Compare the Top Financial CRM Software that integrates with cXchange as of November 2024

This a list of Financial CRM software that integrates with cXchange. Use the filters on the left to add additional filters for products that have integrations with cXchange. View the products that work with cXchange in the table below.

What is Financial CRM Software for cXchange?

Financial CRM software allows financial companies like banks and insurance agencies to create, conduct and manage all customer related activities. Compare and read user reviews of the best Financial CRM software for cXchange currently available using the table below. This list is updated regularly.

  • 1
    Skale CRM
    Measure & Track your sales and business to speed into growth. Brokerage firm goes from 6 to 600 sales staff in 12 months by streamlining the sales process using Skale Customer Revenue Management Platform. Automate client interactions to lower acquisition costs. Keep your clients' information safe so you can sleep at night. How to increase revenue from $2M to $8M in 12 months using an in house sales team without compromising on security, privacy and risk. Track compliance and regulatory needs to stay stable. Instead of spending 1-2 days every month, spend less than half an hour each week with Skale Customer Revenue Management Platform internal audits. With the Skale Forex CRM you have everything under one roof to start trading right away. Marketing, sales & retention, fully transparent MT4 integration, PSPs and many other start of the art FinTech tools. The Skale CRM is highly customizable ready in hours instead of days, maximizing profits, minimizing risk.
    Starting Price: $39 per user
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