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Financial Services CRM

10

Loansifter
Subscription

A loan pricing and product eligibility engine that enables lenders to optimize lending strategies and compare pricing across multiple loan products.

Alloy
Subscription

Alloy is an end-to-end identity risk management platform for financial services, automating onboarding, fraud detection, AML compliance, and credit underwriting. It uses data orchestration to help banks and fintechs make informed decisions, ensuring…

Zoot's Loan Origination System (LOS) streamlines and accelerates the loan origination process, enhancing efficiency, compliance, and customer experience. It offers a customizable platform with instant decisioning, robust fraud detection, and seamles…

Plaid
Subscription Free

A financial data connectivity platform that links applications to users' bank accounts for authentication, real-time balance checks, identity and income verification, and asset validation.

Affinity
Subscription Free Trial

An AI-powered CRM built for relationship-driven teams. It automates data entry, analyzes interactions, and uncovers key connections, helping businesses identify the introduction paths to contacts and companies.

FullCircl
Subscription Free Trial

Helps businesses win the right customers, assess risk, and manage accounts. With proprietary graph tech and real-time insights, enhances onboarding and regulatory compliance.

MarketSharp
Subscription Free Trial

A remodeling CRM tailored for contractors and home improvement businesses, streamlining job scheduling, sales tracking, and marketing automation while enhancing team collaboration through shared project insights.

Mailshake
Subscription

Sales engagement platform enabling teams to send personalized cold emails, manage tasks, and engage prospects across phone and social media channels.

Irwin
Free Trial Subscription

Modern investor relations software designed for proactive IR teams. Identify, engage, and connect with the investors, streamlining relationship-building to drive business growth.

Apptivo
Subscription Free Free Trial

Apptivo is a comprehensive business management software designed to streamline operations for companies of all sizes. Apptivo offers a single cloud platform with tools, integrations, and automated workflows for managing sales, customer service, mark…

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