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A World-Class CRM for the Financial Services Industry

As the finance industry moves firmly into the digital self-service age, it’s become more vital than ever for service providers to focus on customer service and retention strategies.

Incorporating a robust CRM system like Nutshell into your financial services business gives you the tools to build stronger customer relationships and improve the overall customer experience.


Thousands of Powerful Integrations

The benefits of a financial services CRM

Whether you deal in insurance, investment banking, or wealth management, one of the primary elements to winning and retaining customers is a pleasant customer experience. As many of your interactions take place in the digital realm, involving online banking, web tools, email, and social media, you need a way to stay connected with your audience.

With a great customer relationship management (CRM) system by your side, your team has all the data and tools they need to build lasting relationships and deliver incredible experiences to customers and leads.

When you find the best CRM for your financial services business, you can look forward to more than just the standard CRM benefits. Choosing the right CRM can help your finance business in the following ways:

Streamlining sales process management and increasing productivity with easy-to-follow lead qualification and outreach processes.

Must-have finance CRM features

While finance encompasses a broad spectrum of services, the same core CRM features apply across all disciplines. Your financial services business needs a CRM to support customer-centered efforts to ensure maximum customer retention and the best possible experience for your clientele.

To achieve this, your CRM should provide the tools to give your team the data and time to boost customer service and success. Choosing Nutshell as your financial services industry CRM allows you to meet those objectives and many more.

These are just some of the stand-out features that make Nutshell the ideal CRM for businesses in the finance sector:

Easy contact management for accurate data access

Managing your customer contact information is half the battle won. Another crucial element is ensuring that the data you save is error-free. When you have the correct contact and company information at your disposal, your teams have a better chance of reaching the right prospects and customers when needed.

Bringing all your customer data into one advanced and highly organized CRM system increases information accuracy and allows teams across your company to access the same correct data. Quick and easy access to accurate information is one of the best ways to ensure customer satisfaction.

Nutshell provides a user-friendly contact management solution in an easy-to-navigate system, ensuring teams quickly find the data they need. With Nutshell, you can expect the following essential contact management features:

  • Upload and sort contact information with ease from multiple sources.
  • Keep track of customer interactions within the contact record from your desktop or via your mobile device.
  • Reduce manual data entry by syncing the contacts on your phone, gathering website visitor leads, and scanning business card info to create contacts.
  • Let Nutshell search the web and automatically populate contact fields such as social media account links, location, and job title.
  • Access a chronological record of your team’s interactions with a lead or customer.
  • Add important notes to contact records as a reminder for team members engaging with the contact.

Automated processes for increased productivity

Sales Email Drip

Whether nurturing prospective clients or engaging with existing customers for an up- or cross-sell, the ability to automate specific tasks can make teams more productive. Spending less time on non-selling activities gives your team more time to reach out to leads and customers and build stronger relationships with them.

With Nutshell as your finance CRM, you have several nifty automation options at your fingertips. Automating processes that waste time makes Nutshell users more efficient. Nutshell’s automation features let you:

  • Tailor your sales and customer service processes to meet your business and customer needs.
  • Eliminate the need to manually move contacts from one stage of the pipeline to the next once your team meets the goals for lead advancement.
  • Give your team a clear roadmap detailing steps they must fulfill within each pipeline stage for an effective sales process.
  • Create automated personal email sequences triggered when a lead enters specific pipeline stages to help you stay in touch while focusing on relationship building.
  • Get an automated overview of the success of each pipeline stage to pinpoint potential bottlenecks and overcome them.

Effective email campaigns or improved customer experiences

automated emails example from Nutshell

To engage with leads and customers effectively and maintain their interest, you must provide value and a pleasant experience. With a leading CRM like Nutshell, you can put your managed and organized customer data to work, gaining insight into customer interests, wants, and needs.

Use this information to segment your contacts into groups based on the type of messaging you wish to send. Then, target these groups with tailored and relevant messages for improved customer engagement and satisfaction.

Nutshell offers the perfect solution with a top-tier email marketing solution, Nutshell Campaigns. With Nutshell Campaigns powering your marketing efforts, you can:

  • Leverage our enhanced filtering tools to sort and segment your contacts for hyper-targeted email marketing lists.
  • Create eye-catching newsletters, broadcasts, and emails with our advanced email design tool and designer templates.
  • Schedule your email drip sequences according to your criteria, such as when a lead enters a new stage or your team completes a particular activity.
  • Use our A/B testing feature to test specific email elements and optimize your campaign for maximum engagement.
  • Track your email campaign open rates, click-through rates, and more with comprehensive email marketing reports.

Uninhibited team collaboration for greater customer satisfaction

Sales collaboration software team collaboration screenshot

Centralized contact management and efficient team collaboration go hand in hand when fostering the best possible customer experiences. With easy access to information and a simplified means to share data, teams have the tools they need to impress and delight customers.

To ensure each interaction your company has with a customer exceeds their expectations, provide your team with the information they need to enhance customer interactions. It’s also essential that the information is accurate and up-to-date.

When you choose Nutshell as your financial services CRM, long customer service call wait times and customer frustrations due to teams not having all the correct information are things of the past. With Nutshell, elevate team collaboration in the following ways:

  • Keep track of all your customer interactions in one organized, easy-to-navigate interface.
  • Use pinned notes to highlight important information for other team members dealing with the same customer.
  • Engage with customers on-platform by syncing your emails with Nutshell so no correspondence slips through the cracks.
  • Stay in the know while on the go through the Nutshell app, including crucial notifications so you can respond to leads and customers as swiftly as possible.

Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.

Mark M. Southwestern Scale Co.

I have used Act, Goldmine and Salesforce in the past, and I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.

Craig C. Thermal-Tec

We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.

Daniel H. EOS

When we were evaluating CRMs, the one deciding factor between Nutshell and Salesforce came down to spin up time and price. Nutshell wins on both counts (by a huge margin). Salesforce was 10 times as much per month for what we wanted.

Jason C. Arrow Container Corp

Take advantage of these CRM integrations

We understand that delivering premium financial services takes more than just a CRM system. That’s why Nutshell lets you integrate your favorite finance-related tools and more to simplify your operation and bring everything into one central platform.

Some of Nutshell’s key CRM integrations to support financial service businesses include:

  • Synchronized contact, email, and calendar integrations: Upload all your emails, calendar activities, and contact information to Nutshell so you have everything you need in one place.
  • Important document management integrations: Track and manage contracts to proposals, policies, wills, appointment documents, and more by integrating with your favorite apps.
  • Accounting software integrations: Marry your finance management tools with your CRM through Nutshell’s multiple accounting integrations to streamline your workflow and share information.
  • Email marketing integrations: If you already use email marketing tools like Constant Contact, MailChimp, and Klaviyo, you can link them to Nutshell for easy segmenting, targeting, marketing, and contact capturing.
  • Help desk integrations: Deliver unmatched customer support with the help desk apps you know and love, backed up by your industry-leading CRM.

Why choose Nutshell as your CRM for financial services?

Customers demand a higher level of trust and integrity from their financial service providers than most other service providers. Having the best CRM for the financial services industry by your side can help you deliver better experiences for customers and earn their trust and loyalty.

You need a CRM that gives you the tools to stay in touch with your customers, deliver pertinent and valuable messaging, and execute the best possible customer support.

Nutshell offers you the ideal CRM solution for your finance business, providing you with these exceptional benefits:

  • Hard-working CRM features, including advanced contact management, process automation, and enhanced team collaboration.
  • Effortless integration with your favorite apps, bringing the most effective elements of your business together into one simplified system.
  • Native email marketing tools to create automated drip sequences, newsletters, and broadcasts, and connect with your audience.
  • An efficient and easy-to-use system for organizing and sharing data across teams, allowing for better interdepartmental collaboration and an improved customer experience.
  • Affordable pricing plans, making top-shelf CRM capabilities accessible to all financial service businesses.

Award-winning customer support delivered by real humans, free to all Nutshell customers.

But don’t just take our word for it.

Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like you achieve and exceed their goals!

Read customer stories

Explore our plans

All plans include unlimited CRM contacts, unlimited data storage, and technical support from real human beings.

Billed Annually
Billed Monthly
Nutshell Foundation

Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.

$16 per user per month

Included in all plans…

  • Unlimited Data, People, Company & Leads
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Sales and lead reporting
  • Drag-and-drop pipeline board and interactive lead map
  • Embeddable web forms
  • Activity reminders
  • Free onboarding white glove imports
  • Free live support
  • And more
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Nutshell Pro

CRM, sales automation, and advanced reporting to help your team maximize every opportunity.

$42 per user per month

Everything in Foundation, plus…

  • Sales automation
  • Multiple pipelines
  • Personal email sequences
  • Sales quotas and activity quotas
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • Click tracking notifications
  • Up to 5 Teams
  • Unlimited in-app phone dialing and recording
  • Connected form set up
  • And more
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Harness the power of artificial intelligence to improve efficiency, effectiveness and revenue in your CRM.

$52 per user per month

Everything in Pro, plus…

  • 50 AI timeline summarizations per user each month
  • Zoom transcription summarization
  • Click tracking notifications (also in Pro)
  • Connected form set up (also in Pro)
  • Unlimited in-app phone dialing and recording (also in Pro)
  • And more
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Nutshell Enterprise

No limits. No caps. No breaking the bank. Our tier that gives your team the most firepower without costing a fortune.

$67 per user per month

Everything in Power AI, plus…

  • Unlimited pipelines and custom fields
  • 100 AI timeline summarizations per user each month
  • API support, Audit log, Changelog and read-only SQL access
  • Enterprise SSO, User/Group provisioning & other SCIM provisioning: Microsoft Azure & ADFS, Google Workspace SAML, Okta, Auth0, OneLogin, & PingFederate
  • Multiple currencies
  • Free scheduled phone support
  • Dedicated success strategist (5 user minimum)
  • And more
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When you choose Nutshell as your Financial Services CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More

Build lasting customer relationships with the best financial services CRM

Garner the customer trust and loyalty you desire by creating extraordinary customer experiences through next-level customer service and support with Nutshell’s CRM. Deliver valuable and relevant messaging and keep track of interactions with a centralized system that every team member can access.

Register for your 14-day free trial today, or contact the Nutshell team to find out how we can help make your financial services business a success.

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