{"id":83463,"date":"2024-04-04T10:50:32","date_gmt":"2024-04-04T17:50:32","guid":{"rendered":"https:\/\/www.act.com\/financial-services\/"},"modified":"2024-04-04T12:57:31","modified_gmt":"2024-04-04T19:57:31","slug":"financial-services","status":"publish","type":"page","link":"https:\/\/products.act.com\/en-gb\/financial-services\/","title":{"rendered":"CRM for Financial Services"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"83463\" class=\"elementor elementor-83463 elementor-83397\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1411b274 topSection elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1411b274\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-59968f35\" data-id=\"59968f35\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-cb8acc7 elementor-widget elementor-widget-heading\" data-id=\"cb8acc7\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h1 class=\"elementor-heading-title elementor-size-default\">CRM for Financial Services - A Complete Guide<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2db049cb elementor-widget elementor-widget-heading\" data-id=\"2db049cb\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What financial CRM is and why it's important for today's financial advisors<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-617e95ef elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"617e95ef\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-31e8807\" data-id=\"31e8807\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-7a4494d5 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7a4494d5\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-1addfa7e Fixed_SideBar\" data-id=\"1addfa7e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-184a77b8 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"184a77b8\" data-element_type=\"widget\" data-settings=\"{&quot;sticky&quot;:&quot;top&quot;,&quot;sticky_on&quot;:[&quot;desktop&quot;],&quot;sticky_offset&quot;:150,&quot;sticky_effects_offset&quot;:0}\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<link rel=\"stylesheet\" href=\"https:\/\/products.act.com\/wp-content\/plugins\/elementor\/assets\/css\/widget-icon-list.min.css\">\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#Step_01\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">1. What is a CRM for financial services?<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#Step_02\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">2. Why a CRM is important for financial services firms<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#Step_03\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">3. Types of financial services CRM tools<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#Step_04\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">4. Key features of financial services CRM software and their benefits<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#Step_05\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">5. How to choose the right CRM for your financial services firm<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#Step_06\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">6. Grow your financial services firm with CRM<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#Step_07\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">7. CRM for Financial Services FAQs<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.act.com\/en-gb\/learning-center\/\" target=\"_blank\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><strong style=\"color: #0ab4dc;\">More questions?<\/strong><br>     Visit our Learning Center<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><center><hr><br><span style=\"color: #0ab4dc; font-weight: 700; font-size: 16px\">Start Creating More Meaningful Relationships With Act!<\/span><br><br><a href=\"https:\/\/www.act.com\/en-gb\/trial\/act\/\" class=\"listBtn\" style=\"display: inline-block;width: auto;\" id=\"free-trial-sidebar-button\" target=\"_blank\">Start Free Trial<\/a><br><br><p style=\"color: #374650; font-size: 13px\">No download or credit card required<\/p><\/center><\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-7c26c0a8\" data-id=\"7c26c0a8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7034e8f2 elementor-widget elementor-widget-text-editor\" data-id=\"7034e8f2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p><span style=\"font-weight: 400;\">Did you know that the worldwide <\/span><span style=\"font-weight: 400;\">financial services industry<\/span><span style=\"font-weight: 400;\"> was worth a whopping <\/span><a href=\"https:\/\/finance.yahoo.com\/news\/financial-services-industry-outlook-estimated-153000319.html\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">$25.99 trillion in 2022<\/span><\/a><span style=\"font-weight: 400;\">? Plus, the sector is projected to grow at a CAGR of 8.3 percent between 2022 and 2032.<\/span><\/p><p><span style=\"font-weight: 400;\">Whether you\u2019re building a fintech startup, scaling a <\/span><span style=\"font-weight: 400;\">small business<\/span><span style=\"font-weight: 400;\">, or running an asset management firm, these figures are encouraging. But with such an optimistic <\/span><span style=\"font-weight: 400;\">outlook<\/span><span style=\"font-weight: 400;\"> comes stiff competition. As new players enter the market and industry leaders expand their offerings, how do you stay afloat?<\/span><\/p><p><span style=\"font-weight: 400;\">Given the critical nature of transactions in the <\/span><span style=\"font-weight: 400;\">financial services industry<\/span><span style=\"font-weight: 400;\">, earning customer trust and loyalty to maximise <\/span><span style=\"font-weight: 400;\">customer retention<\/span><span style=\"font-weight: 400;\"> can help you stand apart from competitors. A <\/span><span style=\"font-weight: 400;\">financial services CRM<\/span><span style=\"font-weight: 400;\"> (<\/span><span style=\"font-weight: 400;\">customer relationship management<\/span><span style=\"font-weight: 400;\">) platform can help you stay a step ahead.<\/span><\/p><p><span style=\"font-weight: 400;\">In this guide, we\u2019ll take a closer look at <\/span><span style=\"font-weight: 400;\">financial services CRM software<\/span><span style=\"font-weight: 400;\">, outlining its importance and <\/span><span style=\"font-weight: 400;\">key features<\/span><span style=\"font-weight: 400;\">. We\u2019ll also discuss a few tips to help you choose the right solution for your firm.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4fbfe454 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"4fbfe454\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-widget-divider{--divider-border-style:none;--divider-border-width:1px;--divider-color:#0c0d0e;--divider-icon-size:20px;--divider-element-spacing:10px;--divider-pattern-height:24px;--divider-pattern-size:20px;--divider-pattern-url:none;--divider-pattern-repeat:repeat-x}.elementor-widget-divider .elementor-divider{display:flex}.elementor-widget-divider .elementor-divider__text{font-size:15px;line-height:1;max-width:95%}.elementor-widget-divider .elementor-divider__element{margin:0 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.elementor-divider__element{margin-inline-start:0}.elementor-widget-divider--element-align-end .elementor-divider .elementor-divider-separator>.elementor-divider__svg:last-of-type{flex-grow:0;flex-shrink:100}.elementor-widget-divider--element-align-end .elementor-divider-separator:after{content:none}.elementor-widget-divider--element-align-end .elementor-divider__element{margin-inline-end:0}.elementor-widget-divider:not(.elementor-widget-divider--view-line_text):not(.elementor-widget-divider--view-line_icon) .elementor-divider-separator{border-block-start:var(--divider-border-width) var(--divider-border-style) var(--divider-color)}.elementor-widget-divider--separator-type-pattern{--divider-border-style:none}.elementor-widget-divider--separator-type-pattern.elementor-widget-divider--view-line .elementor-divider-separator,.elementor-widget-divider--separator-type-pattern:not(.elementor-widget-divider--view-line) .elementor-divider-separator:after,.elementor-widget-divider--separator-type-pattern:not(.elementor-widget-divider--view-line) .elementor-divider-separator:before,.elementor-widget-divider--separator-type-pattern:not([class*=elementor-widget-divider--view]) .elementor-divider-separator{width:100%;min-height:var(--divider-pattern-height);-webkit-mask-size:var(--divider-pattern-size) 100%;mask-size:var(--divider-pattern-size) 100%;-webkit-mask-repeat:var(--divider-pattern-repeat);mask-repeat:var(--divider-pattern-repeat);background-color:var(--divider-color);-webkit-mask-image:var(--divider-pattern-url);mask-image:var(--divider-pattern-url)}.elementor-widget-divider--no-spacing{--divider-pattern-size:auto}.elementor-widget-divider--bg-round{--divider-pattern-repeat:round}.rtl .elementor-widget-divider .elementor-divider__text{direction:rtl}.e-con-inner>.elementor-widget-divider,.e-con>.elementor-widget-divider{width:var(--container-widget-width,100%);--flex-grow:var(--container-widget-flex-grow)}<\/style>\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-34020ba9 elementor-widget elementor-widget-heading\" data-id=\"34020ba9\" data-element_type=\"widget\" id=\"Step_01\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What is a CRM for financial services?<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4033b90b elementor-widget elementor-widget-text-editor\" data-id=\"4033b90b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">CRM for <\/span><span style=\"font-weight: 400;\">financial services<\/span><span style=\"font-weight: 400;\"> refers to software that helps <\/span><span style=\"font-weight: 400;\">financial services<\/span><span style=\"font-weight: 400;\"> firms manage <\/span><span style=\"font-weight: 400;\">contact information<\/span><span style=\"font-weight: 400;\">, <\/span><span style=\"font-weight: 400;\">business processes<\/span><span style=\"font-weight: 400;\">, client interactions and <\/span><span style=\"font-weight: 400;\">sales processes<\/span><span style=\"font-weight: 400;\">. You can use the platform for <\/span><span style=\"font-weight: 400;\">forecasting<\/span><span style=\"font-weight: 400;\"> your <\/span><span style=\"font-weight: 400;\">sales pipeline<\/span><span style=\"font-weight: 400;\"> and to qualify and nurture leads. You can also use it to personalize your communication with prospects and existing customers across various platforms.<\/span><\/p><p><span style=\"font-weight: 400;\">Modern CRMs like Act! CRM come with <\/span><span style=\"font-weight: 400;\">user-friendly<\/span><span style=\"font-weight: 400;\">, built-in automation <\/span><span style=\"font-weight: 400;\">functionalities<\/span><span style=\"font-weight: 400;\"> that help eliminate manual processes like <\/span><span style=\"font-weight: 400;\">data entry<\/span><span style=\"font-weight: 400;\"> and scheduling <\/span><span style=\"font-weight: 400;\">follow-ups<\/span><span style=\"font-weight: 400;\">. Many of them also offer integrated <\/span><span style=\"font-weight: 400;\">data-driven<\/span><span style=\"font-weight: 400;\"> insights and <\/span><span style=\"font-weight: 400;\">customizable<\/span><span style=\"font-weight: 400;\"> dashboards and reporting as well as a suite of marketing features including email and SMS marketing capabilities. All these features come in handy for marketing, sales, and <\/span><span style=\"font-weight: 400;\">customer support<\/span><span style=\"font-weight: 400;\"> teams and will optimize your <\/span><span style=\"font-weight: 400;\">customer satisfaction<\/span><span style=\"font-weight: 400;\"> and <\/span><span style=\"font-weight: 400;\">customer engagement<\/span><span style=\"font-weight: 400;\">.<\/span><\/p><p><span style=\"font-weight: 400;\">Whether you\u2019re managing a financial advisory firm or investment bank, a <\/span><span style=\"font-weight: 400;\">CRM for <\/span><span style=\"font-weight: 400;\">financial services<\/span><span style=\"font-weight: 400;\"> can be instrumental in strengthening <\/span><span style=\"font-weight: 400;\">client relationships<\/span><span style=\"font-weight: 400;\"> for today\u2019s <\/span><span style=\"font-weight: 400;\">wealth management<\/span><span style=\"font-weight: 400;\"> and <\/span><span style=\"font-weight: 400;\">financial institutions<\/span><span style=\"font-weight: 400;\">. Ultimately, it will help you close more deals and positively impact your business\u2019s <\/span><span style=\"font-weight: 400;\">bottom line<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-627e1fb0 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"627e1fb0\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-cb3117f\" data-id=\"cb3117f\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-ebc4d66 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ebc4d66\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-1d13e494\" data-id=\"1d13e494\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-4b9c9653\" data-id=\"4b9c9653\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4e4b2dab elementor-widget elementor-widget-heading\" data-id=\"4e4b2dab\" data-element_type=\"widget\" id=\"Step_02\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why a CRM is important for financial services firms<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6e8f8af1 elementor-widget elementor-widget-text-editor\" data-id=\"6e8f8af1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The <\/span><span style=\"font-weight: 400;\">financial services industry<\/span><span style=\"font-weight: 400;\"> is largely people-driven. For instance, <\/span><span style=\"font-weight: 400;\">financial advisors<\/span><span style=\"font-weight: 400;\"> rely on <\/span><span style=\"font-weight: 400;\">client relationships<\/span><span style=\"font-weight: 400;\"> built over the years to generate consistent revenue in addition to the influx of <\/span><span style=\"font-weight: 400;\">new clients<\/span><span style=\"font-weight: 400;\">. Similarly, <\/span><span style=\"font-weight: 400;\">financial planning<\/span><span style=\"font-weight: 400;\"> companies earn substantial profits when they retain customers for several years.<\/span><\/p><p><span style=\"font-weight: 400;\">On the other hand, the high-stakes nature of the industry makes it difficult to win and retain a customer\u2019s trust. Case in point\u2014<\/span><a href=\"https:\/\/experience.invoca.com\/2022-invoca-buyer-experience-report\/p\/1?_gl=1*tevnlk*_ga*NzExMzI5MDM5LjE2OTkyOTk1MTg.*_ga_3MEQLZ54PG*MTY5OTI5OTUxNy4xLjEuMTY5OTI5OTUyNy41MC4wLjA.\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">76 percent of consumers<\/span><\/a><span style=\"font-weight: 400;\"> will stop availing a company of its services (or purchasing their products) after a single negative <\/span><span style=\"font-weight: 400;\">customer experience<\/span><span style=\"font-weight: 400;\">. Further, 63 percent of consumers are willing to pay more for better customer service.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Given these figures, it isn\u2019t surprising that 64 percent of <\/span><span style=\"font-weight: 400;\">financial services companies<\/span><span style=\"font-weight: 400;\"> listed improving <\/span><span style=\"font-weight: 400;\">customer experience<\/span><span style=\"font-weight: 400;\"> (CX) among their <\/span><a href=\"https:\/\/hbr.org\/sponsored\/2021\/04\/taking-the-financial-services-customer-experience-to-the-next-level\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">top five business priorities<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p><p><span style=\"font-weight: 400;\">CRMs form the base of a solid <\/span><span style=\"font-weight: 400;\">customer experience<\/span><span style=\"font-weight: 400;\">. Without them, you\u2019ll likely struggle to find your footing in the <\/span><span style=\"font-weight: 400;\">financial services industry<\/span><span style=\"font-weight: 400;\">. It\u2019s becoming particularly crucial with changing consumer behaviour and preferences, not to mention the need for personalization.<\/span><\/p><p><span style=\"font-weight: 400;\">For instance, 67 percent of U.S. customers reported using their bank\u2019s <\/span><span style=\"font-weight: 400;\">mobile app<\/span><span style=\"font-weight: 400;\"> in 2021. That\u2019s an increase of <\/span><a href=\"https:\/\/www.jdpower.com\/business\/press-releases\/2021-us-banking-and-credit-card-mobile-app-satisfaction-studies\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">7 percentage points<\/span><\/a><span style=\"font-weight: 400;\"> from 2020. As consumers become more tech-savvy, they\u2019ll conduct their research when looking for financial products.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">They\u2019ll visit your company\u2019s website and LinkedIn page and may even follow you on Instagram before reaching out to your <\/span><span style=\"font-weight: 400;\">sales team<\/span><span style=\"font-weight: 400;\">. This gives you less control over their purchase journey and makes it difficult to retain them.<\/span><\/p><p><span style=\"font-weight: 400;\">With <\/span><span style=\"font-weight: 400;\">financial<\/span><a href=\"https:\/\/www.act.com\/en-gb\/what-is-crm\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">CRM software<\/span><\/a><span style=\"font-weight: 400;\">, you can monitor and record <\/span><span style=\"font-weight: 400;\">customer interactions<\/span><span style=\"font-weight: 400;\"> across different channels. It provides you with an accurate 360-degree view of prospects and customers to provide you with powerful <\/span><span style=\"font-weight: 400;\">lead management<\/span><span style=\"font-weight: 400;\"> and helps you delight them with personalised communication.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-2c46d3d3\" data-id=\"2c46d3d3\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-473d4bd6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"473d4bd6\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-137d09cf\" data-id=\"137d09cf\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-da2c0e5 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"da2c0e5\" data-element_type=\"section\" id=\"underline-white\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-a289d0\" data-id=\"a289d0\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-46c6211a\" data-id=\"46c6211a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4fac2dc6 elementor-widget elementor-widget-text-editor\" data-id=\"4fac2dc6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><a href=\"https:\/\/www.act.com\/en-gb\/crm-ma-guide-chpt2-financial-services\/\" target=\"_blank\" rel=\"noopener\">Download this free guide<\/a> to learn how CRM and Marketing Automation can help your financial services business provide stellar customer experiences and outpace the competition.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-6e8d95c8\" data-id=\"6e8d95c8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3c117c14 elementor-widget elementor-widget-image\" data-id=\"3c117c14\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.act.com\/en-gb\/\/crm-ma-guide-chpt2-financial-services\/\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"502\" src=\"https:\/\/products.act.com\/wp-content\/uploads\/download-guide-1024x502.png\" class=\"attachment-large size-large wp-image-83401\" alt=\"\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/download-guide-1024x502.png 1024w, https:\/\/products.act.com\/wp-content\/uploads\/download-guide-300x147.png 300w, https:\/\/products.act.com\/wp-content\/uploads\/download-guide-768x377.png 768w, https:\/\/products.act.com\/wp-content\/uploads\/download-guide.png 1213w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-79a41aac elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"79a41aac\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-68900079\" data-id=\"68900079\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-49acee34 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"49acee34\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-d492e60\" data-id=\"d492e60\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-35be68b2\" data-id=\"35be68b2\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-714476c8 elementor-widget elementor-widget-heading\" data-id=\"714476c8\" data-element_type=\"widget\" id=\"Step_03\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Types of financial services CRM tools<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-196214aa elementor-widget elementor-widget-text-editor\" data-id=\"196214aa\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The global <\/span><span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\"> market is worth <\/span><a href=\"https:\/\/www.fortunebusinessinsights.com\/customer-relationship-management-crm-market-103418\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">$71.06 billion<\/span><\/a><span style=\"font-weight: 400;\"> and is projected to cross $157 billion by 2030. Before you start exploring the vast ocean of <\/span><span style=\"font-weight: 400;\">CRM solutions<\/span><span style=\"font-weight: 400;\"> out there, it\u2019s a good idea to consider what type of <\/span><span style=\"font-weight: 400;\">CRM platform<\/span><span style=\"font-weight: 400;\"> fits your needs.<\/span><\/p><p><span style=\"font-weight: 400;\">While there are different types of CRMs available in the market, they can be broadly categorised into the following:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">On-premise CRMs<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Cloud-based<\/span><span style=\"font-weight: 400;\"> CRMs<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Hybrid CRMs<\/span><\/li><\/ul><h3><span style=\"font-weight: 400;\">On-premise CRM<\/span><\/h3><p><span style=\"font-weight: 400;\">Also known as self-hosted CRM, this type of CRM is installed and operated on your organization\u2019s computers. It provides excellent control and security but requires ongoing maintenance. Also, you\u2019ll need proper in-house infrastructure to get the software up and running.<\/span><\/p><h3><span style=\"font-weight: 400;\">Cloud-based CRM<\/span><\/h3><p><span style=\"font-weight: 400;\">A <\/span><span style=\"font-weight: 400;\">cloud-based<\/span> <span style=\"font-weight: 400;\">CRM solution<\/span><span style=\"font-weight: 400;\"> is hosted on the software provider\u2019s servers. All you need is a stable internet connection to sign up for the software and start using it. The vendor takes care of software updates and maintenance, too.<\/span><\/p><p><span style=\"font-weight: 400;\">Cloud-based<\/span> <span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\"> is accessible from any device that\u2019s connected to the internet. <\/span><span style=\"font-weight: 400;\">Team members<\/span><span style=\"font-weight: 400;\"> can log in and monitor client interactions from any location. This makes it more cost-effective and flexible than on-premise CRMs.<\/span><\/p><h3><span style=\"font-weight: 400;\">Hybrid CRM<\/span><\/h3><p><span style=\"font-weight: 400;\">As the name suggests, a hybrid <\/span><span style=\"font-weight: 400;\">CRM solution<\/span><span style=\"font-weight: 400;\"> combines the best of both worlds. It retains the robust security of on-premise software while offering easy accessibility and flexibility of <\/span><span style=\"font-weight: 400;\">cloud-based<\/span><span style=\"font-weight: 400;\"> ones. <\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-3aae4cc5\" data-id=\"3aae4cc5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-67fbdfed elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"67fbdfed\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-3fb1fde1\" data-id=\"3fb1fde1\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-6739f367\" data-id=\"6739f367\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-26db54fc elementor-widget elementor-widget-heading\" data-id=\"26db54fc\" data-element_type=\"widget\" id=\"Step_04\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Key features of financial services CRM software and their benefits<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c06d1aa elementor-widget elementor-widget-text-editor\" data-id=\"c06d1aa\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Given the sheer size of the <\/span><span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\"> market, finding the right platform can be overwhelming. But keep in mind that not all <\/span><span style=\"font-weight: 400;\">CRM platforms<\/span><span style=\"font-weight: 400;\"> are created equal. And even the most feature-packed ones may not cater to the <\/span><span style=\"font-weight: 400;\">financial services<\/span><span style=\"font-weight: 400;\"> sector.<\/span><\/p><p><span style=\"font-weight: 400;\">If you\u2019re looking for CRM for <\/span><span style=\"font-weight: 400;\">financial advisors<\/span><span style=\"font-weight: 400;\">, investment bankers, insurers, or asset managers, keep an eye out for the following features.<\/span><\/p><h3><span style=\"font-weight: 400;\">Customer data management<\/span><\/h3><p><span style=\"font-weight: 400;\">Any standard <\/span><a href=\"https:\/\/www.act.com\/en-gb\/crm-ma-guide-chpt2-financial-services\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">financial services CRM platform<\/span><\/a><span style=\"font-weight: 400;\"> will offer a central dashboard that ensures easy access to client data. That includes sales and customer service interactions, purchase history, email and SMS activity, and online behaviour.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Act! CRM takes this a step forward with detailed customer profiles, making it easier and faster to find the information you need. You can collect and store data from a wide array of sources, be it <\/span><span style=\"font-weight: 400;\">phone calls<\/span><span style=\"font-weight: 400;\">, emails, or notes.<\/span><\/p><p><span style=\"font-weight: 400;\">This saves sales reps and customer service executives the trouble of scrolling through endless spreadsheets, email threads, and phone records before addressing a client\u2019s query. You can even filter the data by date, location, device, and more. That, in turn, improves the quality of client interactions and takes the <\/span><span style=\"font-weight: 400;\">customer experience<\/span><span style=\"font-weight: 400;\"> up a notch.<\/span><\/p><h3><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/h3><p><span style=\"font-weight: 400;\">The <\/span><span style=\"font-weight: 400;\">best CRM<\/span><span style=\"font-weight: 400;\"> for <\/span><span style=\"font-weight: 400;\">financial services companies<\/span><span style=\"font-weight: 400;\"> will let you visualize the <\/span><span style=\"font-weight: 400;\">sales pipeline<\/span><span style=\"font-weight: 400;\">. In other words, you can take a closer look at different stages of the <\/span><span style=\"font-weight: 400;\">sales funnel<\/span><span style=\"font-weight: 400;\"> and monitor the status of individual leads. It can help you identify and eliminate points of friction in the <\/span><span style=\"font-weight: 400;\">customer journey<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Deeper insight into customer behaviour can help sales reps focus on the right leads and even harness untapped sales opportunities. Additionally, with CRMs like Act!, you can filter <\/span><span style=\"font-weight: 400;\">sales pipeline<\/span><span style=\"font-weight: 400;\"> data by location, sales stage, product, agent, and more to optimize <\/span><span style=\"font-weight: 400;\">sales processes<\/span><span style=\"font-weight: 400;\">.<\/span><\/p><h3><span style=\"font-weight: 400;\">Workflow automation<\/span><\/h3><p><span style=\"font-weight: 400;\">A list of must-have <\/span><span style=\"font-weight: 400;\">CRM features<\/span><span style=\"font-weight: 400;\"> won\u2019t be complete without automation. <\/span><span style=\"font-weight: 400;\">Financial services CRMs<\/span><span style=\"font-weight: 400;\"> don\u2019t just let you automate routine tasks like <\/span><span style=\"font-weight: 400;\">data entry<\/span><span style=\"font-weight: 400;\">. Instead, they offer tools to automate entire sales <\/span><span style=\"font-weight: 400;\">workflows<\/span><span style=\"font-weight: 400;\">.<\/span><\/p><p><span style=\"font-weight: 400;\">For instance, Act! allows you to build automated email drip campaigns to nurture qualified leads. When a lead opens an email and visits a product page on your website, the software can automatically schedule a <\/span><span style=\"font-weight: 400;\">follow-up<\/span><span style=\"font-weight: 400;\"> call the next day. It can even assign the task to the right sales rep and send a reminder before the call.<\/span><\/p><p><span style=\"font-weight: 400;\">Similarly, you can schedule automated <\/span><span style=\"font-weight: 400;\">follow-up<\/span><span style=\"font-weight: 400;\"> emails or text messages after specific intervals. Such automation gives sales reps time to focus on more critical tasks, such as improving retention rates.<\/span><\/p><h3><span style=\"font-weight: 400;\">Marketing and personalization<\/span><\/h3><p><span style=\"font-weight: 400;\">Financial services CRM software<\/span><span style=\"font-weight: 400;\"> usually comes with built-in marketing features. For instance, Act! CRM lets you create <\/span><a href=\"https:\/\/www.act.com\/en-gb\/email-marketing-for-financial-advisors-how-to-get-started\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">email marketing<\/span><span style=\"font-weight: 400;\"> campaigns<\/span><\/a><span style=\"font-weight: 400;\"> to engage leads and drive conversions. You can even segment your email list and implement hyper-targeted campaigns to impress customers with personalized content and product recommendations.<\/span><\/p><p><span style=\"font-weight: 400;\">Many CRMs even support integration with <\/span><span style=\"font-weight: 400;\">social media<\/span><span style=\"font-weight: 400;\"> platforms, letting you monitor customer activity and personalize <\/span><span style=\"font-weight: 400;\">marketing campaigns<\/span><span style=\"font-weight: 400;\">.<\/span><\/p><p><span style=\"font-weight: 400;\">You also get pre-designed landing page <\/span><span style=\"font-weight: 400;\">templates<\/span><span style=\"font-weight: 400;\"> that come in handy for lead generation. You can customize these <\/span><span style=\"font-weight: 400;\">templates<\/span><span style=\"font-weight: 400;\"> to fit your branding and publish them right away. The best part? When a prospect submits their contact details, the information is automatically added to the CRM.<\/span><\/p><h3><span style=\"font-weight: 400;\">Analytics and reporting<\/span><\/h3><p><span style=\"font-weight: 400;\">Here\u2019s the thing\u2014collecting client data isn\u2019t enough. Marketing, sales, and <\/span><span style=\"font-weight: 400;\">customer support<\/span><span style=\"font-weight: 400;\"> teams must be able to use that data to derive actionable insights. The best <\/span><span style=\"font-weight: 400;\">financial services CRMs<\/span><span style=\"font-weight: 400;\"> let you do that with robust built-in analytics dashboards.<\/span><\/p><p><span style=\"font-weight: 400;\">You can track marketing and sales performance metrics in <\/span><span style=\"font-weight: 400;\">real time<\/span><span style=\"font-weight: 400;\"> to understand whether your strategies are working as desired. This allows you to implement the necessary corrective actions at the right time. These insights also come in handy for evaluating your company\u2019s overall financial health and generating revenue projections.<\/span><\/p><p><span style=\"font-weight: 400;\">With a robust CRM like Act! CRM, you can even convert these insights into easy-to-understand reports.\u00a0<\/span><\/p><h3><span style=\"font-weight: 400;\">Integration with your existing tech stack<\/span><\/h3><p><span style=\"font-weight: 400;\">Running a <\/span><span style=\"font-weight: 400;\">financial services<\/span><span style=\"font-weight: 400;\"> firm in 2023 means you\u2019re likely using different software solutions to manage business operations. Look for <\/span><span style=\"font-weight: 400;\">CRM tools<\/span><span style=\"font-weight: 400;\"> that are compatible with other software in your tech stack.<\/span><\/p><p><span style=\"font-weight: 400;\">For instance, <\/span><span style=\"font-weight: 400;\">finance CRM<\/span><span style=\"font-weight: 400;\"> integrates with a wide array of software, from email, calendar, and productivity tools to e-commerce platforms and accounting software. Such integrations enable seamless transfer of data between the platforms and eliminate the need to keep switching between them.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-554a084e\" data-id=\"554a084e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-dfe07ae elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"dfe07ae\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-747817b6\" data-id=\"747817b6\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-94ab94\" data-id=\"94ab94\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1a3e9725 elementor-widget elementor-widget-heading\" data-id=\"1a3e9725\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Take your financial services business to the next level with Act!<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-207231c4 elementor-widget elementor-widget-text-editor\" data-id=\"207231c4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Start your 14 day free trial today. No download or credit card required.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5cc84d67 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"5cc84d67\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/en-gb\/trial\/act\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Start free trial<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-1d8f901e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1d8f901e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-370b3e27\" data-id=\"370b3e27\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-7b8ff9b8\" data-id=\"7b8ff9b8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3caa4235 elementor-widget elementor-widget-heading\" data-id=\"3caa4235\" data-element_type=\"widget\" id=\"Step_05\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How to choose the right CRM for your financial services firm<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6bd32426 elementor-widget elementor-widget-text-editor\" data-id=\"6bd32426\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">There\u2019s no one-size-fits-all winner for the title of <\/span><span style=\"font-weight: 400;\">best CRM<\/span><span style=\"font-weight: 400;\"> for <\/span><span style=\"font-weight: 400;\">financial services companies<\/span><span style=\"font-weight: 400;\">. It\u2019s up to you to find one that suits your needs.\u00a0 Here are a few tips to help you get started.<\/span><\/p><h3><span style=\"font-weight: 400;\">1. Outline your needs and budget<\/span><\/h3><p><span style=\"font-weight: 400;\">Before you start shopping around for <\/span><span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\">, it\u2019s a good idea to know what you\u2019re looking for. Consider the following questions:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Do you struggle to get the maximum ROI from your <\/span><span style=\"font-weight: 400;\">marketing campaigns<\/span><span style=\"font-weight: 400;\"> (and think personalization can help)?<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Are you sales reps overwhelmed with routine tasks like collecting and updating client data?<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Are you looking for a way to simplify creating and implementing <\/span><span style=\"font-weight: 400;\">marketing campaigns<\/span><span style=\"font-weight: 400;\">?<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Are your sales reps constantly on the move?<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">What communication channels are your target customers likely to use throughout the buyer\u2019s journey?<\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">Answering these questions will help you identify the <\/span><span style=\"font-weight: 400;\">key features<\/span><span style=\"font-weight: 400;\"> you should look for in a CRM. It\u2019ll also help you choose between on-premise and <\/span><span style=\"font-weight: 400;\">cloud-based<\/span><span style=\"font-weight: 400;\"> CRM. Once you have a clear idea of these, set a realistic budget.<\/span><\/p><p><span style=\"font-weight: 400;\">For instance, if you opt for <\/span><span style=\"font-weight: 400;\">cloud-based<\/span> <span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\">, keep in mind that you\u2019ll likely have to upgrade to a more expensive plan as your customer base grows. On the other hand, for on-premise CRM, you\u2019ll have to factor in infrastructure, scaling, and maintenance costs.<\/span><\/p><h3><span style=\"font-weight: 400;\">2. Audit your tech stack<\/span><\/h3><p><span style=\"font-weight: 400;\">If the <\/span><span style=\"font-weight: 400;\">financial services CRM software<\/span><span style=\"font-weight: 400;\"> you choose doesn\u2019t integrate with the tools you\u2019re currently using, it will result in several operational bottlenecks. That makes it crucial to take a closer look at your existing tech stack and find compatible <\/span><span style=\"font-weight: 400;\">CRM tools<\/span><span style=\"font-weight: 400;\">. Alternatively, you could consider CRMs like Act!, which <\/span><a href=\"https:\/\/www.act.com\/en-gb\/products\/connections\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">supports integrations<\/span><\/a><span style=\"font-weight: 400;\"> with a wide array of customer service, productivity, and sales tools.<\/span><\/p><h3><span style=\"font-weight: 400;\">3. Shortlist and evaluate<\/span><\/h3><p><span style=\"font-weight: 400;\">It\u2019s now time to explore different <\/span><span style=\"font-weight: 400;\">CRM tools<\/span><span style=\"font-weight: 400;\"> that fit the bill. You\u2019ll easily find different <\/span><span style=\"font-weight: 400;\">cloud-based<\/span> <span style=\"font-weight: 400;\">CRM solutions<\/span><span style=\"font-weight: 400;\"> on the internet. Sign up for a free trial or request a demo for a detailed walkthrough of how a tool works. If you\u2019re looking for on-premise <\/span><span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\">, ask the vendor for a demo before making the final selection.<\/span><\/p><p><span style=\"font-weight: 400;\">Regardless of the type of CRM you choose, pay attention to the following when comparing different <\/span><span style=\"font-weight: 400;\">CRM platforms<\/span><span style=\"font-weight: 400;\">:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ease of use and learning curve<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Analytics and reporting<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Security features<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Flexibility and scalability<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customer support<\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">Depending on your business needs, it might make sense to look for a CRM that comes with a <\/span><span style=\"font-weight: 400;\">mobile app<\/span><span style=\"font-weight: 400;\">. For instance, <\/span><a href=\"https:\/\/www.act.com\/en-gb\/products\/connections\/act-companion\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Act! provides a <\/span><span style=\"font-weight: 400;\">mobile app<\/span><\/a><span style=\"font-weight: 400;\"> for Android and iOS devices, which provides sales reps with instant access to client history and other details, regardless of their location. They can even get driving directions and locate customers in their area with heat maps.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-40349f89\" data-id=\"40349f89\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-632ce408 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"632ce408\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4f1fd5c7\" data-id=\"4f1fd5c7\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-6918cf15 elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6918cf15\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-305e680e\" data-id=\"305e680e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-1c9a335b\" data-id=\"1c9a335b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5a56ae0c elementor-widget elementor-widget-text-editor\" data-id=\"5a56ae0c\" data-element_type=\"widget\" id=\"underline-white\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Learn how today&#8217;s independent financial advisors use CRM <a href=\"https:\/\/www.act.com\/en-gb\/do-independent-financial-advisors-really-need-crm\/\" target=\"_blank\" rel=\"noopener\">in this article<\/a><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-2b33eab5\" data-id=\"2b33eab5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-68f5dfd0 elementor-widget elementor-widget-image\" data-id=\"68f5dfd0\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"484\" height=\"420\" src=\"https:\/\/products.act.com\/wp-content\/uploads\/CRM-for-FInancial-Services-image-1.png\" class=\"attachment-full size-full wp-image-83408\" alt=\"\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/CRM-for-FInancial-Services-image-1.png 484w, https:\/\/products.act.com\/wp-content\/uploads\/CRM-for-FInancial-Services-image-1-300x260.png 300w\" sizes=\"(max-width: 484px) 100vw, 484px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1dce2daf elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1dce2daf\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5b952176\" data-id=\"5b952176\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-e27aa85 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e27aa85\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-6c2a6c78\" data-id=\"6c2a6c78\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-3375e477\" data-id=\"3375e477\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7c75731d elementor-widget elementor-widget-heading\" data-id=\"7c75731d\" data-element_type=\"widget\" id=\"Step_06\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Grow your financial services firm with CRM<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3bb59b78 elementor-widget elementor-widget-text-editor\" data-id=\"3bb59b78\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Long-standing <\/span><span style=\"font-weight: 400;\">client relationships<\/span><span style=\"font-weight: 400;\"> are the lifeblood of every <\/span><span style=\"font-weight: 400;\">financial services company<\/span><span style=\"font-weight: 400;\">. As consumers become more self-reliant in today\u2019s fast-evolving landscape, traditional ways of engaging with them no longer work. That makes it crucial to find the <\/span><span style=\"font-weight: 400;\">right CRM software<\/span><span style=\"font-weight: 400;\">.<\/span><\/p><p><span style=\"font-weight: 400;\">The <\/span><span style=\"font-weight: 400;\">best CRM software<\/span><span style=\"font-weight: 400;\"> for <\/span><span style=\"font-weight: 400;\">financial services<\/span><span style=\"font-weight: 400;\"> firms lets you <\/span><span style=\"font-weight: 400;\">streamline<\/span> <span style=\"font-weight: 400;\">sales processes<\/span><span style=\"font-weight: 400;\"> and implement personalised <\/span><span style=\"font-weight: 400;\">marketing campaigns<\/span><span style=\"font-weight: 400;\">. It also helps automate routine processes, enabling <\/span><span style=\"font-weight: 400;\">team members<\/span><span style=\"font-weight: 400;\"> to work smarter. Ultimately, this results in a frictionless <\/span><span style=\"font-weight: 400;\">customer experience<\/span><span style=\"font-weight: 400;\"> that ensures high conversion and retention rates.<\/span><\/p><p><span style=\"font-weight: 400;\">Act! offers all the standard features you\u2019d expect from a <\/span><span style=\"font-weight: 400;\">financial services CRM platform<\/span><span style=\"font-weight: 400;\">, including visual dashboards, in-depth analytics, and <\/span><span style=\"font-weight: 400;\">marketing automation<\/span><span style=\"font-weight: 400;\">. <\/span><a href=\"https:\/\/www.act.com\/en-gb\/trial\/act\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Sign up for a free trial<\/span><\/a><span style=\"font-weight: 400;\"> to see it in action.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-43a2123c\" data-id=\"43a2123c\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3de03705 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3de03705\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-46b32aef\" data-id=\"46b32aef\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-dcfafb6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"dcfafb6\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-c031017\" data-id=\"c031017\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-1d59d784\" data-id=\"1d59d784\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2e7e6a62 elementor-widget elementor-widget-heading\" data-id=\"2e7e6a62\" data-element_type=\"widget\" id=\"Step_07\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">CRM for Financial Services FAQs<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3c3c322 elementor-widget elementor-widget-toggle\" data-id=\"3c3c322\" data-element_type=\"widget\" data-widget_type=\"toggle.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-toggle{text-align:left}.elementor-toggle .elementor-tab-title{font-weight:700;line-height:1;margin:0;padding:15px;border-bottom:1px solid #d5d8dc;cursor:pointer;outline:none}.elementor-toggle .elementor-tab-title .elementor-toggle-icon{display:inline-block;width:1em}.elementor-toggle .elementor-tab-title .elementor-toggle-icon svg{margin-inline-start:-5px;width:1em;height:1em}.elementor-toggle .elementor-tab-title .elementor-toggle-icon.elementor-toggle-icon-right{float:right;text-align:right}.elementor-toggle .elementor-tab-title .elementor-toggle-icon.elementor-toggle-icon-left{float:left;text-align:left}.elementor-toggle .elementor-tab-title .elementor-toggle-icon .elementor-toggle-icon-closed{display:block}.elementor-toggle .elementor-tab-title .elementor-toggle-icon .elementor-toggle-icon-opened{display:none}.elementor-toggle .elementor-tab-title.elementor-active{border-bottom:none}.elementor-toggle .elementor-tab-title.elementor-active .elementor-toggle-icon-closed{display:none}.elementor-toggle .elementor-tab-title.elementor-active .elementor-toggle-icon-opened{display:block}.elementor-toggle .elementor-tab-content{padding:15px;border-bottom:1px solid #d5d8dc;display:none}@media (max-width:767px){.elementor-toggle .elementor-tab-title{padding:12px}.elementor-toggle .elementor-tab-content{padding:12px 10px}}.e-con-inner>.elementor-widget-toggle,.e-con>.elementor-widget-toggle{width:var(--container-widget-width);--flex-grow:var(--container-widget-flex-grow)}<\/style>\t\t<div class=\"elementor-toggle\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6311\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-6311\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><svg class=\"e-font-icon-svg e-fas-caret-right\" viewBox=\"0 0 192 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M0 384.662V127.338c0-17.818 21.543-26.741 34.142-14.142l128.662 128.662c7.81 7.81 7.81 20.474 0 28.284L34.142 398.804C21.543 411.404 0 402.48 0 384.662z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><svg class=\"elementor-toggle-icon-opened e-font-icon-svg e-fas-caret-up\" viewBox=\"0 0 320 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M288.662 352H31.338c-17.818 0-26.741-21.543-14.142-34.142l128.662-128.662c7.81-7.81 20.474-7.81 28.284 0l128.662 128.662c12.6 12.599 3.676 34.142-14.142 34.142z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">What is CRM in financial services?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-6311\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-6311\"><p><span style=\"font-weight: 400;\">CRM for <\/span><span style=\"font-weight: 400;\">financial services<\/span><span style=\"font-weight: 400;\"> is a type of software that helps companies manage client interactions and relationships. It provides a central dashboard to collect and store client data. The <\/span><span style=\"font-weight: 400;\">best CRM platforms<\/span><span style=\"font-weight: 400;\"> come with additional features, such as personalized marketing, <\/span><span style=\"font-weight: 400;\">workflow automation<\/span><span style=\"font-weight: 400;\">, and analytics.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6312\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-6312\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><svg class=\"e-font-icon-svg e-fas-caret-right\" viewBox=\"0 0 192 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M0 384.662V127.338c0-17.818 21.543-26.741 34.142-14.142l128.662 128.662c7.81 7.81 7.81 20.474 0 28.284L34.142 398.804C21.543 411.404 0 402.48 0 384.662z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><svg class=\"elementor-toggle-icon-opened e-font-icon-svg e-fas-caret-up\" viewBox=\"0 0 320 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M288.662 352H31.338c-17.818 0-26.741-21.543-14.142-34.142l128.662-128.662c7.81-7.81 20.474-7.81 28.284 0l128.662 128.662c12.6 12.599 3.676 34.142-14.142 34.142z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">Which CRM is used by banks?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-6312\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-6312\"><p><span style=\"font-weight: 400;\">Each bank uses a <\/span><span style=\"font-weight: 400;\">CRM system<\/span><span style=\"font-weight: 400;\"> from different software providers based on its requirements. If you\u2019re looking for a <\/span><span style=\"font-weight: 400;\">customizable<\/span> <span style=\"font-weight: 400;\">financial services CRM solution<\/span><span style=\"font-weight: 400;\"> to manage your <\/span><span style=\"font-weight: 400;\">client information<\/span><span style=\"font-weight: 400;\"> with built-in automation and analytics <\/span><span style=\"font-weight: 400;\">functionalities<\/span><span style=\"font-weight: 400;\">, Act! CRM is worth considering.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6313\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-6313\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><svg class=\"e-font-icon-svg e-fas-caret-right\" viewBox=\"0 0 192 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M0 384.662V127.338c0-17.818 21.543-26.741 34.142-14.142l128.662 128.662c7.81 7.81 7.81 20.474 0 28.284L34.142 398.804C21.543 411.404 0 402.48 0 384.662z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><svg class=\"elementor-toggle-icon-opened e-font-icon-svg e-fas-caret-up\" viewBox=\"0 0 320 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M288.662 352H31.338c-17.818 0-26.741-21.543-14.142-34.142l128.662-128.662c7.81-7.81 20.474-7.81 28.284 0l128.662 128.662c12.6 12.599 3.676 34.142-14.142 34.142z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">What does CRM stand for in finance?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-6313\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-6313\"><p><span style=\"font-weight: 400;\">CRM stands for <\/span><span style=\"font-weight: 400;\">customer relationship management<\/span><span style=\"font-weight: 400;\">. It encompasses a wide array of tech and strategies used for <\/span><span style=\"font-weight: 400;\">contact management<\/span><span style=\"font-weight: 400;\"> and to retain customers for the long haul. <\/span><span style=\"font-weight: 400;\">Financial services<\/span><span style=\"font-weight: 400;\"> firms often benefit from using a <\/span><span style=\"font-weight: 400;\">CRM platform<\/span><span style=\"font-weight: 400;\"> to monitor and manage client interactions.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<script type=\"application\/ld+json\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is CRM in financial services?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p><span style=\\\"font-weight: 400;\\\">CRM for <\\\/span><span style=\\\"font-weight: 400;\\\">financial services<\\\/span><span style=\\\"font-weight: 400;\\\"> is a type of software that helps companies manage client interactions and relationships. 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CRM to your unique business with Act! Custom  Tables<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-54641aa6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"54641aa6\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-1eb4b411\" data-id=\"1eb4b411\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-166fc068 elementor-widget elementor-widget-text-editor\" data-id=\"166fc068\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Tailor Act! to meet the unique need of <span style=\"text-decoration: underline;\"><em>your<\/em><\/span> business. Get Started with 11 pre-built esay-to-use industry templates.<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2602b220 elementor-widget elementor-widget-text-editor\" data-id=\"2602b220\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"text-decoration: underline;\"><a style=\"color: #ee5324; text-decoration: underline;\" href=\"https:\/\/www.act.com\/en-gb\/products\/custom-tables\/\" target=\"_blank\" rel=\"noopener\">Learn more<\/a><\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-291db822 elementor-widget elementor-widget-spacer\" data-id=\"291db822\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-7f9eec6e\" data-id=\"7f9eec6e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-73f7013d elementor-widget elementor-widget-image\" data-id=\"73f7013d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"623\" height=\"583\" src=\"https:\/\/products.act.com\/wp-content\/uploads\/CRM-for-FInancial-Services-image-3.png\" class=\"attachment-full size-full wp-image-83415\" alt=\"\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/CRM-for-FInancial-Services-image-3.png 623w, https:\/\/products.act.com\/wp-content\/uploads\/CRM-for-FInancial-Services-image-3-300x281.png 300w\" sizes=\"(max-width: 623px) 100vw, 623px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-571618a6 elementor-widget elementor-widget-spacer\" data-id=\"571618a6\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-72f7ed63 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"72f7ed63\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-3abd9c72\" data-id=\"3abd9c72\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-1f1c796c\" data-id=\"1f1c796c\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-557e7243 elementor-widget elementor-widget-heading\" data-id=\"557e7243\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Want to learn more? Check out these related resources:<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-58f011a0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"58f011a0\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-32923b8d\" data-id=\"32923b8d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-6e72185d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6e72185d\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-7ad88c2f\" data-id=\"7ad88c2f\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-16e3206f\" data-id=\"16e3206f\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1be5087b elementor-widget elementor-widget-image\" data-id=\"1be5087b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"292\" src=\"https:\/\/products.act.com\/wp-content\/uploads\/learningcentre-typefeat-video-3.png\" class=\"attachment-1536x1536 size-1536x1536 wp-image-83422\" alt=\"\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/learningcentre-typefeat-video-3.png 500w, https:\/\/products.act.com\/wp-content\/uploads\/learningcentre-typefeat-video-3-300x175.png 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-302335a elementor-widget elementor-widget-text-editor\" data-id=\"302335a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Videos<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-22ce79e7\" data-id=\"22ce79e7\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2b8512a7 elementor-widget elementor-widget-text-editor\" data-id=\"2b8512a7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div><div><div><a href=\"https:\/\/vimeo.com\/651303732\" target=\"_blank\" rel=\"noopener\"><strong>What is CRM?<\/strong><\/a><\/div><div><a href=\"https:\/\/vimeo.com\/367051194\" target=\"_blank\" rel=\"noopener\"><strong>What is Marketing Automation? <\/strong><\/a><\/div><div><a href=\"https:\/\/vimeo.com\/672532002\" target=\"_blank\" rel=\"noopener\"><strong>What is Email Marketing? <\/strong><\/a><\/div><\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-364dc9fa elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"364dc9fa\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-a6a8ca7\" data-id=\"a6a8ca7\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-602294cb\" data-id=\"602294cb\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-28955e99 elementor-widget elementor-widget-image\" data-id=\"28955e99\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"292\" src=\"https:\/\/products.act.com\/wp-content\/uploads\/learningcentre-typefeat-article-3.png\" class=\"attachment-large size-large wp-image-83429\" alt=\"\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/learningcentre-typefeat-article-3.png 500w, https:\/\/products.act.com\/wp-content\/uploads\/learningcentre-typefeat-article-3-300x175.png 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3b6c4189 elementor-widget elementor-widget-text-editor\" data-id=\"3b6c4189\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Articles<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-4a45a87d\" data-id=\"4a45a87d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-19ba5cdf elementor-widget elementor-widget-text-editor\" data-id=\"19ba5cdf\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div><div><div><a href=\"https:\/\/www.act.com\/en-gb\/what-is-crm\/\" target=\"_blank\" rel=\"noopener\"><strong>What is CRM?<\/strong><\/a><\/div><div><a href=\"https:\/\/www.act.com\/en-gb\/best-software-tools-for-small-businesses\/\" target=\"_blank\" rel=\"noopener\"><strong>The ten best software tools for small businesses<\/strong><\/a><\/div><div><a href=\"https:\/\/www.act.com\/en-gb\/do-independent-financial-advisors-really-need-crm\/\" target=\"_blank\" rel=\"noopener\"><strong>Do independent financial advisors really need CRM?<\/strong><\/a><\/div><\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-3b35dc1e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3b35dc1e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-22ab0060\" data-id=\"22ab0060\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-1f4657d7\" data-id=\"1f4657d7\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-796037aa elementor-widget elementor-widget-image\" data-id=\"796037aa\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"292\" src=\"https:\/\/products.act.com\/wp-content\/uploads\/learningcentre-typefeat-guide-3.png\" class=\"attachment-large size-large wp-image-83436\" alt=\"\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/learningcentre-typefeat-guide-3.png 500w, https:\/\/products.act.com\/wp-content\/uploads\/learningcentre-typefeat-guide-3-300x175.png 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6130ce6e elementor-widget elementor-widget-text-editor\" data-id=\"6130ce6e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Guides<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-6dc2ac47\" data-id=\"6dc2ac47\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-28a0d61d elementor-widget elementor-widget-text-editor\" data-id=\"28a0d61d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div><div><div><a href=\"https:\/\/www.act.com\/en-gb\/crm-ma-guide-chpt2-financial-services\/\" target=\"_blank\" rel=\"noopener\"><strong>CRM &amp; Marketing Automation Guide for Financial Services<\/strong><\/a><\/div><div><a href=\"https:\/\/www.act.com\/en-gb\/marketing-automation-ebook\/\" target=\"_blank\" rel=\"noopener\"><strong>Your Definitive Guide to Marketing Automation<\/strong><\/a><\/div><div><a href=\"hhttps:\/\/www.act.com\/en-gb\/en-gb\/guides\/best-crm-software\/\" target=\"_blank\" rel=\"noopener\"><strong>How to Choose CRM Ebook<\/strong><\/a><\/div><\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-64a111e0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"64a111e0\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-44d41719\" data-id=\"44d41719\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-41cb719d\" data-id=\"41cb719d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1072fcb3 elementor-widget elementor-widget-heading\" data-id=\"1072fcb3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">See what Plan B and C, inc. has to say about Act!<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-51603dd8 elementor-widget elementor-widget-image\" data-id=\"51603dd8\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"280\" height=\"280\" src=\"https:\/\/products.act.com\/wp-content\/uploads\/PlanBandCinc_Mag-1.png\" class=\"attachment-medium size-medium wp-image-83443\" alt=\"\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/PlanBandCinc_Mag-1.png 280w, https:\/\/products.act.com\/wp-content\/uploads\/PlanBandCinc_Mag-1-150x150.png 150w\" sizes=\"(max-width: 280px) 100vw, 280px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7a0ba375 elementor-widget elementor-widget-image\" data-id=\"7a0ba375\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/products.act.com\/wp-content\/uploads\/elementor\/thumbs\/PlanBandCinc_wht-e1687979654824-1-qn90i3czzx85abq5606wvgtq1zedka0vj23a5fm1y0.png\" title=\"PlanBandCinc_wht-e1687979654824.png\" alt=\"PlanBandCinc_wht-e1687979654824.png\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f0d386 elementor-widget elementor-widget-text-editor\" data-id=\"f0d386\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>&#8220;From my early days as a brokerage consultant to now, Act! has always helped simplify finding, connecting, and<br \/>building relationships with clients. As Act!&#8217;s features continue to evolve, so do I-learning new ways to leverage<br \/>the software to provide better service to my clients.&#8221;<\/p><p><strong>Matt Agnese<\/strong><br \/>President, Plan B and C, inc.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1fbe8849 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1fbe8849\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-7157ef71\" data-id=\"7157ef71\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-6e1c4d8\" data-id=\"6e1c4d8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-341a11f7 elementor-widget elementor-widget-text-editor\" data-id=\"341a11f7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><a href=\"https:\/\/www.act.com\/en-gb\/customer-successes\/\" target=\"_blank\" rel=\"noopener\">Check out what our other customers have to say.<\/a><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-5b5ffb6b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5b5ffb6b\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-737ff029\" data-id=\"737ff029\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-490c7bd8 elementor-widget elementor-widget-heading\" data-id=\"490c7bd8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Take your financial services  business to the next level with Act!<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-67e71829 elementor-widget elementor-widget-text-editor\" data-id=\"67e71829\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Start your 14 day free trial today. No download or credit card required.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7c287b9b elementor-align-center elementor-widget elementor-widget-button\" data-id=\"7c287b9b\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/en-gb\/trial\/act\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Start free trial<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>CRM for Financial Services &#8211; A Complete Guide What financial CRM is and why it&#8217;s important for today&#8217;s financial advisors 1. What is a CRM for financial services? 2. Why a CRM is important for financial services firms 3. Types of financial services CRM tools 4. Key features of financial services CRM software and their [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"folder":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.2 (Yoast SEO v22.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Choose the Best CRM for Your Financial Services Firm<\/title>\n<meta name=\"description\" content=\"A CRM for financial services is essential for your business. 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