The financial services industry banks on healthy client-advisor relationships.

This is a people-driven sector where client data security is paramount.

CRM is essential in banking, portfolio planning, and other financial services.

CRM refers to Customer Relationship Management.

Sometimes the acronym refers to a general CRM policy, but more often it refers to CRM software.

Let's take a look at what exactly financial services CRM is and why finance businesses need it now more than ever.