Report overview
Cloud-Based Financial Services Customer Relationship Management (CRM) Software provides users with a centralized base from which to conduct all customer-centric activities. Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies leverage financial services CRM software to create, build, maintain, and strengthen customer relationships, through coordinating client outreach, managing documentation, conducting account analysis, scheduling meetings, building and maintaining sales pipelines, carrying out know your customer (KYC) verification, and more. (G2)
This report aims to provide a comprehensive presentation of the global market for Cloud-Based Financial Services CRM, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Cloud-Based Financial Services CRM. This report contains market size and forecasts of Cloud-Based Financial Services CRM in global, including the following market information:
Global Cloud-Based Financial Services CRM Market Revenue, 2018-2023, 2024-2030, ($ millions)
Global top five companies in 2022 (%)
The global Cloud-Based Financial Services CRM market was valued at US$ million in 2022 and is projected to reach US$ million by 2030, at a CAGR of % during the forecast period. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.
The U.S. Market is Estimated at $ Million in 2022, While China is to reach $ Million.
SaaS Segment to Reach $ Million by 2030, with a % CAGR in next six years.
The global key manufacturers of Cloud-Based Financial Services CRM include 4Degrees, AgencyBloc, AgentCubed, Altvia Solutions, Amazon (AWS), Backstop Solutions, Creatio, DHI Computing Service (FPS GOLD) and Freshworks, etc. in 2022, the global top five players have a share approximately % in terms of revenue.
We surveyed the Cloud-Based Financial Services CRM companies, and industry experts on this industry, involving the revenue, demand, product type, recent developments and plans, industry trends, drivers, challenges, obstacles, and potential risks.
Total Market by Segment:
Global Cloud-Based Financial Services CRM Market, by Type, 2018-2023, 2024-2030 ($ millions)
Global Cloud-Based Financial Services CRM Market Segment Percentages, by Type, 2022 (%)
SaaS
PaaS
IaaS
Global Cloud-Based Financial Services CRM Market, by Application, 2018-2023, 2024-2030 ($ millions)
Global Cloud-Based Financial Services CRM Market Segment Percentages, by Application, 2022 (%)
Traditional Bank
Investment Bank
Insurance Company
Others
Global Cloud-Based Financial Services CRM Market, By Region and Country, 2018-2023, 2024-2030 ($ Millions)
Global Cloud-Based Financial Services CRM Market Segment Percentages, By Region and Country, 2022 (%)
North America
US
Canada
Mexico
Europe
Germany
France
U.K.
Italy
Russia
Nordic Countries
Benelux
Rest of Europe
Asia
China
Japan
South Korea
Southeast Asia
India
Rest of Asia
South America
Brazil
Argentina
Rest of South America
Middle East & Africa
Turkey
Israel
Saudi Arabia
UAE
Rest of Middle East & Africa
Competitor Analysis
The report also provides analysis of leading market participants including:
Key companies Cloud-Based Financial Services CRM revenues in global market, 2018-2023 (estimated), ($ millions)
Key companies Cloud-Based Financial Services CRM revenues share in global market, 2022 (%)
Further, the report presents profiles of competitors in the market, key players include:
4Degrees
AgencyBloc
AgentCubed
Altvia Solutions
Amazon (AWS)
Backstop Solutions
Creatio
DHI Computing Service (FPS GOLD)
Freshworks
Google
HubSpot
Intapp (DealCloud)
Maximizer Services
Microsoft
Oracle
Pipedrive
ProTracker Software
Q4
Really Simple Systems
Redtail Technology
Salesforce
SAP
SugarCRM
Zoho
Outline of Major Chapters:
Chapter 1: Introduces the definition of Cloud-Based Financial Services CRM, market overview.
Chapter 2: Global Cloud-Based Financial Services CRM market size in revenue.
Chapter 3: Detailed analysis of Cloud-Based Financial Services CRM company competitive landscape, revenue and market share, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 5: Provides the analysis of various market segments by application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 6: Sales of Cloud-Based Financial Services CRM in regional level and country level. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space of each country in the world.
Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 8: The main points and conclusions of the report.
