Stop losing leads and missing compliance deadlines. CRMLeaf’s Financial CRM automates client onboarding, compliance tracking, and portfolio engagement all in one secure platform.
Whether you're a bank, investment advisor, or wealth management firm, CRMLeaf ensures every client is managed efficiently and every transaction stays compliant.
CRMLeaf delivers purpose-built tools to simplify financial services, compliance, and customer engagement.
More than software, CRMLeaf is the core of your digital financial practice.
Map out financial stages like "Prospect", "KYC", "Onboarded", and "Invested" for your client journey.
All documents, portfolios, risk profiles, and communications—organized and accessible.
Automate reminders for quarterly reviews, compliance checks, and financial milestones.
Assign advisors, tag compliance officers, and track task updates in real time.
Monitor lead performance, AUM growth, and advisor productivity at a glance.
Connect CRMLeaf to banking platforms, accounting software, and ERP tools without hassle.
Stop juggling spreadsheets and siloed tools. Start managing financial operations the smarter way.
Our experts will show you how our app can streamline your team's work.