CRM for Financial Services

Invest in your relationships

Strengthen and expand client relationships and deliver more value with Copper.
One central system copper feature

Copper is trusted by
financial firms of all sizes

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Diag logo
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Cultural logo
Diag logo
OnYourFeet logo
Prediktive logo
Resilium logo
RHR logo
Rock logo
Rye logo
Silicon logo
Copper helps financial service companies attract new business
manage communication
and create repeat clients
all in one
easy-to-use tool.
Get started
  • Check markFree 14-day trial
  • Check markEasy to set up
  • Check markNo credit card required
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Empower your clients' financial success - all in one tool

Stop hunting for files, they're right where you need them.

Files and Google docs sync automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity.

Deliver value fast.

Copper enhances your agency's efficiency with minimal data entry and quick setup, keeping your focus on nurturing relationships, not managing tabs.

Keep everything on track.

Keep your opportunities and projects on track and push them over the line with flexible pipelines and templates.

Learn more →

“Copper is a core part of how we'll scale and grow. It's what gives us the data insights we need to get where we want to be.”

Learn how Houwzer uses Copper
Dave Spears quote
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Connect the tools you're already using

All your essential apps.

Copper's powerful integrations seamlessly connect with your favorite tools, unlocking a whole new level of functionality.

Learn more →

Linkedin by Surfe

Surfe saves you time and improves your outreach by bringing Copper on top of LinkedIn.

Quickbooks

Transparency between sales and finance is key to smoothing out the customer buying experience.

Prefer APIs?
We have that, too.

Transparency between sales and finance is key to smoothing out the customer buying experience.

Learn about APIs →

“Copper is so intuitive after one day I felt like an expert on the system.”

Learn how IrishAngels uses Copper
Caroline Yeager quote
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Transform relationships into opportunities

Helpful resources

Get started for free

Take Copper for a spin first.
Pay and add your team later.