Solutions for Banking & Financial Services

Win trust and wallet share

with a compliant client platform

Hoop for Banking and Financial Services helps banks, lenders, insurance, and wealth firms acquire clients, serve securely, and grow AUM—all in one platform.

Solutions
Solutions for Banking & Financial Services

Win trust and wallet share

with a compliant client platform

Hoop for Banking and Financial Services helps banks, lenders, insurance, and wealth firms acquire clients, serve securely, and grow AUM—all in one platform.

Solutions
Solutions for Banking & Financial Services

Win trust and wallet share

with a compliant client platform

Hoop for Banking and Financial Services helps banks, lenders, insurance, and wealth firms acquire clients, serve securely, and grow AUM—all in one platform.
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Solutions implemented at leading companies

Connect origination,

advice, and service

Give relationship managers, advisors, and support teams shared context. Automate follow-ups and simplify documentation so clients get answers faster.

It's Easy

Hoop is easy to set up and use, making it even easier for you to scale. Customize your CRM with intuitive onboarding, get tips for using Hoop right alongside your tools, and let Hoop automate manual tasks.

It's Fast

With Hoop, get up and running quickly so you can start getting results from day one. With powerful tools, automation, and AI built in, you’ll accomplish more in less time — without increasing headcount.

It's All-In-One

With all your software on one platform, you don’t have to stitch together multiple tools to get the job done. And with educational resources & an exclusive founders community, you can grow your business, all in one place.

Acquire qualified clients

and accelerate intake

Target segments, capture applications, and route calls to licensed reps with clear next steps.

Lead Scoring

Use AI-driven engagement scoring to identify and prioritize top leads, aiding in closing more deals.

Lead Scoring

Use AI-driven engagement scoring to identify and prioritize top leads, aiding in closing more deals.

Serve securely

with compliant workflows

Centralize tickets and knowledge, manage claims, and keep conversations auditable with e-sign and shared records.

FNOL & Claims

Stand up fast, compliant claims management—from first notice intake to adjuster routing, reserves, and payouts—by reframing ticketing, workflows, e-sign, and documents you already own.

FNOL & Claims

Stand up fast, compliant claims management—from first notice intake to adjuster routing, reserves, and payouts—by reframing ticketing, workflows, e-sign, and documents you already own.

Onboard & grow revenue

with clear reporting

Streamline quotes and paperwork, accept payments, sync accounting, and prevent failed renewals.

Dunning & Revenue Recovery

Protect subscription revenue with smart retries, card updater, branded recovery flows, and clear comms—win back failed payments before they turn into churn.

Dunning & Revenue Recovery

Protect subscription revenue with smart retries, card updater, branded recovery flows, and clear comms—win back failed payments before they turn into churn.

Have a question for our sales team?

Give us a call and we'll walk you through it.

How GIF built beyond one-time events

GIF powered its website and ticketing with Hoop, ran email and LinkedIn campaigns, and launched a private investor community and branded app with AI support.

14%

Ticket Revenue Growth

"Hoop ran our entire experience... We launched faster, grew ticket revenue, and converted a two-day event into an active investor community."

Farah Harb
Program Director of Global Investors Forum

Pricing

Below you’ll find pricing for our platform, with emphasis on the Popular features included.

Core

Essential marketing, sales, customer service, content, and operations software
$50
/
month
per seat
Popular
features
in Hoop Core
  • CRM
  • Contact Management
  • Meeting Scheduler
  • Online Form Builder
  • Chat Widgets
  • CMS tools & Blog Software
  • AI Content Writer
  • AI Social Caption Generator
  • AI-Powered Email
  • Business Card Scanner
  • App Marketplace
  • Automation
  • AI Summarization
  • AI-Powered Quotes
  • Commerce Tools
  • Reputation Management
  • Social Media Management

Pro

Comprehensive marketing, sales, customer service, content, and operations software
$200
/
month
per seat
Popular
features
in Hoop Pro
  • Everything in Core
  • Campaigns
  • Audience Segments
  • Ad Tracking and Management
  • Ads Agent
  • Content Agent
  • Content Remix
  • Content Personalization
  • Content Repurposing Software
  • Chatbot Builder Software
  • AI Guided Selling
  • CPQ Software
  • Call Tracking
  • Cloud Storage Integrations
  • Business Insights
  • Automated Customer Service
  • Communities
  • Courses & Certificates
  • Commerce Reporting Analytics Suite

Core

Essential marketing, sales, customer service, content, and operations software
$50
/
month
per seat
Popular
features
in Hoop Core
  • CRM
  • Contact Management
  • Meeting Scheduler
  • Online Form Builder
  • Chat Widgets
  • CMS tools & Blog Software
  • AI Content Writer
  • AI Social Caption Generator
  • AI-Powered Email
  • Business Card Scanner
  • App Marketplace
  • Automation
  • AI Summarization
  • AI-Powered Quotes
  • Commerce Tools
  • Reputation Management
  • Social Media Management

Pro

Comprehensive marketing, sales, customer service, content, and operations software
$200
/
month
per seat
Popular
features
in Hoop Pro
  • Everything in Core
  • Campaigns
  • Audience Segments
  • Ad Tracking and Management
  • Ads Agent
  • Content Agent
  • Content Remix
  • Content Personalization
  • Content Repurposing Software
  • Chatbot Builder Software
  • AI Guided Selling
  • CPQ Software
  • Call Tracking
  • Cloud Storage Integrations
  • Business Insights
  • Automated Customer Service
  • Communities
  • Courses & Certificates
  • Commerce Reporting Analytics Suite

Enterprise

Our most powerful marketing, sales, customer service, content, & operations software
$450
/
month
per seat
Popular
features
in Hoop Enterprise
  • Everything in Pro
  • ABM Software
  • Advanced Marketing Reporting
  • Centralized Audit Log
  • HIPAA Compliance
  • Advanced Routing
  • Deal Splits
  • Conversational Intelligence
  • Conditional SLAs
  • Predictive Lead Scoring
  • Custom Goals
  • Journey Report
  • Journey Automation
  • Multi-Touch Revenue Attribution
  • Lookalike Lists
  • Interactive Voice Response
  • Event Visualizer
  • Content Sync
  • Sensitive Data Protection
  • Cloud Data Integrations
  • Organize Teams
  • Custom Objects
  • Role-Based Permissions
  • Multi-Account Management
Pricing

For the full breakdown by plan and category, please visit our pricing page.

HoopAI G2 Award: Momentum Leader 2025 Spring AwardHoopAI Capterra 2025 Shortlist AwardHoop was mentioned as the top 20 fastest growing software by SaaSworthy Q1 2025HoopAI G2 Award: Grid Leader 2025 Spring Small BusinessHoopAI G2 Award: Regional Leader 2025 Spring Small BusinessHoopAI G2 Award - Users most likely to recommend, spring 2025

Voted # 1 in 32 reports

1500+ app integrations

Frequently asked questions

Short question goes here

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