CRM for Islamic Finance
InvestGlass provides a CRM tool specifically designed for Islamic finance institutions. It includes templates, rules, and regulations that can be automated and customized to streamline processes.
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Von Anfang bis Ende
Introducing the first Swiss CRM for Islamic finance, streamlining onboarding, portfolio management, and marketing. Stay ahead of the rapidly growing industry with a CRM that enhances efficiency and offers numerous benefits.
Automatisierte Arbeitsabläufe
InvestGlass offers powerful automation features for Islamic finance businesses, including email campaign systems that ensure GDPR compliance with detailed audit trails capturing customer consent and preferences. Get detailed reports on campaign performance and send targeted, personalized messages to customers in their inboxes. Automate your marketing campaigns and streamline your business with InvestGlass.
Flexibles CRM
Our Islamic finance CRM organizes customer records, integrates with the banking system, and streamlines digital onboarding for various business types. Build strong relationships with secure Swiss Cloud storage and boost efficiency with the InvestGlass portfolio management tool.
Digitales Onboarding
InvestGlass offers Shariah-compliant digital onboarding for busy investors. Create online forms, collect electronic signatures, and simplify the process without printing or mailing forms. Save time and streamline onboarding with this valuable tool.
Vertriebspipeline und Abschlüsse
Improve sales forecasting and understand the process with InvestGlass’s pipeline functionality. Monitor each deal from start to finish, gain valuable insights, and confidently plan for future growth.
Über das Swiss CRM hinaus - nutzen Sie ein vollständiges PMS
InvestGlass offers a full portfolio management system (PMS) with features tailored for Islamic finance professionals, unlike traditional CRM solutions that lack portfolio management capabilities. Easily connect the PMS to your banks and brokers’ sources for streamlined management of portfolios and customer data, and assess performance against peers.
- Schlüsselfertiges Hosting in der Schweiz oder auf Ihrem lokalen Server
- Integrierte Vorlage für Finanzinstitute
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Erfassen Sie mehr Leads
- Schnellerer Geschäftsabschluss
- Einhaltung des Rechtsrahmens
- Automatisieren Sie Vertriebsaufgaben
- Unterstützen Sie Ihre Kundenkommunikation
- Erstellen Sie individuelle Verkaufsberichte
