CRM Software für Banken & Finanzdienstleister

CRM Software für Banken & Finanzdienstleister hilft Banken, Kreditgenossenschaften und Versicherungsgesellschaften, Informationen über ihre Kunden zu organisieren und zu pflegen, einschließlich Kontaktdaten, Transaktionsverlauf und Aufzeichnungen früherer Interaktionen. CRM Software für Banken & Finanzdienstleister bietet Unternehmen auch Marketinganalysefunktionen, die solche Verkaufsanstrengungen wie gezieltes Anrufen und Cross-Selling unterstützen. Siehe auch: Bankensoftware, Marketing Automation Software, Kontaktmanagement Software und CRM Software.

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Copper

Copper

von Copper (formerly ProsperWorks)

(330 Bewertungen)
ProsperWorks ist das führende CRM für Finanzdienstleistungen für G-Suite-Benutzer. ProsperWorks CRM lässt sich nahtlos in die G Suite integrieren, macht die manuelle Dateneingabe überflüssig und ist äußerst benutzerfreundlich. Wenn du Gmail verwenden kannst, weißt du, wie man ProsperWorks verwendet. Schließe dich den über 10.000 Kunden an, die mit ProsperWorks arbeiten, und verkaufe mit dem CRM, das Teams lieben, heute noch mehr. Erfahre mehr über Copper Konzentriere dich mit ProsperWorks und Google auf Beziehungen und nicht auf Datensätze. Das einzige CRM, das von Google entwickelt, verwendet und empfohlen wird. Erfahre mehr über Copper
Pipedrive

Pipedrive

von Pipedrive

(1.775 Bewertungen)
Dank der leistungsstarken und dennoch agilen CRM-Software von Pipedrive war es nie einfacher, deine Finanzen, Leads und den gesamten Verkaufsprozess zu verfolgen. Verfolge den Umsatz von Produkten, optimiere die Kosten durch Sicherstellen der Effizienz und prognostiziere sogar den Umsatz mit dem Advanced-Statistics-Dashboard von Pipedrives. Pipedrives CRM lässt sich perfekt anpassen und kann von Unternehmen aus den Bereichen Bank, Versicherung, Leasing, Hypothek, Kredit und mehr verwendet werden. Erfahre mehr über Pipedrive Pipedrive ist ein einfach zu implementierendes Finanz-CRM-Tool, das dir hilft, sich auf die Aktivitäten zu konzentrieren, die zum Abschluss von Geschäften führen. Erfahre mehr über Pipedrive
Backstop

Backstop

von Backstop Solutions Group

(9 Bewertungen)
Erfahre mehr über Backstop Backstop Solutions bietet Cloud-basierte Produktivitätslösungen für institutionelle Wertpapierfirmen und alternative Vermögensverwalter. Erfahre mehr über Backstop
MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

von Continuity Programs

(20 Bewertungen)
MyCRMDashboard, mortgage lead generating CRM, is built specifically for residential lenders, banks and credit unions. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45 years of experience in the industry. Increase your repeat business, referrals, testimonials, and more! The platform is also known as MGIC Elements. Lenders who use MGIC mortgage insurance can sign up at a significantly reduced price per loan officer. Erfahre mehr über MyCRMDashboard Mortgage CRM MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions. Erfahre mehr über MyCRMDashboard Mortgage CRM
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 Built for Banks and Credit Unions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients. Erfahre mehr über Doxim CRM
Zoho CRM

Zoho CRM

von Zoho CRM

(2.057 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 Zoho CRM bietet Unternehmen eine komplette Lösung für das Kundenbeziehung-Lebenszyklus-Management Erfahre mehr über Zoho CRM
Sage Intacct

Sage Intacct

von Sage Intacct

(264 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 The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance Erfahre mehr über Sage Intacct
HubSpot CRM

HubSpot CRM

von HubSpot

(1.626 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 HubSpot CRM ist die 100% kostenlose, flexible und intuitive CRM, die dein Verkaufsteam lieben wird. Erfahre mehr über HubSpot CRM
Maximizer CRM for Advisors

Maximizer CRM for Advisors

von Maximizer Software

(264 Bewertungen)
Maximizer is designed to give businesses the power to #GrowWithConfidence. From our personalized CRM and in-house experts to unlimited customer support with our team in Vancouver, BC and flexible deployment options, we promise your business can achieve predictable growth. For extra peace of mind we also offer a 60 day money back guarantee. In the unlikely event you're not happy in the first 60 days of using Maximizer we'll give you a free refund. Erfahre mehr über Maximizer CRM for Advisors From our Personalised CRM platform to our exceptional customer care, we promise your business can always achieve predictable growth. Erfahre mehr über Maximizer CRM for Advisors
amoCRM

amoCRM

von QSOFT

(114 Bewertungen)
Bauen Sie mit amoCRM wertvolle Kundenkontakte und -beziehungen auf. Unsere exklusive digitale Pipeline schafft Routineaufgaben durch Automatisierung der Lead-Erfassung, E-Mail-Versand, verhaltensgesteuerte Bewegung durch die Pipeline und Aufgabenerinnerungen ab. Konzentrieren Sie sich auf wachsende Einnahmen, nicht auf die Dateneingabe. Noch besser: amoCRM-Analysen verfolgen Ihr Wachstum und messen den ROI. Bewerten Sie die Leistung des Kundenbetreuers mit Zielverfolgung und richten Sie Ihre Strategie an Berichten aus, die Engpässe erkennen helfen. Verkaufen Sie einfach und intelligent mit amoCRM! Erfahre mehr über amoCRM amoCRM ist ein einfach zu bedienendes CRM. Es ist jedoch sehr funktional und leistungsstark. Vertriebspipeline, Lead-Tracking, Analyse und Website-Integration. Erfahre mehr über amoCRM
Really Simple Systems CRM

Really Simple Systems CRM

von Really Simple Systems

(209 Bewertungen)
Really Simple Systems CRM hilft dir dabei, intelligenter zu arbeiten, deine Vertriebskontakte und Kunden zu verwalten und zu verfolgen, damit du mit dem Wachstum deines Unternehmens fortfahren kannst. Entwickelt für kleine und mittlere Unternehmen, ist es einfach einzurichten und zu bedienen. Mit dem integrierten Vertriebs-, Marketing- und Service-Support hast du alle deine Daten an einem Ort und können so die Zusammenarbeit im Team verbessern und das Umsatzwachstum vorantreiben. Erfahre mehr über Really Simple Systems CRM Ein benutzerfreundliches CRM, mit dem man intelligenter arbeiten kann, indem man Verkaufsleiter und Kunden verwaltet und verfolgt. Erfahre mehr über Really Simple Systems CRM
Cool Life CRM

Cool Life CRM

von Cool Life CRM

(17 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 Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight. Erfahre mehr über Cool Life CRM
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 Innovatives prozessorientiertes CRM für Banken und Finanzinstitute, um kundenorientierte Prozesse zu optimieren Erfahre mehr über bpm'online financial services
Freshsales

Freshsales

von Freshworks

(227 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 Freshsales ist eine vollwertige CRM & Lead Management Software für Hochgeschwindigkeits-Sales-Teams. Erfahre mehr über Freshsales
Sticky Advisor

Sticky Advisor

von stickypages

(6 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! Erfahre mehr über Sticky Advisor Financial adviser CRM software solution that helps keep a history of all interactions with clients. Erfahre mehr über Sticky Advisor
Foundersuite

Foundersuite

von Foundersuite

(85 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 121,000+ investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. Erfahre mehr über Foundersuite SOFTWARE FOR RAISING ANGEL, SEED & VC. Foundersuite makes the leading Investor CRM + an Investor Database and Investor Updater tools. Erfahre mehr über Foundersuite
Procurify

Procurify

von Procurify

(75 Bewertungen)
Procurify ist die Kostenmanagement-Lösung für mittelständische Unternehmen. Auf der ganzen Welt verwenden Hunderte von Unternehmen Procurify, um ihre Kosten zu verfolgen, zu kontrollieren und zu analysieren. Mit seinem umfassenden Workflow und seiner benutzerfreundlichen Schnittstelle können Einkaufs-, Beschaffungs- und Finanzteams Procurify in mehreren Abteilungen und Teams implementieren und eine bessere Ausgabenkultur schaffen. Starte in nur zwei Wochen und lass dir dabei helfen, deinen Beschaffungsprozess umzuwandeln. Erfahre mehr über Procurify Procurify-Spend-Management ist für die gesamte Organisation einfach zu nutzen und ermöglicht eine volle Kostenkontrolle, schnelle Annahme und Einrichtung. Erfahre mehr über Procurify
Less Annoying CRM

Less Annoying CRM

von Less Annoying CRM

(303 Bewertungen)
BEST FOR INDEPENDENT FINANCIAL PLANNERS AND ADVISORS - Less Annoying CRM is a simple CRM 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 by phone and email. Erfahre mehr über Less Annoying CRM Small business software to manage leads, customer information, contact history and reminders, and emails. Erfahre mehr über Less Annoying CRM
Infusionsoft

Infusionsoft

von Infusionsoft

(817 Bewertungen)
Trusted by 140,000 small business users, Infusionsoft is an integrated business management platform that brings order to your day-to-day by providing one centralized place to track all customer activity, deliver personalized follow-up service, and close more business. View the short video below to learn more. Erfahre mehr über Infusionsoft Infusionsoft brings order to your business with one place to track client activity, deliver personalized service, and close more deals. Erfahre mehr über Infusionsoft
Contactually

Contactually

von Contactually

(82 Bewertungen)
Erfahre mehr über Contactually Contactually ist eine einfache und effektive Möglichkeit, mehr aus Ihrem Netzwerk zu machen, indem Sie mit Ihren wichtigsten Kontakte stets in enger Verbindung bleiben. Erfahre mehr über Contactually
Base

Base

von Base

(115 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 that's measurable, repeatable and scalable. Erfahre mehr über Base Base helps sales teams win more deals by automating tasks and providing actionable insights to grow sales with our all-in-one platform Erfahre mehr über Base
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 Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized. Erfahre mehr über Market Quest For Insurance
Marketing 360

Marketing 360

von Madwire

(760 Bewertungen)
Marketing 360 - #1 Marketing Platform for financial professionals. Market your business across Google, Facebook Bing, Instagram, Linkedin, and more with a seamless all-in-one solution. Since all your data is in one place managing your inbound leads saves you time and money. With better analytics you can optimize at scale generating more leads across multiple channels. #1 Marketing Platform for financial advisors.
CRMnext

CRMnext

von Acidaes Solutions

(1 Bewertung)
CRMNEXT is a global cloud CRM solution provider credited with the world's largest installation ever. From Fortune 500 to start-ups, businesses across nine verticals have built profitable customer relationships via CRMNEXT. A pioneer of Digital CRM for some of the largest enterprises across Asia-Pacific, CRMNEXTs customers include global brands like Pfizer, HDFC Bank, ICICI Bank, Axis Bank, Tata AIA, Reliance, National Bank of Oman, Pavers England etc. It was recently lauded in the Gartner Magic CRMNEXT is a global CRM solution provider credited with the world's largest installation ever.
Deltek Vision

Deltek Vision

von Deltek

(402 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. Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Method CRM

Method CRM

von Method Integration

(52 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. #1 rated CRM by QuickBooks users, Method streamlines your business from lead to repeat and anything in between.
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. Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard
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. Investors and advisors come to DealCloud to power their deal teams.
Kronos Finance

Kronos Finance

von Kronos Technologies

(0 Bewertungen)
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. Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals.
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. The #1 CRM Financial Practice Management Suite.
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. ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs.
Finaeo

Finaeo

von Finaeo

(11 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. Finaeo, a FREE Digital Assistance platform built for Advisors by Advisors automates back office admin powered by a custom-built CRM.
irsLogics

irsLogics

von Intellirose Solutions

(2 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 Web-based CRM software for tax resolution firms.
Dolibarr ERP CRM

Dolibarr ERP CRM

von Dolicloud

(24 Bewertungen)
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Open source solution for all around business management from customers and orders to invoicing and inventory.
Account360

Account360

von Saylent Technologies

(2 Bewertungen)
Customer relationship data analytics platform for financial institutions. Customer relationship data analytics platform for financial institutions.
Clienteer

Clienteer

von Imagineer Technology Group

(10 Bewertungen)
Clienteer is an intuitive & highly configurable relationship management platform designed for hedge funds & institutional asset managers to assist in the areas of investor relations, fund marketing, operations, compliance, & the various workflows related to these activities. Unlike some CRMs, Clienteer supports multiple deployment options. Whether it is hosted by our clients, a third-party, or in a private or public cloud, Clienteer's flexible desktop, mobile & web-based solutions are unrivaled. Clienteer is the leading provider of relationship management and fund marketing technology to hedge funds and institutional managers.
SatuitCRM

SatuitCRM

von Satuit Technologies

(2 Bewertungen)
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. CRM software for buy-side investment professionals for the asset management industry. Visit www.satuit.com/products/satuitcrm.
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. 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. A solution for customer relationship management through scoring and analysis.
Engaged CRM

Engaged CRM

von Engaged

(0 Bewertungen)
CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions. CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions.
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. Sidetrade, leading global provider of Predictive Sales-to-Cash solutions, delivers high value creation over the customer journey.
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 behavior to business events in order to achieve business outcomes, it is the intelligent choice. LSPS from Whitestein is the most advanced, intelligent BPMS available today.
Advisor Desk

Advisor Desk

von Salentica

(0 Bewertungen)
Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more. 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. It provides vital financial information and key financial indicators of your business whenever you want them.
Pipedrive

Pipedrive

von Pipedrive

(1.775 Bewertungen)
Das Verfolgen Ihrer Finanzen, Leads und des gesamten Verkaufsprozesses war noch nie so einfach wie heute, dank der leistungsstarken und dennoch agilen CRM-Software von Pipedrive. Verfolgen Sie Ihren Produktumsatz, optimieren Sie Kosten durch mehr Effizienz im Verkaufsprozess und prognostizieren Sie sogar Ihren zukünftigen Umsatz, mit dem Pipedrives Advanced Statistics Dashboard. Pipedrive CRM passt sich Ihrer Arbeitsweise an und kann von Unternehmen in den Bereichen Banken, Versicherungen, Leasing, Hypotheken, Kredite, Underwriting und mehr genutzt werden.
Nimble

Nimble

von Nimble

(1.015 Bewertungen)
Nimble combines the strengths of traditional CRM, classic contact management, social media, sales intelligence, and marketing automation into a powerful relationship management platform that delivers relationship insights everywhere you work. Discover email and contact details for prospects in seconds! Scan business cards to add contacts, send templates, track email open rates, and more from mobile. Experience social crm and turn relationships into revenue! Our social CRM for Office 365 and G Suite transforms who you know into how you grow.
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. Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies.
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. An out-of-the-box CRM solution designed to meet the needs of client-facing staff of commercial banks, retail banks and credit unions.
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. A software platform that serves the specialist accounting and administration requirements of trust companies.
MyPlanMap

MyPlanMap

von MyPlanMap

(0 Bewertungen)
Scale your financial planning practice easily through this instant client engagement system. 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. 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. SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.
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. Enables you to make strategic decisions based on statistics, access trends and the use of your channels
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. Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.
Zap CRM

Zap CRM

von AvanSaber

(7 Bewertungen)
CRM stands for Customer Resource Management, Zap CRM is the perfect combination of technology and humanization. ZapCRM can be used daily to maintain contacts with the people and even notify them when you add them to your contact list . CRM stands for Customer Resource Management, Zap CRM is the perfect combination of technology and humanization.
enVisual 360

enVisual 360

von enSynergy Professional Services

(5 Bewertungen)
For financial service providers, enVisual 360 is a modular 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. Optional customer web portal. Powerful, simple to use, immediately productive. Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal.
Shape Software

Shape Software

von Shape Software

(3 Bewertungen)
The #1 software for companies looking for an all-in-one solution that integrates with all their favorite software. Shape's cloud-based software helps you grow and manage your company with tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers. and automate everyday tasks. Shapes features are tailor-made to solve your unique business challenges through a customized approach and a feature rich platform. The #1 software for companies looking for a feature-rich all-in-one solution that integrates and APIs with any other software.
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. Bank information system that addresses all aspects of modern bank management
DebtPayPro

DebtPayPro

von Debt Pay

(1 Bewertung)
A complete set of cloud based CRM tools and integrations to help financial service providers. A complete set of cloud based CRM tools and integrations to help financial service providers.
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. Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it.
Cloud Financial Services CRM

Cloud Financial Services CRM

von Askerteam

(0 Bewertungen)
Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce. Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce.
BSI CRM

BSI CRM

von BSI Business Systems Integration AG

(0 Bewertungen)
Du suchst nach einer CRM-Software, die dich bei Vertrieb, Marketing und Service nahtlos unterstützt? Oder ein agiles CRM-Tool, das du schnell und gezielt einsetzen kannst? BSI CRM ist beides, dank einer streng modularen Struktur und offenen Technologien. Ob für B2C, B2B, Abteilungen oder Gruppen: BSI CRM passt sich an dein Unternehmen, deine Prozesse und deine IT-Umgebung an – nicht umgekehrt. So hast du einen vollen Überblick über Kundendaten und Kundenverhalten – zu jeder Zeit, in jeder Abteilung und an jedem Berührungspunkt. Ob für B2C, B2B, Abteilungen oder Gruppen: BSI CRM passt sich an dein Unternehmen, deine Prozesse und deine IT-Umgebung an – nicht umgekehrt.
InvestorFlow

InvestorFlow

von InvestorFlow

(0 Bewertungen)
Customer relationship management software designed for the financial industry for professionals. Customer relationship management software designed for the financial industry for professionals.
Beanstalk Solutions

Beanstalk Solutions

von Genesis Contractor Solutions

(0 Bewertungen)
CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app. CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app.
BankSight Intelligent Banking CRM
BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell/service and referral ratios that increase revenues, and more committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers. Intelligent Banking CRM that helps bankers never miss opportunities to proactively engage with their customers.
Yoyo Wallet

Yoyo Wallet

von Yoyo Wallet

(0 Bewertungen)
Aufbau der Beziehung zwischen Einzelhändlern und ihren Kunden Aufbau der Beziehung zwischen Einzelhändlern und ihren Kunden
Relationship Management System

Relationship Management System

von FMR Systems

(0 Bewertungen)
The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management. The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management.
Wealthbox

Wealthbox

von Starburst Labs

(0 Bewertungen)
Easy to use CRM for financial advisors. Easy to use CRM for financial advisors.
AdvisorEngine

AdvisorEngine

von AdvisorEngine

(0 Bewertungen)
Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business. Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.
Financial CRM

Financial CRM

von Konjoin Technolgies

(0 Bewertungen)
Customer relationship management software for the financial services industry that allows for easy tracking of sales targets. Customer relationship management software for the financial services industry that allows for easy tracking of sales targets.
Optimizer

Optimizer

von Synertree CMS

(0 Bewertungen)
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
Practifi

Practifi

von Practifi

(0 Bewertungen)
Practifi is the business management platform solution for financial advice. RIAs, IBDs & MFOs now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centers-of-influence, partners and providers are also managed with powerful automation and analytics alongside an ecosystem of leading partners. The business management platform solution for financial advice businesses. Grow your business, your way.