Built for financial-services organizations across lines of business

Financial services CRM software works when it matches the line of business.

Financial services is not one business; it is a stack of regulated lines of business with different models. A platform that fits one line often struggles with another. Strkr's approach is tier-per-line (AdvisorPro, FinServ, InsuranceOps) running on one platform so firms spanning lines share records without stitching four separate systems together.

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

The pains that bring buyers here.

The common failure in financial-services CRM is picking a platform for the biggest line of business and finding out six months later that the second and third lines sit on parallel systems with no shared data. The six observations below describe why single-platform multi-line thinking matters and where generic financial-services CRM pitches miss the line-of-business fit.

The multi-line problem

A firm with three lines of business often runs three different CRMs.

A firm with wealth management, insurance brokerage, and small-business lending often ends up with Redtail or Wealthbox for wealth, Applied Epic or AMS360 for insurance, and a horizontal CRM with custom build for lending. Three systems, three admin burdens, no shared household or customer view. Strkr's multi-tier approach runs all three lines on one tenant with shared primary records.

The regulatory layering problem

Each line of business carries its own regulators.

Wealth answers to the Investment Advisers Act of 1940 plus FINRA for hybrid practices. Lending answers to CFPB, OCC, and state banking regulators. Insurance answers to state insurance departments. Broker-dealer answers to FINRA and SEC. A firm running multiple lines carries layered regulatory posture that the CRM retention and audit log needs to apply correctly. Strkr's per-data-class retention policy handles the layering.

The shared-household-across-lines gap

The same household gets wealth, insurance, and lending from the firm.

A client household often buys multiple services from the same firm: wealth management, insurance policies, business lending through a related entity. Without a shared household record across lines, cross-sell is manual and client experience is fragmented. The client fills out demographic data three times with three different advisors. Strkr's unified household record spans tiers so each advisor sees the full relationship.

Admin cost multiplication

Three systems means three admin tracks.

Each specialty platform carries its own admin skill set: Redtail admin, Applied Epic admin, Salesforce admin for the lending overlay. The admin cost adds up. A single-platform multi-tier approach centralizes admin on one skill set.

Reporting across lines becomes a BI tool problem

Cross-line reporting requires a data warehouse.

With records on three platforms, cross-line reporting (total household wallet share, product-mix analysis across clients, cross-line retention patterns) typically requires exporting all three into a data warehouse and running cross-system joins in a BI tool. The reporting lag is days or weeks. On a single platform the reports run live.

Compliance-posture consistency across lines

The firm's overall compliance posture is only as strong as the weakest line's CRM.

Firm-wide compliance posture (field-level encryption, audit log, retention, access control) applied consistently across lines matters for enterprise insurance E and O, regulator reviews, and institutional client due diligence. Three CRMs with three different compliance baselines produce an uneven posture. A single platform applies consistent posture across lines.

The line-of-business fit

What Strkr covers per line.

Strkr covers the major financial-services lines of business through tier-specific configurations on one platform. The cards below describe fit per line.

Wealth management

AdvisorPro for RIAs, hybrid practices, multi-service wealth.

AdvisorPro covers wealth management with household model, custodian integration (Schwab, Fidelity, Pershing, BNY, SEI), Form ADV workflow, Reg BI documentation for hybrid practices, SEC 204-2 retention, and integrations into eMoney, MoneyGuidePro, Orion, Tamarac, Addepar. Fits practices from 10 to 150 advisors.

Commercial banking and lending

FinServ for community banks, credit unions, specialty finance.

FinServ covers commercial banking and lending with relationship-first borrower model, commercial lending pipeline, facility-and-advance tracking, portfolio concentration, core banking integration (Fiserv, Jack Henry, FIS, Finastra, Corelation), and layered retention. Fits institutions from 25 to 500 users across community banking, credit unions, and specialty finance.

Insurance brokerage

InsuranceOps for independent agencies, MGAs, benefits brokerages.

InsuranceOps covers insurance brokerage with policyholder-and-policy data model, carrier download integration, commission tracking, E and O documentation, and renewal pipeline. Fits agencies from 10 to 200 producers across commercial, personal, and employee benefits lines.

Broker-dealer and asset management

FinServ with FINRA 4511 and SEC 17a-4 posture.

FinServ handles broker-dealer and asset management with FINRA Rule 4511 and SEC Rule 17a-4 retention, communications surveillance integration (MyComplianceOffice, Smarsh, Global Relay), and position-and-trade data integration from clearing firms or portfolio management systems. Fits broker-dealers from 20 to 300 registered representatives.

Fintech and finance-sector vendors

Standard tier with finance-sales motion configuration.

Standard tier with the finance-sales motion configuration covers fintech vendors selling into regulated finance buyers. Buyer map, security-review tracker, response library, procurement sub-stages, mutual action plans, and reference-pool management support the motion.

Multi-service financial firms

Multiple tiers on one tenant with shared primary records.

Multi-service firms spanning two or more lines run multiple tiers on one tenant with shared household and contact records. The tier applies to users based on their line of business while shared records surface across lines for cross-line visibility.

The regulatory layering

How retention, audit, and encryption apply across lines.

Firms spanning multiple regulated lines of business carry layered regulatory posture. The cards below describe how Strkr applies the layering correctly.

SEC 204-2 for RIA records

Five-year retention with two-year easy access.

Investment advisers under the Investment Advisers Act of 1940 retain books and records for five years under SEC Rule 204-2, with the first two years in an easily accessible location. Strkr applies this to the specific RIA record classes while leaving other data classes under separate policy.

FINRA 4511 and SEC 17a-4 for broker-dealer

Six-year retention with WORM-equivalent properties.

Broker-dealer records under FINRA Rule 4511 and SEC Rule 17a-4 retain for six years in non-rewriteable, non-erasable formats. Strkr applies this to the broker-dealer record classes with the examination-ready export capability.

FINRA 2241 for research disclosure

Research-communications disclosure requirements.

FINRA Rule 2241 governs research communications and disclosure. For firms with research activity, the disclosures attach to research artifacts and recommendations with the full disclosure chain retained for examination.

CFPB and state banking for lending

TRID, HMDA, state-specific disclosure retention.

Consumer lending records under CFPB rules (TRID at 25 months for closing disclosures), HMDA LAR data retention, and state-specific disclosure requirements apply per data class on FinServ-tier records.

GLBA Safeguards Rule

Financial-institution data protection program alignment.

GLBA Safeguards Rule applies to any financial institution handling consumer financial information. Strkr's security posture (field-level encryption, access control, audit log, incident response, vendor management) aligns with Safeguards Rule guidance.

State insurance department regulations

Line-specific state insurance regulations.

Insurance brokerage records are subject to state insurance department regulations which vary by state and by insurance line. Strkr applies state-specific policy for the states the firm operates in with retention and documentation requirements per state.

Specific integration surface

The connectors that matter for financial-services firms.

Financial-services firms run complex technology stacks. The cards below describe Strkr's connector surface across the major system categories.

Custodian integrations

Schwab Advisor Services, Fidelity Institutional, Pershing, BNY Mellon, SEI.

Native custodian integrations keep CRM household records enriched with account balances, positions, cost basis, and transaction history. Multi-custodian households consolidate into one view with per-custodian attribution. For custodians outside the native list (SS and C Advent, TradePMR, Interactive Brokers institutional), the open API handles integration.

Core banking integrations

Fiserv, Jack Henry, FIS, Finastra, Corelation.

Native core banking integrations cover Fiserv Premier, Fiserv DNA, Jack Henry SilverLake, Jack Henry Symitar, Jack Henry OpenAnywhere, FIS Horizon, FIS Profile, Finastra Fusion, and Corelation KeyStone. The connector handles accounts, balances, transactions, and loan data on configurable refresh.

Carrier integrations for insurance

IVANS, ACORD download, carrier-specific APIs.

Insurance carrier integrations run through IVANS (industry-standard download platform), ACORD-standard data formats, and specific carrier APIs where available. Supported downloads cover the major commercial and personal lines carriers.

Financial planning tools

eMoney, MoneyGuidePro, RightCapital, NaviPlan.

Financial planning tool integrations push CRM household data to the planning tool and pull plan status, Monte Carlo outcomes, and plan-generated recommendations back to the household record. Advisors see current plan status in Strkr without tabbing to the planning tool.

Portfolio management

Orion, Tamarac, Addepar, Advent Black Diamond.

Portfolio management integrations keep Strkr enriched with performance reporting, allocation details, and rebalancing status. The advisor sees performance context in the household view. Addepar's specific wealth-complexity data model integrates for high-net-worth and family-office practices.

Compliance surveillance

MyComplianceOffice, Smarsh, Global Relay.

Communication surveillance platforms integrate for retention and surveillance pattern application. Strkr retains communications in the audit log; surveillance (lexicon-based pattern matching, random sampling, specific risk alerts) runs through the specialist platform.

E-signature and document assembly

DocuSign, PandaDoc, Adobe Sign.

E-signature integrations handle finance-sector documents (ADV delivery acknowledgment, insurance applications and binders, loan documents, term sheets, engagement letters). Document assembly from CRM data generates the document with the right regulatory language.

Open API for the long tail

Specialty tools stay in the stack.

Financial-services firms run specialty tools beyond the native connector list (collateral management, risk-rating engines, custodian aggregators, portfolio accounting). Strkr's open API with webhooks handles the long tail. The native connector set expands release by release based on customer demand patterns.

Compliance posture across tiers

What the firm-wide security posture looks like.

A financial-services firm needs consistent compliance posture across all lines. The cards below describe the posture Strkr maintains.

SOC 2 Type II

In progress with completion targeted Q4 of 2026.

SOC 2 Type II attestation covering security, availability, processing integrity, confidentiality, and privacy trust service criteria is in progress with completion targeted for the fourth quarter of 2026. SOC 2 reports deliver to prospective customers under NDA during security reviews. The in-progress state is documented with timeline for buyers evaluating during the certification window.

HIPAA compliance

With Business Associate Agreement availability.

HIPAA compliance applies with Business Associate Agreements available on applicable tiers (AdvisorPro, FinServ, Enterprise). For firms with PHI exposure (medical practice wealth, medical practice lending, healthcare industry brokerage), the HIPAA posture handles PHI appropriately with access control and audit logging.

GDPR for EU data subjects

For firms with EU client exposure.

GDPR compliance for EU data subjects applies across tiers. Specific features (data subject access requests, right to be forgotten, data portability, consent management) support the operational requirements of GDPR for firms serving EU clients.

CCPA and CPRA

For California-resident data.

CCPA and CPRA compliance for California residents applies across tiers. The features for California consumer rights (access, deletion, opt-out of sale) operate on the same posture as GDPR features.

Field-level encryption

FinServ and AdvisorPro tiers include per-field encryption.

FinServ and AdvisorPro tiers encrypt sensitive fields (SSN, EIN, DOB, bank account numbers, routing numbers, tax IDs) at the field layer with isolated per-tenant keys held in KMS. Enterprise tier takes this further by letting the firm hold the master key under customer-managed KMS.

Audit log and retention

Per-data-class retention across layered frameworks.

The audit record logs each change to a record, each communication crossing the platform, each access event by a user or integration, and each operation initiated through the open API. Retention rules operate per data class so each class matches its specific framework. In multi-framework firms, overlapping data classes default to whichever framework imposes the longer or stricter window.

Head-to-head

Strkr versus the common financial-services CRM evaluations.

The comparison below walks the axes that matter when a financial-services firm evaluates CRM across lines of business.

Feature Strkr Multi-platform stack (per-line specialists)
Platform count for multi-line firm One platform with multiple tiers Two to four specialist platforms
Shared household across lines Native shared record Via warehouse join or manual sync
Admin skill set required One operator across tiers Specialist admin per platform
Cross-line reporting Live from one platform Via data warehouse and BI tool
Firm-wide compliance posture Consistent across lines Varies by specialist platform
Three-year TCO for 100-user firm ~500k ~1.4M to 2.4M
Implementation complexity One project across lines Separate per-line project
Integration layer Native connectors per tier Varies by specialist
Multi-service firm fit Primary design target Single-line primary focus
Vendor contract count One Two to four
How teams use Strkr

How financial-services firms actually run on Strkr.

Representative deployments drawn from live tenants across sub-sectors. Each one highlights the firm profile and the configuration that handled it.

Multi-service firm, 48 professionals

Wealth plus insurance plus small-business lending on one tenant.

A 48-professional multi-service firm (22 wealth advisors, 14 insurance producers, 12 commercial lenders at an affiliated subsidiary) ran three separate platforms before Strkr. Moving to Strkr with AdvisorPro, InsuranceOps, and FinServ tiers in one tenant consolidated client records across lines. Cross-line referrals increased 38 percent year over year. Admin cost dropped by one full-time equivalent.

Hybrid broker-dealer plus RIA, 32 registered representatives

FINRA plus SEC compliance posture on one platform.

A hybrid firm with 32 registered representatives operating both as RIA (Investment Advisers Act of 1940) and broker-dealer (FINRA 4511 and SEC 17a-4) ran separate systems for the two sides. On Strkr with AdvisorPro tier plus FinServ configuration for broker-dealer records, the layered compliance posture applies correctly per data class. The compliance officer's annual review ran faster because the retention and audit artifacts queried from one source.

Community bank with wealth and insurance affiliates, 190 users

FinServ for bank, AdvisorPro for wealth, InsuranceOps for insurance.

A community bank with 110 commercial and retail banking users, 48 wealth advisors at the trust affiliate, and 32 insurance producers at the insurance affiliate consolidated all three lines onto one Strkr tenant. The shared customer record spans lines so a commercial banking customer with a wealth relationship at the trust and insurance coverage at the agency surfaces as one relationship across the firm.

Specialty asset manager, 24 investment professionals

FinServ with FINRA 2241 research disclosure tracking.

A specialty asset manager with 24 investment professionals and a research arm uses FinServ with specific FINRA 2241 research-disclosure tracking for the research communications. The research-disclosure chain retains for examination with specific access controls on research artifacts before publication.

De novo multi-line firm, 15 professionals at launch

Enterprise posture from day one across lines.

A de novo multi-line firm launching with 15 professionals (8 wealth advisors, 5 insurance producers, 2 compliance and operations) chose Strkr at launch rather than starting on small-practice specialists. The multi-tier posture, consistent compliance across lines, and shared record set gave the firm an enterprise-grade stack at launch, which supported the firm's early institutional client acquisition.

A financial services CRM that fits every line of business.

Request a demo configured for your specific lines of business. One platform spanning wealth, lending, insurance, and finance-sector sales motion with shared records, consistent compliance posture, and native integrations per line.

Start free trial See pricing
Common questions

What buyers in this bucket ask most.

How do multi-tier tenants actually work?

A multi-tier tenant runs multiple sub-sector tiers (AdvisorPro, FinServ, InsuranceOps) on one Strkr environment with shared primary records (household, contact, organization) spanning tiers. Each user carries a tier assignment based on their primary line of business. The user sees the data model and workflows for their tier plus shared records. Cross-line visibility (a wealth advisor seeing that their client also has insurance coverage through the firm's insurance affiliate) applies through configurable visibility rules. Pricing reflects the user count per tier plus a blended-tier adjustment for the combined scope. The implementation partner coordinates the configuration during setup.

What is the specific SOC 2 Type II state and when does completion land?

SOC 2 Type II attestation is in progress with completion targeted for the fourth quarter of 2026. The attestation covers security, availability, processing integrity, confidentiality, and privacy trust service criteria. During the in-progress window, we deliver SOC 2 Type I attestation plus the Type II attestation audit timeline to prospective customers under NDA for security review. For buyers evaluating during the certification window, the state and timeline are documented in the security review package. For buyers who require completed SOC 2 Type II before signing, we can discuss contract-timing to align with the completion target.

Does Strkr integrate with specialty vendor platforms we already use?

Yes. The open API with webhooks supports integration with specialty vendor platforms beyond the native connector list. For specific common specialty platforms (SS and C Advent portfolio accounting, Charles River IMS for buy-side, Bloomberg AIM for research, specific state insurance regulator reporting tools, specialty collateral management systems), the implementation partner scopes the integration during the project. For custom specialty integrations with limited documentation, we partner with the firm's technical team on the data model mapping.

How does Strkr handle a Salesforce FSC migration?

Salesforce FSC migrations run through the Strkr migration tooling with specific support for FSC's Person Account model, Household Group model, and the object relationships FSC configures. The migration maps FSC records to the applicable Strkr tier's data model, pulls workflow configurations where possible, and preserves historical data with original timestamps for retention compliance. For FSC deployments running on top of nCino, the migration handles both FSC and nCino data in a coordinated flow. Mid-market FSC migrations (50 to 150 users) typically run 10 to 16 weeks including parallel-run testing.

Can Strkr handle firms with layered regulatory posture across lines?

Yes. The retention engine applies per-data-class policy with multi-framework overlay. For a firm operating as RIA (SEC 204-2), broker-dealer (FINRA 4511 and SEC 17a-4), insurance brokerage (state insurance departments), and consumer lender (CFPB and state banking), each data class carries the applicable framework's retention policy. Records touching multiple frameworks carry the longer or stricter policy. The audit log tracks which framework drives each retention decision for examiner-ready export. The compliance team configures the framework mapping during tenant setup.

What is the implementation timeline for a 100-user multi-line firm?

A 100-user multi-line firm deployment with migration from multiple source systems (one per line), multiple integration connections (custodian for wealth, core banking for lending, carrier download for insurance), and consistent regulatory configuration across lines typically runs 14 to 22 weeks end-to-end. The phase breakdown runs: discovery and multi-line plan design (3 to 4 weeks), data migration from multiple sources with cross-line household consolidation (3 to 4 weeks), workflow and tier configuration (3 to 4 weeks), integration layer (2 to 3 weeks), compliance configuration with multi-framework retention (1 to 2 weeks), training across lines (2 to 3 weeks), parallel-run and cutover (2 to 3 weeks). Larger multi-line scopes run longer with the scope driving the timeline. The implementation partner coordinates the multi-line project.

Also built for

Related audiences.

financial crm software financial services crm pricing finance crm financial advisor crm software financial institutions crm multi line financial firm

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