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CRM

Best CRMs for banks and credit unions

Rebecca Key
August 1, 2026
0 min read

 

This article covers these key topics:

Leading banking customer relationship management platforms

To simplify your CRM selection process, review this comprehensive list of top-rated CRM solutions for banking.

Choosing the right banking CRM

In today's ever-evolving banking landscape, staying ahead means more than just offering financial services. It's about delivering personalized experiences that resonate with customers on a deeper level. As customer expectations continue to evolve, banks and credit unions must leverage advanced tools to understand, anticipate, and fulfill these demands seamlessly.

Enter customer relationship management (CRM) software tailored specifically for the banking sector. A robust CRM solution, like 360 View, serves as the cornerstone for banks and credit unions aiming to enhance customer interactions and operational efficiency. By centralizing customer data and interactions, a CRM empowers banking teams to deliver timely, personalized services that foster lasting relationships.

Imagine a platform where every touchpoint with a customer is tracked and analyzed, enabling all employees to offer tailored solutions proactively. From marketing and sales to customer service, it equips teams with the insights needed to exceed customer expectations at every stage of their journey.

In our quest to simplify your CRM selection process, we've curated a comprehensive list of top-rated CRM solutions for banking. Whether you're looking to streamline customer communications, develop targeted marketing campaigns, or enhance overall customer satisfaction, choosing the right CRM is crucial. Join us as we explore the leading banking CRM platforms revolutionizing how banks and credit unions engage with their customers.

See what so many financial institutions like about leading CRM solution 360 View

Explore CRM for banking

Best-in-class banking CRM

360 View

With more than two decades in operation, 360 View is likely among the first CRMs developed specifically for banks and credit unions. It offers a robust CRM solution designed by bankers for bankers, providing a full 360-degree view of the customer and empowering institutions to grow relationships with timely information, data insights, customizable dashboards, and actionable plans. The 360 View solution goes beyond CRM, offering additional modules including Marketing Automation, SmartPops™ pop-up messaging, Customer Profitability, Data Analytics, and an integrated Goal & Incentive tracking tool.

Total Expert

Targeted towards financial enterprises including banks and credit unions, Total Expert is known for its capabilities in the mortgage processes and pipeline management. It includes lead generation, marketing automation, and sales productivity within the lending sector. 

Marquis

Specializing more as a marketing database and onboarding platform, Marquis excels in reporting and database management. They offer solutions such as: Marketing Data Platforms, Demographics, Compliance Data Platforms and a CRM.

BUSINESSNEXT

Formerly known as CRMNEXT, BUSINESSNEXT specializes in providing comprehensive cloud-agnostic, AI-and-ML-driven solutions that empower global companies, particularly in the banking and financial services sectors, to undergo digital transformations. Known for its CRM capabilities and international presence, BUSINESSNEXT supports banks and financial brands worldwide in accelerating sales processes, personalizing marketing efforts, and modernizing customer service experiences.

Enteract℠ by Fiserv

Leveraging Microsoft Dynamics 365, Enteract℠ provides CRM tools mainly to banks using a Fiserv core banking soluton. Enteract℠ enhances customer interactions with unified customer profiles, offers sales management capabilities, and automates customer services processes.

CSI CRM

Positioned as a core banking software provider, CSI emphasizes customer engagement within its broader suite of core banking solutions. While CRM is not a main focus, they enhance banks' abilities to deliver a modern customer journey through an integrated infrastructure, enabling growth in deposits and market.

navanta 

Formerly Quest Analytics, navanta targets community banks and credit unions with growth and relationship goals. Identifying growth opportunities and revenue goals, navanta focuses on understanding business objectives and ensuring bankers have the tools and information needed to succeed.

Creatio

Formerly known as Bpm’online, Creatio is a low-code platform designed for both CRM and business process management (BPM). BPM entails modeling, analyzing, improving, optimizing, and automating business processes to enhance operational efficiency.

Salesforce

Known for its CRM capabilities across multiple industries, Salesforce offers extensive customization options and several products for the specific needs of financial services. Sales Cloud, Salesforce's versatile CRM platform, empowers businesses in sales, marketing, and support across both B2B and B2C markets. Key features include Leads, Accounts, Contacts, Contracts, Opportunities, Products, and Campaigns, among others. Their comprehensive products guide users through the entire sales cycle, enhancing customer relationships and helping grow the bottom line.

A banking CRM that fits

Choosing the best banking CRM depends on how well the platform aligns with your institution’s customer relationship goals, workflows, technology environment, and growth plans.

Banks and credit unions should look beyond feature lists and evaluate each solution’s ability to centralize customer data, integrate with existing systems, support employee adoption, and improve engagement across marketing, sales, lending, and service. A carefully selected banking CRM can give teams a more complete view of every relationship, reduce operational friction, and help the institution deliver more timely, consistent, and personalized customer experiences.

See how 360 View can help your team deepen customer relationships and support your growth.

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FAQs

What is a banking CRM?

A banking CRM is customer relationship management software designed to help banks and credit unions organize customer data, interactions, opportunities, and service activity in one place. It gives marketing, sales, and customer service teams shared relationship context so they can coordinate communications, personalize interactions, and serve customers more efficiently.

What is the best CRM for banks and credit unions?

The best CRM for a bank or credit union is 360 View, a platform that closely aligns with the relationship strategy, workflows, technology environment, and required capabilities of most banks and credit unions. Financial institutions should compare banking specialization, customer data visibility, marketing automation, sales and service tools, reporting, customization, and integration requirements before choosing a platform.

What features should a banking CRM include?

A banking CRM should include a unified customer view, interaction tracking, workflow management, reporting, marketing automation, and tools for sales and service teams. Depending on the institution, important capabilities may also include lending pipeline management, customizable dashboards, process automation, customer profitability insights, and integration with existing banking technology.

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About the Author

Rebecca Key

Marketing Director
Abrigo
Rebecca Key is a Marketing Director at Abrigo, where she leads marketing initiatives for 360 View, Abrigo’s CRM solution for banks and credit unions. For the past 18 years, Rebecca has helped grow the 360 View brand through strategic marketing, compelling storytelling, and memorable customer experiences. She obsesses over details,

Full Bio

About Abrigo

Abrigo enables U.S. financial institutions to support their communities through technology that fights financial crime, grows loans and deposits, and optimizes risk. Abrigo's platform centralizes the institution's data, creates a digital user experience, ensures compliance, and delivers efficiency for scale and profitable growth.

Make Big Things Happen.