Opportunity management and relationship managers
In a period of uncertainty, the decor banking system is usually too expensive to be changed. Yet, efficiency can be triggered via better data entry and client information. Banking, although highly dependent on opportunities, is primarily related to the effectiveness of customer service and satisfaction. Understanding the needs of your clients and their challenges as well as saving client information is easily done with InvestGlass’s CRM solution.
Sales can manage the communication channels seamlessly via emails, messages, client portals, and so forth. Integration partners are also available to maximize your possibilities. Once the sales team manages to answer all the potential customers’ challenges, the advisors can directly refer to the task management interface which displays all the requirements regarding the client’s demands. Reporting and analysis provide insight on the current relationships metrics, information such as customer retention, product satisfaction, and business performance can be calculated.
Private Banking solution
InvestGlass offers a true alternative to American solutions. Our banking clients usually host the CRM on their servers behind their firewalls. InvestGlass is also offered on the cloud-based solution hosted in Geneva and Lausanne. We offer a complete lifecycle management solution from digital onboarding which will help you to digitalize all your account opening sets, a lifecycle management CRM, a customizable portfolio management tool, compliance and remediation tools, and a client portal feature.
InvestGlass template for private banking tackles especially the wealth management and banking sectors, having the ability to synchronize the assets under management performance. Bankers can then assess the market, set alerts, and use our technology to deliver investment proposals. Banks can easily increase their revenue and reduce their workforce with AI integration. Using the correct communication, your service and product gather household information via a form and survey feature. Without any coding necessities, you can set automation and approval rules. We path the way for your digitalized future!