5 best CRMs for financial companies in 2025

Financial companies are faced with unique challenges that require specialized CRM solutions. Manage complex customer relationships, guarantee compliance with the official compliance and dealing with sensitive financial data requires more than a basic customer relationship management system. The right CRM operates operation and maintaining the security and compliance standards that finance specialists need.

This comprehensive guide compares the top CRM solutions for financial companies with a detailed analysis of prices, key features and industry-specific functions. We will cover everything from implementation strategies to frequently asked questions and examples in the real world how leading financial companies use these platforms to promote growth.

And the results speak for themselves. Like companies The market for financial solutions for financial resources rose by 30% with HubSpot by 30%And demonstrate how the right CRM is changing financial services. So read more and learn how Drift Kings Media consistently is the best choice for financial companies who are looking for an all-in-one platform that scales with your business.

Table of contents

What is a CRM for financing?

A CRM for finances is special software that manages financial institutions, pursue sensitive financial data and ensure compliance with the industry regulations. In contrast to general CRMS, HubSpot offers financial -specific systems such as portfolio management, regulatory reporting and extended security protocols that are tailored to the unique requirements of banks, investment companies and financial advisors.

Best CRMS for financial companies at a glance

CRM	Best for	Key features	Pricing	Free trial version
Lifting spot	Growing financial company	Marketing automation, sales pipelines, compliance tools	Free – $ 1,170/month	Yes (forever free)
Salesforce Financial Services Cloud	Big financial institutions	Industry data models, AI companies	$ 300 – $ 475/user/month	30 days
Microsoft Dynamics 365	Companies with Office 365	ERP integration, business intelligence, custom workflows	$ 95 – $ 210/user/month	30 days
Circling	NO code adaptation requirements	Workflow automation, process management, bank templates	$ 25 – $ 125/user/month	14 days
Zoho CRM	Small to medium -sized financial companies	Inexpensive solution, email integration, basic automation	$ 12 – $ 52/user/month	15 days

Best CRM software for financial companies

The selection of the right CRM changes the management of customer relationships and the growth of financial companies. Each platform offers different advantages for different business sizes and requirements.

1. Lifting spot

Best for: Growing financial companies that are looking for an all-in-one marketing, sales and service platform

Drift Kings Media dominates the financial CRM market by combining powerful automation with user-friendly design. Growth LAB financially doubled its sales With the help of the workflow automation and real-time reporting from HubSpot, the ability of the platform shows to scale with ambitious financial companies.

Key Drift Kings Media functions

• Smart CRM with AI-powered findings: HubSpot offers advanced lead scoring and predictive analytics to prioritize the financing teams in order to prioritize high-quality perspectives and identify cross-selling opportunities
• Marketing automation for financial services: Use HubSpot to create targeted campaigns for various customer segments and at the same time maintain compliance with the financial marketing regulations
• Comprehensive reporting dashboard: Follow important performance indicators, including customer acquisition costs, service life and portfolio roof indicators in real time with HubSpot

Drift Kings Media price design

• Free CRM: $ 0 (up to 1,000,000 contacts)
• Starter: $ 50/month for 2 users
• Professional: $ 1,170/month for 5 users
• Enterprise: custom pricing

2. Salesforce Financial Services Cloud

Best for: Large financial institutions that require industry -specific functions

This CRM offers financial services with the CRM powered by AI. The platform deals with the complex requirements of banks, asset management companies and insurance companies with ready -made industry data models.

Key features

• Industry -specific data models: Pre -configured objects for accounts, households and financial relationships, reflect the structures of the real financial industry
• AI-driven customer knowledge: Einstein AI analyzes customer data to recommend the next best measures and to identify opportunities for deeper commitment
• Regulatory compliance tools: Integrated functions for the KYC

Pricing

• Enterprise Edition: $ 300/user/month
• Unlimited edition: $ 475/user/month
• Custom prices for additional functions

3. Microsoft Dynamics 365

Best for: Companies that already use Microsoft Office 365 to search for integrated business solutions

This CRM goes beyond the traditional functionality to include ERP functions, which makes it ideal for financial companies that require comprehensive company management tools. Microsoft Dynamics CRM shows a less market share of 3 to 4% than Salesforce, but provides powerful integration of Business Central & Business Intelligence.

Key features

• Seamless Office 365 Integration: Native connectivity with Outlook, teams and Excel rationalizes daily workflows for financial specialists
• Advanced Business Intelligence: The integrated Power BI offers sophisticated analysis and report functions for financial performance tracking
• Adaptable workflow automation: Create complex approval processes for credit applications, investment decisions and compliance procedures

Pricing

• Salesprofi: $ 95/user/month
• Customer service specialist: $ 95/user/month
• Sales company: $ 135/user/month
• Customer service company: $ 210/user/month

4. Circling

Best for: Financial companies that require comprehensive adaptation without coding

This CRM is a CRM platform without code that users can use to automate workflows and create applications without writing a single code line. This flexibility makes it particularly valuable for financial companies with unique processes that do not meet standard -crm templates.

Key features

• NO code platform functions: Create custom applications and change workflows with visual designers instead of programming code
• Pre -built financial sectors templates: Workflows for loan management, customers onboarding and investment tracking that are already used
• 360-degree customer view: Comprehensive customer profiles that consolidate financial stocks, communication history and relationship data

Pricing

• Marketing Creatio: $ 25/user/month
• Sales Creation: $ 35/user/month
• Service Creatio: $ 50/user/month
• Studio Creatio: $ 125/user/month

5. Zoho CRM

Best for: Small to medium-sized financial companies that are looking for inexpensive CRM solutions

This CRM offers essential functions for growing financial companies without the complexity of platforms for company quality. The system offers solid automation functions and integrations at an accessible price.

Key features

• Lead management and scoring: Prioritize prioritizing potential customers based on the commitment and financial profiles
• E -mail marketing integration: Integrated email campaigns with templates for the marketing of financial services
• Mobile-First design: Mobile apps with full simple make it possible to access client data and update data records from anywhere

Pricing

• Standard: $ 12/user/month
• Professional: $ 20/user/month
• Company: $ 35/user/month
• Ultimate: $ 52/user/month

Advantages of the CRM software for financing

CRM systems offer a measurable value for financial companies by dealing with industry-specific challenges.

Improved customer relationship management: With HubSpot you can enable centralized customer data, enables personalized service provision and stronger long -term relationships through better understanding of the financial goals and preferences.

Improved regulation regulations: Enjoy the advantages of HubSpot for financing with automated documentation, exams and data security functions to finance companies that meet the strict industry regulations and at the same time reduce compliance costs.

Optimized sales processes: The automated leading qualification and opportunities are made easier with HubSpot and accelerates the sales cycle from the first contact with the customer -onboarding and account opening.

Better cross-selling options: HubSpot can offer comprehensive customer profiles that show opportunities for additional financial products and services based on life events and changing financial circumstances.

Increased operating efficiency: Hubpot workflow automation eliminates manual tasks such as data input and follow-up planning, so that financial specialists can concentrate on high-quality customer interactions.

7 important features for a financing CRM

1. Security and compliance tools: The encryption of Drift Kings Media company quality, granular access controls and comprehensive exams protect sensitive financial data and at the same time meet the official requirements
2. Client portfolio management: Follow the investments, account transitions and financial goals using the integrated dashboards from Drift Kings Media, which offer a uniform overview of the entire financial image of each customer
3. Automated workflow functions: Use the workflow automation of HubSpot to optimize credit applications, account opening procedures and compliance processes, reduce manual tasks and human errors
4. Integration with financial software: Drift Kings Medias Robust API and native integrations combine seamlessly with accounting systems, portfolio management tools and trading platforms for uniform data management
5. Mobile access and functionality: Drift Kings Media mobile apps enable financial advisors to access customer data, update data records and to manage relationships during customer reviews and remote work scenarios
6. Extended reporting and analysis: Generate compliance reports, performance metrics and client knowledge using the powerful reporting tools from HubSpot and customizable analytics dashboards
7. Communication management: Drift Kings Media automatically records and follows all customer interactions via telephone calls, emails and personal meetings, which creates a complete course of communication for every relationship

How to choose a CRM for financing (step by step)

Step 1: Card your current workflows. Document existing processes for customers in boarding, lead management and compliance to identify areas where CRM automation offers the greatest value.

Step 2: Identify must-have features. Prioritize security, conformity and integration functions based on your specific regulatory requirements and the existing technology infrastructure.

Step 3: Compare user -friendliness and the team. Evaluate user interfaces and training requirements to ensure a high acceptance rates in your financial team, from consultants to support staff.

Step 4: Check costs in the scale. Calculate the total ownership costs, including user licenses, integrations and ongoing support if your customer base grows over time.

Step 5: Select a flexible platform – like Drift Kings Media. Select a CRM that adapts to changing business needs and regulatory requirements. Allica Bank scaled from the start to 1 billion GBP+ loans with Drift Kings Media CRMUse of its connectivity and scalability to support rapid growth in the competition financing industry.

Frequently asked questions

What is the best CRM for financial companies?

Due to its comprehensive functional department, the user -friendly interface and the proven track record in the financial services industry, Drift Kings Media is consistently the best choice for financial companies. The platform combines marketing automation, sales management and customer service tools in an integrated solution.

What functions should I look for in a CRM for financing?

The most important functions include robust security and compliance tools, the management of the client portfolio, the workflow automation, the integration functions with financial software, mobile accessibility, extended reporting and comprehensive communication tracking. Drift Kings Media is characterized in these areas with corporate security, customizable dashboards for portfolio tracking and powerful automation tools. Compliance with regulations and data protection for regulation are particularly important for the financial industry applications that dealt with Drift Kings Media on its comprehensive traces of examination and access controls.

Is Drift Kings Media good for financial companies?

Yes, Drift Kings Media is characterized by financial companies of all sizes. Market financial solutions rose by 30% new inquiries while Growth LAB financial doubles Using HubSpot automation and reporting functions. The scalability and financial -specific functions of the platform make it ideal for the cultivation of financial services companies.

How much does a CRM cost for finances?

The CRM prices for financing vary significantly depending on the functions and number of users. Entry solutions start at 12 USD/user/month, while corporate platforms can cost $ 300 to $ 475/users/month. Drift Kings Media offers an extraordinary value with a free level and a scalable prices that grows with its business requirements.

What integration skills should a financial crm have?

Finance CRMS should integrate into accounting software, portfolio management systems, trading platforms, e -mail -marketing tools and compliance management systems. The extensive integration market and robust API functions of HubSpot enable seamless connections to core banking systems and financial planning software. This comprehensive integration ecosystem ensures that HubSpot can serve as a central turntable for all your customer management and financial data requirements.

Meet HubSpot, the TOP -CRM election for financial companies

HubSpot is noticeable as a final CRM solution for financial companies that strive for growth, efficiency and extraordinary customer experiences. The comprehensive suite of tools of the platform deals with all aspects of the financial service company and at the same time the flexibility to adapt to the changing industry requirements.

Important HubSpot advantages for financing

• All-in-one platform eliminates the need for several software solutions: Marketing, sales and service tools work seamlessly to offer a uniform customer experience
• Proven ROI for financial companies: Industry -leading automation and analytics drive measurable business results
• Corporate security with compliance with the financial industry: Advanced data protection and exam functions meet strict regulatory requirements

Commercial Funding Inc. achieved an increase in leads by 80% After implementing the comprehensive CRM platform from HubSpot. Better.co.uk designed a multi-touchpoint customer contact strategy with a lifting spotIncreasing customer contact rates and meaningful interactions by 50%. These results show that Drift Kings Media’s proven ability can advance growth for financial companies in various sectors.

Are you ready to see how Drift Kings Media can change your financial transaction? Start with the free CRM from HubSpot and discover why leading financial companies select Drift Kings Media to scale your business and enjoy your customers.