01
Accurate data above all
In fund distribution, a wrong record costs a relationship. AI proposes, humans decide, and each rejection improves the next proposals.
About
A CRM built by finance professionals
We did not dream it up for the financial sector: we built it for our own business, and we use it every day.
Not to be confused
B2B Finance CRM, software published by B2B Finance
B2B Finance CRM is customer relationship management software for asset managers' fund distribution teams.
We are not affiliated with b2bfinance.com (a UK-based financing broker). Our business is publishing a CRM for fund distribution.
It tracks the fund distribution channels: wealth advisers, platforms, banks, insurers and institutions.
Our story
Born from a real need
B2B Finance is a B2B finance company in Paris: every day we work with asset managers, banks, insurers and platforms across Europe.
No CRM on the market tracked groups and their entities, meetings, campaigns, events and the reporting owed to our partners all at once. So we built our own.
Every feature comes from a need met in our own activity, then is tested daily before being offered to other teams.
Our story
Designed in Paris
Hosted in France
- actions for your AI assistant
- 71
- actions for your AI assistant
- export formats: CSV, Excel, PDF
- 3
- export formats: CSV, Excel, PDF
- access roles
- 4
- access roles
- of tables isolated by client
- 100%
- of tables isolated by client
Our principles
What guides each of our product decisions
02
AI in the service of data entry
AI reads emails, LinkedIn and registers to spare you re-entry. It never decides in your place.
03
Proven before being sold
We use each module for our own activity before offering it. What is not useful is removed.
04
Transparency
No inflated figures and no certification claimed without an audit. Our subprocessors and processing activities are documented and provided.
Online demo
See the tool
in one click.
No sign-up, on fictitious data: open the demo and explore the CRM.
- The AI sorts, you decide
- GDPR built in
- Hosted in France
Online demo without sign-up · Fictitious data · No-commitment subscription