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Best Banking CRM Software in 2026

Banks can use CRM software to organise customer relationships, portfolios, regulatory work, service cases and onboarding. This list is for teams comparing tools for those tasks.

  1. 1

    CRMLead Pro

    Free plan Web
    6.1 Free plan · 14-day trial Visit site
  2. 2

    Salesboom

    by Salesboom
    Free trial AndroidAPIiPhone+2

    Salesboom combines pipeline, email, marketing automation, and AI features with a mobile app. Compare its storage and user limits against the plan that fits your team.

    5.9 From $249/yr · 30-day trial Visit site
  3. 3

    Salesforce Financial Services Cloud

    Free trial AndroidAPIExtension+2

    Choose Financial Services Cloud if your organization needs customer-centered sales or service capabilities built for financial services.

    5.9 From $325/user/mo (annual) · 30-day trial Visit site
  4. 4

    Wealthbox

    by Wealthbox
    Free trial AndroidAPIExtension+2

    Choose Wealthbox if you want pipeline management, email sync and mobile access, with plan tiers distinguished by pipeline, storage and workspace allowances.

    5.8 14-day trial Visit site
  5. 5

    360 Relationships

    Paid Web
    4.7 From 3,000 CHF/yr Visit site
  6. 6

    Baker Hill NextGen CRM

    Paid Web
    4.7 Pricing on request Visit site
  7. 7

    Airwealth

    Paid Web
    4.6 Pricing on request · 30-day trial Visit site
  8. 8

    Abrigo 360 View CRM

    Paid
    4.5 Pricing on request Visit site
  9. 9

    BankerBounty BRM

    Paid Web
    4.5 Pricing on request Visit site
  10. 10

    BE-terna CRM for Banking

    Paid
    4.5 Pricing on request Visit site
  11. 11

    BizzField Financial Services CRM

    Paid Web
    4.5 Pricing on request · 7-day trial Visit site
  12. 12

    Creatio Banking CRM

    Paid Web
    4.4 Pricing on request Visit site
  13. 13

    CRMNEXT

    Paid Web
    4.4 Pricing on request Visit site
  14. 14

    FIS Connections CRM

    Paid Web
    4.4 Pricing on request Visit site
  15. 15

    Fiserv Enteract

    Paid Web
    4.4 Pricing on request Visit site
  16. 16

    FYNXT Financial CRM

    Paid Web
    4.4 Pricing on request Visit site
  17. 17

    Akkuro CRM for Banks

    Paid
    4.3 Pricing on request Visit site
  18. 18

    Dquip Banking CRM

    Paid Web
    4.3 Pricing on request Visit site
  19. 19

    Finacle CRM

    Paid Web
    4.3 Pricing on request Visit site
  20. 20

    Glia Relationship Management

    Paid Web
    4.3 Pricing on request Visit site
  21. 21

    Fiserv Web Capture

    Paid Web
    4.2 Pricing on request Visit site
  22. 22

    FI Works CRM

    Paid Web
    4.2 Pricing on request Visit site
  23. 23

    Game of Banking

    Paid Web
    4.2 Pricing on request Visit site
  24. 24

    Microsoft Dynamics 365 for Financial Services

    Paid AndroidiPhoneWeb
    4.2 From $65/user/mo (annual) Visit site
  25. 25

    GienTech Retail Customer Relationship Management System

    Paid
    4.1 Pricing on request Visit site

#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price

Compare free plans, trial periods and paid starting prices. Check whether tools offer web, iOS, Android, API, extension or self-hosted deployment. Before choosing, assess RM workspaces, portfolio views, regulatory workflows, service case management and customer onboarding.

Questions

Is a free banking CRM plan available?

Yes. CRMLead Pro lists a free plan. Other entries use paid pricing, so check the individual listing for current access terms.

Which banking CRM tools list trials?

CRMLead Pro lists a 14-day trial, Airwealth a 30-day trial and BizzField Financial Services CRM a 7-day trial.

Which tasks are covered by banking CRM software?

The comparison looks at RM workspace, portfolio views, regulatory workflows, service case management and customer onboarding.

Which platforms can these tools use?

The category includes tools listed for web, iOS, Android, API, extension and self-hosted deployment.

Do these tools show prices publicly?

360 Relationships lists a starting price of 3,000 CHF a year, while several other entries provide pricing on request.

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