CRM for Financial Services That Pass Regulatory FileSearch
AI-powered CRM built for banks, fintech, and financial services. Compliance automation, EU data residency, and unlimited team members.
Built for Financial Services Compliance
Regulatory requirements built into the platform, not bolted on
EU AI Act Compliant
Risk categorization, transparency requirements, and human oversight built into every AI interaction.
GDPR Native
Data minimization, consent tracking, and deletion rights supported out of the box.
EU Data Residency
100% EU-hosted. No US Cloud Act exposure. Complete data sovereignty.
The Finance CRM Challenge
Enterprise CRMs weren't built for modern financial services
Regulatory Compliance Burden
MiFID II, GDPR, PCI-DSS, and local regulations require detailed audit trails and data handling procedures.
Manual Processes
Sales and client management teams spend hours on admin instead of serving clients and closing deals.
Data Residency Requirements
Financial regulators increasingly require data to stay within jurisdiction. US-based CRMs create compliance gaps.
High CRM Costs
Enterprise financial CRM platforms cost $100-300/user/month. Too expensive for growing fintech and financial services firms.
Enterprise Features, Startup Pricing
Everything financial services need to grow efficiently
EU AI Act Compliant
Built for the EU AI Act requirements. Risk categorization, transparency, and human oversight built into every AI interaction.
GDPR Compliant
Full GDPR compliance built-in. Data minimization, consent management, and right to deletion supported.
EU Data Residency
100% EU-hosted in Frankfurt and Amsterdam. Your customer data never leaves European jurisdiction.
FileSearch Trails
Complete interaction history for every client. Export audit reports for regulatory compliance reviews.
AI Sales Automation
Lead qualification, email follow-ups, and meeting scheduling automated by AI agents.
Meeting Intelligence
AI transcribes meetings, extracts action items, and updates client records automatically.
AI That Works While You Sleep
10 virtual employees that automate sales and client management
Scout AI
Lead Discovery
Finds and scores leads based on your ideal customer profile.
Virtual SDR
Lead Qualification
Qualifies leads and schedules meetings with sales-ready prospects.
Calendar Agent
Meeting Prep
Prepares client briefings and post-meeting summaries.
Support Agent
Client Service
Handles routine client inquiries and support tickets.
How We Compare
Financial services compliance without the enterprise price tag
| Feature | WorkChi | Salesforce |
|---|---|---|
| Starting Price | $39/mo | $150+/user/mo |
| Users Included | Unlimited | Per user |
| EU Data Residency | ✓ Frankfurt/Amsterdam | Limited options |
| GDPR Compliance | Native | Add-on |
| EU AI Act Support | Built-in | Limited |
| FileSearch Trails | Complete | Add-on |
| AI Meeting Notes | Included | Enterprise only |
Financial Services Teams Making the Switch
"WorkChi gave us Salesforce-level compliance capabilities at 1/5th the cost. The AI meeting notes alone save our team 20 hours per week."
"GDPR compliance was giving us headaches with our US-based CRM. WorkChi's EU hosting and built-in compliance features solved it."
Ready to Simplify Compliance?
Join financial services teams using WorkChi to automate sales while staying compliant.
Calculate Your Savings
See how much you could save by switching from expensive enterprise CRMs to WorkChi.