Best Microsoft Dynamics 365 for Financial Services Alternatives in 2026
The top Microsoft Dynamics 365 for Financial Services alternatives are Salesforce Financial Services Cloud, Fiserv Enteract and Zoho BFSI CRM: 15 banking CRM software our editors would look at instead of Microsoft Dynamics 365 for Financial Services, in our ranking order.
Microsoft Dynamics 365 for Financial Services: A Microsoft-centered banking CRM with financial-services features and tiered Dynamics sales plans. Where it falls short: no free plan is offered.
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Best forLarge banks needing a full enterprise CRM
Enterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.
From $325/user/mo (annual) · 30-day trial Our Salesforce Financial Services Cloud verdict → Visit Salesforce9.0/10★★★★☆Visit Salesforce -
Best forBanks wanting integrated sales, service and onboarding
A banking-focused CRM that brings relationship management, onboarding and service workflows together.
- Regulatory workflows
- Service case management
- Customer onboarding
8.2/10★★★★☆Visit Fiserv -
Best forMid-market and enterprise financial institutions
A configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.
- Portfolio views
- Regulatory workflows
- Service case management
7.7/10★★★★☆Contact Zoho -
Best forBanks focused on household profitability and marketing
A banking-focused CRM for household profitability, marketing automation and sales incentives.
7.4/10★★★★☆Visit FIS -
Best forEnterprise banks managing lifecycle compliance
A lifecycle compliance system for banks coordinating onboarding, reviews, and offboarding.
- Regulatory workflows
- Service case management
- Customer onboarding
7.1/10★★★★☆Visit Pegasystems -
Best forBanks wanting low-cost, modern CRM entry
A cloud banking CRM combining onboarding, 360-degree profiles and workflow controls.
- Portfolio views
- Regulatory workflows
- Customer onboarding
7.1/10★★★★☆Visit CRMLead Pro -
Best forBanks needing a relationship-manager workbench
A banking RM workspace for customer context, risk profiling and workflows.
- RM workspace
6.8/10★★★☆☆Contact Infosys -
Best forWealth and investment firms needing compliant onboarding
Configurable CRM for compliant onboarding, portfolio service and regulatory workflows.
- Portfolio views
- Regulatory workflows
- Service case management
6.6/10★★★☆☆Visit FYNXT -
Best forBanks needing regulatory reporting infrastructure
A regulatory reporting suite for banks, with data controls, filing workflows, and Oracle integrations.
6.3/10★★★☆☆Visit Oracle -
Best forBanks needing check-image capture operations
A Fiserv web capture tool for banks that need controlled check-image processing.
6.2/10★★★☆☆Visit Fiserv -
Best forBanks needing broad compliance and service workflows
Broad banking workflows unite relationship management, onboarding, service, compliance, and fraud operations.
- Portfolio views
- Regulatory workflows
- Service case management
6.1/10★★★☆☆Visit Creatio -
Best forSmaller firms needing compliant client onboarding
A banking CRM that combines regulated onboarding, relationship management and portfolio workflows.
- Portfolio views
- Regulatory workflows
- Customer onboarding
From 100 CHF/user/mo · 30-day trial Our InvestGlass Client Onboarding CRM verdict → Visit InvestGlass6.1/10★★★☆☆Visit InvestGlass -
Best forMid-size banks combining CRM and loan servicing
A configurable banking CRM that connects customer, lending, marketing and service workflows.
- Regulatory workflows
- Service case management
- RM workspace
6.0/10★★★☆☆Visit CRMNEXT -
Best forBanks seeking end-to-end onboarding and servicing
A banking CRM that brings onboarding, customer profiles, service cases and compliance workflows together.
- Regulatory workflows
- Service case management
- Customer onboarding
6.0/10★★★☆☆Contact Tresm Labs -
Best forEnterprise banks wanting AI-assisted sales operations
An AI-assisted banking CRM combining customer insight, sales workflows and compliance operations.
- Portfolio views
- Regulatory workflows
- Service case management
5.9/10★★★☆☆Visit BE-terna
Microsoft Dynamics 365 for Financial Services Alternatives: Common Questions
What is the best alternative to Microsoft Dynamics 365 for Financial Services?
Salesforce Financial Services Cloud: #1 in our Banking CRM Software ranking, with an editor score of 9.0 out of 10. Enterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.
Is there a free alternative to Microsoft Dynamics 365 for Financial Services?
Yes. CRMLead Pro has a free plan or a free tier.
Microsoft Dynamics 365 for Financial Services vs Each Alternative
| # | Tool | Free plan | Paid from | RM workspace | Customer onboarding | Portfolio views | Regulatory workflows | Score |
|---|---|---|---|---|---|---|---|---|
| 7 | Microsoft Dynamics 365 for Financial Services | No | $65/user/mo | — | — | — | — | 6.9 |
| 1 | Salesforce Financial Services Cloud | No | $325/user/mo | — | — | — | — | 9.0 |
| 2 | Fiserv Enteract | No | — | Yes | Yes | — | Yes | 8.2 |
| 3 | Zoho BFSI CRM | — | — | — | Yes | Yes | Yes | 7.7 |
| 4 | FIS Connections CRM | — | — | — | — | — | — | 7.4 |
| 5 | Pega Client Lifecycle Management | — | — | Yes | Yes | — | Yes | 7.1 |
| 6 | CRMLead Pro | Yes | — | Yes | Yes | Yes | Yes | 7.1 |
| 8 | Infosys Relationship Manager Workbench | — | — | Yes | — | — | — | 6.8 |
| 9 | FYNXT Financial CRM | — | — | Yes | Yes | Yes | Yes | 6.6 |
| 10 | Oracle Financial Services Regulatory Reporting | — | — | — | — | — | — | 6.3 |
| 11 | Fiserv Web Capture | — | — | — | — | — | — | 6.2 |
| 12 | Creatio Banking CRM | — | — | Yes | Yes | Yes | Yes | 6.1 |
| 13 | InvestGlass Client Onboarding CRM | No | — | Yes | Yes | Yes | Yes | 6.1 |
| 14 | CRMNEXT | — | — | Yes | — | — | Yes | 6.0 |
| 15 | ICON Financial CRM | — | — | Yes | Yes | — | Yes | 6.0 |
| 16 | BE-terna CRM for Banking | — | — | Yes | Yes | Yes | Yes | 5.9 |
Head-to-Head
- Microsoft Dynamics 365 for Financial Services vs Salesforce Financial Services Cloud
- Microsoft Dynamics 365 for Financial Services vs Fiserv Enteract
- Microsoft Dynamics 365 for Financial Services vs Zoho BFSI CRM
- Microsoft Dynamics 365 for Financial Services vs FIS Connections CRM
- Microsoft Dynamics 365 for Financial Services vs Pega Client Lifecycle Management
- Microsoft Dynamics 365 for Financial Services vs CRMLead Pro
Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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