In the ever-evolving financial services industry, Customer Relationship Management (CRM) software has become essential for firms looking to enhance client engagement, streamline operations, and drive revenue growth.
In 2025, finance-specific CRMs are incorporating advanced AI-driven insights, automation, and compliance-focused features to cater to financial advisors, banks, wealth management firms, and fintech companies.
In this article, we explore the top 10 finance CRMs of 2025, their key features, pricing models, and best use cases.
1. Salesforce Financial Services Cloud
Features:
- AI-driven relationship insights
- Automated workflows and financial planning tools
- Strong security and compliance management
- Multi-channel client communication
- Extensive third-party integrations
Pricing: Starting at $150/user/month
Best For: Large banks, wealth management firms, and insurance companies.
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2. HubSpot CRM for Financial Services
Features:
- User-friendly interface with drag-and-drop automation
- Lead and pipeline management
- AI-powered chatbots for client support
- Integrated marketing and email tracking
- Real-time data analytics
Pricing: Free plan available; Paid plans start at $45/month
Best For: Small to mid-sized financial advisory firms and fintech startups.
3. Zoho CRM for Finance
Features:
- AI-driven insights with Zia assistant
- Multi-channel customer engagement
- Custom automation and workflow creation
- Built-in security and compliance features
- Seamless integration with accounting software
Pricing: Starts at $20/user/month
Best For: Financial consultants, independent advisors, and credit unions.
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4. Microsoft Dynamics 365 Finance and Operations
Features:
- Powerful AI-based predictive analytics
- ERP and CRM combined for financial management
- Multi-cloud deployment with enterprise-grade security
- Advanced compliance and fraud detection tools
- Seamless integration with Microsoft 365 and Power BI
Pricing: Starts at $180/user/month
Best For: Large financial enterprises, banks, and insurance firms.
5. Redtail CRM
Features:
- Designed specifically for financial advisors
- Task automation and workflow management
- Secure document storage and retrieval
- Client communication tracking
- Integrates with financial planning tools
Pricing: $99/month for up to 15 users
Best For: Financial advisors, wealth managers, and investment firms.
6. Wealthbox CRM
Features:
- Simple and intuitive interface
- Customizable workflows for finance professionals
- Integrated client notes and collaboration tools
- API integrations with major financial platforms
- Client lifecycle management features
Pricing: Starts at $45/user/month
Best For: Independent financial advisors and wealth management teams.
7. AdvisorEngine CRM
Features:
- Comprehensive client relationship tracking
- Automated compliance workflows
- Custom client segmentation
- Advanced reporting and analytics tools
- Document storage with encryption
Pricing: Custom pricing based on business size
Best For: Financial advisory firms focused on compliance and regulatory requirements.
8. Creatio CRM for Finance
Features:
- No-code automation for workflows
- AI-driven customer insights
- Multi-channel engagement
- Strong regulatory compliance features
- Integrated marketing and sales tools
Pricing: Starts at $25/user/month
Best For: Growing financial firms and fintech companies.
9. Capsule CRM
Features:
- Simple, user-friendly interface
- Contact and sales pipeline management
- AI-powered data enrichment
- Task automation for financial professionals
- Secure mobile access
Pricing: Starts at $18/user/month
Best For: Small financial firms and independent consultants.
10. Practifi CRM
Features:
- Enterprise-grade CRM designed for financial professionals
- Workflow automation and portfolio tracking
- Compliance reporting tools
- Client segmentation and behavior analytics
- Integration with popular financial planning software
Pricing: Custom pricing available on request
Best For: Large financial planning and investment firms.
Conclusion
Choosing the right finance CRM in 2025 depends on your business needs, budget, and scalability requirements.
Whether you need AI-powered insights, compliance automation, or integrated financial tools, the solutions listed above offer industry-specific benefits.
For larger enterprises, Salesforce Financial Services Cloud and Microsoft Dynamics 365 provide high-end capabilities. Smaller firms may benefit from Zoho CRM, Capsule CRM, or Wealthbox CRM for cost-effective solutions.
Make sure to evaluate each CRM’s pricing, integrations, and key features to determine the best fit for your financial institution.