Unify Your Finance Business With the Leading Finance CRM

Businesses in the financial sector choose Insightly

The finance industry needs to deliver great experiences

Whether you’re in banking, investing, or insurance, success in financial services depends on understanding your customers and providing solutions.

Customers measure their experience by how well companies understand their needs and to what extent they are willing to customize their offering to the individual. This means finance professionals must provide more than standard information or simple attempts to sell their products. Instead, the greater focus must rest on how you can improve the customers’ financial future.

On top of all that, financial data requires the highest levels of security and data management. Your systems should have SOC 2 accreditation, and support multi-factor authentication. Look for GDPR compliance (and HIPAA compliance, depending on your industry) with encryption in transit and at rest.

Still using unencrypted spreadsheets? You are putting data at risk.

Financial services firms grow faster with Insightly

Financial services companies that deliver a unified customer experience through Insightly are winning more clients, generating higher revenue, and retaining clients longer.


Marketing automation helps manufacturing companies attract site visitors, convert them to prospects, and optimize spend. Insightly Marketing is a full-featured platform to run marketing campaigns at scale.


A CRM helps manufacturers streamline sales processes, improve profitability, and create long-term customer relationships. Insightly is easy to use and adopt, incredibly flexible and customizable, integrates easily, and provides quick time-to-value.


Great customer service increases revenue. Insightly Service is a service and support platform to manage customer service ticketing and empower your team to have relevant conversations and drive customer satisfaction.

“Insightly dashboards are especially valuable at the parent company level,” van Vianen said. “They allow us to stay looped into important metrics, such as lead volume, pipeline trajectory, and revenue expectations. We can use such information when we look to invest in the industry.”
Rody Van Vianen
Manager Of Business Improvement, Skidmore

“At first, we didn’t use all of Insightly’s functionality. It’s grown with us, and we’re still realizing its full potential. The intuitiveness of Insightly makes it the perfect fit for our growing sales force.”
Jason Davis
Regional Sales Manager, Payprop

“We’re becoming more agile, and we’re fostering a renewed sense of collaboration [with Insightly].”
Tammy Levine
Marketing Manager, Sierra Constellation Partners

Give your financial service firm an edge

Explore a CRM with the security you need that will unite your teams and drive revenue growth.

Streamline business processes

Align your teams and processes around a single source of truth, get rid of silos and time-wasting activities, and close deals faster. Customize views and workflows based on your unique business needs and user preferences, securely connect all your tools, and create custom real-time data dashboards.

Accelerate Sales

  • Collaborate across the organization with centralized customer data
  • Grow your business faster with lead management and automated workflows
  • Drive greater ROI with tailored opportunity and pipeline management

Build Relationships

  • Understand complex organizational relationships with flexible record linking
  • Track frequency of interactions by linking emails, proposals and every interaction back to organizations and contacts
  • Increase sales velocity with a holistic view of what the customer wants and needs

Deliver on Commitments

  • Convert closed opportunities into projects
  • Coordinate employee, contractor, and partner activity with task management
  • Automatically generate tasks, events, emails, and update milestone statuses

Integrate with the apps your financial firm uses

You’ve got apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.

AppConnect puts Insightly CRM at the center

With AppConnect there’s no need to copy and paste data between apps, upload CSVs, or to write complex code—all of your apps are just…connected.

With just a couple of clicks your business data transfers between apps automatically making it a breeze to run repetitive business tasks. Connect to popular financial services apps like QuickBooks Online, Xero, NetSuite, Sage, Workday, Stripe, PayPal and hundreds more.

Insightly can connect to hundreds of the apps you use every day like accounting systems, ERP systems, HR systems, Helpdesk and IT systems, databases, calendars, and collaboration and chat tools. There are more than 500 different app connectors in AppConnect ready to go today and new ones are added every week.

Build automated workflows with 1200+ integrated apps

Privacy and compliance

We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

  • Independently assessed for compliance to SOC 2 Type II
  • Single-sign-on via industry standard authentication protocols
  • Support for two-factor authentication
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance

Give your financial service firm an edge