CRM for financial services helps brokerage and financial companies increase their assets under management and enhance their relationships with all the stakeholders. The important business partners include customers and franchisees that enable financial services to pursue a profitable business model. Most financial companies, like any growing organization, lack the required process maturity that result in disjointed processes. Especially vital in today's digital disruption, CRMNEXT digital CRM enables financial service providers to service their customers quickly, with incremental efficiency.

While new verticals emerge, the operational focus still remains on product centricity and though there is recognition to advance towards customer centricity, these strategies are often not activated. This, in effect, hinders the progress of such services. Financial services are essentially fee/margin-based businesses that face high customer acquisition costs that need to be recovered quickly. The main objective of such services is to extract maximum profits during a client's entire lifecycle.