La suite CRM et PMS suisse pour les courtiers en crypto-monnaies

Onboarding numérique et automatisation de la conformité

Onboarding clients in crypto is a complex process — often involving multiple checks, identity verifications, and anti-money laundering procedures. This CRM simplifies it all with customizable digital forms, automated KYC and KYB verification, and integrated compliance tracking. Each client journey is recorded in full, creating an audit-ready trail while speeding up account activation. You’ll onboard faster without sacrificing accuracy or regulatory rigor.

Conçu pour les flux de travail cryptographiques

Every broker’s process is different, but crypto workflows are especially dynamic. This CRM adapts to that reality. From capturing leads to managing trades, commissions, and pipelines, the system offers complete visibility into every client interaction. You can log voice calls, track deals in real time, and manage both retail and institutional clients within one unified platform. Trading data, client conversations, and performance metrics are all connected — giving your team instant access to the information that drives better decisions and stronger relationships.

Gestion de portefeuille et analyse

Once trades are executed, the platform transitions seamlessly into portfolio management. You can monitor crypto, fiat, and derivative holdings across multiple wallets and custodians. Interactive dashboards give you real-time insights into client performance, risk exposure, and profitability. With automated reporting and compliance-ready records, you’ll never have to chase data between systems again. Everything is connected, accurate, and accessible — empowering you to deliver professional-grade reporting and transparency to your clients.

Marketing intelligent et fidélisation des clients

Beyond trading, long-term client loyalty is built through smart communication. This CRM includes powerful marketing automation to help you nurture leads, engage existing clients, and personalize communication across channels like email, SMS, and WhatsApp. Automated workflows can trigger messages after onboarding, trade execution, or portfolio updates — ensuring every client stays informed and valued without adding to your team’s workload.

Autorisation d'enregistrement et audit

La conformité aux réglementations de l'industrie est une partie importante de toute entreprise. InvestGlass vous permet d'accorder des permissions aux objets pour contrôler l'accès à vos champs de données et à vos enregistrements. Chaque objet peut être configuré avec un niveau d'accès spécifique pour créer, lire, éditer et supprimer ces enregistrements. Ce niveau d'accès définira l'étendue de la manipulation d'un enregistrement de champ par un utilisateur.

Field Audit Trail vous permet de conserver les données archivées de l'historique des champs jusqu'à 10 ans à partir du moment où les données ont été archivées.