Financial Services Market Share, Size, Trends & Analysis By Type, Region Insights, Key Players and Applications and Forecast to 2028

  • Category:Software & Hardware
  • Published on:Jul 2020
  • Pages:130
  • Formats:
  • Report Code:26475

Report Summary

Eternity Insights has published a new study on Global Financial Services Market focusing on key segments as by Type (Redtail CRM,Cloud Based,Web Based, Other), by Application (Large Enterprises,SMEs, Other), and by region. This deep dive re-search report highlights the market and competitive intelligence across the key segments of the mar-ket. The report also considers the impact of COVID-19 on the global Financial Services Market.

The report considers 2018-2020 as historic period, 2021 as base year, and 2022-2028 as forecast period. The report includes quantitative analysis of the market supported by the market drivers, challenges, and trends to accurately map the market scenario and competition. Moreover, key insights related to market having direct impact on the market will also be covered.

Financial Services Market report is based on robust research methodology designed using blend of research ap-proaches developed using secondary/desk research and validated through the primary research and expert insights. Eternity Insights also uses paid data bases such as FACIVA, Hoovers, and other bench-marking and forecasting tools to provide accurate statistical analysis of supply and demand trends.

Global Financial Services Market Size, 2018-2028 (USD Million)

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Global Financial Services Market Segmentation:

Financial Services Market, By Type

  • Redtail CRM
  • Cloud Based
  • Web Based
  • Other

Financial Services Market, By Application

  • Large Enterprises
  • SMEs
  • Other

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Geographically, the market is categorized in to five regions as North America, Europe, Asia Pacific, Latin America, and the Middle East and Africa. North America region dominates the global Financial Services market in terms of demand generation. The Financial Services market in Asia Pacific region is expected to grow at significantly high growth rate. The regional market is further sub-segmented and analyzed at granular level across key countries. The report will include market size and forecast for Financial Services market for below listed coun-tries across each region.

North America (U.S. and Canada), Europe (Germany, France, Italy, UK, Spain, and Rest of Europe), Asia Pacific (China, India, Japan, Australia, and Rest of Asia Pacific region); Latin America (Brazil, Mexico, and rest of the Latin America); Middle East and Africa (GCC, South Africa, and Rest of the Middle East and Africa).

Global Financial Services Market Taxonomy:

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Global Financial Services Market Competitive Landscape

The global Financial Services market analysis report covers detailed analysis of competitive scenario across globe. The report includes profiles of leading players covering below details

  • Company Overview
  • Financial Analysis
  • Product Portfolio Analysis
  • Strategic Overview
  • SWOT Analysis

List of Companies Profiled in the report:

  • Salesforce
  • SmartOffice
  • Junxure
  • Total Expert
  • Wealthbox CRM
  • DebtPayPro
  • 4Degrees
  • Kronos Finance
  • TAMARAC
  • 360 View CRM
  • AdvisorConnect
  • AdvisorEngine
  • Altvia
  • BackStop
  • Other Players of Specific Interest can be added based on requirement

Market Segmentation

Report Attributes Details
The market size value in 2021 USD XX.XX Million
CAGR (2021 - 2028) XX.XX %
The Revenue forecast in 2028 USD XX.XX Million
Base year for estimation 2021
Historical data 2018-2019
Forecast period 2022-2028
Quantitative units
  • Revenue in USD Million
  • CAGR from 2021 to 2028
Report coverage Revenue forecast, company ranking, competitive landscape, growth factors, and trends
Segments covered By Type Outlook, Application Outlook, Regional Outlook
By Type Outlook Redtail CRM,Cloud Based,Web Based, Other
By Application Outlook Large Enterprises,SMEs, Other
Regional scope North America, Europe, Asia Pacific, Latin America, Middle East & Africa
Country scope U.S., Canada, U.K., Germany, France, BENELUX, China, India, Japan, South Korea, Brazil, Saudi Arabia, UAE, Turkey
Key companies profiled Salesforce,SmartOffice,Junxure,Total Expert,Wealthbox CRM,DebtPayPro,4Degrees,Kronos Finance,TAMARAC,360 View CRM,AdvisorConnect,AdvisorEngine,Altvia,BackStop
Customization Available Yes, the report can be tailored to meet your specific requirements.

Key Benefits to the stake holders

  • Qualitative and quantitative analysis of the market based on segmentation involving both economic as well as non-economic factors
  • Provision of market value (USD Billion) and volume (Tons) data for each segment and sub-segment
  • Indicates the region and segment that is expected to witness the fastest growth as well as to dominate the market
  • Analysis by geography highlighting the consumption of the product/service in the region as well as indicating the factors that are affecting the market within each region
  • Competitive landscape which incorporates the market ranking of the major players, along with new service/product launches, partnerships, business expansions and acquisitions in the past five years of companies profiled
  • Extensive company profiles comprising of company overview, company insights, product benchmarking and SWOT analysis for the major market players
  • The current as well as the future market outlook of the industry with respect to recent developments (which involve growth opportunities and drivers as well as challenges and restraints of both emerging as well as developed regions
  • Includes an in-depth analysis of the market of various perspectives through Porter’s five forces analysis
  • Provides insight into the market through Value Chain
  • Market dynamics scenario, along with growth opportunities of the market in the years to come

Table Of Contents

Table of Contents

Global Financial Services Market Report 2020, Forecast to 2027

1 Scope of the Study
1.1 Financial Services Introduction
1.2 Research Programs
1.3 Analysis of Macroeconomic Indicators
1.4 Years Considered
1.5 Methodology
1.6 Data Source
1.7 Research Objectives

2 Financial Services Industry Overview
2.1 Global Financial Services Market Size (Million USD) Comparison by Regions (2020-2027)
2.1.1 Financial Services Global Main Region Market Analysis
2.2 Market Analysis by Type
2.2.1 Redtail CRM
2.2.2 Cloud Based
2.2.3 Web Based


2.3.2 SMEs


2.4.2 Global Financial Services Revenue and Market Share by Manufacturer (2018-2020)
2.4.3 Global Financial Services Industry Concentration Ratio (CR5 and HHI)
2.4.4 Top 5 Financial Services Manufacturer Market Share
2.4.5 Top 10 Financial Services Manufacturer Market Share
2.4.6 Date of Key Manufacturers Enter into Financial Services Market
2.4.7 Key Manufacturers Financial Services Product Offered
2.4.8 Mergers & Acquisitions Planning
2.5 Financial Services Historical Development Overview
2.6 Market Dynamics
2.6.1 Market Opportunities
2.6.2 Market Risk
2.6.3 Market Driving Force
2.6.4 Porter's Five Forces Analysis

3 Related Market Analysis
3.1 Related Market Overview
3.2 Macro Analysis of Upstream Markets
3.3 Key Players in Related Markets
3.4 Related Markets Trend Analysis

4 Global Financial Services Market Size Categorized by Regions
4.1 Global Financial Services Revenue and Market Share by Regions
4.1.1 Global Financial Services Sales and Market Share by Regions (2015-2020)
4.1.2 Global Financial Services Revenue and Market Share by Regions (2015-2020)
4.2 Europe Financial Services Revenue and Growth Rate (2015-2020)
4.3 APAC Financial Services Revenue and Growth Rate (2015-2020)
4.4 North America Financial Services Revenue and Growth Rate (2015-2020)
4.5 South America Financial Services Revenue and Growth Rate (2015-2020)
4.6 Middle East & Africa Financial Services Revenue and Growth Rate (2015-2020)

5 Europe Financial Services Market Size Categorized by Countries
5.1 Europe Financial Services Revenue and Market Share by Countries
5.1.1 Europe Financial Services Revenue by Countries (2015-2020)
5.1.2 Germany Financial Services Revenue and Growth Rate (2015-2020)
5.1.3 UK Financial Services Revenue and Growth Rate (2015-2020)
5.1.4 France Financial Services Revenue and Growth Rate (2015-2020)
5.1.5 Russia Financial Services Revenue and Growth Rate (2015-2020)
5.1.6 Italy Financial Services Revenue and Growth Rate (2015-2020)
5.1.7 Spain Financial Services Revenue and Growth Rate (2015-2020)
5.2 Europe Financial Services Revenue (Value) by Manufacturers (2018-2020)
5.3 Europe Financial Services Revenue and Market Share by Type (2015-2020)
5.4 Europe Financial Services Revenue and Market Share by Application (2015-2020)

6 Asia-Pacific Financial Services Market Size Categorized by Countries
6.1 Asia-Pacific Financial Services Revenue and Market Share by Countries
6.1.1 Asia-Pacific Financial Services Revenue by Countries (2015-2020)
6.1.2 China Financial Services Revenue and Growth Rate (2015-2020)
6.1.3 Japan Financial Services Revenue and Growth Rate (2015-2020)
6.1.4 Korea Financial Services Revenue and Growth Rate (2015-2020)
6.1.5 India Financial Services Revenue and Growth Rate (2015-2020)
6.1.6 Southeast Asia Financial Services Revenue and Growth Rate (2015-2020)
6.1.7 Australia Financial Services Revenue and Growth Rate (2015-2020)
6.2 Asia-Pacific Financial Services Revenue (Value) by Players (2018-2020)
6.3 Asia-Pacific Financial Services Revenue and Market Share by Type (2015-2020)
6.4 Asia-Pacific Financial Services Revenue and Market Share by Application (2015-2020)

7 North America Financial Services Market Size Categorized by Countries
7.1 North America Financial Services Revenue and Market Share by Countries
7.1.1 North America Financial Services Revenue by Countries (2015-2020)
7.1.2 United States Financial Services Revenue and Growth Rate (2015-2020)
7.1.3 Canada Financial Services Revenue and Growth Rate (2015-2020)
7.1.4 Mexico Financial Services Revenue and Growth Rate (2015-2020)
7.2 North America Financial Services Revenue (Value) by Players (2018-2020)
7.3 North America Financial Services Revenue and Market Share by Type (2015-2020)
7.4 North America Financial Services Revenue and Market Share by Application (2015-2020)

8 South America Financial Services Market Size Categorized by Countries
8.1 South America Financial Services Revenue and Market Share by Countries
8.1.1 South America Financial Services Revenue by Countries (2015-2020)
8.1.2 Brazil Financial Services Revenue and Growth Rate (2015-2020)
8.2 South America Financial Services Revenue (Value) by Players (2018-2020)
8.3 South America Financial Services Revenue and Market Share by Type (2015-2020)
8.4 South America Financial Services Revenue and Market Share by Application (2015-2020)

9 Middle East and Africa Financial Services Market Size Categorized by Countries
9.1 Middle East and Africa Financial Services Revenue and Market Share by Countries
9.1.1 Middle East and Africa Financial Services Revenue by Countries (2015-2020)
9.1.2 GCC Countries Financial Services Revenue and Growth Rate (2015-2020)
9.1.3 Turkey Financial Services Revenue and Growth Rate (2015-2020)
9.1.4 Egypt Financial Services Revenue and Growth Rate (2015-2020)
9.1.5 South Africa Financial Services Revenue and Growth Rate (2015-2020)
9.2 Middle East and Africa Financial Services Revenue (Value) by Players (2018-2020)
9.3 Middle East and Africa Financial Services Revenue and Market Share by Type (2015-2020)
9.4 Middle East and Africa Financial Services Revenue and Market Share by Application (2015-2020)

10 Global Financial Services Market Segment by Type
10.1 Global Financial Services Revenue and Market Share by Type (2015-2020)
10.2 Global Financial Services Market Forecast by Type (2020-2027)
10.3 Redtail CRM Revenue Growth Rate
10.4 Cloud Based Revenue Growth Rate
10.5 Web Based Revenue Growth Rate


11.1 Global Financial Services Revenue Market Share by Application (2015-2020)
11.2 Global Financial Services Market Forecast by Application (2020-2027)
11.3 Large Enterprises Revenue Growth Rate (2015-2027)
11.4 SMEs Revenue Growth Rate (2015-2027)


12.1 Global Financial Services Market Size Forecast (2020-2027)
12.2 Financial Services Market Forecast by Regions (2020-2027)
12.3 Europe Financial Services Revenue Market Forecast (2020-2027)
12.4 APAC Financial Services Revenue Market Forecast (2020-2027)
12.5 North America Financial Services Revenue Market Forecast (2020-2027)
12.6 South America Financial Services Revenue Market Forecast (2020-2027)
12.7 Middle East & Africa Financial Services Revenue Market Forecast (2020-2027)

13 Analysis of Financial Services Industry Key Vendors
13.1 Salesforce
13.1.1 Company Details
13.1.2 Product Information
13.1.3 Salesforce Financial Services Revenue and Gross Margin (2018-2020)
13.1.4 Main Business Overview
13.1.5 Salesforce News
13.2 SmartOffice
13.2.1 Company Details
13.2.2 Product Information
13.2.3 SmartOffice Financial Services Revenue and Gross Margin (2018-2020)
13.2.4 Main Business Overview
13.2.5 SmartOffice News
13.3 Junxure
13.3.1 Company Details
13.3.2 Product Information
13.3.3 Junxure Financial Services Revenue and Gross Margin (2018-2020)
13.3.4 Main Business Overview
13.3.5 Junxure News
13.4 Total Expert
13.4.1 Company Details
13.4.2 Product Information
13.4.3 Total Expert Financial Services Revenue and Gross Margin (2018-2020)
13.4.4 Main Business Overview
13.4.5 Total Expert News
13.5 Wealthbox CRM
13.5.1 Company Details
13.5.2 Product Information
13.5.3 Wealthbox CRM Financial Services Revenue and Gross Margin (2018-2020)
13.5.4 Main Business Overview
13.5.5 Wealthbox CRM News
13.6 DebtPayPro
13.6.1 Company Details
13.6.2 Product Information
13.6.3 DebtPayPro Financial Services Revenue and Gross Margin (2018-2020)
13.6.4 Main Business Overview
13.6.5 DebtPayPro News
13.7 4Degrees
13.7.1 Company Details
13.7.2 Product Information
13.7.3 4Degrees Financial Services Revenue and Gross Margin (2018-2020)
13.7.4 Main Business Overview
13.7.5 4Degrees News
13.8 Kronos Finance
13.8.1 Company Details
13.8.2 Product Information
13.8.3 Kronos Finance Financial Services Revenue and Gross Margin (2018-2020)
13.8.4 Main Business Overview
13.8.5 Kronos Finance News
13.9 TAMARAC
13.9.1 Company Details
13.9.2 Product Information
13.9.3 TAMARAC Financial Services Revenue and Gross Margin (2018-2020)
13.9.4 Main Business Overview
13.9.5 TAMARAC News
13.10 360 View CRM
13.10.1 Company Details
13.10.2 Product Information
13.10.3 360 View CRM Financial Services Revenue and Gross Margin (2018-2020)
13.10.4 Main Business Overview
13.10.5 360 View CRM News
13.11 AdvisorConnect
13.11.1 Company Details
13.11.2 Product Information
13.11.3 AdvisorConnect Financial Services Revenue and Gross Margin (2018-2020)
13.11.4 Main Business Overview
13.11.5 AdvisorConnect News
13.12 AdvisorEngine
13.12.1 Company Details
13.12.2 Product Information
13.12.3 AdvisorEngine Financial Services Revenue and Gross Margin (2018-2020)
13.12.4 Main Business Overview
13.12.5 AdvisorEngine News
13.13 Altvia
13.13.1 Company Details
13.13.2 Product Information
13.13.3 Altvia Financial Services Revenue and Gross Margin (2018-2020)
13.13.4 Main Business Overview
13.13.5 Altvia News
13.14 BackStop
13.14.1 Company Details
13.14.2 Product Information
13.14.3 BackStop Financial Services Revenue and Gross Margin (2018-2020)
13.14.4 Main Business Overview
13.14.5 BackStop News



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