When focusing on CRMs for private banking, the customization and digitalization need to become clear. The pipeline uses the concept of “stage” to display the customer journey and the different interests or information needs, and manage leads, such as the product providers, the place, the status, the access, and so forth. Before any client interaction, wealth advisors check on their customized InvestGlass platform for recommendations.
The pipelines are flexible to reflect any sales process: support tickets, onboarding client journey, wealth management, targeted marketing campaigns, personalized services, customer retention, customer service tickets, bank statements, and automated workflows. InvestGlass delivers a template for the banking industry which you can tailor to your needs. The sales pipeline and campaign tools are the best friend of lead management specialists and key to keeping pressure on potential customers.
InvestGlass customer relationship management (CRM) offers an artificial intelligence advisor which bases its recommendations for sales and listings on your long-term strategy. The pipeline and campaign are used also to drive growth for banks and create brand loyalty with targeted newsletters, and invitations to public events – customers love.