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CRM for Financial Services

Finance service organizations are all about building relationships. That’s why a CRM is not only critical, it’s a necessity. With intense pressure from countless competitors and compliance regulations, it is important to offer customers the best financial advice tailored to each customer need.


Our CRM for financial service institutions enables organizations to grow their client base without diminishing customer service. Building stronger relationships with your clients and gaining a 360-degree view of your customer give your business a significant advantage over your competitors.

Know Your Customers and Offer a Better Experience

By knowing your customers, you can better anticipate their needs allowing you to engage with them at the right time throughout their financial journey. Log all customer interactions (i.e. phone calls, emails, lunch meetings), financial preferences, and other personal details for a complete profile of each customer.
Treating each client like a 1-on-1 relationship and delivering a high-touch experience attracts new clients and improves customer loyalty.

See How to Improve Your Customer Experience

Increase Productivity & Meet Sales Objectives

Tracking calls, emails, and other client interactions on a single platform lets sales representatives handle more accounts in less time. Automating follow-up tasks inside the same platform managing all customer information creates further efficiencies in sales productivity.
In addition, managers and teams can use built-in dashboards and reporting tools to track targeted sales objectives and meet company goals.

Read Which Dashboards Sales Executives Need

Personalize Marketing with Targeted Campaigns

Generic messages and mass marketing is no longer acceptable, especially for relationship-based businesses like financial service providers. A CRM for financial service organizations must help marketers offer relevant, personalized products and services at the right time.
Our advanced marketing segmentation engine enables marketing teams to personalize communications based on personal and contextual knowledge of the customer. Build segmented lists and create targeted offers to gain new clients and extend existing customer relations.

Learn About OroCRM’s Customer Segmentation Engine

Our whole experience with Oro - from discovery calls, to product design, to customer on-boarding, and support - has been perfectly executed. The Oro team worked extremely hard to ensure our organization not only had any CRM, but the CRM we needed.

Sharon Hoyes - Chief Information Officer Hoyes, Michalos, and Associates

See a few of our customers
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