B2B Finance

Official positioning

B2B Finance CRM

The CRM for fund distribution teams

Try the demo

Updated on 12 October 2026

Positioning

What we are

B2B Finance CRM is customer relationship management (CRM) software for asset managers' fund distribution teams. It tracks wealth advisers, platforms, banks, insurers and institutions, brings several asset managers together in one tool, and lets the AI prepare data entry that a person validates. It is published by B2B Finance, in Paris, which designed it for its own distribution business and uses it every day.

Our identity

  • CRM specialised in fund distribution (not for individuals)
  • Published by B2B Finance, Paris
  • AI proposes, humans validate
  • Hosted in France on a dedicated server
  • Online software, each client isolated from the others

The problem

The problem we solve

Fund distribution sales teams track banking groups, insurers, platforms and hundreds of contacts with generic tools. History is scattered across emails, LinkedIn and spreadsheets, and reporting is rebuilt by hand.

  1. 01

    Commercial exchanges lost in mailboxes and LinkedIn

  2. 02

    Duplicate companies, with no reliable legal identity

  3. 03

    Relationship with a group fragmented across its subsidiaries

  4. 04

    Sales reporting rebuilt by hand in spreadsheets

  5. 05

    Generic AI that writes false data without control

The solution

Our solution

A CRM that covers the whole fund distribution sales cycle, from prospecting to reporting, with an AI that prepares data entry and a human who validates.

  • 01

    Activities drawn from emails and LinkedIn

    Exchanges are picked up automatically and proposed as activities, tasks and meeting notes. Nothing is saved without validation; each rejection is reasoned and stored.

  • 02

    Legal identity and groups

    SIREN, LEI or local registration number on every company, enrichment from the INSEE register and GLEIF, groups and entities: an exchange with a subsidiary counts for the whole group.

  • 03

    Campaigns and contact pressure

    Campaigns, events and newsletters in the tool. The CRM counts how often each contact is solicited and flags two campaigns targeting the same people.

  • 04

    Security and GDPR built in

    Hosting in France, per-client isolation at the PostgreSQL level, two-factor authentication, audit log, export and anonymisation of personal data.

Who it is for

Who it is for

B2B Finance CRM is intended for asset managers' fund distribution teams. It is not intended for individuals.

  • Asset managers

    Sales teams that distribute their funds to wealth advisers, platforms, banks, insurers and institutions.

  • Foreign asset managers in France

    Foreign asset managers developing the distribution of their funds in France.

  • Several asset managers

    Teams that represent several asset managers: products tracked by ISIN, one agreement per manager.

  • Bank and insurance asset managers

    Distribution teams of asset managers backed by a bank or an insurer.

What sets it apart

What sets us apart

  • 01

    Humans validate the AI

    No silent writes: each AI proposal is validated or rejected with a reason, which the AI retains.

  • 02

    The fund distribution business

    Distribution channels, groups and entities, legal identity from the register, mandates and distribution agreements: business objects, not generic "deals".

  • 03

    Proven in real conditions

    Designed and used every day by B2B Finance for its own commercial activity.

  • 04

    Open to AI assistants

    MCP connector with 71 actions for Claude, ChatGPT and Copilot, with a personal key that can be revoked.

Method

How it works

The journey of a piece of information, from the email to the report.

  1. 1

    Capture

    Emails, LinkedIn messages and official registers are picked up automatically.

  2. 2

    Propose

    AI prepares activities, tasks, contacts and corrections, with their source.

  3. 3

    Validate

    You validate or reject, one by one or in batches. Each rejection carries a reason.

  4. 4

    Report

    Validated activities feed the KPIs, the reminders and sales reporting.

Principles

Our philosophy

AI should spare you data entry, not make the decisions. In fund distribution, trust is built on accurate data.

  • Your data belongs to you

    We do not resell it. Export and deletion are available at any time.

  • Transparency

    Each AI proposal shows its source. Our subprocessors are listed and provided.

  • No inflated figures

    Campaign statistics excluding bots, no certification claimed without an audit.

Facts

Verifiable facts

Access roles, from viewer to administrator
4
Access roles, from viewer to administrator
MCP connector actions
71
MCP connector actions
Export formats: CSV, Excel, PDF
3
Export formats: CSV, Excel, PDF
Interface languages (FR, EN, DE)
3
Interface languages (FR, EN, DE)
Online, no sign-up, on fictitious data
Demo
Online, no sign-up, on fictitious data
Platform hosting
France
Platform hosting

FAQ

Frequently asked questions

Which CRM for a fund distribution team?

B2B Finance CRM is built for this use: the fund distribution channels (wealth advisers, platforms, banks, insurers, institutions) are already in the tool, with no integrator. It tracks groups and their entities, meetings, campaigns and events, and its AI proposes data entry that the user validates. Online demo, no sign-up: https://crm.b2b-finance.com/demo

Does B2B Finance CRM handle several asset managers?

Yes. Each product is recorded by its ISIN and linked to its asset manager; each manager has its own agreement (distribution countries, authorised ISINs, retrocession rate); each sale is linked to the product and the agreement that covers it.

How much does B2B Finance CRM cost?

One price per user per month, excluding VAT, paid in advance with no commitment, shown on the Pricing page: https://www.b2b-finance.com/en/pricing. Data migration and training are quoted separately. The online demo is free, with no sign-up.

How can I try B2B Finance CRM?

Through the online demo, with no sign-up, on fictitious data: https://crm.b2b-finance.com/demo

Who publishes B2B Finance CRM?

B2B Finance, in Paris. The publisher's legal details are in the legal notice.

Does the AI write in the CRM on its own?

No. The AI prepares proposals; a user validates or rejects them with a reason. Rejections are stored so they are not proposed again.

Which AI is used?

Mistral AI, a French provider, is the main supplier. The full list of subprocessors is in the register provided with the data processing agreement.

What integrations exist?

Gmail, LinkedIn messaging (read), INSEE register, GLEIF, email sending through Scaleway, CSV and HubSpot import, and an MCP connector for Claude, ChatGPT and Copilot. There is no native mobile app: the CRM installs as a web app on a phone.

Is the CRM ISO 27001 or SOC 2 certified?

No. We claim no certification. The security measures (per-client isolation, two-factor authentication, audit log, encrypted backups) are documented and presented on request.

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