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Head-to-head · Banking CRM Software

Zoho BFSI CRM vs Infosys Relationship Manager Workbench

Updated Sep 2026
Both researched from official sources
5 checks side by side

Higher score Zoho BFSI CRM #3 in Banking CRM Software 7.7/10 Pricing on request ✓ 4 of 5 features Contact Zoho

Infosys Relationship Manager Workbench #8 in Banking CRM Software 6.8/10 Pricing on request ✓ 1 of 5 features Contact Infosys

Zoho BFSI CRM leads on 4 checks, Infosys Relationship Manager Workbench on 1, and 0 are even. Who comes out ahead on the 5 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 · 7.7/10
Most featuresZoho BFSI CRM · 4 of 5

Zoho BFSI CRM scores higher on our rubric for banking crm software: 7.7 against 6.8 out of 10; our editors rank them #3 and #8.

Infosys Relationship Manager Workbench offers rm workspace; Zoho BFSI CRM doesn't publish it. Zoho BFSI CRM offers customer onboarding; Infosys Relationship Manager Workbench doesn't publish it. Zoho BFSI CRM offers portfolio views; Infosys Relationship Manager Workbench doesn't publish it. Zoho BFSI CRM offers regulatory workflows; Infosys Relationship Manager Workbench doesn't publish it. Zoho BFSI CRM offers service case management; Infosys Relationship Manager Workbench doesn't publish it.

Zoho BFSI CRM is the better fit for mid-market and enterprise financial institutions. Infosys Relationship Manager Workbench is the better fit for banks needing a relationship-manager workbench.

Zoho BFSI CRM fits best
Mid-market and enterprise financial institutions
Infosys Relationship Manager Workbench fits best
Banks needing a relationship-manager workbench

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

Side by side

Show only differences

Feature	Zoho BFSI CRM 7.7/10 Visit ↗	Infosys Relationship Manager Workbench 6.8/10 Visit ↗
At a glance
Editor score	7.7	6.8
Ranking	#3 in Banking CRM Software	#8 in Banking CRM Software
Best for	Mid-market and enterprise financial institutions	Banks needing a relationship-manager workbench
Pricing model	Paid	Paid
Starting price	Not published	Not published
Free plan	Not published	Not published
Free trial	—	—
Integrations	5 integrations	4 integrations
Built for	Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features Zoho BFSI CRM 4/5 · Infosys Relationship Manager Workbench 1/5
RM workspace	Not published	✓ (best)
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	Brings customer and product information together on demand. Supports risk profiling, feedback management and automated workflows. Works on mobile and laptop, with Microsoft Power Platform integrations.
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 Infosys. Its focus is relationship-manager work rather than a broad banking CRM suite. Integration-ready architecture may require coordination with connected systems.
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 →	Infosys Relationship Manager Workbench is a cloud-based banking work-support platform centered on the relationship manager’s day-to-day customer work. It brings customer and product information together, supports product-policy awareness… Read the review →

Z Zoho BFSI CRMBanking CRM Software 7.7Pricing on request
I Infosys Relationship Manager WorkbenchBanking CRM Software 6.8Pricing 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
Infosys Relationship Manager Workbench — where it wins
- Brings customer and product information together on demand.
- Supports risk profiling, feedback management and automated workflows.
- Works on mobile and laptop, with Microsoft Power Platform integrations.
Where it doesn't
- Pricing requires contacting Infosys.
- Its focus is relationship-manager work rather than a broad banking CRM suite.
- Integration-ready architecture may require coordination with connected systems.

Zoho BFSI CRM7.7/10 · Pricing on request
A configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.
Contact Zoho Full verdict →
Infosys Relationship Manager Workbench6.8/10 · Pricing on request
A banking RM workspace for customer context, risk profiling and workflows.
Contact Infosys Full verdict →

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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated 29 Sep 2026 · How we research and update