Customer relationship management software (CRM) helps financial advisors and banking industry professionals streamline operations and build strong, profitable client relationships.
A CRM for financial advisors makes it easy to access data, extract personalized insights and track every interaction in one place. Know what your clients need and when they need it so you can deliver bespoke services that inspire repeat business.
Automatically import and organize lead data from web forms, spreadsheets, phone calls and more
Access valuable insights to understand how your firm is performing across departments
Use transaction patterns and activity tracking to discover more products and services that may interest your clients
Get a holistic view of how your customers are moving through your pipelines to see where you can boost retention
Streamline your workflows and automatically manage calendars, task assignments and data storage for increased team productivity
Connect all your data within one comprehensive banking CRM system that removes information silos and tool-switching fatigue
In the heavily regulated and competitive finance industry, customer retention and total legal compliance are crucial.
Pipedrive’s key features help you stay on top of developing client relationships with experience-enhancing tools and a robust, secure organization.
Automate mundane admin to shorten your sales cycle and make time for providing personalized customer experiences.
Customize deal stages in your financial CRM software and optimize as you grow. Analyze the conversion rates of each deal to see where you can improve.
Visualize your activity history with every client. Any representative can easily check the context of past conversations before following up.
Consolidate client data into a secure, centralized hub. Enable two-factor authentication and monitor suspect access attempts in real time from your Pipedrive security dashboard.
Master key metrics through visually appealing charts and reports to gain a clear view of your leads, new clients and loyal customers.
Build the best CRM for financial advisors using powerful apps, add-ons and integrations. Synchronize data across platforms for ultimate consistency and clarity.
The best financial advisor CRM software will empower you and your business to deliver superior, personalized experiences throughout your clients’ journeys. From filing tax returns and investing to taking out mortgages, Pipedrive helps you manage it all.
A great CRM enables financial advisors to:
Integrate your CRM with the right tools to optimize your processes and make all your customer interactions more valuable. Simplify task management, personalize your messages, automate repetitive tasks and streamline your workflows.
Here are some integrations that every financial advisor can benefit from.
Take a community approach by making calls and sending text messages from local numbers in more than 90 countries. Automatically log and record every interaction for easy reference.
Stay connected with Pipedrive’s Kixie integration.
Send emails containing personalized images and videos to hundreds of recipients with just one click. Use automation to tailor every message to your unique customers’ needs.
Discover Pipedrive’s lemlist integration.
Automate the repetitive tasks in your sales process, so your salesforce can focus on closing more deals. Klenty keeps leads warm and moving through your pipeline.
Close more deals with Pipedrive’s Klenty integration.
Keep your goals and KPIs front of mind with real-time dashboards the whole team can see. Plecto helps you boost productivity by motivating your staff with visualized progress.
Learn about Pipedrive’s Plecto integration.
Connect with one of the most popular and powerful financial tools out there through Pipedrive. Xero helps you simplify and automate invoicing, expenses and cash flow.
Find out about Pipedrive’s Xero integration.
Streamline every aspect of your financial business, including customer support, HR and marketing. Keep every team on track with a powerful project management system.
Connect your teams with Pipedrive’s Asana integration.
The information provided in this article does not, and is not intended to, constitute legal advice; instead, all information provided in this article is for general informational purposes only. While the information is considered to be true and correct at the date of publication, changes in laws and legislation after the time of publication may impact on the accuracy of the information. The information may change without notice and Pipedrive is not in any way liable for the accuracy of any information printed and stored or in any way interpreted and used by a user. You should not act or refrain from acting on the basis of any information included in this article without seeking legal or other professional advice.