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Head-to-head · Banking CRM Software

Fiserv Enteract vs Zoho BFSI CRM

  • Updated Sep 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score Fiserv Enteract #2 in Banking CRM Software 8.2/10 Pricing on request ✓ 4 of 5 features Visit Fiserv
Zoho BFSI CRM #3 in Banking CRM Software 7.7/10 Pricing on request ✓ 4 of 5 features Contact Zoho

Fiserv Enteract leads on 1 check, Zoho BFSI CRM on 1, and 4 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFiserv Enteract · 8.2/10

Fiserv Enteract scores higher on our rubric for banking crm software: 8.2 against 7.7 out of 10; our editors rank them #2 and #3.

Fiserv Enteract offers rm workspace; Zoho BFSI CRM doesn't publish it. Zoho BFSI CRM offers portfolio views; Fiserv Enteract doesn't publish it.

Fiserv Enteract is the better fit for banks wanting integrated sales, service and onboarding. Zoho BFSI CRM is the better fit for mid-market and enterprise financial institutions.

  • Fiserv Enteract fits best

    Banks wanting integrated sales, service and onboarding

  • Zoho BFSI CRM fits best

    Mid-market and enterprise financial institutions

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature Fiserv Enteract 8.2/10 Visit ↗ Zoho BFSI CRM 7.7/10 Visit ↗
At a glance
Editor score 8.2 7.7
Ranking #2 in Banking CRM Software #3 in Banking CRM Software
Best for Banks wanting integrated sales, service and onboarding Mid-market and enterprise financial institutions
Pricing model Paid Paid
Starting price Not published Not published
Free plan — Not published
Free trial — —
Support Email, Phone Email
Integrations 5 integrations 5 integrations
Built for Mid-market, Enterprise Mid-market, Enterprise
Features Fiserv Enteract 4/5 · Zoho BFSI CRM 4/5
RM workspace ✓ (best) Not published
Customer onboarding ✓ ✓
Portfolio views Not published ✓ (best)
Regulatory workflows ✓ ✓
Service case management ✓ ✓
Specs
Deployment Cloud Not published
Our review
Pros
  • Combines customer relationship views with lead, referral and pipeline management
  • Supports onboarding, screening, compliance workflows, document management and e-signing
  • Connects case automation with core-banking and Microsoft integrations
  • Supports customer onboarding and KYC verification workflows
  • Combines customer and financial information in a unified view
  • Includes portfolio alerts, regulatory reports, and audit trails
Cons
  • Pricing requires contacting Fiserv
  • No free plan is offered
  • Its banking-specific workflows may be more than teams seeking a general CRM need
  • BFSI solutions are described as early access
  • Some listed capabilities may not be part of Zoho BFSI CRM
  • Requires contacting Zoho's BFSI team to evaluate
Our verdict

Fiserv Enteract is a banking CRM built on Microsoft Dynamics 365 for retail, commercial and mid-sized financial institutions. It brings customer and relationship views together with sales pipelines, onboarding, account opening and service…

Read the review →

Zoho BFSI CRM is part of Zoho’s financial-services offering for banks, NBFCs, insurers, and other financial institutions. Its focus is managing customer relationships and financial journeys, with workflows for onboarding and KYC, customer…

Read the review →
  1. Fiserv EnteractBanking CRM Software 8.2Pricing on request
  2. Zoho BFSI CRMBanking CRM Software 7.7Pricing on request

Strengths and trade-offs

  • Fiserv Enteract — where it wins

    • Combines customer relationship views with lead, referral and pipeline management
    • Supports onboarding, screening, compliance workflows, document management and e-signing
    • Connects case automation with core-banking and Microsoft integrations

    Where it doesn't

    • Pricing requires contacting Fiserv
    • No free plan is offered
    • Its banking-specific workflows may be more than teams seeking a general CRM need

  • Zoho BFSI CRM — where it wins

    • Supports customer onboarding and KYC verification workflows
    • Combines customer and financial information in a unified view
    • Includes portfolio alerts, regulatory reports, and audit trails

    Where it doesn't

    • BFSI solutions are described as early access
    • Some listed capabilities may not be part of Zoho BFSI CRM
    • Requires contacting Zoho's BFSI team to evaluate
  • Fiserv Enteract8.2/10 · Pricing on request

    A banking-focused CRM that brings relationship management, onboarding and service workflows together.

    Visit FiservFull verdict →
  • Zoho BFSI CRM7.7/10 · Pricing on request

    A configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.

    Contact ZohoFull verdict →

More comparisons

All banking CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update