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SPECIFICTION
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Banking CRM Software

Alternatives to InvestGlass Client Onboarding CRM

The tools Specifiction weighs against InvestGlass Client Onboarding CRM, from its list of banking crm software, each with its plans, platforms and spec score.

  1. 01 Salesboom

    Salesboom may suit individuals or teams seeking a CRM with a visual pipeline, email sync, marketing automation, and mobile access.

    From $14/mo Free trial Web · iOS · Android · API
    8.6 Visit Specs
  2. 02 Salesforce Financial Services Cloud

    The product is intended for banking, insurance, wealth and asset management, and lending organizations.

    From $325/mo Free trial Web · iOS · Android · API
    7.7 Visit Specs
  3. 03 Wealthbox
    Free trial Web · iOS · Android
    6.7 Visit Specs
  4. 04 360 Relationships
    Web
    6.1 Visit Specs
  5. 05 Airwealth
    Web
    6.0 Visit Specs
  6. 06 Baker Hill NextGen CRM
    Web
    6.0 Visit Specs
  7. 07 Abrigo 360 View CRM
    5.9 Visit Specs
  8. 08 BankerBounty BRM
    Web
    5.9 Visit Specs
  9. 09 BE-terna CRM for Banking
    5.9 Visit Specs
  10. 10 BizzField Financial Services CRM
    Web
    5.9 Visit Specs
  11. 11 CRMLead Pro
    Web
    5.9 Visit Specs
  12. 12 Akkuro CRM for Banks
    5.8 Visit Specs
  13. 13 Creatio Banking CRM
    Web
    5.8 Visit Specs
  14. 14 CRMNEXT
    Web
    5.8 Visit Specs
  15. 15 FIS Connections CRM
    Web
    5.8 Visit Specs
  16. 16 Fiserv Enteract
    Web
    5.8 Visit Specs
  17. 17 Dquip Banking CRM
    Web
    5.7 Visit Specs
  18. 18 Finacle CRM
    Web
    5.7 Visit Specs
  19. 19 FYNXT Financial CRM
    Web
    5.7 Visit Specs
  20. 20 Fiserv Web Capture
    Web
    5.6 Visit Specs
  21. 21 FI Works CRM
    Web
    5.6 Visit Specs
  22. 22 Game of Banking
    Web
    5.6 Visit Specs
  23. 23 Glia Relationship Management
    Web
    5.6 Visit Specs
  24. 24 GienTech Retail Customer Relationship Management System
    5.5 Visit Specs
  25. 25 Infosys Relationship Manager Workbench
    5.5 Visit Specs
  26. 26 InnoDigital CRM 360
    Web
    5.5 Visit Specs
  27. 27 Microsoft Dynamics 365 for Financial Services
    Web · iOS · Android
    5.5 Visit Specs
  28. 28 ICON Financial CRM
    5.4 Visit Specs
  29. 29 Marquis CRM
    5.4 Visit Specs
  30. 30 nCino Commercial Lending
    Web
    5.4 Visit Specs

InvestGlass Client Onboarding CRM, head to head