Invest in the future of your business and streamline your processes with Maxo for Financial Services.
Whether banking, investments, accounting or insurance, focus on building stronger customer relationships, maximising customer value, and delivering world-class customer service with our CRM for financial services.
Take a 360-degree view of unified customer data.
Maintain clear view of your customers' financial documents, policies, insurance files, and beyond.
Our CRM allows you to track all your interactions with any entity, as well as key account information to give you a global understanding of the companies you are dealing with.
With Maxo for financial services, unify your customers’ experience. Give your team members access to all customer information — transaction histories, complaints, and open tickets — and never miss an opportunity again.
Join 330,000 users already growing with efficy's CRM platforms
What is CRM for financial services?
Customer relationship management (CRM) software enables financial services organisations to keep a global view of their customer relationships and interactions. More than any other financial software, a CRM manages all your business development activities, from customer acquisition to revenue control to privacy and compliance.
Ensure data protection and regulatory compliance.
Do not risk data security. Our CRM is set up according to your organisational and regulatory requirements for data storage and with the appropriate security model suited to your needs.
With Maxo for financial services, make sure your team is accessing the right assets without the risk of a data breach.
Stay at the forefront of the digital transformation of FinTech.
Focus on your company's specific needs and requirements — both for prospecting and upselling, while building customer loyalty.
Our CRM for financial services is the best link between efficiency and rapid-pace digitalisation. Stay ahead of the curve by incorporating valuable business information to meet the needs of potential customers and spending less time on low-quality leads.
With Maxo for financial services, win more customers, generate more revenue, and keep customers for longer.
Other success stories
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"All our contracts, claims and policy holder documents are in efficy's platform. It is very easy to find information"
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« We needed a flexible solution that could adapt to the complexity of our business and manage our business processes and lead management from A to Z. »
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"In 3 years, the Lyon branch of the DCF association has gone from 70 to 150 members. This growth in membership has forced the organization's managers to rethink their communication and management of member relations."
Frequently Asked Questions – CRM Finance
What is a CRM for finance and how does it differ from a classical CRM?
A CRM for finance is tailored to manage client relationships, compliance, and data security in financial services—unlike generic CRMs, it supports regulatory needs and complex workflows.
What are the key features of a CRM finance solution?
Core features include GDPR-compliant data handling, secure European hosting, ERP integration, marketing automation, and tools for client onboarding, KYC, and portfolio tracking.
👉 Discover Maxo's features.
How can CRM finance software improve operational efficiency?
It centralizes client data, automates repetitive tasks, and streamlines collaboration between departments—reducing manual errors and accelerating decision-making.
Is CRM finance software suitable for small and mid-sized firms?
Yes. Scalable CRM finance platforms adapt to company size, offering essential tools without the complexity or cost of enterprise-level systems.
How does CRM finance support GDPR and data sovereignty?
By ensuring all client data is hosted in Europe, with full compliance to GDPR standards—critical for financial institutions handling sensitive information.
👉 Discover our page dedicated to GDPR.
Can CRM finance tools integrate with ERP and third-party systems?
Absolutely. Seamless ERP integration enables real-time data sync across finance, sales, and operations—boosting visibility and control.
What role does AI play in modern CRM finance platforms?
AI enhances lead scoring, automates client segmentation, and predicts churn—helping financial teams act faster and personalize client engagement.
👉 Discover our AI functionality for CRM and our AI Assistant.
What’s the typical pricing model for CRM finance solutions?
Pricing varies by features, users, and implementation scope. Explore CRM pricing to find a plan that fits your financial organization’s needs.
👉 Explore our plans for detailed options.