A CRM methodically designed to address the unique challenges of the financial sector.

edge CRM for Financial Services


Sales review meetings have never been so smooth. Thanks edge CRM for simple and accurate reports.

-Hariprasad Venugopal, Director, Moneyedge Financial

Every little detail, 100% organized.

edge will aid decision-makers to foresee opportunities, bookings in progress, and past wins to simplify setting precise goals for the future and pinpointing productivity bottlenecks.

edge will help relationship managers & distributors to spend less time managing routine tasks and more time interacting with clients. Use edge CRM and experience its credibility at all levels of business hierarchy!

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Minimize customer attrition and maximize revenue with edge.

  • edge CRM is a fore and aft utility for banking, insurance, lending, and investment firms
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Cloud and mobile-based service with stringent data security

With no compromise on data security, edge has integrated mobile web interface to offer remote access to sales tools, customer databases, and back-end systems with customized access permissions.

edge’s actionable analytics tools will help teams in detecting upsell and cross-sell opportunities,discerning early flight risk signals, and addressing customer pain points.


Increase in Lead or Order Ratio.


Increase in the Number of Client Meetings.


hrs per RM per Month saved on Manual Reporting.

edge CRM statistics for Financial Services
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