Finova Broker CRM

Spec sheet

Purpose

Finova Broker CRM is designed specifically for financial services brokers and handles industry-specific requirements out of the box.Read 9 Oct 2026 · finova.tech

Deployment

Finova says expert setup takes 2 to 4 weeks, while the off-the-shelf option can be running in as little as 3 days.Read 9 Oct 2026 · finova.tech

Integrations

The product page describes native integrations for lead acquisition, including social media channels, leading email clients, credit referencing agencies and other tools.Read 9 Oct 2026 · finova.tech

Security

Finova describes EU-based infrastructure, restricted and monitored production access, firewalls, 24/7 threat monitoring, daily backups retained for 14 days, and a disaster recovery site.Read 9 Oct 2026 · finova.tech

Compliance

Custom automations and a comprehensive audit trail help firms build compliance into their workflows.Read 9 Oct 2026 · finova.tech

Support

Broker CRM support offers training resources, webinars, release notes, and ticket support; published hours are Monday to Friday, 09:00–17:00, excluding public holidays.Read 9 Oct 2026 · finova.tech

Headquarters

London, United KingdomRead 28 Sep 2026 · finova.tech

Founded

1996Read 28 Sep 2026 · finova.tech

Certifications

Finova announced ISO 27001 and ISO 27017 certifications for its cloud-native SaaS platforms in May 2026.Read 9 Oct 2026 · finova.tech

Company founded

Finova's press page says the company was established in 1996.Read 9 Oct 2026 · finova.tech

Company history

Finova says it was established in 1996.Read 9 Oct 2026 · finova.tech

Configuration

Users can create bespoke automations, workflows, permission levels, tasks, reminders, documentation and visualisations without writing code.Read 9 Oct 2026 · finova.tech

Customer portal

The integrated customer portal supports lead verification, KYC checks, document gathering, signatures, updates, follow-ups and reminders.Read 9 Oct 2026 · finova.tech

Customer relationships

The CRM centralises enquiries and ongoing communication and supports application tracking, onboarding and other customer-facing tasks.Read 9 Oct 2026 · finova.tech

GDPR tools

The CRM supports consent capture, client data access and export, data correction, erasure, restriction, portability, and objection workflows.Read 9 Oct 2026 · finova.tech

Head office

Finova lists its head office at Commodity Quay, St Katharine Docks, London, E1W 1AZ.Read 9 Oct 2026 · finova.tech

Intended customers

Finova describes the CRM as a product for financial services brokers and says it is trusted by over 2,400 brokers.Read 9 Oct 2026 · finova.tech

Lead and case management

The CRM centralises enquiries and ongoing communication and supports application tracking and onboarding.Read 9 Oct 2026 · finova.tech

Security certifications

Finova says it was awarded ISO 27001 for its Information Security Management System and ISO 27017 for cloud security controls.Read 9 Oct 2026 · finova.tech

Who it serves

Finova describes Broker CRM as made for financial services brokers and says more than 550 brokerages use it.Read 9 Oct 2026 · finova.tech

Workflow configuration

Users can configure workflows, automations, permissions, tasks, reminders, documentation, visualisations, and interface settings without code.Read 9 Oct 2026 · finova.tech

Plans and prices

Every Finova Broker CRM plan and price →

Where Specifiction places it

• Mortgage CRM Software#17 of 297.7