To manage the clients, InvestGlass CRM has evolved with a direct connection to ScoreChain, the crypto wallets inspector, for portfolio due diligence. KYC due diligence means that all of the customers are well-known, and it is not possible to have a single person with multiple identities. We connect the CRM software
to Cryptocompare to record the price during the exchange between the customer and the broker. This is very helpful when you are dealing with voice trade or OTC – over-the-counter trade. If your digital asset does not exist yet you can connect InvestGlass to third-party trading platform.
The CRM will help you find the next lead to call and the voice calls from your Genesys or Airall will be directly logged in to prevent customer data dual entry. Recording the calls will help you track trading activity for voice orders. Would you be in retail brokerage or offering a professional trading account, the connection between the voice recording and the CRM is a must. InvestGlass CRM is the right CRM for growing crypto brokers and traders looking to capture real-time data and make sure that their organizations are compliant.