Finova Broker CRM

Overview

Finova Broker CRM is the intuitive, cloud-based CRM platform built specifically for financial services brokers. Endlessly configurable yet ready to use out of the box, it streamlines every stage of the customer journey — from lead capture to application and ongoing service — while ensuring full compliance with industry requirements. With its built-in customer portal, brokers can speed up verification, KYC checks, document collection, e-signatures, updates, and follow-ups. Native integrations with credit reference agencies, social media, and leading email clients make it easy to manage leads from multiple channels in one place. Whether you’re a small brokerage or a large network, Broker CRM helps you strengthen relationships, improve efficiency, and deliver a seamless, digital-first experience.