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Compare Banking CRM Software

This page is managed by
Jay Ivey, Market Research Associate
Last updated: November 15, 2014

Top 10 Most Reviewed Banking CRM Software Systems

 
Salesforce.com Salesforce.com has proven to increase collaboration, reduce operation costs and increase scalability for retail banks of all sizes.The solution is hosted in the cloud, so startup costs are low and implementation is quick.
        158 Reviews
 Price
 Demo

783

Recommendations
in the last 30 days
Velocify Velocify is a lead management and sales solution for the financial services industry. This web-based software is a highly secure system with built-in calculations, integrated file storage and strong lead nurturing functionality.
        125 Reviews
 Price
 Demo

7

Recommendations
in the last 30 days
TeamSupport TeamSupport offers an easy to use customer centric banking system. The software automatically tracks all customer requests, and with its Ticket Automation feature, you can quickly organize these requests.
        117 Reviews
 Price
 Demo

35

Recommendations
in the last 30 days
InfusionSoft Infusionsoft is designed for smaller banking operations. It is a CRM system with deep marketing automation functionality, as well as features for email marketing and e-commerce. Infusionsoft is a SaaS-based solution.
        57 Reviews
 Price
 Demo

485

Recommendations
in the last 30 days
Five9 Virtual Call Center Five9 provides features for banking call centers of all sizes, types and budgets. This on-demand software adjusts in real time to call volume fluctuations. It also easily integrates with many of the most popular CRM systems.
         26 Reviews
 Price
 Demo

14

Recommendations
in the last 30 days
 

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Help Desk and Asset Management by Samanage Samanage is a powerful, web-based Help Desk solution that offers mid-sized and larger companies a scalable, customizable solution to more effectively manage their help desk, as well as all critical IT assets.
        21 Reviews
 Price
 Demo

28

Recommendations
in the last 30 days
Zendesk As one of the most widely used help desk systems, Zendesk provides a simple yet powerful way to care for your customers. Its top features include a customizable front end portal, live chat, and access on smartphones and tablets.
        16 Reviews
 Price
 Demo

51

Recommendations
in the last 30 days
SugarCRM A recognized name in the industry, SugarCRM helps thousands of companies in planning, tracking, and executing all their customer relationship management efforts. Built on an open source platform, Sugar is flexible to your needs.
         13 Reviews
 Price
 Demo

17

Recommendations
in the last 30 days
Virtual Contact Center by 8x8 In addition to providing traditional, powerful Call Center functionality, 8x8 Complete Contact Center gives companies tools to communicate with their customers through additional popular mediums - email, chat and voicemail.
        10 Reviews
 Price
 Demo

18

Recommendations
in the last 30 days
Microsoft Dynamics CRM One of the fastest growing CRM solutions on the market, Microsoft Dynamics CRM comes complete with the sales automation, marketing automation and client support features you need to effectively run your business.
         9 Reviews
 Price
 Demo

29

Recommendations
in the last 30 days
 
 


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Buyer's Guide

Here's what we'll cover:

What Is Banking CRM Software?
Common Features of Banking CRM Software
Evaluating Banking CRM Software

What Is Banking CRM Software?

Today's financial institutions face increasing competition from global banks, regional institutions, the Internet and alternative funding sources.

The best solution for this is to improve customer experience—clients that feel valued and receive high-quality service are less likely to look elsewhere. Customer relationship management (CRM) software for banks will help your financial institution improve customer retention and maximize referral opportunities.

In this guide, we will describe banking-specific functionalities, as well as other considerations for evaluating software in this category. 

Common Features of Banking CRM Software

CRM software for banks and financial institutions will have standard features like contact management, sales automation and marketing, as well as the following industry-specific features:

Banking workflow automation Banking CRM software is designed to expedite the loan qualification process. All forms and fields contain the information terminology used in the financial services industry, and the workflow will automate processing of loan requests, ensure uniform enforcement of credit checks, help mitigate risk and track account activity.
Financial research engine Some CRM systems, particularly those designed for non-banking financial institutions, will include industry data to consolidate research into one place. This will include product information, competitive analysis, financial news and stock tickers.
Security & compliance Regulation of the banking industry is already complex, and it’s not getting any simpler. One of the biggest benefits of a banking CRM program is that it contains all the security features required for the industry and helps ensure compliance with all regulations, including an audit trail for later use if necessary.
Account consolidation & tracking Most financial institutions store client information in multiple systems, which makes accessing that information labor intensive and unreliable. A banking CRM program will consolidate all this data into one place, so that investments, needs, preferences, payment status and change in risk can all be managed from one accurate, up-to-date location.

Evaluating Banking CRM Software

Commercial or residential; regional or national; community bank or credit union; mutual funds or capital markets; every financial institutions has different needs that should be carefully considered before purchasing CRM software. When evaluating the software, ask the following questions:

  • What sector of banking/financial services are you in?
  • Does the software integrate seamlessly with accounting and other software systems already in use by your company?
  • Would you benefit from a system that supports upselling?
  • Do you want to be able to track your best referral partners and reward them accordingly?
  • How important is email marketing in your lead generation process?


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