Keep prospects, client relationships, documents, reviews, service requests, and follow-ups in one secure place so your team stays responsive, compliant, and consistent.
ConvergeHub provides CRM software for financial services teams to manage leads, client onboarding, relationship history, service requests, and ongoing account engagement from one secure platform. Built for teams that operate on trust, timelines, and documentation, it keeps every interaction, task, and required step connected to the right prospect or client.
Designed for small and midsize financial services businesses, ConvergeHub supports the full lifecycle - from first inquiry and qualification to onboarding, periodic reviews, renewals, and cross-sell opportunities. Automation reduces manual follow-ups by triggering reminders, approvals, document requests, and service workflows automatically. The result is faster follow-through, cleaner records, and a more consistent client experience - backed by the documentation and controls financial services teams need.
Route new inquiries, assign owners, track qualification steps, and move prospects through structured stages with consistent follow-ups.
Run onboarding workflows with required-document lists, task owners, due dates, and automated reminders to reduce back-and-forth.
Maintain a complete activity trail-calls, emails, meeting notes, and updates-so advisors and teams always have full context.
Schedule periodic check-ins, annual reviews, renewals, and re-engagement sequences with reminders and next-step visibility.
Track client requests as cases with priority, due dates, ownership, and resolution history to ensure timely service.
Use role-based access and structured workflows to maintain control over sensitive data, approvals, and documentation.
Engage leads quickly with assignments, reminders, and defined next steps that keep follow-ups consistent across the team.
Reduce delays with checklists, due dates, and automated document follow-ups.
Stay proactive with scheduled reviews, renewal workflows, and consistent engagement.
Handle client requests faster with case routing, priorities, and trackable outcomes.
Keep continuity across teams with centralized client history and ongoing task visibility.
Track opportunities, next actions, and conversion outcomes with reporting that supports forecasting.
Designed for advisory, lending, and financial service workflows that depend on consistency and trust.
An intuitive experience helps teams get productive quickly without heavy training or long onboarding cycles.
Automate follow-ups, reminders, and task creation while keeping ownership and deadlines visible across every team and workflow.
See communications, documents, requests, and next steps tied to each client record in a complete timeline view.
Support approvals, role-based access, and consistent processes for sensitive workflows across teams, records, and client data security.
Handle more clients, products, and team members without rebuilding your workflows or changing your operating model.
Track opportunities, proposals, engagement steps, and delivery tasks across client projects. Keep communication, milestones, and billing follow-through aligned from kickoff to close.
Track leads, applications, document checklists, and approval stages from inquiry to close. Keep borrowers and internal teams aligned with reminders, tasks, and status visibility.
Manage borrower inquiries, verification steps, and service requests with clear ownership and timelines. Monitor follow-ups and repayment-related communication with consistent workflows.
Maintain a clear view of investors, portfolios, reviews, and relationship touchpoints over time. Schedule periodic updates and track service needs with an auditable activity trail.
Organize client intake, document requests, deadlines, and filing milestones in one workflow. Automate reminders and maintain year-over-year client history for smoother seasons.
Organize merchant leads, onboarding, activation, and support requests in one workflow. Automate reminders and status updates to reduce delays and improve responsiveness.
Get in touch with our team to see how ConvergeHub keeps onboarding organized, client service responsive, and relationship follow-through consistent-without adding complexity.
Request a Free DemoFind answers to common questions financial services teams ask when evaluating CRM software for onboarding, documentation, client engagement, and service workflows.
It's a system that manages the full client journey-lead capture, qualification, onboarding steps, relationship history, service requests, and ongoing follow-ups-in one place. It improves consistency, visibility, and responsiveness across teams that handle sensitive client relationships.
Advisors, relationship managers, sales teams, client service teams, and operations staff use it to manage prospects, onboarding, ongoing service, and retention activities.
Yes. You can build onboarding workflows with required-document lists, due dates, and owners, then automate reminders and next steps so onboarding moves forward without constant manual chasing.
Yes. Calls, emails, notes, tasks, and updates can be stored in the client timeline, giving advisors and staff full context and enabling smooth handoffs without losing history.
Yes. You can schedule recurring reviews, renewal reminders, and re-engagement sequences with automated tasks and alerts, so no client falls through the cracks.
Yes. Client requests can be managed as cases with priorities, owners, due dates, and status tracking. This creates clear accountability and a complete resolution history for every request.
Yes. ConvergeHub can run separate pipelines for new prospects, renewals, and expansion opportunities, each with its own stages, tasks, and reminders so teams stay focused and organized.
Yes. You can control access using roles and permissions so only the right team members can view or update specific client records, documents, and activities.
