household 360 view for mapping complex client relationships and aggregating financial data across families or entities
Salesforce Financial Services Cloud is a comprehensive CRM platform tailored for the financial services industry, providing tools for client relationship management, compliance, and personalized advisory services. It offers a 360-degree client view, household mapping, goal-based planning, and automated workflows to streamline operations for banks, wealth managers, and insurers. Built on the Salesforce platform, it leverages AI-powered insights via Einstein and integrates seamlessly with other enterprise systems.
Pros
- Tailored financial services features like household views and compliance automation
- Highly scalable with deep Salesforce ecosystem integrations and AI capabilities
- Robust analytics and reporting for client insights and regulatory adherence
Cons
- Steep learning curve due to customization complexity
- High implementation and ongoing costs
- May be overkill for small financial firms
Best For
Large financial institutions and wealth management firms needing a scalable, compliant CRM for complex client relationships.
Pricing
Custom enterprise pricing, typically $400+ per user per month, plus significant implementation and customization fees.
Microsoft Dynamics 365 Finance
enterpriseIntegrated ERP and CRM solution offering financial management, sales automation, and customer insights for financial services.
Dual-write synchronization with Dynamics 365 CRM for real-time unified finance and customer data
Microsoft Dynamics 365 Finance is a cloud-based ERP solution tailored for advanced financial management, offering tools for general ledger, accounts payable/receivable, budgeting, forecasting, and compliance across global operations. It integrates seamlessly with Dynamics 365 CRM modules, enabling unified financial and customer relationship management for enhanced visibility into cash flow, profitability, and customer interactions. Powered by AI and Microsoft Azure, it supports real-time analytics and automation to streamline financial processes.
Pros
- Comprehensive financial tools with AI-driven forecasting and analytics
- Seamless integration with Dynamics 365 CRM and Microsoft ecosystem (Power BI, Teams)
- Scalable for multinational enterprises with multi-currency and multi-entity support
Cons
- Steep learning curve and complex implementation requiring expert consultants
- High licensing and customization costs
- Overkill for small businesses due to its enterprise focus
Best For
Mid-to-large enterprises seeking integrated financial management and CRM capabilities for global operations.
Pricing
Subscription-based starting at $210/user/month for full Finance license; additional fees for implementation, customizations, and premium add-ons.
Oracle Financial Services CRM
enterpriseComprehensive customer experience platform tailored for financial institutions to enhance client engagement and regulatory compliance.
Integrated Customer Decision Hub with AI-powered next-best-action recommendations tailored for financial services
Oracle Financial Services CRM is a comprehensive, enterprise-grade customer relationship management platform designed specifically for banks, insurance companies, and other financial institutions. It streamlines customer onboarding, sales, marketing, service, and collections while embedding regulatory compliance, risk management, and anti-money laundering features. The solution leverages AI-driven analytics and integrates seamlessly with Oracle's broader ecosystem for a unified view of customer interactions across channels.
Pros
- Deep industry-specific features for compliance, risk, and financial workflows
- Powerful AI and analytics for personalized customer engagement
- Scalable architecture with strong integration to Oracle ERP and other enterprise systems
Cons
- Complex implementation requiring significant time and expertise
- Steep learning curve for users and administrators
- High cost that may not suit smaller financial organizations
Best For
Large financial institutions and banks needing robust, compliant CRM with enterprise scalability.
Pricing
Custom enterprise licensing; quote-based, often starting at $500K+ annually depending on modules, users, and deployment scale.
SAP CX Financial Services
enterpriseIntelligent CRM enabling personalized customer journeys across banking, insurance, and capital markets with real-time analytics.
Built-in regulatory compliance engine with automated KYC/AML checks and real-time risk assessments
SAP CX Financial Services is a robust CRM platform tailored for the financial services sector, including banking, insurance, and wealth management, enabling 360-degree customer views and omnichannel engagement. It integrates AI-driven insights, predictive analytics, and compliance tools to support personalized financial advice, sales automation, and customer service. Seamlessly connecting with SAP's ERP and analytics suite, it streamlines operations while adhering to stringent regulatory requirements like GDPR, AML, and KYC.
Pros
- Deep industry-specific features for compliance, risk management, and financial workflows
- Excellent integration with SAP S/4HANA and other enterprise systems
- Advanced AI capabilities like predictive lead scoring and personalized recommendations
Cons
- Complex implementation requiring significant customization and expertise
- Steep learning curve for non-SAP users
- High costs that may not suit smaller financial firms
Best For
Large financial institutions and enterprises already invested in the SAP ecosystem needing scalable, compliant CRM with deep analytics.
Pricing
Quote-based enterprise licensing, typically $150-$300 per user/month plus substantial implementation fees starting at $100K+.
Creatio Financial Services CRM
specializedLow-code no-code CRM with pre-built financial services processes for client onboarding, servicing, and sales acceleration.
No-code Process Designer with finance-specific accelerators for instant workflow customization and compliance automation
Creatio Financial Services CRM is a low-code/no-code platform designed specifically for financial institutions, offering pre-built templates for banking, lending, insurance, and wealth management. It streamlines client onboarding, KYC/AML compliance, sales pipelines for financial products, risk management, and omnichannel customer service. The solution emphasizes automation, AI-driven insights, and seamless integrations to enhance operational efficiency in regulated financial environments.
Pros
- Highly customizable no-code/low-code environment for rapid process automation
- Robust industry-specific tools for compliance, KYC, and risk management
- Strong AI capabilities and marketplace of pre-built financial templates
Cons
- Steeper learning curve for advanced customizations despite no-code claims
- Enterprise-level pricing may not suit small financial firms
- Limited scalability for very high-volume transaction processing without add-ons
Best For
Mid-sized to large financial services firms needing a flexible, compliance-focused CRM with deep customization options.
Pricing
Cloud subscriptions start at $55/user/month (Growth), $86/user/month (Advanced), up to $110+/user/month (Enterprise); custom on-premise and unlimited user options available.
Wealthbox CRM
specializedModern, intuitive CRM designed for financial advisors to manage clients, tasks, and opportunities with seamless integrations.
Smart Views and Opportunity Pipelines customized for tracking financial client lifecycles and assets under management
Wealthbox CRM is a modern, user-friendly platform designed specifically for financial advisors, wealth managers, and financial professionals to manage client relationships effectively. It centralizes client data, automates workflows, tracks opportunities, and integrates seamlessly with tools like calendars, email, and financial planning software such as eMoney and RightCapital. The software emphasizes simplicity and mobility, helping teams stay organized and focused on growing their practice.
Pros
- Intuitive interface with excellent mobile app for on-the-go access
- Tailored workflows and automations for financial services
- Strong integrations with industry-specific tools like Morningstar and Redtail
Cons
- Limited advanced reporting and customization compared to enterprise CRMs
- Pricing scales quickly for larger teams
- Lacks built-in compliance tools requiring third-party add-ons
Best For
Small to mid-sized financial advisory firms seeking an easy-to-use CRM focused on client relationship management without overwhelming complexity.
Pricing
Starts at $35/user/month (billed annually) for Starter plan; Pro at $49/user/month and Premium at $65/user/month, with custom enterprise pricing.
Redtail CRM
specializedRobust CRM with compliance tools, document management, and financial planning integrations for advisors and planners.
Seamless, native integrations with leading financial planning software like MoneyGuidePro and RightCapital
Redtail CRM is a cloud-based customer relationship management platform designed specifically for financial advisors, wealth managers, and RIAs to streamline client interactions and ensure compliance. It centralizes contact data, automates workflows, tracks tasks and opportunities, and provides secure document storage with archiving for regulatory needs. The software excels in integrations with financial planning tools like RightCapital and eMoney, offering mobile access for advisors on the move.
Pros
- Intuitive interface with minimal learning curve
- Robust integrations with 50+ financial tools
- Strong compliance features including email archiving
Cons
- Reporting capabilities are basic and require exports
- Limited advanced marketing automation
- Pricing scales up quickly for larger teams
Best For
Independent financial advisors and small RIAs focused on client relationship management and compliance.
Pricing
Starts at $99/user/month for solo users; team plans from $59/additional user/month with annual commitment.
AdvisorEngine
specializedDigital wealth management platform featuring integrated CRM for client relationship management and portfolio oversight.
Household aggregation that unifies data across family members for holistic client insights
AdvisorEngine is a cloud-based CRM platform tailored for financial advisors and wealth managers, offering integrated tools for client relationship management, portfolio performance tracking, and compliance reporting. It streamlines workflows with features like digital onboarding, household aggregation, and customizable client portals to enhance advisor efficiency and client engagement. The solution supports scalable growth for RIAs and independent advisors by combining CRM functionality with advanced financial analytics and mobile accessibility.
Pros
- Integrated CRM with portfolio management and reporting
- Strong client portal and mobile app for engagement
- Household aggregation for unified client views
Cons
- Steep initial learning curve
- Higher pricing for smaller firms
- Limited native integrations with some niche tools
Best For
Mid-sized RIAs and independent financial advisors needing an all-in-one wealth management CRM.
Pricing
Custom pricing based on AUM and users; typically $5-$10 per $1M AUM annually, starting around $10,000/year for small firms.
Orion Advisor Tech
enterpriseAdvisor technology suite with CRM capabilities for performance reporting, billing, and client communication in wealth management.
Advanced multi-custodian portfolio aggregation and householding for unified client views
Orion Advisor Tech is a comprehensive wealth management platform with integrated CRM capabilities designed for financial advisors and RIAs. It combines client relationship management, portfolio accounting, performance reporting, billing, and trading tools into a single ecosystem. The platform excels in aggregating data from multiple custodians to provide a holistic view of client portfolios and relationships.
Pros
- Robust portfolio reporting and analytics with multi-custodian aggregation
- Seamless integration with CRM for householding and client onboarding
- Scalable for mid-to-large firms with strong compliance and billing features
Cons
- Steep learning curve and complex interface for new users
- High pricing that may not suit smaller advisors
- Limited standalone CRM flexibility compared to pure-play solutions like Wealthbox
Best For
Mid-sized to large RIAs seeking an all-in-one platform that tightly integrates CRM with portfolio management and reporting.
Pricing
Custom enterprise pricing based on AUM, typically starting at $10,000+ annually; requires demo for quote.
FinFolio
specializedCloud-based CRM and portfolio management tool for financial advisors focusing on client data organization and workflow automation.
Advanced householding that aggregates data across multiple custodians into unified client views
FinFolio is an integrated CRM and portfolio management platform tailored for financial advisors and RIAs. It combines client relationship management with tools for portfolio tracking, performance reporting, rebalancing, billing, and compliance. The software enables advisors to centralize client data, automate workflows, and generate customized reports to enhance client service.
Pros
- Seamless integration of CRM and portfolio management
- Robust reporting and compliance tools
- Multi-custodian support for householding
Cons
- Steeper learning curve for new users
- Pricing can be high for small firms
- Limited third-party integrations
Best For
Mid-sized RIAs and independent advisors managing diverse client portfolios who need an all-in-one financial CRM solution.
Pricing
Custom subscription pricing, typically $5-$15 per account/month with tiered plans based on assets under management.
Conclusion
Evaluating financial CRM software reveals strong options, with Salesforce Financial Services Cloud leading as the top choice—unifying data, integrating AI, and offering robust compliance. Microsoft Dynamics 365 Finance impresses with its integrated ERP and CRM for holistic financial management, while Oracle Financial Services CRM excels in enhancing client engagement and regulatory alignment. Each tool suits specific needs, but Salesforce shines as the most versatile and advanced solution.
Take the next step: explore Salesforce Financial Services Cloud to unlock streamlined workflows, deeper customer insights, and the flexibility to adapt to financial challenges, empowering your team to build stronger client relationships and drive growth.
Tools Reviewed
All tools were independently evaluated for this comparison