FIS Connections CRM
FIS Connections CRM: A banking-focused CRM for household profitability, marketing automation and sales incentives. Ranked #4 of 38 in Banking CRM Software by our editors (7.4/10); pricing: Pricing on request; best for banks focused on household profitability and marketing.
At a glance
- Editor score7.4 / 10
- PricingPricing on request
- Best forBanks focused on household profitability and marketing
- Founded1968 · Jacksonville, Florida, United States
- Facts checked28 Sep 2026
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
Our verdict on FIS Connections CRM
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 relationships, with core banking information interfacing and tools for personalized marketing. The platform combines organizational and external data into real-time account and household views, then connects those insights to profitability, pricing, sales and reporting workflows.
Its strongest focus is household economics and targeted growth. Product-purchase prediction covers individuals and households, while account and household profitability analysis helps teams assess relationships. A deposit and loan what-if pricing module supports scenario analysis. Marketing teams can automate direct-mail, call and email programs, then track campaign ROI and response. Employee sales-performance and incentive tracking adds a management layer for institutions tying customer activity to staff performance. Pricing is handled through contact with FIS rather than published plan tiers, so buyers should expect a sales-led evaluation.
Connections fits banks whose core systems are central to CRM work: FIS describes interfaces with core banking information and lists core banking systems as its integration area. Management and custom reporting support operational oversight across these workflows. The product is less suited to institutions prioritizing extensive onboarding or compliance functionality, areas described as less complete than in higher-ranked suites. Banks focused on household profitability, relationship insight and coordinated marketing should consider it; those needing a broader onboarding and compliance platform should evaluate alternatives alongside it.
FIS Connections CRM pricing
FIS Connections CRM fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| RM workspace | Not verified |
| Customer onboarding | Not verified |
| Portfolio views | Not verified |
| Regulatory workflows | Not verified |
| Service case management | Not verified |
| Deployment | Cloud |
| Deployment | Cloud |
| Platforms | Web |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: Core banking systems |
| Pricing | Pricing on request |
| Website | fisglobal.com |
| Facts checked | 28 Sep 2026 |
FIS Connections CRM integrations
FIS Connections CRM lists 1 integrations on its own site.
- Core banking systems
Alternatives to FIS Connections CRM
- Salesforce Financial Services CloudEnterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.9.0
- Fiserv EnteractA banking-focused CRM that brings relationship management, onboarding and service workflows together.8.2
- Zoho BFSI CRMA configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.7.7
See all FIS Connections CRM alternatives →
FIS Connections CRM vs the competition
- FIS Connections CRM vs Salesforce Financial Services Cloud
- FIS Connections CRM vs Fiserv Enteract
- FIS Connections CRM vs Zoho BFSI CRM
- FIS Connections CRM vs Pega Client Lifecycle Management
- FIS Connections CRM vs CRMLead Pro
- FIS Connections CRM vs Microsoft Dynamics 365 for Financial Services
Compare FIS Connections CRM with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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