The Forrester Wave™: CRM Software for Financial Services, Q1 2025 evaluates top vendors based on AI capabilities, strategic alignment, and financial services focus. Leaders include BUSINESSNEXT and Salesforce, praised for their verticalized solutions and AI innovation. Strong performers like Creatio and ServiceNow offer flexible platforms with solid support. Microsoft, Oracle, and Pegasystems provide customizable, enterprise-grade tools without financial-specific features. The report helps firms assess CRM platforms by weighing industry readiness, AI maturity, partner ecosystems, and time-to-value.

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