The CRM means Customer Relationship Management
, and using a CRM for Islamic finance will help you maintain accurate records of your customers. It also helps to organize contacts and activities, so that you can be more productive when managing customer relations.
The CRM solution is connected to the Islamic banking system to offer a perfect experience for Islamic banks and traditional banks. The system offers digital onboarding which matches different types of onboarding for retail, private banking, retails, and wholesale businesses. The CRM aims at building strong customer relationships.
The customer database is stored on our Swiss Cloud in Geneva or for larger financial institutions
in your server premises. As a CRM for Islamic finance, you will then add your products and services into InvestGlass portfolio management tool and market inventory.