{"id":29599,"date":"2021-05-25T21:08:14","date_gmt":"2021-05-25T19:08:14","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29599"},"modified":"2026-04-22T11:37:59","modified_gmt":"2026-04-22T09:37:59","slug":"crm-para-finsa-una-solucion-completa-de-gestion-de-las-relaciones-con-los-clientes","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/es\/crm-for-finsa-a-complete-customer-relationship-management-solution\/","title":{"rendered":"CRM para FINSA - Una soluci\u00f3n completa de gesti\u00f3n de las relaciones con los clientes"},"content":{"rendered":"

CRM para FINSA una soluci\u00f3n completa de gesti\u00f3n de las relaciones con los clientes lista hoy mismo<\/h2>\n\n\n\n

FINSA es una empresa que presta servicios de gesti\u00f3n de las relaciones con los clientes a muchos sectores diferentes. Recientemente han lanzado CRM para FINSA, una soluci\u00f3n CRM creada espec\u00edficamente para las necesidades de FINSA. Esta entrada del blog le presentar\u00e1 su nuevo producto CRM y las razones por las que lo necesitaban en primer lugar. InvestGlas CRM<\/a> es personalizable y, por lo tanto, la soluci\u00f3n de CRM proporcionar\u00e1 cumplimiento e informes para FCA, MiFID II, GPPR<\/p>\n\n\n\n

La plataforma de comunicaciones en la nube de InvestGlass cubre los 4 niveles de \u2018cumplimiento dentro de la transacci\u00f3n\u2019 para FINSA:<\/p>\n\n\n\n

La transacci\u00f3n creada a trav\u00e9s de voz, v\u00eddeo, SMS, chat, correo electr\u00f3nico.
Transacci\u00f3n registrada y almacenada
B\u00fasqueda y recuperaci\u00f3n a trav\u00e9s de InvestGlass o en su servidor local
An\u00e1lisis con grabaci\u00f3n de voz y audio <\/p>\n\n\n\n

\"CRM
CRM InvestGlass totalmente flexible<\/figcaption><\/figure>\n\n\n\n

1. Qu\u00e9 es el software CRM y por qu\u00e9 deber\u00eda utilizarlo para mi empresa<\/h2>\n\n\n\n

InvestGlass construido CRM para FINSA cubrir\u00e1 todos los temas que cabr\u00eda esperar del riesgo, la idoneidad, la distribuci\u00f3n, el conocimiento y, por supuesto, las preferencias de los inversores.<\/p>\n\n\n\n

InvestGlass CRM est\u00e1 alojado en una nube segura en Suiza. El CRM ofrece canales de comunicaci\u00f3n completos con correo electr\u00f3nico alojado en Suiza y un portal de clientes tambi\u00e9n alojado en Suiza.<\/p>\n\n\n\n

2. \u00bfC\u00f3mo puede un CRM ayudarme en mi negocio?<\/h2>\n\n\n\n

El CRM reforzar\u00e1 el proceso de los empleados a la hora de distribuir las solicitudes de inversi\u00f3n en funci\u00f3n de los datos de los clientes y las oportunidades de mercado. Todo en uno, el CRM mejorar\u00e1 la atenci\u00f3n al cliente<\/a> fidelice y acelere su canal de ventas detectando la informaci\u00f3n financiera adecuada para enviarla en el momento oportuno al inversor adecuado.<\/p>\n\n\n\n

3. Por qu\u00e9 elegir el sistema FINSA CRM en lugar de otros sistemas<\/h2>\n\n\n\n

Un CRM FINSA preconstruido le ofrece la herramienta que necesita para captar clientes potenciales y responder a sus retos hoy mismo. La soluci\u00f3n ofrece todas las herramientas de marketing modernas para iniciar la gesti\u00f3n de campa\u00f1as conformes con FINSA.<\/p>\n\n\n\n

4. Caracter\u00edsticas comunes que encontrar\u00e1 en nuestro sistema CRM InvestGlass <\/h2>\n\n\n\n

InvestGlass ofrece una soluci\u00f3n preconstruida para servicios financieros para la captaci\u00f3n de clientes con formularios digitales para la incorporaci\u00f3n digital<\/a>. Proceso de aprobaci\u00f3n y automatizaci\u00f3n para filtrar la apertura de cuentas con eficacia y comprobar autom\u00e1ticamente su Datos CRM<\/a>. Motor de idoneidad de productos para confrontar los datos de valores con los de su CRM. Bandera inteligente para la gesti\u00f3n discrecional de carteras y servicios de asesoramiento para ayudar a sus ventas con la distribuci\u00f3n y el reequilibrio.<\/p>\n\n\n\n

5. Opciones de precios disponibles al elegir utilizar una soluci\u00f3n CRM con FINSA para su empresa.<\/h2>\n\n\n\n

InvestGlass es la \u00fanica soluci\u00f3n que ofrece marketing<\/a>, CRM y herramientas financieras en un formato SAAS basado en la nube suiza. Esto significa que usted paga en funci\u00f3n del n\u00famero de puestos que active. Por lo tanto, sus equipos de ventas y marketing tendr\u00e1n acceso a la informaci\u00f3n del cliente y trabajar\u00e1n juntos para aumentar la satisfacci\u00f3n del cliente con una din\u00e1mica positiva.<\/p>\n\n\n\n

La experiencia del cliente ser\u00e1 muy diferente con FINSA, ya que la informaci\u00f3n fluir\u00e1 de forma muy distinta. Tenemos la clave seamos productivos y menos ocupado con InvestGlass CRM<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

CRM for FINSA a complete customer relationship management solution ready today FINSA is a company that provides customer relationship management services to many different industries. They have recently launched CRM for FINSA, a CRM solution built specifically for FINSA’s needs. This blog post will introduce you to their new CRM product and the reasons they […]<\/p>\n","protected":false},"author":1,"featured_media":29601,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35],"class_list":["post-29599","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking"],"yoast_head":"\nCRM for FINSA - A Complete CRM Solution<\/title>\n<meta name=\"description\" content=\"Discover CRM for FINSA, a tailored solution enhancing compliance and reporting across multiple platforms for your business needs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/es\/crm-para-finsa-una-solucion-completa-de-gestion-de-las-relaciones-con-los-clientes\/\" \/>\n<meta property=\"og:locale\" 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