Client Relationship Management (CRM) Systems
for Client Services
Products in this category
CRM and agent management system designed to automate insurance agent workflows, supporting sales, po... more...
Full back office with KYC/AML compliance engine, onboarding gateway, payment processing for 50+ PSPs... more...
Securities trading and brokerage execution services more...
Increase customer retention and loyalty by 80% · Generate online reviews, new service promotions, an... more...
Client onboarding, KYC/AML, multi-tier IB management, wallets, and back-office operations for forex ... more...
Cloud-based operations platform designed for insurance brokers to manage clients, documents, tasks, ... more...
CRM platform with contact management, deal tracking, pipeline visualization, and email integration.... more...
Customer relationship management platform for financial services organizations including banks, brok... more...
Comprehensive wealth management suite for brokerages featuring personalized client reporting, secure... more...
Turnkey Prop CRM for proprietary trading firms. Automates trader onboarding, manages trader lifecycl... more...
In our CRM portfolio, we have HubSpot CRM, cobra CRM, CAS genesisWorld, and Aircall. The choice of a... more...
Microsoft Dynamics 365 provides a scalable CRM and business intelligence platform for financial serv... more...
A client portal solution for broker-dealers that provides account access, trading capabilities, port... more...
Cloud-based contact center solution providing omnichannel customer communications (voice, email, cha... more...
Wealth-centric CRM for brokerages providing full client view, automated onboarding, activity logs, w... more...
Challenge management, evaluation flows, payout automation, and anti-abuse controls for proprietary t... more...
Offers a robust set of features for managing sales processes, including contact management, opportun... more...
Case management, SLA tracking, knowledge base, self-service portal, process automation, customer jou... more...
Open Source CRM (Customer Relationship Management) software solution for SME and Enterprise. Availab... more...
Cloud-based CRM platform providing contact management, lead tracking, deal pipelines, workflow autom... more...