Best Other Finance & Insurance Software

Other Finance & Insurance Software Grid® Overview

The best Other Finance & Insurance Software products are determined by customer satisfaction (based on user reviews) and scale (based on market share, vendor size, and social impact) and placed into four categories on the Grid®:
  • Products in the Leader quadrant are rated highly by G2 Crowd users and have substantial Market Presence scores. Leaders include: Simple, Redtail CRM, and Salesforce Financial Services Cloud
  • High Performers are highly rated by their users, but have not yet achieved the market share and scale of the Leaders.
  • Contenders have significant Market Presence and resources, but have received below average user Satisfaction ratings or have not yet received a sufficient number of reviews to validate the solution. Contenders include: SmartOffice
  • Niche solutions do not have the Market Presence of the Leaders. They may have been rated positively on customer Satisfaction, but have not yet received enough reviews to validate them. Niche products include: HomeBudget
G2 Crowd Grid® for Other Finance & Insurance
High Performers
Redtail crm
Salesforce financial services cloud
Market Presence
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