CRM for Traders
InvestGlass is a cutting-edge CRM platform designed for traders. Simplify your trading process, manage investment opportunities effortlessly, and ensure regulatory compliance while protecting customer data privacy. With InvestGlass, traders can leverage the power of a comprehensive CRM to enhance their portfolio management capabilities.
Forenkle din arbejdsgang
Fra start til slut
InvestGlass is the first Swiss CRM designed for traders, providing end-to-end management of digital onboarding, life cycle management, and portfolio management. With InvestGlass, traders can streamline their operations and optimize their trading strategies, all within a single, powerful platform.
Digital onboarding
InvestGlass’s digital onboarding feature streamlines information collected from clients, with digital forms and electronic signatures, saving traders valuable time and simplifying the onboarding process.
Salgspipeline og aftaler
InvestGlass’s pipeline functionality helps traders track each sale or deal from beginning to end, providing valuable insights into which stages of the process are most successful and where improvements can be made. With this tool, traders can confidently forecast and plan for growth, making informed decisions about their business’s future.
Automatiserede arbejdsgange
InvestGlass automates tedious tasks associated with managing a CRM, such as approval processes and email responses. Its powerful templates and automation features make it a valuable tool for traders, saving time and money in the long run.
Fleksibel CRM
InvestGlass offers secure hosting options for traders’ data, including Swiss servers and on-premise solutions. With InvestGlass, traders can create a streamlined workflow that maximizes efficiency for themselves and their teams.
Ud over det schweiziske CRM - udnyt et komplet PMS
InvestGlass offers a full PMS for traders, which can be connected to your banks and brokers’ sources. Traditional CRM solutions lack the features necessary to manage portfolios, retain customer data, or assess performance against peers.
- Nøglefærdig hosting i Schweiz eller på din lokale server
- Indbygget skabelon til finansielle institutioner
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Fang flere leads
- Hjælp dig med at lukke aftaler hurtigere
- Respekter de lovgivningsmæssige rammer
- Automatiser salgsopgaver
- Understøt din kundekommunikation
- Opret tilpassede salgsrapporter
