Financial Services CRM Software List (July 2025)

Streamline deal preparation and elevate their investment workflow with Junrs, an AI-powered communication and research tool designed for today’s professionals. By analyzing decks and extracting key insights, Junrs delivers actionable steps and comprehensive investment memo drafts in minutes, saving them precious time. Whether you’re preparing for a first meeting with founders or seeking deep company research, Junrs ensures they walk in well-informed, confident, and ready to lead. With features like deck analysis, memo generation, and tailored company briefs, Junrs transforms its workflow into a seamless and collaborative space. It identifies research topics, generates targeted questions, and equips them with tailored action plans to maximize meeting outcomes. Offering an unmatched ability to handle automated research and organize data, Junrs redefines the way they prepare for critical meetings. From company research to AI-powered action steps, Junrs is their partner in turning first meetings into game-changing opportunities.

Streamline their client management with Gainns, the all-in-one platform to centralize and efficiently oversee key activities. This suite of productivity tools facilitates seamless onboarding, planning, reporting, and communication to drive business growth and enhance client relationships. With Gainns, sign on new clients in half the time by eliminating cumbersome paperwork and manual data entry. This user-friendly digital onboarding journey delivers a polished first impression and gathers all necessary information with just a few clicks. Seamless API and app integrations connect their existing systems to create a centralized hub for client management. Gain actionable insights with robust analytics and intelligent reporting to inform strategy. Built-in communication tools facilitate productive conversations and meaningful touchpoints with just a tap. Collaborate across teams and access files on-the-go with secure cloud-based access. We designed Gainns to save you time, connect insights, and empower productivity, with an intuitive interface that's enjoyable to use daily. Clients feel genuinely cared for thanks to streamlined journeys that minimize hassle. Teams work collaboratively with clarity on responsibilities and priorities. Let Gainns enhance how you acquire, support and expand client relationships. Centralize the key activities businesses depend on - onboarding, planning, reporting, communicating - into one elegant platform designed for productivity, engagement and growth. Sign up today for a personalized demo.

Smart business solution for ambitious start-ups, and medium-sized enterprises, and international lending. View and export high-quality reports.

CreditSnap is a fintech platform designed to provide end-to-end digital solutions for banks and credit unions, specializing in lending and deposit account opening. The platform includes features such as: Pre-qualification: Helping users understand eligibility before applying. Intelligent cross-sell engine: A system that promotes relevant products to customers based on their profiles and behaviors. Configurable automation: Customizable workflows that adapt to the needs of the institution, streamlining operations. Integrations: Connecting with over 63 third-party technologies, offering a wide range of capabilities and flexibility. CreditSnap supports consumer lending, consumer deposits, business lending, and business deposits, across all customer touchpoints, including digital, branch, and phone channels. It is built to scale, having processed over 3.2 million applications by December 2024, demonstrating both its product maturity and ability to handle large volumes of transactions. Founded by industry veterans, CreditSnap has successfully fueled growth for several credit unions, solidifying its position as a robust and reliable solution in the fintech space.

AdviAlly is the next generation of financial planning software, providing users with a powerful, all-in-one CRM and Personal Finance Management tool. Breakthrough features like budgeting, goal tracking, and custom finance dashboards make it easier than ever to takeoff with their own personal financial plan. Get everything they need to increase the net worth at an unbeatable price delivered through an intuitive platform. AdviAlly is designed to make robust financial solutions accessible to everyone. This platform puts user satisfaction at the forefront, remaining continuously updated with cutting-edge tools and insight into the latest industry trends. This integrated customer relationship management system will put you in control of managing the clients’ progress while delivering a highly personalized approach to strategic planning. The convenience of mobile accessibility from iOS or Android devices gives customers seamless access anytime, anywhere. If they want the best in financial planning software for professionals and budgeting novices alike, AdviAlly is it! Stop spending more time than necessary on keeping track of multiple accounts – this innovative software allows users to easily move money between different accounts with comprehensive oversight over day-to-day expenses and investments. With intelligent AI mapping capabilities helping optimize decision-making processes based on real data, AdviAlly is the perfect choice for boosting efficiency in any office environment or personal finances revolutionizing financial planning today!

Invoicity turns any smartphone into a pocket-size finance desk. A guided three-step flow lets non-accountants build professional invoices or estimates, add taxes or discounts, and send them straight to the client. Every document carries a native Stripe Connect button, so customers can pay by card, Apple Pay or Google Pay the moment they open the invoice; payment status then syncs automatically and overdue reminders fire until cash arrives. Unlike heavy accounting suites, Invoicity focuses on the moment that matters—getting paid—while still offering the essentials power users need: • unlimited business profiles under one login (great for side gigs) • reusable item & client libraries with CSV import • multi-currency support Start free; upgrade only when volume grows. By removing bookkeeping friction, Invoicity cuts admin time, accelerates cash flow and helps small businesses look as polished as the big guys—all from a phone.

ROI 360 revolutionizes business processes with over 50 integrated applications, accessible with a single click. Built for ease of use, ROI 360 offers specialized tools tailored to unique business needs, streamlining tasks and enhancing productivity. Professionals can effortlessly build, launch, and manage custom microsites for targeted marketing campaigns directly from the platform. With ROI 360's advanced CRM, customer relationships are enriched through comprehensive insights and centralized data. The automated sales funnel maximizes conversions, while personalized communication strategies boost engagement. Marketing automation and sales optimization features accelerate sales cycles and enhance efficiency. The platform’s user-friendly dashboards provide instant access to critical data and metrics, empowering informed decision-making. ROI 360 breaks language barriers with support for 90 languages, ensuring global accessibility. ROI 360’s cost-effective structure, significantly lower than traditional enterprise solutions, combined with the ability to consolidate multi-company management and customized user interfaces, makes it the ultimate solution for enhancing operational efficiency.