CRM for financial advisors

Name: CRM Software
Brand: Pipedrive
Availability: OnlineOnly
Rating: 4.5 (1585 reviews)

Effective CRM for financial advisors helps you organize your prospective and current client data while finding opportunities to go above and beyond their expectations.

Pipedrive transforms your contact management with customized dashboards, intelligent insights and automated workflows.

14-day trial. Zero cost. Full access. No credit card required.

What is a CRM for financial advisors?

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.

Improve lead management

Automatically import and organize lead data from web forms, spreadsheets, phone calls and more

Measure business performance

Access valuable insights to understand how your firm is performing across departments

Enhance upsell opportunities

Use transaction patterns and activity tracking to discover more products and services that may interest your clients

Track customer journeys

Get a holistic view of how your customers are moving through your pipelines to see where you can boost retention

Improve staff productivity

Streamline your workflows and automatically manage calendars, task assignments and data storage for increased team productivity

Increase data access

Connect all your data within one comprehensive banking CRM system that removes information silos and tool-switching fatigue

Why Pipedrive is the best CRM software for financial advisors

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.

Workflow automation

Automate mundane admin to shorten your sales cycle and make time for providing personalized customer experiences.

Pipeline management

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.

Contact timeline

Visualize your activity history with every client. Any representative can easily check the context of past conversations before following up.

Security and privacy

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.

Insights and reports

Master key metrics through visually appealing charts and reports to gain a clear view of your leads, new clients and loyal customers.

Powerful integrations

Build the best CRM for financial advisors using powerful apps, add-ons and integrations. Synchronize data across platforms for ultimate consistency and clarity.

How can a CRM help you provide better financial services?

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:

1. Automate everyday tasks
The financial services industry is not short of paperwork and admin. Getting tied up in repetitive tasks stops you from using your expertise to deliver high-quality, tailored financial planning services for your customers.

Automate mundane processes to create time for smooth, trust-building customer experiences. Pipedrive’s built-in automation features handle tasks such as scheduling follow-up meetings, scoring leads and forecasting revenue. Download our dedicated complementary integrations for even more efficiency.
2. Understand clients’ needs in real time
3. Add context to all customer communication
Asking clients to repeat information when revisiting an account or picking up another team member’s responsibilities can cause frustration and damage the customer experience.

Pipedrive’s contacts timeline allows you to see all account interactions with your business via chat, email and phone. With fast access to invaluable context, you can get straight to solving problems and addressing pain points.
4. Turn data into actionable insights
Custom dashboards present your most valuable sales and customer data as shareable insights, allowing you and your stakeholders to make better business decisions, repeat successful actions and address inefficiencies.

Use Pipedrive’s dashboards and reports for a live, accurate picture of business performance. Track sales success, gauge email marketing effectiveness and fix customer-journey bottlenecks.
5. Visualize and refine sales pipelines
No two financial services businesses are the same. Each has its own unique sales pipeline for acquiring and building relationships with customers.

A CRM solution with custom pipelines like Pipedrive allows you to build a visual representation of your unique sales and business processes. Seeing your pipeline clearly will make it easier to calculate deal probability, catch leads while they’re hot and spot costly leaks in your buying funnel.
6. Manage customer relationships on the go
According to McKinsey, 58% of US workers report having the opportunity to work remotely at least once a week, while more than a third say they can do it every day. Given the job’s nature, most salespeople are even less rooted.

Mobile CRM software with cloud-stored data helps sales teams stay on top of deals and manage relationships anywhere. Auto-synced calls and emails also eliminate the need for last-minute office admin.

Protect your clients and build trust with privacy and security CRM features

Financial services businesses need to record and store client data securely. Misplacing, losing or leaving data unprotected can lead to heavy fines, hurt your company’s reputation and damage your bottom line.

Pipedrive uses multiple security certificates, world-class infrastructure and a host of other CRM security and privacy features to keep financial data safe and your business compliant.

Use measures like single sign-on, two-factor authentication, secure document management and user permissions to control who can access your data and when.

Find out how to stay secure with Pipedrive

Supercharge your financial services CRM software with integrations and add-ons

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.

Kixie

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.

lemlist

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.

Klenty

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.

Plecto

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.

Xero

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.

Asana

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.

How 360 Payments increased net income by 298% in two years using Pipedrive

360 Payments’ success is built on solid, lasting customer relationships. As the business grew, it needed a way to centralize client information and keep team members aligned with account holders’ needs.

Pipedrive’s activity calendar helped the company prioritize workloads and manage time efficiently. With Pipedrive’s help, 360 Payments was able to grow its net income by 298% in two years.

“I am obsessed with the activity customization, statistics and the dashboards because the salesperson never has to send any reports, they are in real time, and the data is beyond accurate.”

Lisa Coyle, Co-CEO of 360 Payments

Read the case study

Financial CRM FAQs

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.