CRM for Financial Services
Compliant CRM for the people managing other people's money.
Audit trails, data residency, and role-based access built for advisors, wealth managers, and insurance teams.
Built for financial services
Your reality, not a template.
Challenge
Leads and accounts scatter across tools.
How Pulse helps
One record per customer, with every touchpoint automatically attached.
Challenge
Reps forget follow-ups on long cycles.
How Pulse helps
Automated nurture sequences and stage-based reminders keep nothing idle.
Challenge
Leadership can't see pipeline health in real time.
How Pulse helps
Live dashboards with drill-downs by owner, segment, and stage.
Features that fit
The parts of Pulse Financial Services teams actually use.
Custom pipelines
Stages and fields that match how you actually work.
Custom fields
Capture the data that matters to your vertical.
Automations
Rules that fire reminders, emails, and handoffs automatically.
Reports & dashboards
The KPIs your leadership cares about, live.
Email + sequences
Nurture long cycles without losing the human touch.
Mobile parity
Full-power CRM on the road, on the phone, in the field.
"Pulse fit our workflow on day one. No three-month implementation, no expensive consultants."
Alex M.
Head of Revenue · Sample Financial Services Co.
1 week
setup time
94%
rep adoption
−22%
cycle time
Compliance & Security
Built for regulation-heavy work.
SOC 2 Type II audited
GDPR-compliant data handling
Field-level encryption for PII
SEC/FINRA audit-ready exports
Data residency: US, EU, APAC
Starter pack
Get the Financial Services template.
Pre-built pipeline stages, custom fields, automations, and reports. Ready in one click.
Import templateIndustry-specific pipeline template
Pre-built custom fields
Starter automation workflows
Vertical-specific reporting dashboards
Onboarding playbook for new reps
Kickoff checklist and internal rollout plan
Trusted by leading financial services teams
FAQ
Frequently asked
Get started in 5 minutes
Ready to run financial services on Pulse?
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