CRM for Islamic Finance
InvestGlass provides a CRM tool specifically designed for Islamic finance institutions. It includes templates, rules, and regulations that can be automated and customized to streamline processes.
Simplifiez votre flux de travail
Du début à la fin
Introducing the first Swiss CRM for Islamic finance, streamlining onboarding, portfolio management, and marketing. Stay ahead of the rapidly growing industry with a CRM that enhances efficiency and offers numerous benefits.
Flux de travail automatisés
InvestGlass offers powerful automation features for Islamic finance businesses, including email campaign systems that ensure GDPR compliance with detailed audit trails capturing customer consent and preferences. Get detailed reports on campaign performance and send targeted, personalized messages to customers in their inboxes. Automate your marketing campaigns and streamline your business with InvestGlass.
CRM flexible
Our Islamic finance CRM organizes customer records, integrates with the banking system, and streamlines digital onboarding for various business types. Build strong relationships with secure Swiss Cloud storage and boost efficiency with the InvestGlass portfolio management tool.
Embarquement numérique
InvestGlass offers Shariah-compliant digital onboarding for busy investors. Create online forms, collect electronic signatures, and simplify the process without printing or mailing forms. Save time and streamline onboarding with this valuable tool.
Pipeline de vente et contrats
Improve sales forecasting and understand the process with InvestGlass’s pipeline functionality. Monitor each deal from start to finish, gain valuable insights, and confidently plan for future growth.
Beyond the Swiss CRM – leverage a full PMS
InvestGlass offers a full portfolio management system (PMS) with features tailored for Islamic finance professionals, unlike traditional CRM solutions that lack portfolio management capabilities. Easily connect the PMS to your banks and brokers’ sources for streamlined management of portfolios and customer data, and 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
