CRM for Financial Services

Struggling with your generic, off-the-shelf CRM? At enable.services we consult, customise, and implement leading CRMs for the financial services sector.

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Our solutions

Other finance companies that already love our CRM services

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Capital Index logo
Operis logo
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Hurdles we help you overcome

"Our data is fragmented in different silos."

We integrate your disparate legacy systems, accounting tools, and portfolio platforms into a single, unified financial CRM that provides a real-time, 360-degree view of every client.

"The team spends too much time on manual data entry."

By automating routine workflows, from client onboarding to activity logging, your team are free to focus on high-value client relationships rather than administrative paperwork.

"We need to comply with complex regulations."

We configure your CRM with automated audit trails, strict access controls, and standardised compliance tracking so your firm consistently meets stringent regulatory standards.
Key CRM features

Why finance firms need a financial services CRM

360-degree client visibility

Bring together transactional records, communication history, and risk profiles into a single source of truth.

Automated client onboarding

Automate intake, document collection, and legal checks to onboard clients faster while maintaining audit trails.

Enterprise security & compliance safeguards

Protect sensitive financial records with role-based access controls and robust encryption standards.

Data-driven upselling & cross-selling

Utilise AI-powered predictive analytics to identify cross-selling opportunities and churn risks before they happen.

Explore your Sector

FinTech
Financial Advisors
Insurance
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Proactive Investors gained flexibility

Proactive needed a flexible CRM system that centralised all its customer data across the business. SugarAI means they now have faster process automation, can build better proposals, and can adapt quickly to changes.

“We're able to do way more with Sugar than we could with Salesforce at a much lower cost, and better supported by enable. So it gives us the flexibility to change and adapt the system to suit the business as the business adapts to changes, which is does every month.”
Richard Cooke
Chief Operating Officer
CRM partner

Why choose enable.services

Implementing a new CRM isn’t just about the software, it’s about operational change.

Unlike traditional software vendors whose sole focus is selling licenses, enable.services provide comprehensive guidance to ensure you get the most value possible out of your CRM.

  • 20+ Years of CRM Experience
  • UK-Based Expert Consultancy
  • Honest Advisory Approach
  • Dedicated Support & Training
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CRM services built around your finance business

Award-winning CRM services tailored to your business, not boxed by a product.

Helpdesk Support

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Integrations

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Development

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Implementation

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Explore our Financial Services CRM software

We partner with SugarAI, EspoCRM, and Halo, ensuring we can point our customers to the best CRM solution for their unique needs.

SugarAI is ideal for financial services, offering tailored customer insights and automation to enhance client relationships and streamline operations.
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EspoCRM is especially beneficial for small businesses in financial services due to its lightweight, cost-effective, and highly customisable platform.
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Halo CRM is an all-encompassing platform that supports every team behind your financial services operation.
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Frequently asked questions

What is a Financial Services CRM?

A Financial Services CRM is custom software designed specifically for banks, wealth advisors, insurers, and FinTech firms to manage client relationships, track financial lifecycles, maintain regulatory compliance, and automate workflows.

A CRM implementation partner (such as enable.services) is a team of specialised consultants, developers, and project managers who configure, integrate, and deploy your CRM system to fit your specific business needs.

While software vendors sell you the licenses, they rarely configure the system for your unique workflows.

Financial services businesses need an implementation partner because:

  • Connecting a CRM to third-party systems, such as accounting tools, is highly technical. A partner ensures data flows smoothly between systems.
  • The biggest risk to any software rollout is that your team refuse to use it. A partner like enable.services handles change management, customised training sessions, and post-go-live support to ensure teams actually adopt the system.

No matter your sector or business size, a CRM solution is essential to streamlining all operations. Financial services sectors that use CRM systems are:

  • Finance
  • Fintech
  • Investments
  • Real Estate
  • Banking
  • Insurance
  • Financial Advisory
  • Accounting

Need help finding a CRM solution for your financial services business?

enable.services are CRM implementation experts and developers. We're here to help your financial services firm find the right solution to manage every aspect of your business.