The broker CRM you'd build yourself

Why settle for one-size-fits-all solutions? Finova Broker CRM continuously adapts to your way of doing business.

You don’t need a CRM.
You need a Broker CRM

Specialised work requires specialised tools.

Finova's Broker CRM is designed specifically for financial services. Which means it handles industry-specific requirements out of the box. More than that, it grows with you, helping you be more agile and effective in an ever-changing market.

Stronger relationships

Customers trust you more if it's easy to speak with you. Centralise enquiries and ongoing communication, and slash the time (and effort) you spend on application tracking, onboarding, and other customer-facing tasks.

Simpler compliance

Bake compliance into your workflows with custom automations, and keep a comprehensive audit trail that proves to principals, regulators, and other stakeholders you take your obligations seriously.

Configurable by design

All the benefits of a custom build and none of the faff (or eye-watering upfront cost). Tailor every aspect of your workflow — from initial KYC to deal expiry reminders — so it's bespoke to your business and mirrors established processes.

Broker CRM has dramatically changed how we operate… for the better.

“It's made everything from lead tracking to introducer reporting and commission management far simpler. And just the value of the data we're collecting through it has massively increased our company's worth.”

Finova is head and shoulders above the competition.

“They've far exceeded my sky-high expectations, helping me grow my business and bending over backwards to assist with queries.”

Heavy on advanced features. Light on complexity

Advanced features made simple. Finova Broker CRM adapts to your workflows, your systems, and your way of working.

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End-to-end configurability

Create bespoke automations, workflows, permission levels, tasks, reminders, documentation, and visualisations, and adapt the interface to your users' needs. All without writing a single line of code.

Effortless integration

With native integrations for lead acquisition, including social media channels, leading email clients, credit referencing agencies, and other tools, Broker CRM slots right into your tech stack.

Integrated customer portal

Lead verification. KYC checks. Document-gathering. Signatures. Updates, follow-ups, and reminders. Simplify communication, and enhance customer engagement with an intuitive portal built to the highest accessibility standards.

Fast deployment

Let our experts set things up for you in 2 to 4 weeks, or use it off-the-shelf and be up and running in as little as 3 days. Whichever option you choose, we're always on hand to help you make the most of our platform.