Bpm’online is ranked #1 among the top CRM systems for financial advisors


Bpm'online, whose process-driven CRM for marketing, sales and service helps over 6,500 organizations win more customers, has been named as a top recipient of the Best Financial Advisors CRM Award by 10 Best CRM.

10 Best CRM is one of the web's premier advisers for choosing customer relationship management software. The experts at 10 Best CRM use a complex ranking system to assess CRM systems. The data analyzed includes vendor’s previous awards, website ranking, customer service reviews, proprietary analytics and clientele. As a result of the research, the experts have chosen bpm’online as #1 among other leading financial industry solutions.

As the winner in the category, bpm’online has developed a vertical-specific process-driven CRM product line for the financial services industry. Bpm’online’s innovative software enables banks and financial services companies to streamline customer-facing processes, manage a complete customer journey and enhance their customer experience.

“Bpm’online has invested a lot into the development of best-of-breed CRM products for financial services vertical that deliver exceptional value to our customers,” said Katherine Kostereva, Managing Partner and CEO at bpm’online. “We are honored to be recognized by industry experts as a leading financial services CRM software.”

Learn more about bpm’online financial services product line >>

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