CRM Software
Maximizer CRM
Maximizer CRM manages contacts, sales opportunities, activities and reporting, with financial-services editions, Microsoft 365 integrations and cloud or on-premises deployment.
$65 USD per user / monthTechZella Directory
Financial Services Software in 2026
List of Financial Services Software | Last updated: November 6, 2026
This page lists the 167 tools in the TechZella directory that are classified under Financial Services, a industry in our taxonomy. Every profile summarises what the product does, who it suits, what it costs, and where it falls short, based on documented vendor and independent sources rather than hands-on testing. Examples in this group include 1Kosmos BlockID, Box, CrashPlan, Filemail, HYPR, Microsoft Defender, Palo Alto Networks Cortex XDR and Sophos Intercept X; the list is alphabetical and does not imply a ranking. The most common documented use cases are Workflow automation, Multi-factor authentication, Passwordless Authentication, Customer onboarding. Tools here are most often also filed under Identity and Access Management, Marketing Automation, Cybersecurity Software, CRM Software. Platform support most often listed is Web, API, iOS, Android. To compare options, open each profile and read the Decision Snapshot, the pricing and total cost sections, and the Gotchas, then check the alternatives listed for the products you are considering. Features, pricing and availability change, so confirm current details with each vendor before you decide.
Editorial guide
About Financial Services software
This page lists the 167 tools in the TechZella directory that are classified under Financial Services, a industry in our taxonomy. Every profile summarises what the product does, who it suits, what it costs, and where it falls short, based on documented vendor and independent sources rather than hands-on testing. Examples in this group include 1Kosmos BlockID, Box, CrashPlan, Filemail, HYPR, Microsoft Defender, Palo Alto Networks Cortex XDR and Sophos Intercept X; the list is alphabetical and does not imply a ranking. The most common documented use cases are Workflow automation, Multi-factor authentication, Passwordless Authentication, Customer onboarding. Tools here are most often also filed under Identity and Access Management, Marketing Automation, Cybersecurity Software, CRM Software. Platform support most often listed is Web, API, iOS, Android. To compare options, open each profile and read the Decision Snapshot, the pricing and total cost sections, and the Gotchas, then check the alternatives listed for the products you are considering. Features, pricing and availability change, so confirm current details with each vendor before you decide.
Related context
Explore Financial Services through related software needs
These links use TechZella's existing product-to-taxonomy relationships. They are navigation aids, not independent endorsements.
Directory
Software listed under Financial Services
Browse the current directory listings and open individual profiles for detailed feature, pricing and evidence information.
Quick comparison
Financial Services Software
| # | Software / Tool | Best For | TechZella Score | User Rating | Pricing |
|---|---|---|---|---|---|
| 1 | Sigma Computing | Sigma is a cloud analytics and application platform that queries supported data… | 8.1/10 | — | $0 / Quote-based |
| 2 | Qlik Sense | Qlik Sense is an analytics and business intelligence platform for building interactive… | 8.0/10 | — | $300 / $825 |
| 3 | Scratchpad | Scratchpad is a Salesforce-connected sales workspace for pipeline updates, notes, and deal… | 8.0/10 | — | $20 / $16 |
| 4 | ThoughtSpot | Cloud analytics software for querying warehouse data in natural language, building interactive… | 8.0/10 | — | $25 per user / $50 per user |
| 5 | Domo | Domo is a cloud data and analytics platform for connecting, preparing, and… | 7.9/10 | — | $0 / Custom |
| 6 | 6sense | 6sense combines B2B buyer-intent data, predictive account prioritization, and marketing and sales… | 7.8/10 | — | Contact sales |
| 7 | Redash | Redash is an open-source tool for querying data from multiple sources and… | 7.8/10 | — | $0 |
| 8 | Cognism | Cognism is a B2B sales-intelligence platform for prospecting, contact and company data,… | 7.7/10 | — | Contact sales |
| 9 | Act! CRM | Act! CRM combines contact, activity, and sales-pipeline management with marketing tools. It… | 7.5/10 | — | $30 per user per month / $45 per… |
| 10 | GoldMine | GoldMine is a CRM for contact and activity management, sales opportunities, forecasting,… | 6.9/10 | — | Contact for quote / CA$65 |
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Editorial selection
Financial Services Software in 2026
Customer Service Software
Hiver
Hiver provides customer-service tools for shared inboxes and omnichannel support, with ticketing, automation, integrations, and AI features. It offers Hiver in Gmail…
$25 / user/month
Customer Service Software
Zoho Desk
Zoho Desk is cloud-based customer service software for managing support tickets, communication channels, automation, and self-service resources.
$0 / month
Customer Service Software
Acquire.io
Acquire combines live chat, chatbots, cobrowsing, and voice and video calls in a customer-support platform. It also provides integrations and APIs for…
Contact vendor
Customer Service Software
Kustomer
Kustomer is a SaaS customer service platform that combines omnichannel conversations, customer timelines, workflow automation, and AI tools in one workspace.
Contact sales / custom
Artificial Intelligence Software
Phenom People
Phenom is an AI-enabled talent experience platform for recruiting, candidate engagement, onboarding, employee development, and workforce planning.
Contact sales / custom
CRM Software
Beamery
Beamery combines talent CRM, recruiting tools, skills intelligence, and workforce planning for enterprise talent teams.
Contact sales
Conversational AI
Paradox
Paradox uses conversational AI to automate recruiting tasks such as candidate questions, screening, interview scheduling, and onboarding, especially for high-volume hiring.
Workflow Automation
Oleeo
Oleeo is a configurable, cloud-based applicant tracking and talent acquisition platform for organizations managing complex or high-volume hiring.
CRM Software
Avature
Avature is an enterprise SaaS platform for recruiting and talent management, including candidate CRM, applicant tracking, career sites, onboarding and related HR…
Not publicly listed; request a quote