CRM for Traders
InvestGlass is a cutting-edge CRM platform designed for traders. Simplify your trading process, manage investment opportunities effortlessly, and ensure regulatory compliance while protecting customer data privacy. With InvestGlass, traders can leverage the power of a comprehensive CRM to enhance their portfolio management capabilities.
Simplifiez votre flux de travail
Du début à la fin
InvestGlass is the first Swiss CRM designed for traders, providing end-to-end management of digital onboarding, life cycle management, and portfolio management. With InvestGlass, traders can streamline their operations and optimize their trading strategies, all within a single, powerful platform.
Embarquement numérique
InvestGlass’s digital onboarding feature streamlines information collected from clients, with digital forms and electronic signatures, saving traders valuable time and simplifying the onboarding process.
Pipeline de vente et contrats
InvestGlass’s pipeline functionality helps traders track each sale or deal from beginning to end, providing valuable insights into which stages of the process are most successful and where improvements can be made. With this tool, traders can confidently forecast and plan for growth, making informed decisions about their business’s future.
Flux de travail automatisés
InvestGlass automates tedious tasks associated with managing a CRM, such as approval processes and email responses. Its powerful templates and automation features make it a valuable tool for traders, saving time and money in the long run.
CRM flexible
InvestGlass offers secure hosting options for traders’ data, including Swiss servers and on-premise solutions. With InvestGlass, traders can create a streamlined workflow that maximizes efficiency for themselves and their teams.
Beyond the Swiss CRM – leverage a full PMS
InvestGlass offers a full PMS for traders, which can be connected to your banks and brokers’ sources. Traditional CRM solutions lack the features necessary to manage portfolios, retain customer data, or assess performance against peers.
- Hébergement clé en main en Suisse ou sur votre serveur local
- Built-in template for financial institutions
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Capturer plus de prospects
- Vous aider à conclure des affaires plus rapidement
- Respecter les cadres réglementaires
- Automatiser les tâches de vente
- Soutenez la communication avec vos clients
- Créer des rapports de vente personnalisés
