Lead Management

VendorMatch

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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.
  • 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…
  • 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…
  • 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…
  • Cyberbank Digital Technisys
    Digital banking – Cyberbank Digital Omnipresent. Omnisatisfaction. The Cyberbank platform delivers customized, multisegment financial services t…
  • Churn Prediction Relativity6
    Relativity6's Churn Prediction uses proprietary, industry specific machine learning and big data technology to alert teams, 60 days ahead of tim…
  • Product Recommendations Relativity6
    Relativity6 Product Recommendations help Agent and Brokers reach out to at-risk customers, or new potential customers with suggestions and offer…
  • PFTPro Suite Prometeia
    PFTPro is a modular wealth management front office software suite designed to support the entire investment process. The platform is composed of…
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