CRM for Financial Services

From banking to wealth management and capital markets to insurance, SugarCRM enables financial services firms to work cohesively across the front-office, middle-office, and back-office to develop deeper client relationships, maximize client value and deliver world-class customer service.

I'd Like To See A Demo

What are your biggest financial services challenges?

A Little Love From Our Customers

"No matter what we ask of Sugar, there is a way to do it."

Klaus Hoeling IT Group Director - Sennheiser

Sugar had the capabilities and features to check all the boxes that we required.

Jason Maher Vice President of Sales - Materion

"Sugar gives us those management tools to know what our clients want and where revenue potential exists."

Diego Yatchesen CIO - Puente Hermanos

"The standardization of information systems at the group level has optimized the TCO."

Yann Duchemin IT Director for Western Europe - Intrum Justitia

"Sugar has given us more quality time for sales."

Dimitris Melexopoulos Brokers & Non-Tied Agents Manager - Generali Hellas

"SugarCRM is generating the leads that sustain sales for our success."

Jose Carlos Nery CRM head - HPE AUTOMOTORES DO BRAZIL (formerly Mitsubishi)

"I've been blown away by the enthusiasm. The sales team sees this as a tool to grow their business."

Avi Bar National Sales Manager - American Specialties Inc

"Each step is taking us closer to our goal of creating an optimum straight through process."

Alison Clack Director of Business Transformation - Mazars

"Sugar has helped us vastly improve the customer experience."

Naomi Ward Chief Customer Officer - Citysprint