Dataset size
The latest Financial Services CRM Software run found 25 recommended brands and 35 cited sources in AI answers.
Financial Services CRM Software
This weekly AI Brand Index shows how AI tools answer buyer questions in the Financial Services CRM Software category. SupaIntent asks each LLM the same question: which brands are the most visible, significant, and recommended in that niche. Each system returns its own top. We track what brands are recommended, which cited sources are used and how positions move week to week. Use it to see the freshest AI visibility data for this category.
Updated 9 August 2026
Brands
Category coverage
25
ranked across AI engines
Sources
Evidence base
35
domains cited in answers
Brand sites
Official share
41%
from brand-owned domains
AI model filter
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Salesforce Financial Services Cloud | 1 |
| Wealthbox | 2 |
| Practifi | 3 |
| Redtail CRM | 4 |
| Creatio Financial Services | 5 |
What AI tools say about Financial Services CRM Software
Movement
What changed this week?
Salesforce Financial Services Cloud held the top position, but the ranking below it moved sharply: Salesforce Financial Services Cloud, Creatio Financial Services, Microsoft Dynamics 365 Customer Engagement and Oracle CX Sales entered the top 10 this week, while SugarCRM dropped at least three positions.
Sources
Which sources shape AI answers?
No single publisher dominates. The most cited sources are G2, Vantagepoint and Gartner, which means the citation field is open.
Engines
Do AI engines agree on the leader?
All four engines name Salesforce Financial Services Cloud first, which is unusual: in most categories the engines disagree.
Citation-ready
Key facts from this AI Brand Index report
Current leader
Salesforce Financial Services Cloud ranks #1 for Financial Services CRM Software in the latest SupaIntent AI Brand Index run.
Top brands
Salesforce Financial Services Cloud, Wealthbox, and Practifi lead Financial Services CRM Software across AI answers from ChatGPT, Google AI Mode, Gemini and Perplexity.
Brand sites
G2, Vantagepoint, and Gartner are the most cited brand sites in this category.
Weekly movement
Top 10 onlyEntered the index
New in the top 10
Salesforce Financial Services Cloud#1
Creatio Financial Services#5
Microsoft Dynamics 365 Customer Engagement#7
Oracle CX Sales#9
Biggest gains
Moved up this week
DealCloud9 to #6
Practifi3 to #3
Redtail Technology3 to #10
Biggest losses
Moved down this week
SugarCRM11 to #20
Unchanged at the top
Leader held position
Rank history
Weekly rank changes for the current top 10
| Rank | Brand | Previous | Current | Change | Best |
|---|---|---|---|---|---|
| #1 | New | #1 | New | #1 | |
| #2 | #2 | #2 | 0 | #2 | |
| #3 | #6 | #3 | 3 | #3 | |
| #4 | #4 | #4 | 0 | #2 | |
| #5 | New | #5 | New | #5 | |
| #6 | #15 | #6 | 9 | #6 | |
| #7 | New | #7 | New | #7 | |
| #8 | #8 | #8 | 0 | #8 | |
| #9 | New | #9 | New | #9 | |
| #10 | #13 | #10 | 3 | #10 |
Current brand snapshot
25 brands
| # | Pos. | Brand |  ChatGPT |  Google AI Mode |  Gemini |  Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | New | #1 | #1 | #1 | #1 | | |
| 2 | 0 | #3 | #2 | #2 | - | | |
| 3 | +3 | #7 | #4 | #5 | - | | |
| 4 | 0 | #2 | - | #3 | - | | |
| 5 | New | #8 | #7 | #4 | - | | |
| 6 | +9 | #4 | #9 | #7 | - | | |
| 7 | New | - | - | - | #2 | | |
| 8 | 0 | #9 | #8 | #8 | - | | |
| 9 | New | - | - | - | #3 | | |
| 10 | +3 | #2 | #3 | - | - | | |
| 11 | New | #6 | - | #9 | - | | |
| 12 | New | - | - | - | #4 | | |
| 13 | New | - | #5 | - | - | | |
| 14 | New | - | - | - | #5 | | |
| 15 | +3 | #5 | - | - | - | | |
| 16 | -2 | - | #6 | - | - | | |
| 17 | New | - | - | #6 | - | | |
| 18 | New | - | - | - | #6 | | |
| 19 | New | - | - | - | #7 | | |
| 20 | -11 | - | - | - | #8 | | |
| 21 | New | - | - | - | #9 | | |
| 22 | New | #10 | - | - | - | | |
| 23 | New | - | - | - | #10 | | |
| 24 | -13 | - | #10 | - | - | | |
| 25 | New | - | - | #10 | - | |
Current source snapshot
35 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 15 | | |
| 2 | 6 | | |
| 3 | 6 | | |
| 4 | CreatioOfficial | 4 | |
| 5 | QuickbaseOfficial | 4 | |
| 6 | AffinityOfficial | 3 | |
| 7 | 3 | | |
| 8 | 3 | | |
| 9 | SalesforceOfficial | 2 | |
| 10 | WealthboxOfficial | 2 | |
| 11 | 1 | | |
| 12 | AdvisorengineOfficial | 1 | |
| 13 | 1 | | |
| 14 | AltviaOfficial | 1 | |
| 15 | 1 | | |
| 16 | DynamosoftwareOfficial | 1 | |
| 17 | 1 | | |
| 18 | FreshworksOfficial | 1 | |
| 19 | HubSpotOfficial | 1 | |
| 20 | InformaticaOfficial | 1 | |
| 21 | IntappOfficial | 1 | |
| 22 | MaximizerOfficial | 1 | |
| 23 | 1 | | |
| 24 | MicrosoftOfficial | 1 | |
| 25 | OracleOfficial | 1 | |
| 26 | 1 | | |
| 27 | PegaOfficial | 1 | |
| 28 | SapOfficial | 1 | |
| 29 | 1 | | |
| 30 | 1 | | |
| 31 | SugarcrmOfficial | 1 | |
| 32 | TotalexpertOfficial | 1 | |
| 33 | 1 | | |
| 34 | 1 | | |
| 35 | ZendeskOfficial | 1 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Salesforce Financial Services Cloud | 1 |
| Redtail CRM | 2 |
| Wealthbox CRM | 3 |
| Intapp DealCloud | 4 |
| Total Expert | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | +2 | #1 | - | - | - | | |
| 2 | 0 | #2 | - | - | - | | |
| 3 | New | #3 | - | - | - | | |
| 4 | New | #4 | - | - | - | | |
| 5 | New | #5 | - | - | - | | |
| 6 | New | #6 | - | - | - | | |
| 7 | -3 | #7 | - | - | - | | |
| 8 | New | #8 | - | - | - | | |
| 9 | -4 | #9 | - | - | - | | |
| 10 | New | #10 | - | - | - | |
Current source snapshot
9 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 11 | | |
| 2 | CreatioOfficial | 2 | |
| 3 | AdvisorengineOfficial | 1 | |
| 4 | AltviaOfficial | 1 | |
| 5 | DynamosoftwareOfficial | 1 | |
| 6 | IntappOfficial | 1 | |
| 7 | 1 | | |
| 8 | 1 | | |
| 9 | TotalexpertOfficial | 1 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Salesforce Financial Services Cloud | 1 |
| Wealthbox | 2 |
| Redtail Technology | 3 |
| Practifi | 4 |
| Envestnet Tamarac | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | #1 | - | - | | |
| 2 | 0 | - | #2 | - | - | | |
| 3 | New | - | #3 | - | - | | |
| 4 | +1 | - | #4 | - | - | | |
| 5 | New | - | #5 | - | - | | |
| 6 | New | - | #6 | - | - | | |
| 7 | New | - | #7 | - | - | | |
| 8 | -1 | - | #8 | - | - | | |
| 9 | -3 | - | #9 | - | - | | |
| 10 | -6 | - | #10 | - | - | |
Current source snapshot
15 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 3 | | |
| 2 | 3 | | |
| 3 | 2 | | |
| 4 | 1 | | |
| 5 | 1 | | |
| 6 | CreatioOfficial | 1 | |
| 7 | DealcloudOfficial | 1 | |
| 8 | 1 | | |
| 9 | MaximizerOfficial | 1 | |
| 10 | 1 | | |
| 11 | SalesforceOfficial | 1 | |
| 12 | 1 | | |
| 13 | 1 | | |
| 14 | WealthboxOfficial | 1 | |
| 15 | 1 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Salesforce Financial Services Cloud | 1 |
| Wealthbox | 2 |
| Redtail CRM | 3 |
| Creatio Financial Services CRM | 4 |
| Practifi | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | New | - | - | #1 | - | | |
| 2 | +1 | - | - | #2 | - | | |
| 3 | New | - | - | #3 | - | | |
| 4 | New | - | - | #4 | - | | |
| 5 | New | - | - | #5 | - | | |
| 6 | New | - | - | #6 | - | | |
| 7 | New | - | - | #7 | - | | |
| 8 | New | - | - | #8 | - | | |
| 9 | New | - | - | #9 | - | | |
| 10 | New | - | - | #10 | - | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Salesforce Financial Services Cloud | 1 |
| Microsoft Dynamics 365 Customer Engagement | 2 |
| Oracle CX Sales | 3 |
| Saleslogix (Informatica) | 4 |
| SAP CRM and SAP CX | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | - | - | #1 | | |
| 2 | New | - | - | - | #2 | | |
| 3 | New | - | - | - | #3 | | |
| 4 | New | - | - | - | #4 | | |
| 5 | New | - | - | - | #5 | | |
| 6 | New | - | - | - | #6 | | |
| 7 | New | - | - | - | #7 | | |
| 8 | New | - | - | - | #8 | | |
| 9 | New | - | - | - | #9 | | |
| 10 | New | - | - | - | #10 | |
Current source snapshot
12 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 6 | | |
| 2 | 4 | | |
| 3 | FreshworksOfficial | 1 | |
| 4 | HubSpotOfficial | 1 | |
| 5 | InformaticaOfficial | 1 | |
| 6 | MicrosoftOfficial | 1 | |
| 7 | OracleOfficial | 1 | |
| 8 | PegaOfficial | 1 | |
| 9 | SalesforceOfficial | 1 | |
| 10 | SapOfficial | 1 | |
| 11 | SugarcrmOfficial | 1 | |
| 12 | ZendeskOfficial | 1 | |
Common AI search questions about Financial Services CRM Software
Q1
Who leads Financial Services CRM Software in AI answers?
Salesforce Financial Services Cloud is the most recommended financial services CRM software brand in the latest AI Brand Index run. The next highest-ranked brands are Wealthbox and Practifi. All four engines name Salesforce Financial Services Cloud first, which is unusual: in most categories the engines disagree.
Q2
Which cited sources are used for Financial Services CRM Software?
The most cited sources for financial services CRM software recommendations are G2, Vantagepoint and Gartner, out of 35 tracked sources. No single publisher dominates. The most cited sources are G2, Vantagepoint and Gartner, which means the citation field is open.
Q3
How fresh is this Financial Services CRM Software ranking?
The AI Brand Index updates every Sunday. In the latest run, Salesforce Financial Services Cloud, Creatio Financial Services, Microsoft Dynamics 365 Customer Engagement and Oracle CX Sales entered the top 10 and SugarCRM, DealCloud, Practifi and Redtail Technology moved three or more positions in the financial services CRM software index.
How to cite this report
Cite the canonical SupaIntent report page when referencing this AI visibility ranking.
SupaIntent AI Brand Index: Financial Services CRM Software. https://supaintent.com/ai-brand-index/vertical-industry-financial-services-software-financial-services-crm-software
Report data
Download the same ranking data used by the chart, tables and Dataset schema.
AI Brand Index methodology
Rankings use collected AI answers, cited sources, brand-site matching, and provider-level position history.
- SupaIntent measures buying-intent AI answers across ChatGPT, Google AI Mode, Gemini and Perplexity.
- This report uses the latest observed AI answers for Financial Services CRM Software, including 25 recommended brands and 35 cited sources.
- Brand sites are identified from official domains and subdomains, then separated from review, community and publisher sources.
- Weekly movement compares the latest rank with the previous collected position for each brand.
Reveal where AI sends your clients
Track prompt-level visibility across ChatGPT, Gemini, Perplexity, and Google AI search. See which competitors win the answer, which sources shape the response, and where your brand is missing.