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Financial CRM
Large enterprises

Top Rated Financial CRM Software with Large enterprises - Page 5

Last updated: September 2026

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115 software options

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Broker CRM

(0)

Cloud-based CRM solution for brokers

Broker CRM is a customer relationship management solution designed for brokerage professionals to manage clients, leads, and deals.

TaskSuite

4.8

(6)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Lending Simplified, Success Amplified.

TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency, decision-making, and customer satisfaction with our all-in-one solution.

Baker Hill NextGen

(0)

Software for managing risk and increasing profitability.

Baker Hill NextGen is a single unified platform that streamlines loan origination and portfolio risk management for commercial, small business, and consumer lending for banks and credit unions.

AdviAlly

(0)

Take your financial planning to new heights with AdviAlly.

AdviAlly, a cloud-based CRM and personal finance management platform for financial professionals. AdviAlly helps you create a more personalized and effective experience for managing your client's finances and converting warm leads into loyal clients.

FXCRM

(0)

All-in-One Forex CRM for Modern Brokerage Management

FXCRM is a Forex CRM and brokerage management platform that helps brokers manage traders, IBs, leads, KYC workflows, accounts, payments, bonuses, and back-office operations from one centralized system.

Webtrekk

3.3

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Europe's Independent Premium Customer Analytics Platform

Webtrekk is a digital intelligence and marketing analytics software that gives you complete control over your online digital marketing reports and portfolio. Webtrekk provides valuable insights and KPI's needed to help maximize your enterprises online performances and business development potential, along with search engine optimization and online marketing.

ProTracker Advantage

(0)

On-premise client relationship & practice management tool

ProTracker Advantage is an on-premise client relationship and practice management software designed to help businesses record and track communications, tasks, documents, and more from within a unified platform. Administrators can generate custom reports to ensure regulatory compliance purposes and gain insights into trends across clients and prospects.

Antelope Systems

(0)

Customer relationship management (CRM) solution for brokers

Antelope is a customer relationship management (CRM) software that helps brokers maximize the company's potential.

NMI Merchant Relationship Management

(0)

Merchant management CRM tool designed for payments industry

NMI Merchant Relationship Management (MRM) tool designed for the payments industry, helping banks, ISOs, and providers automate merchant onboarding, underwriting, and monitoring. It unifies compliance, risk, and portfolio management to streamline operations and drive growth.

Read more about NMI Merchant Relationship Management

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Apex 72

(0)

Manage Activity, Build Results.

Remember the One Card System, Financial Advisors, Life Insurance Agents, and Producers?
You now have the simplicity of the previous method and the strength of modern technology.

TNET Front Office

(0)

Trust accounting software for the banking sector

TNET Front Office is an on-premise trust accounting software designed to help banks, law offices, CPA firms, private fiduciaries, and IRA companies generate detailed account summaries, including information like asset location, market value reconciliation, and portfolio rates. It offers check writing, portfolio modeling, performance management, and document imaging features.

Datasite Outreach

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Optimize your deal marketing.

Whether compiling buyer lists, executing outreach activities or managing NDAs, Datasite Outreach is your resource for deal marketing.

Finly

(0)

Software for managing policy management operations

Finly provides financial advisors with a comprehensive software solution that streamlines administrative workflows from lead capture to policy management. The platform features an integrated CRM system, task management tools, and mobile accessibility, allowing advisors to focus more on client consultation rather than paperwork. Finly's cloud-based architecture enables structured advisory processes with data visualization capabilities for effective client management.

SmartOffice

(0)

Comprehensive workforce management solution

SmartPeople is an all-in-one workforce management solution that streamlines key HR processes through automation. The platform offers comprehensive features including payroll management, attendance tracking, shift scheduling, tax compliance, and employee data centralization. SmartPeople incorporates multi-layered access control to ensure data security while providing customizable notification systems for effective organizational communication.

Acre

(0)

The all-in-one mortgage and protection platform for brokers

Acre offers an all-in-one mortgage and protection software with automation tools, analytics, and real-time collaboration for thriving businesses. Empowering advisors with intuitive mortgage sourcing and efficient financial management, it helps users streamline operations and deliver better customer outcomes.