12 of the Best CRM Solutions for Banks to Consider in 2024

The editors at Solutions Review have compiled a list collecting some of the best CRM solutions for banks and other financial companies to consider. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.

With the right CRM software, banks can improve how they manage customers, access client information, identify needs, develop brand loyalty, develop memorable customer experiences, generate targeted marketing campaigns, and maximize customer satisfaction. However, selecting a CRM software solution can be complicated and time-consuming, especially since banks are continuously adapting to changing market trends, regulations, and customer expectations.

To help, the Solutions Review editors have compiled the following list of top-rated CRM solutions for banks to consider. Our editors selected these based on each provider’s Authority Score, a meta-analysis of user sentiment through the web’s most trusted business software review sites, and our proprietary five-point inclusion criteria.

The Best CRM Solutions for Banks to Consider

Pipedrive

Description: Pipedrive provides a clean, intuitive, and interactive CRM tool to help sales professionals manage leads, track communications, automate tasks, measure performance with detailed metrics, and improve sales processes. For banks, Pipedrive offers advanced sales CRM features and add-ons designed to help users build brand awareness, optimize customer journeys, and turn their customers into lasting advocates. These features include centralized communication tools, workflow automation, live chat, chatbots, a drag-and-drop email builder, customizable sales reports, email campaigns, sales pipelines, custom fields, and more.

Zendesk

Description: Zendesk provides customers with a CRM focused on customer service and sales needs. With Zendesk Sell, a sales CRM platform, users can access sales automation software, pipeline visualization and management tools, mobile access, lead management, reporting capabilities, and more. For example, banking, insurance, wealth management, and other financial services companies can use Zendesk’s platform to equip their team members with easy access to critical customer data, connect valuable data sets across the business, and use the collected information to make personalized customer offers, all while meeting the required data security standards.

BUSINESSNEXT

Description: BUSINESSNEXT is a solution suite provider that equips companies worldwide with cloud-agnostic, AI-and-ML-driven platforms focused on enabling digital transformations. Its suite comprises CRMNEXT, DATANEXT, and CUSTOMERNEXT, which offer users tools for lead management, risk assessment, digital lending, sales management, predictive analytics, scoring models, customer service, and more. The company primarily focuses on banks and financial services brands from across the globe, which means its CRM offering is uniquely optimized to help those companies accelerate sales processes, personalize marketing efforts, and modernize the customer service experience.

Salesforce

Description: Salesforce offers one of the most expansive and complete CRM products. The platform includes the company’s sales and marketing applications, most notably the Sales and Marketing Clouds, Service Cloud, Analytics Cloud, App Cloud, and IoT service. Additionally, Salesforce offers several products catered to the industry-specific needs of retail banking, commercial banking, investment banking, mortgage, lending, and other financial services organizations. These products can help companies deliver personalized customer experiences, simplify onboarding processes, create operational efficiency with differentiated insights, generate referrals, and scale fast.

Zoho

Description: Zoho is a multinational company specializing in software development, cloud computing, and web-based business tools. It offers products and applications across major business categories, including marketing, sales, customer service, email, human resources, financial, management, business intelligence, and other back-office operations. Zoho CRM even offers a fully compliant platform for banks and financial services companies, providing users with built-in AI functionalities, automations, client journey management tools, integrations with leading technology solutions, 360-degree client information management, and more.

HubSpot

Description: HubSpot is one of the most well-known and popular CRM software platforms, as most of the companies in the marketing world have partnerships or integrations with the company’s CRM solution suite. Alongside that CRM suite, HubSpot offers a marketing, sales, customer service, operations, and content management system (CMS) solution. With HubSpot, banks and various financial businesses can improve their operations, nurture client relationships, maintain a single source of truth for client information, automate processes, deliver targeted content to audiences, and more.

360 View

Description: 360 View is a CRM platform designed specifically for banks and credit unions. It’s built with the tools these companies need to maximize team performance, gain deeper insights into customer profitability, automate marketing campaigns, track goals, and give customers personalized relational experiences. Capabilities include marketing automation, list segmentation, cross-sell opportunity identification, customer activity tracking, marketing campaign management, reporting, dashboards, customer journey automation, marketing analytics, personalized messaging, email automation,

SugarCRM

Description: SugarCRM is designed to provide users with a simple UI and many customization options. The platform’s key features include sales automation and forecasting, lead management, sales campaigns, 24/7 technical support services, and marketing automation. SugarCRM also offers a version of its platform for various financial services markets, including commercial banking, wealth management, insurance, and credit unions. These companies can use SugarCRM to streamline client management, consolidate customer information, facilitate seamless communications, streamline end-to-end client lifecycle processes, ensure data compliance, and more.

Total Expert

Description: TotalExpert is a CRM and customer engagement platform “purpose-built” for financial enterprises like banks, lenders, credit unions, and insurance companies. It’s designed to unify data, marketing, sales, and compliance solutions to provide businesses with the tools they need to create optimized customer journeys. For example, the company’s banking-specific CRM capabilities cover lead generation, intelligent marketing automation, always-on nurture programs, customer intelligence, sales productivity, multi-channel marketing campaigns,  performance tracking, and centralized brand and regulatory management.

Wealthbox

Description: Wealthbox is a web-based, easy-to-use CRM platform for modern financial advisors, enterprise firms, brokers, banks, credit unions, and OSJs. Banking organizations that use the platform will have access to features for contact management, customizable workflows, two-way email syncing, reporting, pipeline management, social media monitoring, click-to-call functionality, custom data fields, email templates, task management, a companion mobile app, and other capabilities to help financial advisors connect with clients, prospects, and coworkers. Wealthbox also offers integrations with other technology platforms.

Insightly

Description: Insightly is a unified CRM platform designed to align sales, marketing, and project teams around a single view of their customer base. With its financial services CRM, businesses across the banking, investing, and insurance markets can deliver unified customer experiences, generate higher revenue, improve client retention, and more. Features include real-time data dashboards, lead management, automated workflows, data tracking, pipeline management, and integrations with accounting, HR, communication, ERP, calendar, and other leading technology solutions.

Creatio

Description: Creatio is a global software company providing low-code process management and CRM platforms for companies operating in the public sector, financial services, telecommunications, advertising, manufacturing, pharma, transportation, and other industries. Banks can use Creatio’s CRM and no-code technologies to orchestrate end-to-end customer journeys, streamline front and middle-office workflows, set up flexible customer segmentation processes, create omnichannel marketing campaigns for multiple markets, develop automated loyalty bonus programs, manage events, capture leads from multiple sources, utilize predictive scoring tools, and more.