Sugar is a complete CRM platform that collects every bit of critical information across sales, service and marketing. It easily integrates with any application. And Sugar gives you a personalized user experience that works seamlessly on the devices you use every day.

Wealth Management Success

360-Degree View of Your Customers

Know your customers inside and out with 360-degree activity history across the extended customer community. Quickly understand what matters to your key contacts and when to engage with smarter account intelligence based on cross-channel and social media activity. 

Product Cross-Selling

Your banking customers may have the same or a similar product, but it might be very different in profitability. With Product Cross-Selling in Sugar, you can present new products that are available based on the product profile of a customer in real-time.


Allow users within the bank to issue and track referrals between business units. Distinct Dashboards and Alerts will notify the assigned business unit of the referral. We have found that this will increase communication between departments by over 20%. More Referrals = More Money.

Core Banking Platform

Integrate Sugar at the core of all your banking applications, including deposit and transaction information, business analytics, marketing automation, and more. By having Sugar as your central hub, transform your bank into a customer-focused, profitable sales machine.

Screenshot of customer profile in Sugar CRM

Wealth Management and Private Banking

SugarCRM empowers Wealth Management & Private banking firms to grow their Assets Under Management by developing trusted relationships with their customers and providing them personalized customer service.

Powered by a Sugar’s 360 view of the customer, advisors and bankers can better understand their customers, their financial needs and goals, and their households. This helps them build trust, deliver a personalized customer service and provide their customers with the right advice at the right time.

Sugar’s customer journey and SugarBPM™ facilitates streamlining and automation of processes like KYC, AML and onboarding. Sugar’s integration capabilities can be leveraged to integrate seamlessly with other applications like portfolio management and financial planning. This allows reduction in administrative tasks, duplicate data entry and form-filling. Thus advisors can spend more time selling and servicing their customers and meet their targets.

Curious to see what the right CRM for wealth management can do for your company?

Get in touch to see what makes Sugar unlike any other CRM for wealth management available on the market today.