Customer Relationship Management (CRM ) Systems


Find CRM systems in our systems on our financial technology solutions research platform. Use the directory for vendor discovery and use our guide to compare and evaluate software including reports and RFIs on functionality used by financial institutions including insurers, banks, and wealth managers. A CRM system is designed to manage, track, and record customer interactions. They typically include features and functionality to support lead management, campaign management and contact management. The CRM typically serves as the central repository for storing contact information for an account holder, policyholder, agent/financial advisor, vendor, or other entity. CRM solutions are used heavily by marketing and sales departments to manage marketing campaigns, but they also can be used for client on-boarding, KYC, relationship management, client account operations, portfolio and performance operations.
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