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The Insurance Center
The Insurance Center is one of the largest insurance agencies in the US. They use Pipedrive for Financial Services for over 200 property & casualty agents and over 100 life & agents.

Umpqua Bank
Umpqua Bank uses Pipedrive for Financial Services for over 400 small business, business, commercial, and SBA lenders. Their private bankers also use Pipedrive for Financial Services along with credit and underwriting.

Financial Pacific Leasing
Financial Pacific is an industry leader in leasing. They use Pipedrive for Financial Services for their various leasing groups including equipment leasing and vendor finance. But they also use Pipedrive for Financial Services to automate credit and underwriting.

BBVA Compass

South State Bank

Ventura County Credit Union

First Federal Bank

Spring Valley Bank & Trust

First South Bank


Horicon Bank

Shore Funding

Bedrock Asset Management

Quote from Ron Buck, CEO of Performance Insights

Rob Buck

Ron Buck
Founder, CEO
Performance Insights

“Our clients are some of the most respected and demanding financial institutions in the world. We have listened as they outlined their CRM needs. We introduced them to Pipedrive and they loved using it immediately. We then collaborated with them to build Pipedrive for Financial Services which includes individual modules that address the unique needs in financial services.”

“With our SaaS platform and advanced analytics, we are in the middle of a major market expansion and can not be more proud to partner with Pipedrive to launch the new sales platform for financial services.”