ContactBook for Financial Institutions

Designed to help financial services companies, insurance agencies and accounting firms to capture, share and manage contacts seamlessly across all touchpoints.

What is financial services contact management?

A software like ContactBook for financial services enables financial analysts, advisors and managers to create, store, and manage contacts from a single platform. Additionally, it enables the management of connections with accountants, loan officers, mortgage advisors. You have the ability to  group, label and keep your contacts shared with all the relevant people while managing permissions.  We know that keeping information updated and communicated with all parties engaged in the financial processes considerably reduces the time spent having to manually update them, freeing up more time for other crucial activities.

Why is contact management important for you?

On a daily basis, financial professionals manage a variety of clients, businesses, and paperwork. In order to ensure that they don't miss any important information about the market, financial brokers must constantly stay in touch with their clients via phone calls, emails, or SMS texts. Dealing with massive amounts of policy documents, loans, investments, transactions, client feedback, and many other things with all your touchpoints is made easier with ContactBook's contact management features.

Benefits of ContactBook contact management for financial institutions

One central account for all contacts

Each contact can have personal notes on it.

Sort contacts into groups and labels.

It's simple to integrate your current contacts

Contact Grouping

For various financial agents, consultants, officers, and managers across various projects. Share only what is necessary.

Control Permissions

For you, your various teams and managers. People can
be granted access to view, update, or administer contacts.

Contact Centralization

For contacts across numerous teams and projects. No
more saving contacts on several devices and multiple spreadsheets.

Network Independent

With the ContactBook app, you can continue to communicate with your team while they are on-site or
in an area without connectivity.

Best for Financial Institutions


Insurance services

Investment services

Credit Unions

Wealth & Asset Management

Mortgage & loan services

for Financial Services is for

Chief Finance Officer

Mortgage Advisor

Personal Banker

Procurement Manager

Loan Officer


Industry leaders that trust ContactBook

Get ContactBook for financial institutes on the go

Use ContactBook contact sharing app to share contacts effortlessly with Gmail and G Suite team members


A Contact management solution used by trusted experts
in the financial industry

Keep your contacts shared and synced conveniently, with the
best contact management software for financial advisors.