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360 Relationships

#17 of 38 in Banking CRM Software

360 Relationships: A compliance-focused relationship CRM with risk workflows and annual plans from CHF 3,000. Ranked #17 of 38 in Banking CRM Software by our editors (5.9/10); pricing: From 3,000 CHF/yr; best for compliance-led banks and financial service firms.

5.9/10Editor score
Visit 360core
360 Relationships5.9 Visit 360core

At a glance

  • Editor score
    5.9 / 10
  • Pricing
    From 3,000 CHF/yr
  • Best for
    Compliance-led banks and financial service firms
  • Free plan
    No
  • RM workspace
    Yes
  • Facts checked
    28 Sep 2026

  • Where it wins

    • Combines customer and business-wide risk assessment with regulatory reporting
    • Maps ownership structures and supports periodic reviews and compliance cases
    • Connects natively to 360 Documents, 360 Screenings and 360 Signatures

  • Where it doesn't

    • Annual plans cap relationships at 500 or 5,000 in the two lower tiers
    • The CHF 8,000 annual tier is required for unlimited relationships
    • The service is oriented to regulated financial workflows rather than general-purpose CRM

Our verdict on 360 Relationships

360 Relationships is a customer relationship management platform from Swiss software developer 360core for banks, financial institutions and other obliged entities. It brings individual and organizational profiles together with AML and sanctions-related risk assessment, ownership-structure visualization, periodic reviews, regulatory reporting and compliance case management. Its scope makes it a fit for teams whose relationship records need to support regulatory and ongoing compliance work, rather than a general-purpose sales CRM.

According to the vendor's pricing page, annual pricing starts at CHF 3,000 for asset managers, fintech and crypto asset service providers, trustees, with up to 500 business relationships per year. The CHF 5,000 plan covers dealers, lawyers, crowdfunders, real estate, gambling and sports clubs, and allows up to 5,000 relationships per year. Banks, PSPs, crypto asset service providers and global enterprises are listed under the CHF 8,000 annual plan, which allows unlimited relationships. The tiers therefore differ both by organization type and relationship volume; buyers should match the listed allowance to their expected annual workload.

The compliance workflow is the product's clearest distinction: business-wide risk assessment, dashboards and regulatory reporting sit alongside configurable risk factors and thresholds, review email notifications, role-based access, activity reporting, retention scheduling and legal holds. Native connectors link it to 360 Documents, 360 Screenings and 360 Signatures. The product is offered as a cloud service with web, desktop and mobile access, and email and phone support are listed. Choose it when compliance-led relationship management and those 360 integrations matter; organizations seeking a broad general CRM or a simpler contact database may find this regulatory focus unnecessary.

360 Relationships pricing

Plans From 3,000 CHF/yr No free plan — trial or paid only. Prices re-checked Sep 2026.
See plans on 360core.ch

All 3 360 Relationships plans and prices →

360 Relationships fact sheet

Free planNo
Paid fromNot verified
RM workspaceYes
Customer onboardingYes
Portfolio viewsNot verified
Regulatory workflowsYes
Service case managementYes
DeploymentCloud
DeploymentCloud, Desktop, Mobile
PlatformsWeb
Compliance & securityISO 27001, GDPR
SupportEmail, Phone
Built forSmall business, Mid-market, Enterprise (editorial estimate)
Integrations3 integrations: 360 Documents, 360 Screenings, 360 Signatures
PricingFrom 3,000 CHF/yr (source)
Website360core.ch
Facts checked28 Sep 2026

360 Relationships integrations

360 Relationships lists 3 integrations on its own site.

  • 360 Documents
  • 360 Screenings
  • 360 Signatures

Alternatives to 360 Relationships

See all 360 Relationships alternatives →

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Featured on iTechGuides

Featured on iTechGuides — 360 Relationships 5.9/10

360 Relationships is listed in our Banking CRM Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

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