Built for financial services firms

The CRM shaped for an industry where the compliance archive matters as much as the pipeline.

Financial services firms balance the pipeline against product line attribution, cross-sell visibility, and a compliance archive that survives examination. Strkr ships one data model across the relationship, the household or entity, the product lines, and the compliance stream.

Start free trial See pricing
What this audience is actually dealing with

The pains that bring buyers here.

Financial services covers a wide motion: commercial banking, retail banking, credit unions, broker-dealers, independent insurance brokers, consumer lending, and specialty finance. The common thread is a relationship with a client that spans multiple products, a cross-sell motion the firm tracks (or wishes it tracked), and a compliance stack that cannot drop a record. The pain points below are what Strkr onboarding hears across financial services deployments.

The relationship-vs-product tension

The firm sells products but relationships pay the bills.

A commercial bank with a $42 million relationship client holds commercial lending, treasury management, merchant services, wealth management, and corporate credit cards. Each product line has its own officer, each product line is on its own system, and the client sees one bank. Strkr relationship model carries the client at the top with linked product-line records so the officer and the executive see the full picture.

Cross-sell visibility

The treasury officer does not know the lending officer is talking to the same CFO.

A bank runs multiple product officers calling into the same client. Without a shared CRM the two officers duplicate outreach, miss cross-sell handoff opportunities, and sometimes contradict each other on terms. Strkr shows the shared contact timeline across product lines with product-specific permission scoping so officers see what matters without stepping on each other.

Compliance archive requirements

SEC, FINRA, state insurance, bank regulators.

A broker-dealer has SEC and FINRA record retention. A bank has FFIEC. An insurance broker has state DOI retention plus NAIC. Each regulator wants a defensible audit trail with specific retention windows (5 years, 7 years, lifetime depending on record type). Strkr audit log captures every record read, record write, email send, document access, and AI call with 90-day default retention tunable per tenant to the regulator-required ceiling. Smarsh and Global Relay archive integration available.

Product line attribution

The revenue report that cannot pivot on product.

A firm selling four product lines wants to see pipeline, closed-won, and revenue by product line, by officer, and by region. Most CRMs ship a single-line pipeline that forces product line into a custom field. Strkr products object models product line as a first-class entity so reports pivot cleanly on product line without custom field gymnastics.

KYC and onboarding workflow

The 11-day account opening process.

A new commercial banking relationship opens over 11 days with KYC documentation, beneficial ownership documentation, suitability review, and compliance sign-off. Most CRMs cannot track the opening workflow with the required document attachments and sign-off gates. Strkr onboarding workflow carries required documents, sign-off gates, and timeline tracking so the ops team can see where each new relationship stands.

HIPAA for health-affiliated financial work

Lenders of medical practice loans, HSA custodians, health insurance brokers.

Several financial services motions touch protected health information: HSA custodians, health-insurance-affiliated advisors, medical practice lenders, and workers-compensation lenders. HIPAA compliance with a BAA is a gate. Strkr is HIPAA compliant with a BAA available on request without the Enterprise-tier upgrade most CRMs require.

The financial services data model

Objects shaped like financial services work.

The default CRM schema does not map to financial services. Strkr ships a tunable financial services schema with Relationship, Entity, Product Line, Account, Compliance Event, and KYC Document as first-class objects. The admin can rename or extend anything. The default lands close to where most firms settle.

Relationship object

The master record that spans product lines.

A relationship in Strkr is the top-level record for a client that may span multiple product lines, multiple entities, and multiple accounts. The relationship carries aggregate revenue, aggregate assets, relationship tier (platinum, gold, silver, standard), primary officer, and shared product-line coverage.

Entity object

Individual, business, trust, nonprofit.

An entity under a relationship can be an individual, a business, a trust, a nonprofit, a family office, or a related entity. Each entity carries its own KYC status, suitability profile, and compliance posture. The entity hierarchy supports multi-generational households and complex corporate structures.

Product line object

Lending, deposit, wealth, insurance, treasury.

A product line is a first-class entity tied to the firm catalog. The pipeline report pivots on product line without custom field hacks. Officer assignment, pricing structure, approval workflow, and compliance review all tie to the product line definition.

Account object

The product instance.

An account is the product instance under the relationship: a $4 million commercial loan, a $420,000 wealth management account, a $220,000 term insurance policy. The account carries balance, status, maturity, renewal date, and primary officer. Accounts roll up to the relationship.

Compliance event

KYC, suitability, disclosure, trade, review.

Compliance events log key firm actions with timestamp, user, context, and the regulator-relevant classification. The event stream feeds the audit log and the external archive. The compliance officer sees the stream filtered to the review scope.

KYC document object

ID, beneficial ownership, source of funds.

KYC documents attach to the entity with document type (government ID, beneficial ownership form, source of funds attestation, OFAC check, PEP screen), approval status, reviewer, and expiration date. The compliance officer sees the KYC completeness status for every entity.

Product-line coordination and cross-sell

The CRM that lets product officers coordinate without stepping on each other.

A financial services firm with multiple product lines needs a shared timeline and a shared contact list without full visibility across every officer. Strkr role model and relationship permission scoping handle the balance. The cards below show the patterns.

Shared contact timeline

Every officer sees the shared touches.

The contact timeline on a relationship shows every touch across every product officer with a clear officer tag. The lending officer sees the wealth management conversation summary. The duplicated outreach stops.

Product-scoped permissions

The lending team cannot see the wealth management portfolio.

The permission model scopes visibility by product line. A commercial lending officer sees the lending accounts and timeline but not the wealth management portfolio details. A wealth officer sees wealth but not lending underwriting notes. Shared touches (introductions, cross-sell handoffs) stay visible to both.

Cross-sell handoff workflow

The warm introduction between officers.

When a lending officer identifies a wealth management opportunity on a lending client the handoff workflow routes the lead to the wealth team with a shared conversation summary, agreed timing, and executive relationship context. The handoff logs for cross-sell tracking.

Executive relationship review

The quarterly top-50 review.

The executive leadership runs a quarterly review of the top-50 relationships with cross-product health, cross-sell opportunity flags, and at-risk relationship warnings. The review pulls directly from the relationship record without a BI build.

Officer rotation and portfolio transfer

The clean handoff when an officer leaves.

When an officer departs or rotates to a new assignment the portfolio transfer workflow reassigns relationships to new officers, preserves history, triggers introduction outreach, and surfaces at-risk relationships for executive attention. The transfer runs as a workflow instead of a scramble.

Executive dashboard

Relationship health across the book.

The executive dashboard shows relationship health across the book with product coverage count, revenue trend, cross-sell opportunity count, and at-risk warnings. The CEO or CRO sees the picture without a Monday team call pass through every officer.

How Strkr AI compresses financial services admin

The AI jobs that fit financial services workflow.

Financial services officers spend hours per week on client follow-up, relationship review prep, cross-sell outreach, and compliance disclosures. Strkr AI drafts in a professional financial services voice with retrieval scope strictly scoped to the relationship. The AI Enhancement module is a $49 per month add-on with 5,000 Strkr AI calls included and $0.012 per call overage.

Relationship review prep

The pre-call briefing.

Before a relationship review Strkr AI drafts a prep briefing with product coverage, revenue trend, recent touches across all officers, open follow-ups, cross-sell opportunity signals, and recommended discussion topics. The officer reads before the meeting.

Client follow-up email

The post-meeting recap.

After a client meeting Strkr AI drafts the follow-up email from the meeting notes with discussion summary, agreed next steps, and attached documents. The officer tunes and sends.

Cross-sell introduction

The warm handoff note.

When an officer flags a cross-sell opportunity Strkr AI drafts the handoff note to the receiving officer with the shared conversation summary, agreed timing, and recommended first-touch angle. The receiving officer walks in prepared.

Compliance disclosure

The required addendum language.

For transactions triggering compliance disclosures (Reg BI, state insurance disclosure, FCRA, bank Reg P) Strkr AI drafts the disclosure language from firm templates and the transaction specifics. The compliance officer reviews and sends.

Executive update

The weekly top-50 health report.

For executive leadership Strkr AI drafts the weekly health report with relationship health signals, cross-sell opportunity count, at-risk warnings, and recommended executive attention list. The CRO reviews and shares.

KYC renewal reminder

The expiring documentation nudge.

For KYC documentation approaching expiration Strkr AI drafts the renewal reminder to the entity with the required documents and the submission process. The compliance team keeps the KYC completeness status green.

Head-to-head

Strkr vs Salesforce Financial Services Cloud and generic CRM.

Financial services firms often sit between a Salesforce Financial Services Cloud build at $300 to $450 per user and a generic sales CRM that cannot handle compliance or product line attribution. The comparison below is Strkr against both.

Feature Strkr Generic CRM or Salesforce FSC
Relationship as first-class object With aggregate rollup and product scoping. Account with manual rollup.
Product line as first-class entity Native with pipeline pivot. Custom field.
KYC and beneficial ownership workflow Structured documents with expiration. Document attached to account.
Compliance archive tie Smarsh and Global Relay via webhook. Partner module or none.
Cross-sell handoff workflow Native with permission scoping. Email forward with lost context.
Pricing per seat Twenty-nine to 119 per month flat. Three hundred to 450 or barebones.
HIPAA BAA for health-affiliated work Available on request. Enterprise tier typical gate.
Audit log with retention tuning Record read and write with 90-day default. Record write only.
Open API and webhook spec REST, GraphQL, HMAC-signed webhooks. Vendor-managed only.
How teams use Strkr

Five financial services playbooks.

The patterns below are what Strkr onboarding sees across financial services deployments including commercial banking, credit unions, broker-dealers, insurance brokers, and specialty finance.

Pattern A

The 180-officer regional commercial bank.

A regional commercial bank with 180 officers across lending, treasury, wealth, and merchant services ran a legacy CRM that could not model relationships across product lines. Strkr onboarding ran a 48-business-day migration configuring the relationship object, the product line objects, cross-sell handoff workflow, and the executive top-50 review. The duplicated outreach rate across product lines dropped meaningfully. Cross-sell revenue grew in the first full year.

Pattern B

The 42-officer credit union.

A credit union with 42 officers serving member households with lending, deposits, and auto loans ran a legacy credit union platform CRM. Strkr onboarding ran a 24-business-day migration with the household model, product line attribution, and FFIEC-compliant audit log. The CRM license spend dropped by 60 percent on seat consolidation. Member cross-product adoption lifted in the first year.

Pattern C

The independent insurance brokerage.

An independent insurance brokerage with 24 producers across P and C, life, health, and benefits lines ran a mix of AMS360 and spreadsheets. Strkr onboarding modeled the household with multi-line policies, renewal cadence per line, and carrier-specific compliance disclosures. Policy renewal retention lifted. The AMS360 kept running as the agency management system with Strkr handling the sales and relationship side.

Pattern D

The regional broker-dealer under FINRA.

A regional broker-dealer with 60 registered representatives ran under FINRA compliance with required 7-year record retention. Strkr onboarding configured the Smarsh archive integration, the Reg BI disclosure workflow, and the suitability review process. The compliance review cycle time dropped from 14 days to 4 days. The FINRA mock audit found no material gaps.

Pattern E

The specialty medical practice lender.

A specialty finance firm lending to medical practices needed HIPAA compliance because the underwriting touched protected health information in the practice financials. Strkr delivered the BAA on request and configured the AI retrieval scope to exclude PHI fields. The migration ran in 20 business days. The firm closed its first medical-practice-roll-up multi-location deal six weeks after cutover.

Run financial services on a CRM shaped for the industry.

Book a 30 minute call. We will walk through the relationship model, the product line attribution, and the compliance archive with your actual officer structure and tech stack.

Start free trial See pricing
Common questions

What buyers in this bucket ask most.

How does Strkr handle the compliance archive for SEC, FINRA, FFIEC, and state insurance regulators?

Strkr audit log captures every record read, record write, email send, document access, and AI call with 90-day default retention tunable per tenant to the regulator-required ceiling. For firms needing the full long-term archive (currently 5 to 7 years for most SEC and FINRA records, longer for some bank and insurance records) the Smarsh, Global Relay, or Erado archive integration pulls the compliance stream through the standard webhook spec. The archive provider retains the long-term record while Strkr handles operational access. Email, SMS, and document archive feed all three providers.

Can Strkr model relationships across product lines without exposing every detail to every officer?

Yes. The relationship object is the top-level record with product-line records linked underneath. The permission model scopes visibility by product line, so a lending officer sees lending accounts and timeline but not wealth management portfolio details. Shared touches (introductions, cross-sell handoffs, executive outreach) stay visible to both officers. The cross-sell handoff workflow routes an opportunity from one product line to another with a shared conversation summary. The executive leadership runs the quarterly top-50 review on the aggregated relationship health.

Does Strkr integrate with the core banking, lending, or AMS systems most financial services firms run?

Strkr integrates through the standard webhook spec with HMAC signing and the published OpenAPI spec. The common ties include Jack Henry Silverlake, Fiserv DNA, FIS IBS Horizon, nCino for commercial lending, AMS360 and Applied Epic for insurance, Encompass and nCino Mortgage for consumer and commercial mortgage, and Salesforce for firms running a Salesforce Financial Services Cloud footprint they want to retain. The integration lands in an engineering sprint of two to six weeks depending on the system complexity. Core systems typically stay as the system of record with Strkr handling sales, relationship, and compliance workflow.

How does Strkr handle HIPAA for health-affiliated financial services?

Strkr is HIPAA compliant with a BAA available on request. For HSA custodians, health-insurance-affiliated advisors, medical practice lenders, and workers-compensation lenders the BAA closes the compliance gate without the Enterprise-tier upgrade most CRMs require. The AI calls run with retrieval scope limited to non-PHI fields by default, and the admin can tune the scope per entity type. The audit log captures every record read and write with 90-day default retention tunable per tenant.

What does Strkr cost compared to Salesforce FSC for a mid-size financial services firm?

Strkr runs flat per seat at $29 on Starter, $59 on Pro, and $119 on Scale per user per month, with a 14-day trial. For a 60-officer firm on Pro the monthly spend runs $3,540 for seats plus $49 for the AI Enhancement add-on. Salesforce Financial Services Cloud at a comparable capability level runs around $420 per user per month plus Salesforce admin and consultant costs that push the total above $27,000 per month for the same firm. The 70 to 85 percent cost delta is the common hook for mid-size financial services evaluations.

What is the compliance posture for a financial services firm migration?

Strkr is SOC 2 Type II in progress with a target of 2026-Q4, GDPR and CCPA compliant today, and HIPAA compliant with a BAA available on request. Integration tokens live in AWS KMS, platform credentials live in AWS Secrets Manager, and the audit log captures every record read and write with 90-day default retention tunable per tenant. SSO (SAML and OIDC) is live on Scale tier through Clerk, MFA with TOTP plus text-based verification is live across all tiers, and Verified Domains are live on Scale tier. Smarsh and Global Relay archive integration available through the standard webhook spec.

Also built for

Related audiences.

Financial Services CRM Financial Services CRM Pricing Financial Services CRM Software Financial Institutions CRM Financial Advisor CRM Health Insurance

Try it free. Bring your team next week.

No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.

Start free trial See pricing