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4 CRM companies making waves in the FinTech space

By Joy Dumasia

June 21, 2022

  • Americas
  • CRM
  • CRM Software

Customer Relationship Management (CRM) refers to an organisation’s principles, practices, and guidelines when interacting with its customers. Banks use it to meet sales and marketing goals and exceed customer expectations, CRM software helps banks develop customer-centric strategies by delivering a customised solution. The term CRM is being used to refer to the technology systems companies can engage to manage their external interactions with customers at all points during the customer lifecycle, from discovery to education, purchase, and post-purchase.

FinTech’s role in society is becoming more vital than ever, mainly due to Covid-19. FinTech can be used anywhere, by anyone meaning it becomes accessible to people who may never have taken advantage of financial services before. Through access to essential financial services such as mobile money and e-wallets, FinTech companies are helping lift people out of poverty and create a more financially inclusive world.

The following are 4 CRM companies making waves in the FinTech space:

CRMNEXT is a specialist Customer Relationship Management solutions company. It has 1 Million+ users who manage more than 1 Billion customers across 30+ countries in Asia, Europe, North America, Middle East, and Africa. Its customers include several of the largest and fastest-growing brands in the world who rely on its banking CRM, Insurance CRM and Financial Services CRM solutions for all their sales, onboarding, servicing and cross-sell needs.

Axis Bank, the leading banking and financial services provider in Asia, and CRMNEXT were recognised for the “Best CRM System Implementation” at IBS Intelligence Global FinTech Innovation Awards 2021, which are referred by prominent global bankers and IT consultants as the most prestigious of their kind across the world.

Salesforce helps connect with customers in a whole new way, building meaningful and lasting relationships. Salesforce focuses on better understanding the needs, identify new opportunities to help, address any problems faster and deploy customer-focused apps. 

Recently, IBS Intelligence reported that Salesforce announced it is working with Revolut, the global financial super-app, to help grow Revolut Business. Revolut Business was launched in 2017 to provide companies with multi-currency exchange services, merchant acquiring, and corporate debit cards to give them full control over their finances. It is now helping more than 500,000 customers spend less time on administrative tasks and more time focused on what’s important to their business.

Redtail Technology is a Web-Based Client Relationship Management solutions for financial advisors. Redtail is bringing next-generation technology to financial advisors to help them better manage their client base.

Brian McLaughlin and Andy Hernandez co-founded Redtail; Brian focused on CRM and integration coding while Andy helped new users transition and import their data; simultaneously, they both worked alongside Redtail’s first employee, Alison Hawkins, fielding support calls. What began in 2003 with just a small number of advisor clients is today a core financial services solution offering thousands of advisors daily assistance with running their businesses.

DealCloud, an Intapp company, provides a single-source deal, relationship, and firm management platform to enable over 1,100 clients to power their deal-making process from strategy to origination to execution.

They offer fully configurable solutions built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors.

ALSO READ: Wealth Management & Private Banking Systems Report Q1 2022

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