BIGContacts is the #1 rated CRM & Email Marketing
Solution for Small Business

  • performance
  • crowd
  • getapp
  • capterra

Delight Customers With Personalized Interactions

Modify customer experiences & build long-lasting relationships

Delight Customers With Personalized Interactions

BIGContacts is a CRM for financial services that can help you leverage the power of effective contact management to earn clients’ trust. User segmentation and targeted email campaigns can lead to an upturn in your customer retention levels. Anticipate the needs of your clients and deliver relevant financial solutions quickly.

  • 360° view of all accounts
  • Personalized email marketing
  • Custom data fields
  • Effective customer segmentation

Manage Client Information Effortlessly

Get centralized access to all the data that you are working with

Manage Client Information Effortlessly

Get a detailed view of all your clients’ account details, including assets, financial documents, transactions, and communication history, in one place. Include custom data fields in contact profiles to store only the most relevant information.

  • Maintain detailed contact profiles
  • Find all financial records in one place
  • Track essential data with custom fields
  • Generate customized reports

Do you want to make more sales?

Get repeat sales with BIGContacts, the #1 CRM for small businesses

Get Things Done Faster with BIGContacts

Boost collaboration across teams & get more done - delightfully!

Get Things Done Faster with BIGContacts

Empower your employees to get a better hold of customer data with BIGContacts. Track or schedule meetings, calls, emails, files, etc., on the go. This improved internal collaboration can significantly impact your customer service. Modify user roles to manage the permissions for each team member and keep them updated with instant alerts and notifications.

  • Encourage team collaboration
  • Discuss tasks, share files on the go
  • Stay updated with instant alerts
  • Access all customer data in one place

Automate Key Processes Effectively

Powerful automation that strengthens your workflow

Automate Key Processes Effectively

Transform how you work by letting BIGContacts take care of repetitive tasks while you focus on building meaningful relationships. The automation capabilities of this financial services CRM can help you capture leads, log information, and engage with customers with ease. Schedule personalized emails and follow-up reminders to save time and see a massive improvement in your bottom line.

  • Email marketing with predesigned templates
  • Set reminders to ensure timely follow-ups
  • Create task flows & marketing campaigns
  • Automate customer onboarding

Smart CRM Solution for All Financial Institutions

Financial services CRM solutions that cater to the needs of all types of institutions

  • Banks Banks
  • Investment services Investment services
  • Wealth management companies Wealth management companies
  • Insurance services Insurance services

What Makes BIGContacts the Ideal Choice for Financial Services CRM?

  • Customized data fields Customized data fields

    Create a clutter-free database by only storing what matters to you! With custom fields, you can save the most relevant information to maintain your clients’ financial records efficiently.

  • Reporting & analytics Reporting & analytics

    Use custom report templates to analyze your team’s performance, marketing campaigns results, etc. The built-in analytics can offer valuable insights to help you make data-backed decisions.

  • Automation of business processes Automation of business processes

    BIGContacts is designed to simplify various business processes for your firm! Improve your day-to-day operations by automating your workflow with our financial services CRM technology.

  • Building meaningful customer relationships Building meaningful customer relationships

    Engage with customers effectively by keeping track of their preferences and anticipating their needs. Segment your contact database with our CRM system for financial services.

  • Powerful integrations Powerful integrations

    Connect the CRM with business tools of your choice to improve your customer experiences. Streamline your workflow and manage everything from a single dashboard!

  • Data security & GDPR compliance Data security & GDPR compliance

    Work with a CRM tool that meets the regulatory standards for data collection and processing. Share confidential information with authorized personnel using strict data security models.

Challenges Faced by Financial Services

Challenges Faced by Financial Services

Lack of collaboration

Inefficient collaboration between teams can lead to confusion and frustration for customers. BIGContacts improves internal communication to strengthen customer relationships.

Threat to data security & regulation compliance

Financial services firms need to comply with the latest data security standards to prevent data breaches and ensure the safety of sensitive information. BIGContacts offers regulation compliance features, including controlled access for user roles and strict data security policies.

Managing & accessing customer data

With data scattered across multiple platforms, creating a cohesive and personalized experience becomes challenging. With financial services CRM software, all the information can be found in one place, reducing the customer response time and helping generate more revenue.

Maintaining workflow

Things can go haywire in the absence of a streamlined workflow. You can configure BIGContacts as per your organization’s workflow to keep things on track at all times!


We believe software should make you happy.

BIGContacts by ProProfs is easy to use and is backed by awesome support.Call us, chat with us, use our knowledge base or open a ticket and we'll get right back to you!

Features of Financial Services CRM Software

  • account-management
    Account Management
  • opportunities
  • lists
  • Marketing Modules
    Marketing Modules
  • drag&drop
    Drag & Drop UI
  • reports
  • automation
  • template
    Free Templates
  • Data Security & Confidentiality
    Data Security & Confidentiality

Integrate Seamlessly with Marketing Automation Tools

Connect our financial services CRM software with your favorite tools

  • Skype
  • active-campaign
  • webform
  • piesync
  • mailchimp
  • shopify
  • campaign-monitor
  • office-365

Our Delighted Customers

  • Robust, easy to use and has the best support
    BigContacts seems to be the best way to extract data, contact information has all the addresses, tasks, and notes in one place, making it easier for everyone to keep track of what is going on with each company.
    Melanie P
    Melanie P,

    Sales Manager

  • All the important functionality without the expense
    BigContacts is simple to use and has all the important functionality we need without a lot of unnecessary functions that make other applications more complicated and expensive.
    John G
    John G,

    Sales Director,
    Leisure, Travel & Tourism

  • Less cluttered and complicated than
    I have always felt is too complex and has information not required cluttering the interface. BigContacts is clean and easy to use making staff more effective.
    David H
    David H,

    Consumer Goods

Do you want to make more sales?

Get repeat sales with BIGContacts, the #1 CRM for small businesses