{"id":29599,"date":"2021-05-25T21:08:14","date_gmt":"2021-05-25T19:08:14","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29599"},"modified":"2026-04-22T11:37:59","modified_gmt":"2026-04-22T09:37:59","slug":"crm-for-finsa-en-komplet-losning-til-styring-af-kunderelationer","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/da\/crm-for-finsa-a-complete-customer-relationship-management-solution\/","title":{"rendered":"CRM for FINSA - en komplet l\u00f8sning til styring af kunderelationer"},"content":{"rendered":"

CRM for FINSA - en komplet l\u00f8sning til styring af kunderelationer klar i dag<\/h2>\n\n\n\n

FINSA er en virksomhed, der leverer tjenester til styring af kunderelationer til mange forskellige brancher. De har for nylig lanceret CRM for FINSA, en CRM-l\u00f8sning, der er bygget specielt til FINSA's behov. Dette blogindl\u00e6g vil introducere dig til deres nye CRM-produkt og grundene til, at de havde brug for det i f\u00f8rste omgang. InvestGlas CRM<\/a> kan tilpasses, og derfor vil CRM-l\u00f8sningen give mulighed for overholdelse og rapportering til FCA, MiFID II, GPPR<\/p>\n\n\n\n

InvestGlass\u2018 cloud-kommunikationsplatform d\u00e6kker alle fire lag af \u2019compliance i transaktionen' for Finanstilsynet:<\/p>\n\n\n\n

Transaktionen skabes via stemme, video, SMS, chat, e-mail.
Transaktion registreret og gemt
S\u00f8gning og hentning muliggjort via InvestGlass eller p\u00e5 din lokale server
Analyse muliggjort med stemme- og lydoptagelse <\/p>\n\n\n\n

\"Fuldt
Fuldt fleksibel CRM InvestGlass<\/figcaption><\/figure>\n\n\n\n

1. Hvad er CRM-software, og hvorfor skal jeg bruge det i min virksomhed?<\/h2>\n\n\n\n

InvestGlass bygget CRM til FINSA vil d\u00e6kke alle de emner, du ville forvente fra risiko, egnethed, distribution, viden og selvf\u00f8lgelig investorernes pr\u00e6ferencer.<\/p>\n\n\n\n

InvestGlass CRM er hostet i en sikker sky i Schweiz. CRM tilbyder fulde kommunikationskanaler med e-mail, der hostes i Schweiz, og en kundeportal, der ogs\u00e5 hostes i Schweiz.<\/p>\n\n\n\n

2. Hvordan kan et CRM-system hj\u00e6lpe mig med min virksomhed?<\/h2>\n\n\n\n

CRM vil styrke medarbejdernes proces med at distribuere investeringsanmodninger baseret p\u00e5 kundedata og markedsmuligheder. Alt-i-en, den CRM vil forbedre dine kunder<\/a> loyalitet og fremskyndelse af din salgspipeline ved at spotte de rigtige finansielle oplysninger, der skal sendes p\u00e5 det rigtige tidspunkt til den rigtige investor.<\/p>\n\n\n\n

3. Hvorfor v\u00e6lge FINSA CRM-systemet frem for andre systemer?<\/h2>\n\n\n\n

En pr\u00e6fabrikeret FINSA CRM giver dig det v\u00e6rkt\u00f8j, du har brug for til at fange potentielle kunder og reagere p\u00e5 dine udfordringer i dag. L\u00f8sningen tilbyder alle moderne marketingv\u00e6rkt\u00f8jer til at starte FINSA-kompatibel kampagnestyring.<\/p>\n\n\n\n

4. F\u00e6lles funktioner, du finder i vores InvestGlass CRM-system <\/h2>\n\n\n\n

InvestGlass tilbyder en f\u00e6rdigudviklet l\u00f8sning til finansielle tjenester til kundehvervning med digitale formularer til digital onboarding<\/a>. Godkendelsesproces og automatisering for at filtrere konto\u00e5bning med effektivitet og automatisk kontrollere din CRM-data<\/a>. Produktegnethedsmotor til at sammenholde v\u00e6rdipapirdata med dine CRM-data. Smart flag til diskretion\u00e6r portef\u00f8ljestyring og r\u00e5dgivningstjenester for at hj\u00e6lpe dit salg med distribution og rebalancering.<\/p>\n\n\n\n

5. Prismuligheder, der er tilg\u00e6ngelige for dig, n\u00e5r du v\u00e6lger at bruge en FINSA-drevet CRM-l\u00f8sning til din virksomhed<\/h2>\n\n\n\n

InvestGlass er den eneste l\u00f8sning, der tilbyder Markedsf\u00f8ring<\/a>, Det betyder, at vi har samlet en lang r\u00e6kke v\u00e6rkt\u00f8jer, CRM og finansielle v\u00e6rkt\u00f8jer i et schweizisk cloud-baseret SAAS-format. Det betyder, at du betaler ud fra det antal pladser, du aktiverer. Derfor vil dine salgs- og marketingteams begge have adgang til kundeoplysninger og arbejde sammen om at \u00f8ge kundetilfredsheden med positiv dynamik!<\/p>\n\n\n\n

Kundeoplevelsen vil v\u00e6re meget anderledes med FINSA, da informationerne vil flyde p\u00e5 en helt anden m\u00e5de. Vi har n\u00f8glen, lad os v\u00e6re produktive og mindre travlt med InvestGlass CRM<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

CRM for FINSA a complete customer relationship management solution ready today FINSA is a company that provides customer relationship management services to many different industries. They have recently launched CRM for FINSA, a CRM solution built specifically for FINSA’s needs. This blog post will introduce you to their new CRM product and the reasons they […]<\/p>\n","protected":false},"author":1,"featured_media":29601,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35],"class_list":["post-29599","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking"],"yoast_head":"\nCRM for FINSA - A Complete CRM Solution<\/title>\n<meta name=\"description\" content=\"Discover CRM for FINSA, a tailored solution enhancing compliance and reporting across multiple platforms for your business needs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/da\/crm-for-finsa-en-komplet-losning-til-styring-af-kunderelationer\/\" \/>\n<meta property=\"og:locale\" content=\"da_DK\" 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