getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Financial CRM Software with Compliance Management (2026)

Last updated: April 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.

Key features of Financial CRM Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Management: Reviewers value easy access, sorting, and synchronization with deals, enhancing client interaction and operational efficiency. 95% of reviewers rated this feature as important or highly important.
  • Client Management: Users appreciate centralized data storage, improved communication, and ease of tracking client interactions and behavior. 91% of reviewers rated this feature as important or highly important.
  • Task Management: Reviewers highlight the importance of organized task tracking, prioritization, and delegation to maintain workflow efficiency and client follow-ups. 88% of reviewers rated this feature as important or highly important.
1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

27 software options

Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

learn more
Effortlessly gather new inquiries, assess their needs, and guide them through their journey toward attaining their financial goals with Bigin. From multichannel communication and foolproof automation to powerful mobile apps, Bigin has everything needed to support the financial services you offer!

Read more about Bigin by Zoho CRM

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

learn more
NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

Users also considered
Sage Intacct logo

Best-in-class Cloud ERP for Finance

learn more
Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

Read more about Sage Intacct

Users also considered
Creatio CRM logo
Category Leaders

New era CRM to manage all customer and operational workflows

learn more
Creatio helps financial organizations automate customer and operational workflows such as:
- Core Banking Systems
- Loan Origination & Processing
- Indirect & Digital Lending
- Collateral, Appraisal & Lien Management
- Credit Risk & Underwriting
- Collections & Delinquency Management
and more

Read more about Creatio CRM

Users also considered
InfoFlo logo

HIPAA compaliant case management software

learn more
HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.

Read more about InfoFlo

Users also considered
servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

learn more
FreeAgent CRM is a fully-featured CRM + financial management tool. Invoice quicker and get paid faster to optimize your financial ecosystem.

Read more about servis.ai

Users also considered
Surefire CRM logo

CRM and lead management software for mortgage businesses

learn more
Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store leads’ contact details in a centralized database.

Read more about Surefire CRM

Users also considered
Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

learn more
Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

Read more about Unanet ERP AE

Users also considered
Shape logo

Cloud-based CRM, sales & marketing automation software

learn more
Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

Read more about Shape

Users also considered
Dynamo Software logo

Investment Management Software

learn more
Dynamo Software v3.0 is an AI-powered financial CRM built for alternative investment firms combining a next-gen intelligent interface with DynamoAI relationship scoring, deal pipeline automation, and seamless Outlook/Gmail/PitchBook integration to centralize IR, fundraising, and deal tracking.

Read more about Dynamo Software

Users also considered
Total Expert logo

Marketing automation tool for financial services industry

learn more
Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.

Read more about Total Expert

Users also considered
Backstop logo

Cloud-based investment management platform

learn more
Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

Read more about Backstop

Users also considered
Teamogy logo

All-in-one cloud platform for projects, finances & teams

learn more
Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

Read more about Teamogy

Users also considered
AdvisorEngine logo

Wealth management platform for investment companies

learn more
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

Read more about AdvisorEngine

Users also considered
Altvia logo

Cloud-based private equity CRM solution for Salesforce

learn more
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more.

Read more about Altvia

Users also considered
SimpleWorks logo

Cloud-based all-in-one marketing platform

learn more
SimpleCRM offers financial institutions tools like Customer360, GPT-powered coaches, R-YaBot, KYC via mobile, and advanced BPM. It ensures secure, compliant, scalable operations with multi-language support, enhancing customer engagement and satisfaction

Read more about SimpleWorks

Users also considered
CreditOnline logo

Loan management software for lending businesses of all sizes

learn more
CREDITONLINE is a cloud-based solution, which helps lending businesses manage the entire lifecycle of loan origination and servicing based on various marketing requirements. Using multiple lending models, it lets users automate business processes to provide P2P and secured/unsecured loans.

Read more about CreditOnline

Users also considered
Standard ERP logo

Standard ERP is a powerful system

learn more
Standard ERP is an intuitive business platform helping you reach your productivity goals and can be tailored to your business needs.

Read more about Standard ERP

Users also considered
FPS GOLD Core Banking logo

Core processing software for community banks

learn more
FPS GOLD Core Processing is a core banking solution designed for community banks with tools for CRM, deposit management, loan planning, accounting & more

Read more about FPS GOLD Core Banking

Users also considered
SYDLE ONE logo

BPMS, ECM, CRM & Service Desk- All-in-one platform

learn more
In a single platform, it combines the tools to integrate all customer relationship channels, customize relationship processes, oversee quality indicators and customer experience in real time, and more.

Read more about SYDLE ONE

Users also considered
DigiFi logo

Cloud-based financial management software

learn more
DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more.

Read more about DigiFi

Users also considered
Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

learn more
Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

Read more about Financial Services Cloud

Users also considered
Captafi logo

Simple to use loan and loan modification tracking software.

learn more
Cloud-based CRM/Agency Management designed for financial professionals. No complex setup—purpose-built for your expertise. $25/user/month, scalable, with discounts for large teams. Start with a 14-day free trial—no credit card required!

Read more about Captafi

Users also considered
Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

learn more
Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

Read more about Zenith CRM

Users also considered
Vestio logo

Integrated wealth management and financial control system

learn more
VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

Read more about Vestio

Users also considered