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Use Celent's VendorMatch directory to identify and learn more about lead management systems. Lead management tools automate the lead conversion process. The tools typically aggregate leads from all sources in one place, track the activities and interests, and manage the complete customer life cycle from capture to conversion. Compare and contrast the tools in the directory by using the filters and comparison features available.

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Target Market

Select the type of FI to whom the service or solution is aimed. This is an important criteria is segmenting the market for solutions with the optimal fit. Note Insurers may include add agents/brokers, TPAs, self-insureds of any kind, reinsurers and others.

Target Market

Wealth Managers
Asset Managers
Investment Banks & Brokers
Retail Banks
Corporate Banks
Insurers / Reinsurers
MGA / MGU / TPA
Insurance Agent / Broker

clear selected done

Geographic Availability

Define the regions and countries where you require this solution to be used. Note this filter has a binary weighting, only solutions that match this criteria will show.

Geographic Availability

Africa
Asia-Pacific
Caribbean
Central America and Mexico
Europe
Middle East
North America
South America

Make a selection on the left to see more options

Singapore

United Kingdom

United States

clear selected done

Insurance Value Chain

Customer acquisition
Product development/management
Distribution management
Underwriting
Billing and collections
Claims handling
Site inspection
Compliance/risk management
Risk transfer
Servicing / operations
Sales and marketing
Other
Not applicable

clear selected done

Total Company Funding

$1 - $4,999,999
$5,000,000 - $9,999,999
$10,000,000- $24,999,999
$25,000,000 - 49,999,999
Over $50,000,000

clear selected done

Company Funding Stage

Use this filter to identify emerging technology companies ?

Company Funding Stage

Self-funded
Round 1 / Friends and family
Round 2 / Seed
Round 3 / Growth or Early Stage
Round 4 / Expansion
Round 5 or more / Mezzanine to IPO

clear selected done

LenderLogix QuickQual LenderLogix
QuickQual is a Mortgage Application Conversion Machine QuickQual is a custom branded Mortgage Calculator that loan officers send via text messa…
Breathe Life Needs Analysis & Quoter Breathe Life
The first module in our platform is the Needs Analysis & Quoter. Whether driven by the Consumer, the Advisor, or a Hybrid of both - the client c…
Digital Marketing RD Global
Our digital marketing team works towards helping you reach your business goals by boosting brand awareness and enhancing conversions. Right from…
LifetimeEngage Sureify
LifetimeEngage fosters a lifelong relationship between you and your policyholders, leading to greater brand loyalty and persistency.
NexJ CRM for Corporate Banking NEXJ Systems
NexJ Customer Relationship Management (CRM) for Corporate Banking has intelligence built-in, and integrates client proﬁle, interaction, and tran…
NexJ CRM for Private Banking NEXJ Systems
NexJ Customer Relationship Management (CRM) for Private Banking has intelligence built-in, and integrates client proﬁle, interaction, and transa…
NexJ CRM for Wealth Management NEXJ Systems
NexJ Customer Relationship Management (CRM) for Wealth Management is the only CRM in the market purpose built for the wealth management industry…
CRM CRMNEXT
CRMNEXT is a financial services CRM solution designed specifically with the needs of banks and credit unions in mind. The platform integrates yo…
Breathe Life Advisor Tools Breathe Life
The third module in our platform is the Advisor Tools. Whether driven by the Consumer, the Advisor, or a Hybrid of both - the client can get an…
Squirro Customer Insights Squirro
Connect the dots: Detect new opportunities, develop an intimate understanding of customers, partners, and markets, spot trends and back your sal…
PMACS® Producer Management & Compensation System Infosys BPM Ltd
PMACS® is a comprehensive suite of producer and distribution management software products specifically designed for the financial services indus…
CASH Suite Wolters Kluwer
A powerful commercial lending software solution that helps business lenders increase profits and grow top line revenue by achieving straight-thr…
SideDrawer Platform SideDrawer Inc.
The SideDrawer platform includes a consumer facing mobile app, and a dashboard for the Pro, or professional service provider (Estate Lawyer, Adv…
AdvisorStream AdvisorStream
AdvisorStream is an industry-leading automated marketing platform that drives engagement and builds business. We empower Advisors to deliver the…
Breathe Life Data Dashboards Breathe Life
The fourth module in our platform is the Data Dashboards. This portion of the Breathe Life Hybrid Distribution platform allows carriers to reach…

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