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)
Highlights
The global Cloud-Based Financial Services CRM market was valued at US$ million in 2022 and is anticipated to reach US$ million by 2029, witnessing a CAGR of % during the forecast period 2023-2029. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.
North American market for Cloud-Based Financial Services CRM is estimated to increase from $ million in 2023 to reach $ million by 2029, at a CAGR of % during the forecast period of 2023 through 2029.
Asia-Pacific market for Cloud-Based Financial Services CRM is estimated to increase from $ million in 2023 to reach $ million by 2029, at a CAGR of % during the forecast period of 2023 through 2029.
The global market for Cloud-Based Financial Services CRM in Traditional Bank is estimated to increase from $ million in 2023 to $ million by 2029, at a CAGR of % during the forecast period of 2023 through 2029.
The key global companies 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 world's top three vendors accounted for approximately % of the revenue.
Report Scope
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.
The Cloud-Based Financial Services CRM market size, estimations, and forecasts are provided in terms of and revenue ($ millions), considering 2022 as the base year, with history and forecast data for the period from 2018 to 2029. This report segments the global Cloud-Based Financial Services CRM market comprehensively. Regional market sizes, concerning products by type, by application, and by players, are also provided.
For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.
The report will help the Cloud-Based Financial Services CRM companies, new entrants, and industry chain related companies in this market with information on the revenues for the overall market and the sub-segments across the different segments, by company, by type, by application, and by regions.
By Company
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
Segment by Type
SaaS
PaaS
IaaS
Segment by Application
Traditional Bank
Investment Bank
Insurance Company
Others
By Region
North America
United States
Canada
Europe
Germany
France
UK
Italy
Russia
Nordic Countries
Rest of Europe
Asia-Pacific
China
Japan
South Korea
Southeast Asia
India
Australia
Rest of Asia
Latin America
Mexico
Brazil
Rest of Latin America
Middle East & Africa
Turkey
Saudi Arabia
UAE
Rest of MEA
Core Chapters
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by type, application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter 2: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter 3: Detailed analysis of Cloud-Based Financial Services CRM companies鈥� competitive landscape, revenue 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, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. 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, and capacity of each country in the world.
Chapter 11: Provides profiles of key players, introducing the basic situation of the key companies in the market in detail, including product revenue, gross margin, product introduction, recent development, etc.
Chapter 12: The main points and conclusions of the report.
Please Note - This is an on demand report and will be delivered in 2 business days (48 hours) post payment.
1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Cloud-Based Financial Services CRM Market Size Growth Rate by Type: 2018 VS 2022 VS 2029
1.2.2 SaaS
1.2.3 PaaS
1.2.4 IaaS
1.3 Market by Application
1.3.1 Global Cloud-Based Financial Services CRM Market Growth by Application: 2018 VS 2022 VS 2029
1.3.2 Traditional Bank
1.3.3 Investment Bank
1.3.4 Insurance Company
1.3.5 Others
1.4 Study Objectives
1.5 Years Considered
1.6 Years Considered
2 Global Growth Trends
2.1 Global Cloud-Based Financial Services CRM Market Perspective (2018-2029)
2.2 Cloud-Based Financial Services CRM Growth Trends by Region
2.2.1 Global Cloud-Based Financial Services CRM Market Size by Region: 2018 VS 2022 VS 2029
2.2.2 Cloud-Based Financial Services CRM Historic Market Size by Region (2018-2023)
2.2.3 Cloud-Based Financial Services CRM Forecasted Market Size by Region (2024-2029)
2.3 Cloud-Based Financial Services CRM Market Dynamics
2.3.1 Cloud-Based Financial Services CRM Industry Trends
2.3.2 Cloud-Based Financial Services CRM Market Drivers
2.3.3 Cloud-Based Financial Services CRM Market Challenges
2.3.4 Cloud-Based Financial Services CRM Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top Cloud-Based Financial Services CRM Players by Revenue
3.1.1 Global Top Cloud-Based Financial Services CRM Players by Revenue (2018-2023)
3.1.2 Global Cloud-Based Financial Services CRM Revenue Market Share by Players (2018-2023)
3.2 Global Cloud-Based Financial Services CRM Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by Cloud-Based Financial Services CRM Revenue
3.4 Global Cloud-Based Financial Services CRM Market Concentration Ratio
3.4.1 Global Cloud-Based Financial Services CRM Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Cloud-Based Financial Services CRM Revenue in 2022
3.5 Cloud-Based Financial Services CRM Key Players Head office and Area Served
3.6 Key Players Cloud-Based Financial Services CRM Product Solution and Service
3.7 Date of Enter into Cloud-Based Financial Services CRM Market
3.8 Mergers & Acquisitions, Expansion Plans
4 Cloud-Based Financial Services CRM Breakdown Data by Type
4.1 Global Cloud-Based Financial Services CRM Historic Market Size by Type (2018-2023)
4.2 Global Cloud-Based Financial Services CRM Forecasted Market Size by Type (2024-2029)
5 Cloud-Based Financial Services CRM Breakdown Data by Application
5.1 Global Cloud-Based Financial Services CRM Historic Market Size by Application (2018-2023)
5.2 Global Cloud-Based Financial Services CRM Forecasted Market Size by Application (2024-2029)
6 North America
6.1 North America Cloud-Based Financial Services CRM Market Size (2018-2029)
6.2 North America Cloud-Based Financial Services CRM Market Growth Rate by Country: 2018 VS 2022 VS 2029
6.3 North America Cloud-Based Financial Services CRM Market Size by Country (2018-2023)
6.4 North America Cloud-Based Financial Services CRM Market Size by Country (2024-2029)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Cloud-Based Financial Services CRM Market Size (2018-2029)
7.2 Europe Cloud-Based Financial Services CRM Market Growth Rate by Country: 2018 VS 2022 VS 2029
7.3 Europe Cloud-Based Financial Services CRM Market Size by Country (2018-2023)
7.4 Europe Cloud-Based Financial Services CRM Market Size by Country (2024-2029)
7.5 Germany
7.6 France
7.7 U.K.
7.8 Italy
7.9 Russia
7.10 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific Cloud-Based Financial Services CRM Market Size (2018-2029)
8.2 Asia-Pacific Cloud-Based Financial Services CRM Market Growth Rate by Region: 2018 VS 2022 VS 2029
8.3 Asia-Pacific Cloud-Based Financial Services CRM Market Size by Region (2018-2023)
8.4 Asia-Pacific Cloud-Based Financial Services CRM Market Size by Region (2024-2029)
8.5 China
8.6 Japan
8.7 South Korea
8.8 Southeast Asia
8.9 India
8.10 Australia
9 Latin America
9.1 Latin America Cloud-Based Financial Services CRM Market Size (2018-2029)
9.2 Latin America Cloud-Based Financial Services CRM Market Growth Rate by Country: 2018 VS 2022 VS 2029
9.3 Latin America Cloud-Based Financial Services CRM Market Size by Country (2018-2023)
9.4 Latin America Cloud-Based Financial Services CRM Market Size by Country (2024-2029)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Cloud-Based Financial Services CRM Market Size (2018-2029)
10.2 Middle East & Africa Cloud-Based Financial Services CRM Market Growth Rate by Country: 2018 VS 2022 VS 2029
10.3 Middle East & Africa Cloud-Based Financial Services CRM Market Size by Country (2018-2023)
10.4 Middle East & Africa Cloud-Based Financial Services CRM Market Size by Country (2024-2029)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 4Degrees
11.1.1 4Degrees Company Detail
11.1.2 4Degrees Business Overview
11.1.3 4Degrees Cloud-Based Financial Services CRM Introduction
11.1.4 4Degrees Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.1.5 4Degrees Recent Development
11.2 AgencyBloc
11.2.1 AgencyBloc Company Detail
11.2.2 AgencyBloc Business Overview
11.2.3 AgencyBloc Cloud-Based Financial Services CRM Introduction
11.2.4 AgencyBloc Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.2.5 AgencyBloc Recent Development
11.3 AgentCubed
11.3.1 AgentCubed Company Detail
11.3.2 AgentCubed Business Overview
11.3.3 AgentCubed Cloud-Based Financial Services CRM Introduction
11.3.4 AgentCubed Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.3.5 AgentCubed Recent Development
11.4 Altvia Solutions
11.4.1 Altvia Solutions Company Detail
11.4.2 Altvia Solutions Business Overview
11.4.3 Altvia Solutions Cloud-Based Financial Services CRM Introduction
11.4.4 Altvia Solutions Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.4.5 Altvia Solutions Recent Development
11.5 Amazon (AWS)
11.5.1 Amazon (AWS) Company Detail
11.5.2 Amazon (AWS) Business Overview
11.5.3 Amazon (AWS) Cloud-Based Financial Services CRM Introduction
11.5.4 Amazon (AWS) Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.5.5 Amazon (AWS) Recent Development
11.6 Backstop Solutions
11.6.1 Backstop Solutions Company Detail
11.6.2 Backstop Solutions Business Overview
11.6.3 Backstop Solutions Cloud-Based Financial Services CRM Introduction
11.6.4 Backstop Solutions Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.6.5 Backstop Solutions Recent Development
11.7 Creatio
11.7.1 Creatio Company Detail
11.7.2 Creatio Business Overview
11.7.3 Creatio Cloud-Based Financial Services CRM Introduction
11.7.4 Creatio Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.7.5 Creatio Recent Development
11.8 DHI Computing Service (FPS GOLD)
11.8.1 DHI Computing Service (FPS GOLD) Company Detail
11.8.2 DHI Computing Service (FPS GOLD) Business Overview
11.8.3 DHI Computing Service (FPS GOLD) Cloud-Based Financial Services CRM Introduction
11.8.4 DHI Computing Service (FPS GOLD) Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.8.5 DHI Computing Service (FPS GOLD) Recent Development
11.9 Freshworks
11.9.1 Freshworks Company Detail
11.9.2 Freshworks Business Overview
11.9.3 Freshworks Cloud-Based Financial Services CRM Introduction
11.9.4 Freshworks Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.9.5 Freshworks Recent Development
11.10 Google
11.10.1 Google Company Detail
11.10.2 Google Business Overview
11.10.3 Google Cloud-Based Financial Services CRM Introduction
11.10.4 Google Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.10.5 Google Recent Development
11.11 HubSpot
11.11.1 HubSpot Company Detail
11.11.2 HubSpot Business Overview
11.11.3 HubSpot Cloud-Based Financial Services CRM Introduction
11.11.4 HubSpot Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.11.5 HubSpot Recent Development
11.12 Intapp (DealCloud)
11.12.1 Intapp (DealCloud) Company Detail
11.12.2 Intapp (DealCloud) Business Overview
11.12.3 Intapp (DealCloud) Cloud-Based Financial Services CRM Introduction
11.12.4 Intapp (DealCloud) Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.12.5 Intapp (DealCloud) Recent Development
11.13 Maximizer Services
11.13.1 Maximizer Services Company Detail
11.13.2 Maximizer Services Business Overview
11.13.3 Maximizer Services Cloud-Based Financial Services CRM Introduction
11.13.4 Maximizer Services Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.13.5 Maximizer Services Recent Development
11.14 Microsoft
11.14.1 Microsoft Company Detail
11.14.2 Microsoft Business Overview
11.14.3 Microsoft Cloud-Based Financial Services CRM Introduction
11.14.4 Microsoft Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.14.5 Microsoft Recent Development
11.15 Oracle
11.15.1 Oracle Company Detail
11.15.2 Oracle Business Overview
11.15.3 Oracle Cloud-Based Financial Services CRM Introduction
11.15.4 Oracle Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.15.5 Oracle Recent Development
11.16 Pipedrive
11.16.1 Pipedrive Company Detail
11.16.2 Pipedrive Business Overview
11.16.3 Pipedrive Cloud-Based Financial Services CRM Introduction
11.16.4 Pipedrive Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.16.5 Pipedrive Recent Development
11.17 ProTracker Software
11.17.1 ProTracker Software Company Detail
11.17.2 ProTracker Software Business Overview
11.17.3 ProTracker Software Cloud-Based Financial Services CRM Introduction
11.17.4 ProTracker Software Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.17.5 ProTracker Software Recent Development
11.18 Q4
11.18.1 Q4 Company Detail
11.18.2 Q4 Business Overview
11.18.3 Q4 Cloud-Based Financial Services CRM Introduction
11.18.4 Q4 Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.18.5 Q4 Recent Development
11.19 Really Simple Systems
11.19.1 Really Simple Systems Company Detail
11.19.2 Really Simple Systems Business Overview
11.19.3 Really Simple Systems Cloud-Based Financial Services CRM Introduction
11.19.4 Really Simple Systems Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.19.5 Really Simple Systems Recent Development
11.20 Redtail Technology
11.20.1 Redtail Technology Company Detail
11.20.2 Redtail Technology Business Overview
11.20.3 Redtail Technology Cloud-Based Financial Services CRM Introduction
11.20.4 Redtail Technology Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.20.5 Redtail Technology Recent Development
11.21 Salesforce
11.21.1 Salesforce Company Detail
11.21.2 Salesforce Business Overview
11.21.3 Salesforce Cloud-Based Financial Services CRM Introduction
11.21.4 Salesforce Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.21.5 Salesforce Recent Development
11.22 SAP
11.22.1 SAP Company Detail
11.22.2 SAP Business Overview
11.22.3 SAP Cloud-Based Financial Services CRM Introduction
11.22.4 SAP Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.22.5 SAP Recent Development
11.23 SugarCRM
11.23.1 SugarCRM Company Detail
11.23.2 SugarCRM Business Overview
11.23.3 SugarCRM Cloud-Based Financial Services CRM Introduction
11.23.4 SugarCRM Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.23.5 SugarCRM Recent Development
11.24 Zoho
11.24.1 Zoho Company Detail
11.24.2 Zoho Business Overview
11.24.3 Zoho Cloud-Based Financial Services CRM Introduction
11.24.4 Zoho Revenue in Cloud-Based Financial Services CRM Business (2018-2023)
11.24.5 Zoho Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Disclaimer
13.3 Author Details
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
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听
*If Applicable.
