CRM for Financial Services
InvestGlass is a powerful platform that helps you maximize your sales efficiency. It allows you to manage investment opportunities with ease, stay compliant with regulations, and protect customer data privacy.
Simplifiez votre flux de travail
Du début à la fin
The first Swiss CRM to manage l'embarquement numérique, life cycle management, portfolio management, and marketing campaigns from start to finish.
CRM flexible
Host your investor’s data in Swiss servers or on your premise.
InvestGlass provides you and your team with the tools to create a streamlined workflow.
Flux de travail automatisés
CRM software allows for automated workflows, email notifications and updates, and data sharing between advisors, clients, and other business systems.
Embarquement numérique
Streamline customer onboarding process with digital forms and automated document management.
Automate compliance checks and reduce manual data entry.
Pipeline de vente et contrats
A pipeline is used to monitor your sales cycle and product cycle. It enforces contact report recording and helps you forecast future sales.
Beyond the Swiss CRM – leverage a full PMS
Traditional CRM solutions don’t provide the features necessary to help financial professionals manage portfolios, retain customer data, or assess their performance against peers. InvestGlass offers a full PMS ready to be connected to your banks and brokers sources.
- 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
