Top Financial CRM companies for 2017 | Bizofit Innovation Platform

Top Financial CRM Companies


Financial CRM:

 
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Scorto

Decision management system and business rules engine for decision analytics, credit decisioning, visual business rules management from Scorto

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Satuit Technologies

A global leader in client relationship management and sales force automation solutions for the professional investment market.

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Really Simple Systems

Easy to use cloud-based CRM software designed specifically for small businesses. Includes everything you need to run your sales and marketing.

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MyPlanMap

Helping Leading Financial Planners excel at answering this core client question: "What have you done for me lately?"

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Kronos Technologies

Kronos Technologies is a developer of web apps for the financial and insurance industries. It facilitates communications between its applications and the companies, general agents and representatives in its target field.

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InfoScreen
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Green Beacon Solutions

AKA is a Microsoft Gold Certified Partner specializing in Microsoft Dynamics Implementation & Services across a number of different industries.

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Assetbook

Cloud based software and personalized service. AssetBook offers an all inclusive approach.

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