Finova Broker CRM

What Finova Broker CRM is

Finova Broker CRM is web-based software designed for financial services brokers. It centralizes enquiries and ongoing communication, and supports application tracking, onboarding, and other customer-facing work. Users can configure automations, workflows, permissions, tasks, reminders, documentation, visualisations, and interface settings without writing code. The customer portal supports lead verification, KYC checks, document gathering, signatures, updates, follow-ups, and reminders. Finova also describes native integrations for lead acquisition, including social media channels, email clients, credit referencing agencies, and other tools. Custom automations and an audit trail help firms build compliance into their workflows, while GDPR tools support consent capture and client data access, correction, erasure, restriction, portability, and objection workflows. Finova describes EU-based infrastructure, restricted and monitored production access, firewalls, round-the-clock threat monitoring, daily backups retained for 14 days, and a disaster recovery site. The company says it holds ISO 27001 and ISO 27017 certifications. Pricing is available on request. Finova says expert setup takes 2 to 4 weeks; its off-the-shelf option can be running in as little as 3 days.