Best Financial CRM Software with a Free Trial - Page 3

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Financial CRM Features

Lead Management 41
Relationship Tracking 41
Marketing Management 32
Team Assignments 32
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Account Alerts 26
Asset Management 25
Territory Management 22
Household Tracking 21
Expense Tracking 18
Influence Tracking 13

Deployment

SaaS 60
Android 30
iPad 29
iPhone 29
Windows 20
Mac 15
Linux 6
On-Premise 4
Chromebook 3

Compare the Top Financial CRM Software with a Free Trial as of October 2024 - Page 3

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1

Behavia

Scorto

Customers demand more and more, so bank should discover customer needs and abilities faster than the competition and balance these needs with bank’s business objectives. Acquisition costs increase, so banks should generate more profit from existing customers. It allows improving business profitability with more efficient decisions. Customer relationships strategy design, implementation and management. Cross-sell, up-sell decision support based on customer behavior. No limit in terms of a number of users, or number decisions/workflows.

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