{"id":29309,"date":"2021-05-17T20:36:24","date_gmt":"2021-05-17T18:36:24","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29309"},"modified":"2024-09-30T21:16:10","modified_gmt":"2024-09-30T19:16:10","slug":"crm-pour-la-banque-de-detail","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/fr\/crm-for-retail-banking\/","title":{"rendered":"CRM pour la banque de d\u00e9tail"},"content":{"rendered":"<h1>#1 Swiss CRM for Retail Banks<\/h1>\n<div>\n<p>Using InvestGlass for retail banking provides an integrated platform that enhances customer relationship management through automation, personalized communication, and efficient onboarding, ultimately boosting client satisfaction and retention.<\/p>\n<\/div>\n<ul>\n<li>\n        <a href=\"\/get-started-free\/\">Start for Free<\/a>\n    <\/li>\n<li>\n        <a href=\"\/get-started-free\/\">See Plans<\/a>\n    <\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-28.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-30.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-25.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-29.png\" alt=\"\"><\/p>\n<h2>Simplify Your Workflow<br class=\"uk-visible@s\"> From Start to End<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-LeadCapture-2024.png\" alt=\"InvestGlass offers a No code digital onboarding to fit to any compliance patern\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-automation-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Life cycle management<\/h3>\n<div>\n<p>InvestGlass CRM offers a comprehensive lifecycle management solution specifically tailored for retail banks, streamlining client acquisition, service, and retention processes. This platform provides banks with tools to manage customer relationships efficiently, from initial contact through ongoing engagement and portfolio management.<\/p>\n<\/div>\n<p>\n    <a href=\"\/get-started-free\/\">See More Features<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-ci-cd-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Powerful automation for mass affluent to high net worth investors<\/h3>\n<div>\n<p>InvestGlass CRM automation for retail banking enhances operational efficiency by automating routine tasks, such as customer segmentation, campaign management, and compliance reporting. This solution allows banks to deliver personalized customer experiences at scale, ensuring timely follow-ups and targeted communication strategies to improve client retention and satisfaction.<\/p>\n<\/div>\n<p>\n    <a href=\"\/get-started-free\/\">See More Features<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/05\/Correction.001-3.jpeg\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Pre-built onboarding<\/h3>\n<div>\n<p>InvestGlass provides an onboarding solution for retail banks designed to streamline the client intake process, making it faster and more efficient through automated data collection and analysis. This system enhances the customer experience by reducing paperwork, expediting approval processes, and ensuring that new clients can access banking services quickly and seamlessly.<\/p>\n<\/div>\n<p>\n    <a href=\"\/get-started-free\/\">See More Features<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Campaign-2024-3.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-security-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Campaign management for retail banking<\/h3>\n<div>\n<p>Campaign management for retail banks involves the strategic planning, execution, and analysis of <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/marketing-tools\/\" target=\"_blank\"  rel=\"noopener\" title=\"marketing\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"2907\">marketing<\/a> initiatives aimed at promoting banking products and services to targeted customer segments. This process typically leverages CRM systems like InvestGlass to automate and optimize the distribution of personalized offers, track campaign performance, and enhance customer engagement through tailored communication strategies.<\/p>\n<\/div>\n<p>\n    <a href=\"\/get-started-free\/\">See More Features<\/a>\n<\/p>\n<p><!--more--><br \/>\n<!-- 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Your Workflow<br class=\\\"uk-visible@s\\\"> From Start to End\",\"text_align\":\"center\",\"title_element\":\"h2\",\"title_style\":\"h1\"}}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"automation\",\"layout\":\"1-2,1-2\",\"margin\":\"xlarge\",\"margin_remove_bottom\":true,\"match\":false,\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/2024\\\/05\\\/InvestGlass-LeadCapture-2024.png\",\"image_alt\":\"InvestGlass offers a No code digital onboarding to fit to any compliance patern\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"margin\":\"default\",\"text_align\":\"center\"}},{\"type\":\"image\",\"props\":{\"animation\":\"parallax\",\"css\":\".el-element {\\n    width: 195px;\\n    box-shadow: 0 5px 30px rgba(60, 65, 124, 0.12);\\n    border-radius: 50px;\\n    max-width: 40vw;\\n}\",\"image\":\"wp-content\\\/uploads\\\/feature-automation-floating-icon.svg\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"margin\":\"default\",\"parallax_easing\":\"1\",\"parallax_y\":\"30,-200\",\"position\":\"absolute\",\"position_right\":\"-15\",\"position_top\":\"50%\",\"text_align\":\"right\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"content\":\"Life cycle management\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>InvestGlass CRM offers a comprehensive lifecycle management solution specifically tailored for retail banks, streamlining client acquisition, service, and retention processes. This platform provides banks with tools to manage customer relationships efficiently, from initial contact through ongoing engagement and portfolio management.<\\\/p>\",\"margin\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"medium\",\"margin_remove_bottom\":true,\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"See More Features\",\"icon_align\":\"left\",\"link\":\"get-started-free\\\/\"}}]}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"ci-cd\",\"layout\":\"1-2,1-2\",\"margin\":\"large\",\"margin_remove_bottom\":true,\"match\":false,\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/2024\\\/05\\\/InvestGlass-Automation-2024.png\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"margin\":\"default\",\"text_align\":\"center\"}},{\"type\":\"image\",\"props\":{\"animation\":\"parallax\",\"css\":\".el-element {\\n    width: 195px;\\n    box-shadow: 0 5px 30px rgba(60, 65, 124, 0.12);\\n    border-radius: 50px;\\n    max-width: 45vw;\\n}\",\"image\":\"wp-content\\\/uploads\\\/feature-ci-cd-floating-icon.svg\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"margin\":\"default\",\"parallax_easing\":\"1\",\"parallax_y\":\"30,-200\",\"position\":\"absolute\",\"position_right\":\"-15\",\"position_top\":\"50%\",\"text_align\":\"right\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"order_first\":\"s\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"content\":\"Powerful automation for mass affluent to high net worth investors\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>InvestGlass CRM automation for retail banking enhances operational efficiency by automating routine tasks, such as customer segmentation, campaign management, and compliance reporting. This solution allows banks to deliver personalized customer experiences at scale, ensuring timely follow-ups and targeted communication strategies to improve client retention and satisfaction.<\\\/p>\",\"margin\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"medium\",\"margin_remove_bottom\":true,\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"See More Features\",\"icon_align\":\"left\",\"link\":\"get-started-free\\\/\"}}]}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"infrastructure\",\"layout\":\"1-2,1-2\",\"margin\":\"large\",\"margin_remove_bottom\":true,\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/2021\\\/05\\\/Correction.001-3.jpeg\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"image_width\":\"480\",\"margin\":\"default\",\"text_align\":\"center\"}},{\"type\":\"image\",\"props\":{\"animation\":\"parallax\",\"css\":\".el-element {\\n    width: 195px;\\n    box-shadow: 0 5px 30px rgba(60, 65, 124, 0.12);\\n    border-radius: 50px;\\n    max-width: 45vw;\\n}\",\"image\":\"wp-content\\\/uploads\\\/feature-infrastructure-floating-icon.svg\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"margin\":\"default\",\"parallax_easing\":\"1\",\"parallax_y\":\"30,-200\",\"position\":\"absolute\",\"position_right\":\"-15\",\"position_top\":\"50%\",\"text_align\":\"right\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"content\":\"Pre-built onboarding\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>InvestGlass provides an onboarding solution for retail banks designed to streamline the client intake process, making it faster and more efficient through automated data collection and analysis. This system enhances the customer experience by reducing paperwork, expediting approval processes, and ensuring that new clients can access banking services quickly and seamlessly.<\\\/p>\",\"margin\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"right\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"medium\",\"margin_remove_bottom\":true,\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"See More Features\",\"icon_align\":\"left\",\"link\":\"get-started-free\\\/\"}}]}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"security\",\"layout\":\"1-2,1-2\",\"margin\":\"large\",\"margin_remove_bottom\":true,\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/2024\\\/05\\\/InvestGlass-Campaign-2024-3.png\",\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"image_width\":\"480\",\"margin\":\"default\",\"text_align\":\"center\"}},{\"type\":\"image\",\"props\":{\"animation\":\"parallax\",\"css\":\".el-element {\\n    width: 195px;\\n    box-shadow: 0 5px 30px rgba(60, 65, 124, 0.12);\\n    border-radius: 50px;\\n    max-width: 45vw;\\n}\",\"image\":\"wp-content\\\/uploads\\\/feature-security-floating-icon.svg\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"margin\":\"default\",\"parallax_easing\":\"1\",\"parallax_y\":\"30,-200\",\"position\":\"absolute\",\"position_right\":\"-15\",\"position_top\":\"50%\",\"text_align\":\"right\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"order_first\":\"s\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"content\":\"Campaign management for retail banking\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>Campaign management for retail banks involves the strategic planning, execution, and analysis of marketing initiatives aimed at promoting banking products and services to targeted customer segments. This process typically leverages CRM systems like InvestGlass to automate and optimize the distribution of personalized offers, track campaign performance, and enhance customer engagement through tailored communication strategies.<\\\/p>\",\"margin\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"medium\",\"margin_remove_bottom\":true,\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"See More Features\",\"icon_align\":\"left\",\"link\":\"get-started-free\\\/\"}}]}]}]}],\"modified\":\"2021-01-06T11:46:05.180Z\",\"name\":\"Features Side by Side\"}],\"version\":\"4.4.9\"} --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>#1 Swiss CRM for Retail Banks Using InvestGlass for retail banking provides an integrated platform that enhances customer relationship management through automation, personalized communication, and efficient onboarding, ultimately boosting client satisfaction and retention. Start for Free See Plans Simplify Your Workflow From Start to End Life cycle management InvestGlass CRM offers a comprehensive lifecycle management [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":28972,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-29309","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>InvestGlass CRM: Best CRM for Retail Banking<\/title>\n<meta name=\"description\" content=\"InvestGlass is the best CRM for retail banking. It provides tools to boost productivity across all devices &amp; channels.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/fr\/crm-pour-la-banque-de-detail\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM for Retail Banking\" \/>\n<meta property=\"og:description\" content=\"#1 Swiss CRM for Retail Banks Using InvestGlass for retail banking provides an integrated platform that enhances customer relationship management through\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/fr\/crm-pour-la-banque-de-detail\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:modified_time\" content=\"2024-09-30T19:16:10+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/large-investglass-website-screen-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"735\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data1\" content=\"9 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"InvestGlass CRM : Meilleur CRM pour la banque de d\u00e9tail","description":"InvestGlass est le meilleur CRM pour la banque de d\u00e9tail. 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