Custom CRM Software Built for Financial Teams
Most off-the-shelf CRMs weren’t built for financial services. They miss the mark on compliance, security, and day-to-day usability. That’s where we come in.At Zymr, we build custom CRM platforms tailored to how financial teams work. Whether you're in banking, fintech, or wealth management, we design systems that support your full client lifecycle.Our goal is simple: give your teams a CRM that’s intuitive, secure, and built to grow with your business.
Our CRM Solutions for Financial Organizations
We build financial CRM solutions that match how your teams actually work. No bloated features. No clunky interfaces. Just clean, secure tools built for the way your business runs.
CRM Software for Banks
Our CRM software for banks helps manage customer relationships, track financial products, and simplify compliance. From client onboarding to KYC and service tracking, we build banking CRM systems that integrate with your core platforms and bring everything into one place.
CRM for Insurance Companies
We design flexible CRM platforms for insurance teams. Track agents, automate policy renewals, manage claims, and keep customer history organized. Our insurance CRM platforms are built to improve retention and give your team a clearer picture of every client.
CRM Platform for Wealth Management
For firms that manage high-value portfolios, we create CRMs that support advisors, portfolio tracking, and client reviews. Our CRM platform for wealth management focuses on personalization, reporting, and easy access to everything your advisors need, while staying compliant.
Lending and Mortgage CRM
We build tools that help lenders and mortgage teams manage leads, applications, and approvals in real time. From document collection to underwriting status, we streamline every step of the process and keep your teams in sync.
CRM for Fintech Companies
We work with fintech teams to design lightweight, API-ready CRM systems that grow with your product. From user onboarding to support ticketing and investor dashboards, our solutions are built for scale.
Investment and Wealth CRM
Track interactions, deal flow, and compliance logs with ease. Our investment and wealth CRM tools help firms manage multi-touch relationships and stay audit-ready, without the noise of off-the-shelf tools.
Secure CRM for Financial Institutions
Security and compliance come standard. We offer compliant CRM software development with role-based access, encrypted data storage, and integrations with your regulatory systems. Whether you’re a startup or an enterprise, your CRM will be secure, fast, and built to evolve.
Automate workflows, stay compliant, and drive smarter decisions with custom CRM.
Start nowKey Features We Build for Financial CRMs
We focus on the features that actually help your teams move faster, stay compliant, and build stronger client relationships.
Client Onboarding and KYC
- Auto-capture client details
- KYC verification with built-in risk checks
- Track onboarding status across teams
Relationship Management
- View full client history and activity
- Manage multi-product relationships
- Log meetings, calls, and follow-ups
Task and Workflow Automation
- Auto-assign tasks based on actions
- Set reminders and approval steps
- Monitor task status in real time
Compliance and Audit Trails
- Log every user action
- Timestamped change history
- Downloadable reports for audits
Custom Dashboards and Reporting
- Track client performance and growth
- Visualize pipelines and advisor KPIs
- Build custom reports for leadership
Role-Based Access Control
- Set user permissions by department
- Limit access to sensitive data
- Separate views for sales, service, and compliance
Secure Document Management
- Upload and manage client files
- Track file views and changes
- Enable e-signatures and version control
API Integration with Core Systems
- Sync with banking and payment platforms
- Connect to underwriting and risk tools
- Pull and push data without manual entry
Mobile-Ready Interface
- Access CRM on phone or tablet
- Fast and responsive layout
- Optimized for field teams and remote work
Multi-Entity and Multi-Product Support
- Manage multiple branches or offices
- Track client activity across products
- Centralized view for distributed teams
Our Custom CRM Development Services
We build CRMs that actually work for financial teams. Below are the core services we offer, tailored to banks, fintech firms, insurers, and wealth platforms.
End-to-End CRM Development
- Design and build your CRM from the ground up
- Align features with your team’s day-to-day needs
- Ensure scalability as your business grows
CRM Modernization and Migration
- Replace outdated or rigid systems
- Move data safely without disrupting operations
- Improve speed, UX, and overall performance
Compliance-Ready CRM Modules
- Add KYC and AML workflows
- Enable audit logging and document tracking
- Keep your data secure and regulator-friendly
Workflow and Task Automation
- Automate lead assignments and approvals
- Create smart alerts and daily reminders
- Track tasks across teams in real time
Custom Dashboards and Reporting
- Build dashboards for advisors, sales, & leadership
- Visualize client data and activity
- Export custom reports anytime
Role-Based Access and Security
- Control who sees what
- Protect sensitive client and financial data
- Create views tailored to user roles
API and System Integrations
- Connect your CRM to banking tools and payment systems
- Sync data with risk engines or underwriting platforms
- Support both internal and third-party integrations
Mobile CRM Development
- Make your CRM usable on phones and tablets
- Give advisors & sales teams access in the field
- Keep interfaces clean and responsive
Why Choose Us to Build Your Financial CRM?
We bring the right mix of domain knowledge, tech expertise, and product thinking to build CRMs that do more than manage contacts. They drive real results.
Domain Expertise in Finance
- We understand how banks, fintechs, and insurers operate
- Know the difference between tracking a lead and servicing a regulated client
- Familiar with lending flows, policy renewals, wealth reporting, and onboarding bottlenecks
Built for Compliance from Day One
- KYC, AML, and document tracking features baked into the core
- Clear audit trails with timestamped logs and action histories
- Role-based access so compliance teams can breathe easy
Designed for How Teams Actually Work
- Clean UI with no learning curve for advisors or field teams
- Mobile-friendly access for on-the-go service and updates
- Custom views for sales, service, underwriting, or compliance
Tech That Scales with You
- Modular architecture so you can start lean and grow fast
- Smooth integration with your existing tools—core banking, payment rails, or risk engines
- Cloud-native and API-first for speed, flexibility, and reliability
A Product Mindset, Not Just Development
- We ask the right questions before writing code
- Prioritize value delivery over just building features
- Run sprint-based development with demos, feedback, and continuous improvement
Post-Launch Partnership
- We don’t vanish after go-live
- Offer support, feature expansion, and performance tuning
- Help you evolve the CRM as your business and customers grow
Our Development Approach
Built around your goals. Delivered with precision.
We don’t just write code. We work like your tech partner, bringing product thinking, industry context, and engineering discipline to every stage.
Discovery and Planning
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Understand your workflows, users, and compliance needs
Identify integration points and automation opportunities
Align tech stack with your long-term roadmap
UI/UX Design and Prototyping
Design user flows that match how your teams work
Create wireframes and clickable prototypes for feedback
Keep interfaces simple, accessible, and brand-aligned
Agile Development in Sprints
Deliver working features every 2–3 weeks
Hold sprint reviews and planning with your stakeholders
Adapt quickly to change and evolving requirements
Testing and QA
Run functional, security, and performance tests across devices
Validate compliance workflows like KYC and audit logging
Ensure every build is stable and ready for production
Deployment and Support
Set up secure environments with CI/CD pipelines
Monitor app health and usage after launch
Offer ongoing support, enhancements, and scaling help
Automate workflows, stay compliant, and drive smarter decisions with custom CRM.
Start nowHow We’ve Built CRM Solutions for Finance Teams
Case Studies
CRM Modernization for a Mid-Sized Bank
The client was using a fragmented CRM and spreadsheets to manage client data. We built a secure, unified CRM integrated with their core banking system, automated onboarding workflows, and improved advisor productivity. Within 6 months, manual tasks dropped by 60 percent.
Project Details →
Case Studies
Wealth CRM for a Private Advisory Firm
The firm wanted a better way to manage portfolios, schedule reviews, and maintain compliance records. We delivered a CRM platform tailored for high-touch client relationships, complete with role-based access, portfolio views, and KYC tracking. Advisors cut admin time by 40 percent and improved service turnaround.
Project Details →
Case Studies
Insurance CRM for Agent Management & Claims
The firm wanted a better way to manage portfolios, schedule reviews, and maintain compliance records. We delivered a CRM platform tailored for high-touch client relationships, complete with role-based access, portfolio views, and KYC tracking. Advisors cut admin time by 40 percent and improved service turnaround.
Project Details →
Tech Stack We Use
We use a modern, battle-tested tech stack to build secure, scalable, and future-ready CRM platforms tailored to financial organizations.
Frontend Development
React.js, Next.js – For fast, interactive user interfaces
TypeScript – For type-safe, maintainable code
Tailwind CSS, Styled Components – For responsive and branded UI styling
Storybook – For scalable design systems and component reuse
Backend Development
Node.js, Express.js, NestJS – For high-performance APIs and business logic
GraphQL, REST APIs – For clean and efficient data communication
Python, Go (when used for specific microservices or analytics pipelines)
Databases
PostgreSQL, MongoDB – For secure, structured, and unstructured data
Redis – For caching and session management
Elasticsearch – For fast search and filtering
Security & Compliance
JWT, OAuth2, SAML – For secure authentication and authorization
Vault by HashiCorp, AWS KMS – For secrets and key management
Audit logging frameworks – For traceability and regulatory compliance
Encryption at rest and in transit – Standard across all deployments
DevOps & Infrastructure
Docker, Kubernetes – For containerized, scalable environments
GitHub Actions, Jenkins, CircleCI – For CI/CD automation
AWS, Azure, GCP – Cloud platforms based on client preferences
Terraform, Helm – For infrastructure-as-code and environment orchestration
Monitoring & Analytics
Prometheus, Grafana, Datadog, Sentry – For real-time monitoring and error tracking
Custom dashboards – For user behavior, CRM usage, and operational KPIs
FAQ
About Our Custom CRM Services
Can you integrate with our existing core banking or policy management system?
Yes, and we’ve done it across a range of legacy and modern systems. Whether it’s a core banking platform, loan origination tool, or insurance policy engine, we architect APIs or use message queues to sync your CRM without disrupting operations. If your system doesn't support APIs, we work with flat file workflows, SFTP, or middleware like MuleSoft to bridge the gap.
What regulatory frameworks do you cover?
We build with compliance baked in. Depending on your region and industry, we
cover: KYC and AML for banking and fintechHIPAA for health-related finance toolsGDPR for EU data privacySOC 2 for internal controls and access loggingIRDAI guidelines for insurance workflows in IndiaWe work with your legal and compliance teams to align the CRM with required audits and documentation standards from day one.
How long does it take to build a custom CRM?
It depends on scope, but here’s the reality:
A focused MVP with core features like onboarding, KYC, task management, and dashboards usually takes 10 to 14 weeks. If you need deep integrations, heavy customization, or complex compliance layers, you're looking at a 4 to 6 month engagement. We break delivery into sprints, so you start seeing working software early—not just in the last month.
Do you provide post-launch support?
Answered by:Director – Engineering Operations
It’s leaner and faster. With one stack for frontend and backend, you avoid duplicate teams and long feedback loops. Plus, the ecosystem is packed with reusable components. You get more done with less—and spend less on tools and talent. That’s real cost efficiency.
Let's Connect
Smarter Customer Relationships, Your Way
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Jay Kumbhani
AVP of Software Engineering, Zymr
With 12+ years of experience in building enterprise-grade solutions, we develop custom CRM software tailored to your unique workflows. From sales automation and customer support to analytics and integrations, our CRM platforms are built for scale, security, and smarter customer engagement with no off-the-shelf limitations.
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