CRM for Financial Services
InvestGlass is a powerful platform that helps you maximize your sales efficiency. It allows you to manage investment opportunities with ease, stay compliant with regulations, and protect customer data privacy.
Forenkle din arbejdsgang
Fra start til slut
The first Swiss CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.
Fleksibel CRM
Host your investor’s data in Swiss servers or on your premise.
InvestGlass provides you and your team with the tools to create a streamlined workflow.
Automatiserede arbejdsgange
CRM software allows for automated workflows, email notifications and updates, and data sharing between advisors, clients, and other business systems.
Digital onboarding
Streamline customer onboarding process with digital forms and automated document management.
Automate compliance checks and reduce manual data entry.
Salgspipeline og aftaler
A pipeline is used to monitor your sales cycle and product cycle. It enforces contact report recording and helps you forecast future sales.
Ud over det schweiziske CRM - udnyt et komplet PMS
Traditional CRM solutions don’t provide the features necessary to help financial professionals manage portfolios, retain customer data, or assess their performance against peers. InvestGlass offers a full PMS ready to be connected to your banks and brokers sources.
- 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
