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Finova Broker CRM
London, United Kingdom
What it is
Finova Broker CRM is web-based software made for financial services brokers. It centralises enquiries and ongoing customer communication while supporting borrower management, application tracking, loan pipeline tracking and onboarding. Firms can configure workflows, automations, permission levels, tasks, reminders, documentation, visualisations and interface settings without code. Compliance tools include consent capture, client-data access and export, correction, erasure, restriction, portability and objection workflows, plus an audit trail. The integrated customer portal supports lead verification, KYC checks, document collection, signatures, updates, follow-ups and reminders. Native integrations cover lead-acquisition sources such as social media, email clients and credit-reference agencies. Marketing automation, SMS automation and compliance workflows are listed capabilities. Finova describes deployment options from an off-the-shelf setup in as little as three days to expert setup taking two to four weeks. Pricing is paid and available on request. The platform is headquartered in London and the company was established in 1996.
For and against
For
- Borrower management and loan pipeline tracking
- No-code workflow and permission configuration
- Customer portal supports KYC and signatures
- GDPR-related data workflows included
- Web access with lead-acquisition integrations
Against
- Pricing is available only on request
- Designed specifically for financial services brokers
- Advanced configuration may require setup support
The verdict
Finova Broker CRM brings broker-focused case management, communications, automation and compliance features into one web platform. Request pricing and assess whether its configurable workflows and portal match your brokerage.
Who it suits
It suits financial services brokers needing borrower, loan-pipeline, communication and compliance workflows in a browser-based CRM. It may also fit firms wanting configurable automations and a customer portal.
Plans and prices
Finova Broker CRM
Pricing not listed; book a demo
Read 9 Oct 2026 · finova.tech
On the record
- Certifications
- Finova announced ISO 27001 and ISO 27017 certifications for its cloud-native SaaS platforms in May 2026.finova.tech · read 9 Oct 2026
- Company founded
- Finova's press page says the company was established in 1996.finova.tech · read 9 Oct 2026
- Company history
- Finova says it was established in 1996.finova.tech · read 9 Oct 2026
- Compliance
- Custom automations and a comprehensive audit trail help firms build compliance into their workflows.finova.tech · read 9 Oct 2026
- Configuration
- Users can create bespoke automations, workflows, permission levels, tasks, reminders, documentation and visualisations without writing code.finova.tech · read 9 Oct 2026
- Customer portal
- The integrated customer portal supports lead verification, KYC checks, document gathering, signatures, updates, follow-ups and reminders.finova.tech · read 9 Oct 2026
- Customer relationships
- The CRM centralises enquiries and ongoing communication and supports application tracking, onboarding and other customer-facing tasks.finova.tech · read 9 Oct 2026
- Deployment
- Finova says expert setup takes 2 to 4 weeks, while the off-the-shelf option can be running in as little as 3 days.finova.tech · read 9 Oct 2026
- GDPR tools
- The CRM supports consent capture, client data access and export, data correction, erasure, restriction, portability, and objection workflows.finova.tech · read 9 Oct 2026
- Head office
- Finova lists its head office at Commodity Quay, St Katharine Docks, London, E1W 1AZ.finova.tech · read 9 Oct 2026
- Integrations
- The product page describes native integrations for lead acquisition, including social media channels, leading email clients, credit referencing agencies and other tools.finova.tech · read 9 Oct 2026
- Intended customers
- Finova describes the CRM as a product for financial services brokers and says it is trusted by over 2,400 brokers.finova.tech · read 9 Oct 2026
- Lead and case management
- The CRM centralises enquiries and ongoing communication and supports application tracking and onboarding.finova.tech · read 9 Oct 2026
- Purpose
- Finova Broker CRM is designed specifically for financial services brokers and handles industry-specific requirements out of the box.finova.tech · read 9 Oct 2026
- Security
- Finova describes EU-based infrastructure, restricted and monitored production access, firewalls, 24/7 threat monitoring, daily backups retained for 14 days, and a disaster recovery site.finova.tech · read 9 Oct 2026
- Security certifications
- Finova says it was awarded ISO 27001 for its Information Security Management System and ISO 27017 for cloud security controls.finova.tech · read 9 Oct 2026
- Support
- Broker CRM support offers training resources, webinars, release notes, and ticket support; published hours are Monday to Friday, 09:00–17:00, excluding public holidays.finova.tech · read 9 Oct 2026
- Who it serves
- Finova describes Broker CRM as made for financial services brokers and says more than 550 brokerages use it.finova.tech · read 9 Oct 2026
