Why choose Zoho CRM for
financial services?
Automation
for improved follow-ups and goal completion rates
Inbuilt AI
to help you take smarter financial decisions
Fully compliant
with all the latest security standards, including GDPR
Complete management
of entire client journey
Effortless integration
with popular business apps
The preferred choice of leading financial service institutions
Top-rated features for modern financial services institutions
Unified 360-degree client information
Your CRM is more than a digital address book. Get complete access to your clients' financial & policy documents, insurance records, and much more. Create a set of personalized email templates for each of your client categories and make your interactions more personal.
Get better at financial account management
Increase your Assets Under Management (AUM) with better account management. Zoho CRM lets you view all your transactions and interactions with an institution, as well as key contact information to give you a complete picture of the businesses that you deal with.
Stay on top of stats and reports
Use Zoho CRM's built-in, in-depth analytical engine to stay on top of the figures that matter. Create customized dashboards, track your key performance indicators, get smart insights from your CRM data, and steer your business in the right direction.
Offer uninterrupted support to your clients
Be your clients' perfect relationship manager and financial advisor by offering support whenever they need it. Zoho CRM integrates tightly with major help desk tools like Zoho Desk and Zendesk. You can make use of the built-in Cases module to view feedback and resolve clients' complaints quickly.
Zia transforms the way you work
Zia, Zoho's intelligent assistant, can help you with intelligent predictions and suggestions to streamline the way you and your clients work. Zia provides you with the optimal times to contact your clients and suggests the best actions to improve your financial analysis and client follow-ups.
The best CRM solution for financial institutions of all sizes and types
The best CRM solution for financial institutions of all sizes and types
Banking
Wealth & Asset Management
Credit Unions
Insurance services
Investment services
Tightly integrated with the rest of the Zoho suite of apps
Zoho CRM + Zoho Finance Plus
Hassle-free finance management
Get the best-in-class back-office solution for your business by integrating your Zoho CRM with Zoho Finance Plus. From invoices, to accounting, to expenses you can keep your sales and finance teams working together and staying in sync at all times.
Zoho CRM + Zoho Survey
Lightning-quick surveys
Surveys are essential to understanding your clients better and help with client retention. You can create surveys within your CRM and send them to clients instantly.
Zoho CRM + Zoho Sign
Digital Signature made easy
Send documents for digital signature and get them signed all within your CRM. With Zoho Sign and Zoho CRM integration, you can effortlessly get your contracts and agreements signed without switching between applications.
Major third-party integrations
Zoho CRM makes it easy for you to have a connected working environment by integrating with more than 100 popular business apps that you use daily. With Zoho CRM's REST API, you can integrate your CRM with any third-party application of your choice.