Who is B2B Finance CRM for?

Fund distribution teams at asset managers: the people who sell to wealth advisers, platforms, banks, insurers and institutions. Those channels are already in the data model.

Does the AI change my data on its own?

No. The AI prepares proposals (activities drawn from emails, tasks, contacts, corrections, enrichments) that you validate or reject. A rejection requires a reason, which is stored so the same proposal does not come back.

Mistral AI, a French provider, is our main supplier. All subprocessors are listed in the register provided with the data processing agreement.

Where is my data hosted?

On a dedicated server administered by B2B Finance, in France. Backups are encrypted every day before being copied off site. Each client is isolated at the database level.

Can I get my data back?

Yes, at any time. Every list exports to CSV, Excel or PDF, from the screen you are working on.

Can I import my existing data?

Yes. CSV import detects your columns automatically, and HubSpot exports are imported directly. Unknown companies go through validation before being created.

Does it work with my AI assistant?

Yes. An MCP connector links your CRM to Claude, ChatGPT or Copilot with 71 actions: look up a company, log an activity, create a task. Each user has their own key, revocable at any time.

How much does the subscription cost?

One price per user per month, excluding VAT, shown on the Pricing page, always paid in advance with no commitment. Data migration and training are quoted separately. The online demo stays open without sign-up, in read-only mode.

By card or SEPA direct debit, on subscription and then automatically on each renewal date. The SEPA mandate is given with the first payment, by instant transfer from your bank. Payments go through Mollie, a European payment provider: B2B Finance stores no banking data.

Can I add or remove users?

Yes, from Settings › Subscription. An added user is billed pro rata until the next renewal. A removal takes effect at the next renewal, and a deactivated user frees their seat.

From Settings › Subscription, at any time. Cancellation takes effect at the end of the current period, and you can undo it until then.

What happens to my data if I stop?

It remains viewable and exportable in read-only mode after the subscription ends, for the period set out in the subscription terms, and is then deleted.

Will I get a VAT invoice?

Yes, at each renewal, downloadable from Settings › Subscription. French VAT applies; for customers in another EU country with a valid VAT number, the invoice is issued under the reverse-charge mechanism.

CRM · Fund distribution · Multi-manager

The CRM for fund distribution teams.

Name: B2B Finance CRM
Price: 99.00 EUR
Availability: InStock
Author: B2B Finance

Wealth advisers, platforms, banks, insurers, institutions: your channels are already in the tool. No integrator, nothing to configure.

Try the demo

The AI sorts, you decide3 to decide

› 1,248 organisations compared · 3 matches proposed

DuplicateValmont Family Office and “Valmont FO”: same LEI, merged with history
DuplicateBanca Arieti Private and Banca Arieti: same address, same group
ContactClaire Morel entered twice, with two email addresses

Fictitious data. Nothing is saved without your approval; a rejection is never proposed again.

Built for regulated businesses

Hosted in France
Mistral AI, main provider
Every AI proposal waits for your approval
CSV, Excel, PDF export
French, English, German

Your channels, already in the tool

Wealth advisers
Platforms
Banks
Insurers
Institutions

What the tool does

Built to distribute funds, not to do everything.

Your channels, not a generic model.
Each organisation has its type, its group, its history. The SIRENE and LEI registers complete the records.
Wealth adviserPlatformPrivate bankInsurer
Campaigns, events and newsletters in one place.
The tool counts how often a contact has been solicited, and flags two campaigns targeting the same people.
The AI sorts, you decide.
Duplicates, incoming emails, records to complete: every proposal waits for your approval, and every rejection is remembered.
A team.
One owner per account, co-owners, and a view per salesperson for the manager.
OwnerCo-ownerManager view
Your data stays readable.
Every list exports to CSV, Excel or PDF. Import from a CSV file or from HubSpot.
French, English, German.
The interface is available in all three languages.

Multi-manager

Several asset managers, one tool.

Fund distribution is consolidating: each team now carries more managers than before. The CRM is built around the product and each manager's distribution agreement, not around a single deal.

Every product recorded by its ISIN, linked to its asset manager.
One agreement per manager: distribution countries, authorised ISINs, retrocession rate.
Every sale linked to the product and the agreement that covers it.

Your managers7 / 7 products

› 3 asset managers · 7 products · one agreement each

Verlaine Crédit Euro 2029ZZDEMO000011
Verlaine Actions EuropeZZDEMO000029
Hallström Global BondZZDEMO000037
Hallström Small Caps NordicZZDEMO000045
Hallström ConvertiblesZZDEMO000052
Calderón InfraestructurasZZDEMO000060
Calderón Renta Variable GlobalZZDEMO000078

Fictitious asset managers and products (ISIN ZZDEMO). The real registry fills from your agreements.

Where B2B Finance fits

Between the lightweight CRM and the enterprise platform, the CRM for fund distribution.

Lightweight CRMs don't know your channels. Enterprise platforms cover them, with an integrator and a large-group budget.

	Lightweight general CRM	Enterprise platform	B2B Finance
Getting started	Quick	Integrator and training	No integrator, nothing to configure
Fund distribution channels	Fields to create yourself	To be configured	Wealth advisers, platforms, banks, insurers, institutions, ready to use
Several asset managers	No product or agreement: a single catalogue	Product object to be modelled	Products by ISIN, one agreement per manager
Campaigns, events, newsletters	Separate tool	Paid add-on	Included, next to your contacts
Contact frequency, overlapping campaigns	Not tracked	Depends on setup	Counted and flagged
AI on duplicates and incoming emails	None	Automatic capture	It proposes, you approve, every rejection is remembered
SIRENE and LEI registers	None	Through a connector	Records completed from the registers
Interface language	Often English first	English first	French, English, German

Getting started
No integrator, nothing to configure
Lightweight CRM
Quick
Enterprise platform
Integrator and training
Fund distribution channels
Wealth advisers, platforms, banks, insurers, institutions, ready to use
Lightweight CRM
Fields to create yourself
Enterprise platform
To be configured
Several asset managers
Products by ISIN, one agreement per manager
Lightweight CRM
No product or agreement: a single catalogue
Enterprise platform
Product object to be modelled
Campaigns, events, newsletters
Included, next to your contacts
Lightweight CRM
Separate tool
Enterprise platform
Paid add-on
Contact frequency, overlapping campaigns
Counted and flagged
Lightweight CRM
Not tracked
Enterprise platform
Depends on setup
AI on duplicates and incoming emails
It proposes, you approve, every rejection is remembered
Lightweight CRM
None
Enterprise platform
Automatic capture
SIRENE and LEI registers
Records completed from the registers
Lightweight CRM
None
Enterprise platform
Through a connector
Interface language
French, English, German
Lightweight CRM
Often English first
Enterprise platform
English first

Comparison by tool category, based on vendors' public documentation and user reviews, October 2026.

The whole CRM

Everything the CRM does

More than forty features in service today, used every day by our own team.

Business development

Accounts, contacts and activities (meetings, calls, emails, notes, meeting minutes)
One owner per account, co-owners, a view per salesperson
Sales targets and reporting by period
R1, R2, R3 meeting KPIs and conversion rate
Priority score with a visible, adjustable scale
Mandates, products and distribution agreements
CSV, Excel and PDF export of every list

Human-validated AI

Activities, tasks and meeting minutes proposed from your emails
LinkedIn messages imported as activities
Validation one by one or in batches
Mandatory reason for every rejection, remembered
Duplicate people and companies: merge with history
Follow-ups proposed after 30, 60 or 90 days without contact
History of every proposal, approved or rejected

Marketing and events

Campaigns, templates and mailing lists
Public newsletter with double opt-in
Exact funnel: delivered, bounces, opens excluding bots, clicks
Dedicated mailbox that collects replies and late bounces
Deliverability monitored address by address
Event invitations in waves, one-click registration
Contact frequency and overlapping campaigns flagged

Data and companies

SIREN, LEI or local registration number on every company
Enrichment from the INSEE and GLEIF registers
Monthly register watch: closures flagged
Groups and entities, several SIREN per brand
Inactive companies kept but excluded from mailings
CSV import with column detection, HubSpot migration
Job changes detected on LinkedIn

Security and GDPR

Hosting in France on a dedicated server
Strict isolation between clients at database level
Two-factor authentication and revocable sessions
Audit log and security log
Export, anonymisation and consents per channel
Daily encrypted backups, off-site copy
DPA, register of processing activities and of processors

Day to day

Action-oriented home page, unanswered incoming messages
Tasks as a list or Kanban, quick add
Global keyboard search (⌘K)
Saved views, advanced filters, bulk actions
Installable mobile app, usable offline
Claude, ChatGPT, Copilot connector (71 actions)
Interface in French, English, German; dark theme

Security and GDPR

Your client data, protected

Strict isolation between clients, two-factor authentication, encrypted backups and GDPR rights built into the product. Commitments we can demonstrate.

Hosted in France
The platform runs on a dedicated server administered by B2B Finance, in France. Emails are sent through Scaleway, in Paris.
Strict isolation between clients
Every table in the database is partitioned by client at the PostgreSQL level: a client technically cannot read another client's data.
Two-factor authentication
One-time code (TOTP), sessions that can be revoked remotely and a security event log.
Audit log
Changes are traced: who did what, and when.
GDPR rights in one click
Export of a person's data, anonymisation, consents by channel and unsubscribes applied automatically.
Encrypted backups
Daily encrypted backup, kept for 30 days, with an off-site copy and restoration tests.

Where your data is

Platform and database: France
Email sending (Scaleway): Paris, France
Main AI (Mistral AI): France

All our subprocessors are listed in the register provided with the data processing agreement (DPA).

Documents provided

DPA
Data processing agreement
Art. 30 register
Record of processing activities
Subprocessors
Up-to-date register
AI charter
For your compliance officer

Read our privacy policy

100%

of tables isolated by client

AI writes without validation

30 days

of encrypted backups kept

Pricing

A simple offer, tailored to your team

Explore the online demo, then subscribe for the number of users in your team.

Demo

To explore the CRM right away

Free

online, no sign-up

Launch the demo

All features, read-only
Fictitious data
No sign-up
Examples of every AI suggestion
2-hour session

Most common

Subscription

The complete CRM for your sales teams

€99

excl. VAT per user per month, paid annually

or €119 excl. VAT monthly

Card or SEPA direct debit · paid in advance, no commitment

Pipeline, targets and reporting
CSV, Excel and PDF export of every list
Email and LinkedIn import
Human-validated AI
Campaigns and event invitations
Claude, ChatGPT, Copilot connector
One owner per account, a view per salesperson
Hosted in France, encrypted backups

Support

To get started fast and adapt the tool

On quote

Import of your data (CSV, HubSpot)
Set-up of your accounts, groups and teams
Training for your team
Custom development

Prices exclude VAT and are paid in advance. No commitment: cancellation takes effect at the end of the paid period. Subscription terms
The demo opens without sign-up, on fictitious data.

FAQ

Frequently asked questions

What fund distribution teams ask us most often.

Can't find the answer to your question?

Online demo

See the tool
in one click.

No sign-up, on fictitious data: open the demo and explore the CRM.

Try the demo

The AI sorts, you decide
GDPR built in
Hosted in France

Online demo without sign-up · Fictitious data · No-commitment subscription

The CRM for fund distribution teams.

Built to distribute funds, not to do everything.

Your channels, not a generic model.

Campaigns, events and newsletters in one place.

The AI sorts, you decide.

A team.

Your data stays readable.

French, English, German.

Several asset managers, one tool.

Between the lightweight CRM and the enterprise platform, the CRM for fund distribution.

Everything the CRM does

Business development

Human-validated AI

Marketing and events

Data and companies

Security and GDPR

Day to day

Your client data, protected

Hosted in France

Strict isolation between clients

Two-factor authentication

Audit log

GDPR rights in one click

Encrypted backups

Where your data is

Documents provided

A simple offer, tailored to your team

Demo

Subscription

Support

Frequently asked questions

See the toolin one click.

See the tool
in one click.