Financial Services Software


In the current economy, financial-services organizations need technology that is designed to work across the entire enterprise, and flexible enough to give individual departments the freedom to operate as they need to, based on their unique requirements.

With offerings for institutional asset management, mutual fund wholesaling, capital markets, private banking/wealth management, retail and commercial banking, Aptean provides financial CRM solutions that put critical relationships at the core of organizational strategy in a way that fits the specific business processes of financial services firms.

From sales force and marketing automation to facilitating complex projects and customer response management, if customer relationships are at the core of your business, Aptean's financial services' solutions can help you achieve your goals.

Learn how our unique capabilities support your Financial Services organization

Case Management for Financial Services

Enterprise feedback management (EFM) designed to handle cases from the point of customer interaction through to management reporting and root-cause analysis. Capable of driving efficiency and adherence to regulatory guidance.

CRM for Financial Services

Comprehensive, industry-specific capabilities that increase insight into operational performance, streamline processes, and improve responsiveness to client demands.

CRM for Institutional Asset Management

Mirrors the business processes and data models commonly used by institutional asset management firms. Its flexible platform allows it to be seamlessly connected to the entire firm, including back-office financial systems.

CRM for Mutual Fund Wholesaling

Enables fund wholesalers to develop a deep understanding of broker profitability, strengthen and cultivate broker relationships, and streamline business processes for improved productivity.

CRM for Capital Markets

Comprehensive relationship management system tailored to meet the needs of both sides of capital markets firms, offering industry-specific functionality that enables investment bankers to better manage client opportunities and relationships.

CRM for Private Banking/Wealth Management

Allows wealth managers to develop deep insight into their clients' needs, households, preferences, and influencers, accompanied by tools that help them automate multi-step processes, track performance, and collaborate better to increase client satisfaction.

CRM for Commercial Banking

Industry-specific solution that enables commercial banks to develop deep insight into their clients' needs and preferences, accompanied by tools that help them automate multi-step processes, track performance, and collaborate better as a team.

CRM for Retail Banking

Transforms your bank into a customer-centric organization, accompanied by tools that increase client satisfaction, decrease churn and help you maximize share of wallet by delivering a personalized banking experience.

CRM for Credit Unions

A comprehensive member relationship management solution offering tools for developing detailed member profiles, matching members to products and delivering a highly-personalized level of service across each member’s financial lifetime.

Other products & solutions: