Financial Services CRM

wealth management crm

Manage Your Finance with Wealth Management CRM

The money industry and wealth management services are the most lucrative in the UK. Those consumers seeking help from financial services will want the utmost confidence in your ability to support their needs. While you should be able to offer an excellent service standard, it makes sense to set up a great CRM in banking or the best CRM finance startups; enterprises can rely on it for time.

Customer relationship management in banking is crucial in the digital age. Telagus is the perfect online CRM for wealth management and banking as it offers various services and specialities. Our multi-functional online platform is ready to go whenever you are.

Benefits of CRM in Financial Sector

Financial services CRM systems should give clear access to all your digital admin and projects and grant access to your clients at the level they expect from you. For example, an investment banking CRM must enable you to manage specific cases and projects raised by high-profile clients.

Why manage customer queries and projects manually? Telagus offers you the chance to consolidate your whole operation. The best CRM for small financial services firms and brands, Telagus, allows you to set up bespoke email campaigns and projects with high-profile customers, which is essential for marketing and customer management. Wealth management CRM services will also allow you to create unique marketing campaigns.

financial services crm software

Call Our Team On :

Get in touch with a friendly member of staff to get answers or solutions to any questions that you may have.

contact telagus team
crm system for financial services

Manage Your Financial Experts

The best financial services CRM software will allow you to manage your team from afar. Through Telagus, financial experts will have profiles that they can use to monitor customer cases, respond to customer queries, and check their employment statuses.You’ll also be able to access your Telagus financial CRM from anywhere with a web browser and internet access.

This means that you, your team and your customers on private projects can access your platform whenever and wherever they please. CRM financial services with a bespoke approach are ideal for startups, small businesses and even more giant corporations. We’ve set up a platform online that grows with you and adapts to your needs.

We Offer The Best Pricing Plans

Bill Annually
Bill Monthly
Saving 17%



£3600.00 Billed every year
*Usage caps apply - Learn More
  • Email Marketingi
  • SMS Marketing Creditsi
  • Funnel Builder (Marketing Automation)i
  • Form Builder + Custom Fields (includes auto-responders)i
  • Telagus Forensics ( Reverse IP Tracking)i
  • Call Trackingi
  • Contactsi
  • Live Chati
  • Quote Builderi
  • Team Membersi

    Limit: 6

Additional app’s can easily be added via the Telagus Market Place - Click Here

Saving 17%



£180.00 Billed every year
*Usage caps apply - Learn More
  • Email Marketingi
  • SMS Marketing Creditsi
  • Form Builder + Custom Fields (includes auto-responders)i
  • Contactsi
  • Quote Builderi
  • Team Membersi

    Limit: 2

Additional app’s can easily be added via the Telagus Market Place - Click Here


Get In Touch

Please call the team on 02037641143, or get in touch via email to discuss your custom requirements,

investment banking crm

Why Choose Telagus?

Telagus is a leading choice in financial services CRM systems online. Our always-online platform is one of the easiest to access and manage from almost any location. Telagus will also offer you access to a wide array of timetables and team management features. When your banking and wealth management customers need help with high-profile enquiries, you can be sure to delegate the right expert to the right job.

What’s more, Telagus is affordable and competitive. It is a leading web application which scales up and down with your firm. Tailor a CRM adaptable to manage a handful of customers or a more comprehensive portfolio with Telagus.

Setting Up a Free Trial

A free trial of Telagus could make all the difference. Before you commit to the software or platform, try it before buying. We offer all bank and financial services the chance to try Telagus for ten days for free. During this time, you can feel free to look closely at the software’s features and functions. Moreover, you could use your time to try out some of the finer points of the customer and team communication.

Modern services require modern admin solutions. Don’t get swept behind the times. Choose Telagus and benefit from a complete, comprehensive online CRM that’s easy to use with minimal training – for you and your team alike!

Get Started For Free
customer relationship management in banking