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Head-to-head · Banking CRM Software

Zoho BFSI CRM vs FIS Connections CRM

  • Updated Oct 2026
  • Both researched from official sources
  • 4 checks side by side
Higher score Zoho BFSI CRM #3 in Banking CRM Software 9.0/10 Pricing on request ✓ 4 of 5 features Contact Zoho
FIS Connections CRM #4 in Banking CRM Software 8.9/10 Pricing on request ✓ 0 of 5 features Visit FIS

Zoho BFSI CRM leads on 4 checks, FIS Connections CRM on 0, and 0 are even. Who comes out ahead on the 4 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreZoho BFSI CRM · 9.0/10
  • Most featuresZoho BFSI CRM · 4 of 5

Zoho BFSI CRM scores higher on our rubric for banking crm software: 9.0 against 8.9 out of 10; our editors rank them #3 and #4.

Zoho BFSI CRM offers customer onboarding; FIS Connections CRM doesn't publish it. Zoho BFSI CRM offers portfolio views; FIS Connections CRM doesn't publish it. Zoho BFSI CRM offers regulatory workflows; FIS Connections CRM doesn't publish it. Zoho BFSI CRM offers service case management; FIS Connections CRM doesn't publish it.

Zoho BFSI CRM is the better fit for mid-market and enterprise financial institutions. FIS Connections CRM is the better fit for banks focused on household profitability and marketing.

  • Zoho BFSI CRM fits best

    Mid-market and enterprise financial institutions

  • FIS Connections CRM fits best

    Banks focused on household profitability and marketing

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

Side by side

Feature Zoho BFSI CRM 9.0/10 Visit ↗ FIS Connections CRM 8.9/10 Visit ↗
At a glance
Editor score 9.0 8.9
Ranking #3 in Banking CRM Software #4 in Banking CRM Software
Best for Mid-market and enterprise financial institutions Banks focused on household profitability and marketing
Pricing model Paid Paid
Starting price Not published Not published
Free plan Not published Not published
Free trial — —
Integrations 5 integrations 1 integrations
Built for Mid-market, Enterprise Mid-market, Enterprise
Features Zoho BFSI CRM 4/5 · FIS Connections CRM 0/5
RM workspace Not published Not published
Customer onboarding ✓ (best) Not published
Portfolio views ✓ (best) Not published
Regulatory workflows ✓ (best) Not published
Service case management ✓ (best) Not published
Specs
Deployment Not published Cloud
Our review
Pros
  • Supports customer onboarding and KYC verification workflows
  • Combines customer and financial information in a unified view
  • Includes portfolio alerts, regulatory reports, and audit trails
  • 360-degree account and household relationship views
  • Profitability analysis with deposit and loan pricing scenarios
  • Automated marketing with campaign ROI and response tracking
Cons
  • 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
  • Pricing requires contacting FIS
  • Onboarding and compliance coverage is less complete than some suites
  • Web deployment may not suit teams seeking broader platform options
Our verdict

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 →

FIS Connections CRM is a web-based, cloud-deployed customer relationship management solution for financial institutions. It is aimed at mid-market and enterprise banks that need a consolidated view of account holders and household…

Read the review →
  1. Zoho BFSI CRMBanking CRM Software 9.0Pricing on request
  2. FIS Connections CRMBanking CRM Software 8.9Pricing on request

Strengths and trade-offs

  • 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

  • FIS Connections CRM — where it wins

    • 360-degree account and household relationship views
    • Profitability analysis with deposit and loan pricing scenarios
    • Automated marketing with campaign ROI and response tracking

    Where it doesn't

    • Pricing requires contacting FIS
    • Onboarding and compliance coverage is less complete than some suites
    • Web deployment may not suit teams seeking broader platform options
  • Zoho BFSI CRM9.0/10 · Pricing on request

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

    Contact ZohoFull verdict →
  • FIS Connections CRM8.9/10 · Pricing on request

    A banking-focused CRM for household profitability, marketing automation and sales incentives.

    Visit FISFull verdict →

More comparisons

All banking CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update