CRM Software für Banken & Finanzdienstleister

Nutze Capterra.ch in Schweiz um die beste CRM Software für Banken & Finanzdienstleister für dein Unternehmen zu finden.

Erfahre warum Capterra kostenlos ist

HubSpot CRM

HubSpot CRM

von HubSpot

(783 Bewertungen)

Am besten für Unternehmen mit 10 - 1.000 Mitarbeitern. Trete ein in das 21. Jahrhundert mit HubSpot CRM, einem einfach zu verwendenden CRM-System, das Schluss mit Handarbeit machtund deinem Vertriebsteam tatsächlich beim Verkaufen hilft. Es ist kostenlos, und direkt einsatzbereit. Dank HubSpot CRM kannst du all deine Kontakte in einer zentralen, anpassbaren Datenbank aufbewahren. Es protokolliert automatisch jede Interaktion und durchsucht das Internet für dich, um mehr als 13 Mio. Unternehmen (und mehr) zu verfolgen. Erfahre mehr über HubSpot CRM

Financial Services Cloud

Financial Services Cloud

von Salesforce

(0 Bewertungen)

Unite bankers and advisors with the world's #1 CRM, reimagined for financial services. Built upon Sales and Service Cloud, firms can unlock the full power of their financial institution across different lines of business, core systems, processes, and channels. The Financial Services Cloud data model comes with out-of-the-box industry standard objects built directly on the Salesforce platform. Unlock the full power of your financial institution today with Financial Services Cloud. Erfahre mehr über Financial Services Cloud

Sage Intacct

Sage Intacct

von Sage Intacct

(166 Bewertungen)

Sage Intacct helps CFOs access integrated management and financial reports across their business entitiesin minutes not daysto grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance. Erfahre mehr über Sage Intacct

ProsperWorks CRM

ProsperWorks CRM

von ProsperWorks

(190 Bewertungen)

ProsperWorks ist das einzige für Google empfohlene CRM. Schließe mehr Angebote schneller ab, ohne Zeit damit zu verbringen, Aufzeichnungen auszufüllen. ProsperWorks CRM hilft Dir, Vertriebskontakte und potentielle Kunden zu identifizieren, zu verfolgen und zu optimieren. Verwalte ganz einfach Deine gesamte Sales-Pipeline mit unserem einfachen und sehr visuellen Tool. Mit einem 5-minütigen Setup, keiner erforderlichen Schulung und automatischen Systemen, die die meisten Dateneingaben eliminieren, ermöglicht es ProsperWorks CRM, dass du dich auf das konzentrieren kannst, was du am besten kannst - weitere Angebote abzuschließen. Erfahre mehr über ProsperWorks CRM

Freshsales

Freshsales

von Freshworks

(52 Bewertungen)

Freshsales ist eine vollwertiges CRM & Lead Management Software für Hochgeschwindigkeits-Sales-Teams, vollgepackt mit Features wie integriertem Telefon, integrierte E-Mail, Benutzerverhalten-Tracking, Deal-Management, Reporting und vieles mehr. Erfahre mehr über Freshsales

Zoho CRM

Zoho CRM

von Zoho CRM

(769 Bewertungen)

Zoho CRM bietet kleinen bis großen Unternehmen eine komplette Management-Lösung für das Kundenbeziehung-Lebenszyklus-Management, um Unternehmen hinsichtlich Vertrieb, Marketing, Kunden-Support & Service und Bestandsführung in einem einzigen Geschäftssystem zu unterstützen Erfahre mehr über Zoho CRM

Pipedrive

Pipedrive

von Pipedrive

(1239 Bewertungen)

PipeDrive ist ein Sales-Management-Tool, gebaut für Verkäufer von Verkäufern. Verwendet von mehr als 50k Vertriebsteams weltweit, hilft es dabei, das große Ganze zu sehen, dann bietet es Schritt-für-Schritt-Anleitungen, damit jeder sich auf die Aktivitäten konzentriert, die dazu führen, Deals abzuschließen. Mit PipeDrive fällt nichts durch die Ritzen. Es ist einfach zu bedienen und hilft dabei, fokussiert zu bleiben, so dass dein Team es gerne benutzen wird und du den Daten im System vertrauen kannst. Es ist einfach einzurichten, aber stark genug, sich jedem Verkaufsprozess anzupassen. Erfahre mehr über Pipedrive

Dynamo

Dynamo

von Dynamo Software

(0 Bewertungen)

Dynamo Hedge Fund Edition is a Web-based CRM solution with industry-specific capabilities for managing fundraising, investor relations, and fund reporting. The application is also utilized by funds of funds for manager due diligence, pipeline management, and performance tracking. With a simple, intuitive interface, tight Microsoft Office integration, and smartphone and tablet mobile access, Dynamo delivers a rich, interactive user experience anywhere over the Web. Erfahre mehr über Dynamo

Doxim CRM

Doxim CRM

von Doxim

(2 Bewertungen)

Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points. Empower staff with a 360 view of customer activities and interactions. Develop a deeper understanding of your customer base, and take action to increase revenue and loyalty. Integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management. Erfahre mehr über Doxim CRM

Backstop

Backstop

von Backstop Solutions Group

(0 Bewertungen)

Backstop Solutions helfen der alternativen Investmentbranche, das Beste aus ihrer Zeit zu machen. In unserem Sektor zählt jede Minute und wir möchten unseren Kunden helfen, ihre komplizierten Aufgabenlisten durch schlanke Geschäftsprozesse zu ersetzen. Wir tun dies, indem wir Asset-Managern und -Zuteilern erstklassige, Cloud-basierte Produktivitäts-Technologie bieten, damit sie ihr Kapital besser vergrößern und bewahren, Nachforschungen realisieren und Portfolios verwalten sowie ihren wichtigsten Aktionären dienen können. Erfahre mehr über Backstop

Cool Life CRM

Cool Life CRM

von Cool Life CRM

(11 Bewertungen)

Cool Life CRM was designed and built from the ground up with complex customer management environments in mind. Not every business treats their customers as single transaction-based opportunities. Cool Life CRM recognizes and meets the nuances of specialty firms such as financial services, professional associations, software and services firms, and more. Our solution addresses unique market needs and does so with software that is Fast; Intuitive; Secure. To quote our customers, Its Cool" Erfahre mehr über Cool Life CRM

Infusionsoft

Infusionsoft

von Infusionsoft

(482 Bewertungen)

Infusionsoft is a cloud-based sales and marketing platform trusted by 125,000 small business users. The platform brings Customer Relationship Management (CRM), Marketing Automation, and E-Commerce together in one centralized system, so small businesses can deliver personalized sales and customer service experiences and close more business. Infusionsoft is currently offering 50% off for the first 3 months. Watch the demo now to see how it can help your small business. Erfahre mehr über Infusionsoft

Foundersuite

Foundersuite

von Foundersuite

(78 Bewertungen)

THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 50k investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. Erfahre mehr über Foundersuite

Less Annoying CRM

Less Annoying CRM

von Less Annoying CRM

(235 Bewertungen)

Less Annoying CRM is a simple contact manager built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free through the phone and email if users have questions. Erfahre mehr über Less Annoying CRM

InfoFlo

InfoFlo

von Carmel Vision

(54 Bewertungen)

Infoflo ist ein einfach zu bedienendes CRM, perfekt für das Management von Kundenbeziehungen, mit der robustesten Outlook Sync auf dem Markt! Es ist eine voll integrierte Kontakt-, Beziehungs-, E-Mail-, Kalender-, Dokument-, Vertrieb- & Aufgaben-Management-Lösung. Es enthält eine QuickBooks, Outlook und Google Sync. Wir glauben, dass Software eine einmalige Investition sein sollte. Aus diesem Grunde umfasst unsere einfach zu bedienende CRM-Software KOSTENLOSE lebenslange Updates, ohne monatliche Gebühren, und stellt eine kostengünstige Option von nur einmaligen $ 99 pro Benutzer dar! Erfahre mehr über InfoFlo

Obsidian Suite

Obsidian Suite

von Obsidian Solutions

(0 Bewertungen)

Obsidian is an all in one investor management framework with a proven track record helping financial clients rapidly digitize operations, cut costs, and improve sales cycles. Our modern interface lets clients choose from 4 key suites: Finance CRM, Data Rooms, Investor Portals, and Business Intelligence, while benefiting from the fastest deployments in market. We provide the best in class cyber security, and bank level encryption. Join 10K+ happy Obsidian users, and transform your operations. Erfahre mehr über Obsidian Suite

bpm'online financial services

bpm'online financial services

von bpm'online

(0 Bewertungen)

Leistungsstarkes CRM, entwickelt für Geschäfts- und Retail-Banken und Finanzinstitute, um die vollständige Kundenerfahrung zu verwalten und Kundenfreundlichkeit zu verbessern. Die Lösung bietet ein vollständiges Tool-Set für das Front-Office- und Contact-Center-Management von Banken, ermöglicht die Verwaltung von End-to-End-Vertriebsprozessen von Finanzprodukten und Dienstleistungen für die Firmenkunden der Bank sowie Multichannel-Marketing-Kampagnen, um die Nachfrage zu steigern. - Bankkunden-Erfahrung - Bankvertrieb - Marketing Erfahre mehr über bpm'online financial services

Marketing 360

Marketing 360

von Madwire

(567 Bewertungen)

The mission of Marketing 360 is to provide SMB's with the #1 marketing platform in the world by offering world-class digital marketing software & highly skilled professional marketing services through a single, powerful, affordable platform. Erfahre mehr über Marketing 360

Contactually

Contactually

von Contactually

(61 Bewertungen)

Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you wh Erfahre mehr über Contactually

Really Simple Systems CRM

Really Simple Systems CRM

von Really Simple Systems

(178 Bewertungen)

Really Simple Systems CRM helps you work smarter, managing and tracking your sales leads and customers, so you can get on with growing your business. Designed for small and mid-sized organizations, it's easy to set up and simple to use. With sales, marketing and service & support built-in you'll have all your data in one place, enabling team collaboration, better relationships and driving sales growth. Erfahre mehr über Really Simple Systems CRM

Market Quest For Insurance

Market Quest For Insurance

von Market Focus

(1 Bewertung)

Market Quest For Insurance is a marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals. Erfahre mehr über Market Quest For Insurance

ProTrak Advantage

ProTrak Advantage

von ProTrak International

(3 Bewertungen)

Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm. Erfahre mehr über ProTrak Advantage

SalesforceIQ

SalesforceIQ

von SalesforceIQ

(19 Bewertungen)

Whether you're managing a sales pipeline or closing business development deals, SalesforceIQ CRM eliminates the tedious, manual parts of your job through automatic data capture, freeing up your time to get back to the relationships that matter most to your business. SalesforceIQ's algorithms use data science to surface information that is otherwise hidden in emails, invites and other sources.

Deltek Vision

Deltek Vision

von Deltek

(343 Bewertungen)

Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment.

Method CRM

Method CRM

von Method Integration

(20 Bewertungen)

A CRM designed specifically for QuickBooks users, Method streamlines your business from lead to repeat and anything in between. #1 rated CRM by QuickBooks users, Method empowers thousands of SMBs that have outgrown their processes by streamlining their operations and increasing their sales. Unlike other CRMs, the combination of Methods deep QuickBooks sync and no-code customization engine enables businesses to achieve their optimal workflows.

Magnifinance

Magnifinance

von MagniFinance

(0 Bewertungen)

MagniFinance is a financial management platform for businesses. We want managers to be able to run their business' money in just 5 daily minutes. MagniFinance automates 90% of all financial management tasks and does all the heavy lifting so you can manage your finances with no typing. MagniFinance supports the entire financial management process, from invoicing; payable and receivable control, expense management; and from this information cashflow prediction.

DealCloud

DealCloud

von DealCloud

(8 Bewertungen)

DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal.

Kronos Finance

Kronos Finance

von Kronos Technologies

(1 Bewertung)

Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals. This database centralizes all of your clients insurance and investments data while giving you all the tools you need to optimize your business.

UGRU

UGRU

von UGRU

(2 Bewertungen)

UGRU is the #1 CRM Financial Practice Management Suite. A full featured, integrated financial CRM, with sales force and marketing automation, accounting, operations and financial planning.

ConvergeHub

ConvergeHub

von ConvergeHub

(24 Bewertungen)

ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The features are optimized for SMBs that don't have massive budgets to integrate or pay for expensive add-ons.

Finaeo

Finaeo

von Finaeo

(10 Bewertungen)

Finaeo is a FREE cloud-based digital assistance platform that enables insurance advisors to save time, stay compliant, and streamline their systems to be efficient. Advisors that #RunAdvising with Finaeo has total control over their client relationships, back-office administration, product mix & data.

irsLogics

irsLogics

von Intellirose Solutions

(0 Bewertungen)

Web-based CRM software for tax resolution firms Lead Management * Auto-generated IRS Forms (Federal/State) * Reporting and Analytics * Workflow Management * Billing and Finance * Pipeline Management * E-Signature * Rules Engine * 100+ Integrated Payment Gateways * SMS and Email Features * 100% Browser-based - accessible from anywhere * Pay by monthly subscription

Account360

Account360

von Saylent Technologies

(1 Bewertung)

Customer relationship data analytics platform for financial institutions.

SatuitCRM

SatuitCRM

von Satuit Technologies

(1 Bewertung)

Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management. Our software solutions can be delivered as a cloud solution or installed on your corporate servers. SatuitCRM, Satuit2GO, SatuitCPM, Satuit Investor Portal and Client Report Automation, enable asset and wealth managers to increase sales, improve client service, and reduce costs.

Clienteer

Clienteer

von Imagineer Technology Group

(0 Bewertungen)

Clienteer is an intuitive and highly configurable technology developed to streamline investor relations, business development, operations and compliance workflows for hedge funds and institutional asset managers. Clienteer provides a comprehensive suite of features within an intuitiveand powerful user interface, allowing you to manage communications with your investors and prospects while keeping track of investor accounts and transactions.

360 View CRM

360 View CRM

von inBusiness Services

(0 Bewertungen)

360 View CRM is a web-based software that was developed by financial institutions for financial institutions.

Behavia

Behavia

von Scorto

(0 Bewertungen)

Scorto Behavia is a solution for customer relationship management through scoring and analysis. The system is capable of predicting customer behavior on macro and micro levels. Scorto Behavia allows banks to automate reporting for portfolio analysis and Basel II/III requirements, spot trends in customers' behavior, monitor product performance and proactively address churn.

Engaged CRM

Engaged CRM

von Engaged

(0 Bewertungen)

CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions.

Base

Base

von Base

(82 Bewertungen)

Base enables sales teams to sell more efficiently with less effort. With a powerful all-in-one CRM platform that increases rep adoption and automates data capture, sales reps get a tool that simplifies their daily lives allowing them to focus on revenue generation. Base automatically analyzes data to provide sales leaders with the actionable insights they need to coach team performance and accelerate revenue growth in a way thats measurable, repeatable and scalable.

Sidetrade Network

Sidetrade Network

von Sidetrade

(4 Bewertungen)

Sidetrade (EURONEXT: ALBFR.PA) is the most compelling A.I. Software Company shaping the future of Customer Engagement and empowering Marketing, Sales and Finance people to grow sales and accelerate cash. Seamlessly integrated with existing CRM and ERP, Sidetrade leverages Artificial Intelligence to disclose untapped new business opportunities, increase upsell, reduce churn, predict customer payments and accelerate cash flow generation.

Living Systems Process Suite

Living Systems Process Suite

von Whitestein Technologies

(0 Bewertungen)

The Living Systems Process Suite - or LSPS - from Whitestein is revolutionary. The platform is designed from first principles to answer the needs of business and IT in one seamless, transformational package. Whether you need to build a simple standalone application to automate a paper-based workflow, integrate ageing legacy infrastructure, or create intelligent software solutions that adapt their behaviour to business events in order to achieve business outcomes, it is the intelligent choice. S

Advisor Desk

Advisor Desk

von Salentica

(0 Bewertungen)

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.

PlanMagic Finance Pro

PlanMagic Finance Pro

von PlanMagic

(0 Bewertungen)

The #1 financial diagnostic and plan tool that begins where your traditional financial accounting stops. It provides vital financial information and key financial indicators of your business whenever you need them. Fully automated business financials with lots of unique features and state-of-the-art financial analysis tools.

Aptean Core Trac CRM

Aptean Core Trac CRM

von Aptean

(0 Bewertungen)

Designed specifically for financial institutions, CoreTrac CRM gives you a centralized, 360 degree view of clients information; enabling you and your workforce to deliver outstanding customer service. Reduce the risk of losing customers from the help of a platform that manages, prioritizes and helps you understand their feedback and needs. Insight from Core Trac can be used to expose developing issues, help your business build better relations, drive a product or service, and expand.

SalesPage

SalesPage

von SalesPage Technologies

(0 Bewertungen)

SalesPage Technologies is your partner for intelligent distribution. Whether you're in operations, sales management, marketing, or IT, we provide the best software solutions, services and integrations to help you get the data right, maximize your time, and distribute your products intelligently. Experience, technical strength, industry knowledge, and collaboration with a strong client communitythese set SalesPage apart as the best software solution provider for asset management distribution.

GaleForce CRM for Banking

GaleForce CRM for Banking

von GaleForce Solutions

(0 Bewertungen)

An out-of-the-box CRM solution designed to meet the needs of client-facing staff of commercial banks, retail banks and credit unions.

CANNEX Interface

CANNEX Interface

von Strategic Information Technology

(0 Bewertungen)

Portfolio Plus integrates with CANNEX enabling you to manage each stage of the term deposit broker purchasing cycle.

Jobstream 9

Jobstream 9

von Jobstream Group

(0 Bewertungen)

Jobstream 9 is a highly configurable software platform built to suit the individual requirements of the offshore financial services industry. It enables trust companies, family offices, and similar organisations to efficiently manage their business by providing a single integrated source of role-based, actionable information supporting client and office: - Administration - Accounting - Practice management - Reporting - Regulatory compliance.

MyPlanMap

MyPlanMap

von MyPlanMap

(0 Bewertungen)

Scale your financial planning practice easily through this instant client engagement system.

NexJ Contact

NexJ Contact

von NexJ Systems

(0 Bewertungen)

Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management.

SeedRM

SeedRM

von Lenox Park Solutions

(0 Bewertungen)

SeedRM is a powerful tool for Investment Managers seeking to institutionalize Relationship Management, Allocation Pipeline, Document Management, and Activity Management needs. Leveraging Force.com's world-class security and cloud-based platform, SeedRM's provides Users a collaborative, centralized technology solution for the Investment Management industry.

Infocorp Analyzer

Infocorp Analyzer

von Infocorp Group

(0 Bewertungen)

Our Business Activity Monitor, enables you to make decisions based on statistics, access trends and the use of channels. Use our Analyzer and filter results per channel, country, time zone or device. Analyze the amount of transactions and the most used functions of your portal.

Bricknode Broker

Bricknode Broker

von Bricknode

(0 Bewertungen)

Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.

Maximizer CRM for Advisors

Maximizer CRM for Advisors

von Maximizer Software

(49 Bewertungen)

Maximizer CRM for Financial Advisors is CRM software tailored specifically for financial, insurance and group benefits advisors and wealth managers. Developed in partnership with advisors from across Canada and the U.S., our solution combines industry insight with over 28 years of expertise in CRM software. It enables users to optimize their most important asset - time - through being organized, remaining compliant, providing superior client service and preparing for succession

enVisual 360

enVisual 360

von enSynergy Professional Services

(5 Bewertungen)

Integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need.

Sticky Advisor

Sticky Advisor

von stickypages

(5 Bewertungen)

We work with you to ensure we are helping your business succeed the best it can with your daily activities. We are here to help save you time and money, and let you do what you do best, help your clients! 100% Guaranteed! Get started today!

zeb.control

zeb.control

von zeb

(1 Bewertung)

zeb.control - Increase your earnings while managing your risk! An efficient management of financial service providers requires flexible information, planning and analysis tools. The zeb.control product range provides the technical support for managing a variety of financial controlling, risk measurement and monitoring, accounting and value management tasks. The product range and the modules are freely combined, enabling a quick integration into existing IT structures.

Union.digital

Union.digital

von Union Financial Technologies

(0 Bewertungen)

Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it. Customise for a specific requirement; scale at minimum cost and adapt quickly as conditions change. Benefits include increased reach, deeper client relationships and corporate agility.

DebtPayPro

DebtPayPro

von Debt Pay

(0 Bewertungen)

A complete set of cloud based CRM tools and integrations to help financial service providers.

BSI CRM

BSI CRM

von BSI Business Systems Integration AG

(0 Bewertungen)

Would you like CRM software that seamlessly supports you in sales, marketing and service? Or an agile CRM tool that you can use quickly and in a targeted manner? BSI CRM is both, thanks to its strictly modular structure and open technology. Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa. This gives you a clear 360 view of customer data and customer behavior at any time, in any department and at any touch point

InvestorFlow

InvestorFlow

von InvestorFlow

(0 Bewertungen)

Customer relationship management software designed for the financial industry for professionals.