CRM for Financial Services



Digital onboarding InvestGlass

#1 Swiss CRM and PMS the financial services industry was looking for

In a period of uncertainty, our customers demand stability and certainty. Currently facing one of the major social, economic, and health crises in history, the acceleration of digital transformation has been a major challenge for all businesses, ranging from investment banks to wealth management firms. In the financial services industry, the usually present contact has been replaced with conference calls and remote talks. This created a clear need for marketing communication tools and client relationship management software. CRM systems enable employees, such as investment bankers or sales managers, to record client information, manage the sales cycle via sales pipeline, and generate client loyalty with a tailored investment rationale. Personalize the customer journey with automated workflows and inform your clients with pre-built email templates.

Customer relationships management – CRM – for financial services

InvestGlass provides the means and ends to overcome the challenge of digitalization within the financial service industry with financial services CRM software. We offer an all-in-one CRM solution ranging from account management and opportunity management to automated follow-ups and relationship enhancement. Build trust by instantly communicating news and opportunities with your clients and managing their ever-changing requirements via forms and surveys. Digitalize your onboarding processes and KYC.

Our financial clients usually host the CRM solution on their server behind their firewalls. InvestGlass is also offered on the cloud-based solution hosted in Geneva and Lausanne. Our open API enables easy connection to partners and specific business processes. Our CRM platform is built to automate your network growth, act as a robot advisor, manage your new lead, and offer the benefits of total security.

Why do companies need a financial CRM solution?

Financial service in the other industry is looking to improve customer satisfaction. However, the financial industry has to cross information between multiple sources. See him for financial advisors should be able like investors to cross customer data, market data, and portfolio data.

InvestGlas CRM is a Swiss solution which means that your data is protected under the Swiss regulation which is not the case for ZOHO CRM or Microsoft Dynamics platform. InvestGlass offers the same CRM ability as the leader but with a financial planning touch that most CRM doesn’t offer. Your sales team will enjoy the flexibility of the software solution.

What are the common features of CRMs for financial advisors?

Most financial advisors are contacting clients with a high frequency which requires an easy interaction between advisors, clients and the CRM software.

Some of the key features include automated workflows that streamline processes and improve communication with clients, pre-built templates for email notifications and updates, and integration with other business systems to facilitate data sharing.

Marketing campaigns are a great way to keep your clients informed about new products and services, as well as special offers and promotions. With InvestGlass, you can easily create and manage email campaigns that are targeted to specific client segments.

What the Best CRM Software for Financial Advisors in 2022 should offer?

InvestGlass CRM platform provides clients with a variety of customer-centric solutions:

  • Workflow automation
  • Adjust client strategy
  • Task management
  • Dashboard to manage leads
  • Project management
  • Document management
  • Marketing automation
  • Data analytics
  • Pipeline management
  • Deep client data suggestion
  • Customer churn metrics
  • Client portal for digital customer interactions
  • Customization for credit unions, community banks and insurance agencies

The solution can be hosted on a Swiss financial services cloud solution or on your premise. If you wish to host InvestGlass on your premise please contact us. This second solution is suited for large banks or the insurance sector. InvestGlass does not offer on-premise hosting to independent advisors as you will need in-house technical support to host InvestGlass.

InvestGlass is the best sales automation software. With our intuitive platform and powerful features, you can improve your sales process, manage customer relationships more effectively, and grow your business. Sign up for a free trial today to see how InvestGlass can help your sales teams achieve their goals!

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