Financial CRM

360 View CRM

360 View CRM is a web-based software that was developed by financial institutions for financial institutions. [Learn more]

Advisor Desk

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more. [Learn more]


Portfolio management system for investment advisers that provides a combination of web based software and personalized service. [Learn more]


Scorto Behavia is a solution for customer relationship management through scoring and analysis. The system is capable of predicting customer behavior on macro and micro levels. Scorto Behavia allows banks to automate reporting for portfolio analysis and Basel II/III requirements, spot trends in customers' behavior, monitor product performance and proactively address churn. [Learn more]

BPMonline CRM

BPMonline CRM is a web-based application, which merges BPM (Business Process Management) and CRM (Client Relationship Management). It has a powerful tool for process design, automation and analysis. The product mainly focuses on Sales, Marketing and Business Processes Management. BPMonline CRM is a SaaS On-Demand with Open Source Configuration. The product can be tailored without an IT expert involvement. [Learn more]