{"id":29599,"date":"2021-05-25T21:08:14","date_gmt":"2021-05-25T19:08:14","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29599"},"modified":"2026-04-22T11:37:59","modified_gmt":"2026-04-22T09:37:59","slug":"crm-for-finsa-une-solution-complete-de-gestion-de-la-relation-client","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/fr\/crm-for-finsa-a-complete-customer-relationship-management-solution\/","title":{"rendered":"CRM pour FINSA : Une Solution Compl\u00e8te de Gestion de la Relation Client"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-crm-for-finsa-a-complete-customer-relationship-management-solution-ready-today\">CRM for FINSA - une solution compl\u00e8te de gestion de la relation client pr\u00eate d\u00e8s aujourd'hui<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">FINSA est une soci\u00e9t\u00e9 qui fournit des services de gestion de la relation client \u00e0 de nombreux secteurs d'activit\u00e9. Elle a r\u00e9cemment lanc\u00e9 CRM for FINSA, une solution de gestion de la relation client con\u00e7ue sp\u00e9cifiquement pour les besoins de FINSA. Cet article de blog vous pr\u00e9sentera leur nouveau produit CRM et les raisons pour lesquelles ils en ont eu besoin en premier lieu. <a href=\"https:\/\/www.investglass.com\/fr\/outils-de-vente\/\">InvestGlas CRM<\/a> est personnalisable et, par cons\u00e9quent, la solution CRM assurera la conformit\u00e9 et le reporting pour la FCA, MiFID II, GPPR<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">La plateforme de communication en nuage d'InvestGlass couvre les 4 niveaux de \u2018conformit\u00e9 au sein de la transaction\u2019 pour FINSA :<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">La transaction s'effectue par voix, vid\u00e9o, SMS, chat, e-mail.<br>Transaction enregistr\u00e9e et stock\u00e9e <br>Recherche et r\u00e9cup\u00e9ration possibles via InvestGlass ou sur votre serveur local<br>L'analyse permet l'enregistrement de la voix et de l'audio <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png\" alt=\"CRM InvestGlass enti\u00e8rement flexible\" class=\"wp-image-47415\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">CRM InvestGlass enti\u00e8rement flexible<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-what-is-crm-software-and-why-should-i-use-it-for-my-business\">1. Qu'est-ce qu'un logiciel de gestion de la relation client (CRM) et pourquoi devrais-je l'utiliser pour mon entreprise ?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass construit CRM pour FINSA couvrira tous les sujets que vous attendez du risque, de l'ad\u00e9quation, de la distribution, de la connaissance et, bien s\u00fbr, des pr\u00e9f\u00e9rences des investisseurs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM est h\u00e9berg\u00e9 sur un nuage s\u00e9curis\u00e9 en Suisse. Le CRM offre des canaux de communication complets avec le courrier \u00e9lectronique h\u00e9berg\u00e9 en Suisse et un portail client \u00e9galement h\u00e9berg\u00e9 en Suisse.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-how-can-a-crm-help-me-with-my-business\">2. Comment un CRM peut-il m'aider dans mon activit\u00e9 ?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Le CRM renforcera le processus de distribution des sollicitations d'investissement par les employ\u00e9s en fonction des donn\u00e9es du client et des opportunit\u00e9s du march\u00e9. Tout-en-un, le <a href=\"https:\/\/www.investglass.com\/fr\/crm-pour-les-investisseurs-immobiliers\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1347\">La gestion de la relation client (CRM) am\u00e9liorera la qualit\u00e9 de votre service \u00e0 la client\u00e8le<\/a> et acc\u00e9l\u00e9rer votre pipeline de vente en rep\u00e9rant les bonnes informations financi\u00e8res \u00e0 envoyer au bon moment au bon investisseur.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-why-choose-the-finsa-crm-system-over-other-systems\">3. Pourquoi choisir le syst\u00e8me CRM de FINSA plut\u00f4t que d'autres syst\u00e8mes ?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Un CRM FINSA pr\u00e9-construit offre l'outil dont vous avez besoin pour capturer des prospects et r\u00e9pondre \u00e0 vos d\u00e9fis d\u00e8s aujourd'hui. La solution offre tous les outils de marketing modernes pour d\u00e9marrer une gestion de campagne conforme \u00e0 FINSA.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-common-features-you-ll-find-in-our-investglass-crm-system-nbsp\">4. Caract\u00e9ristiques communes \u00e0 notre syst\u00e8me CRM InvestGlass&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass offre une solution pr\u00e9-construite pour les services financiers pour l'acquisition de clients avec <a href=\"https:\/\/www.investglass.com\/fr\/lembarquement-numerique\/\">des formulaires num\u00e9riques pour l'int\u00e9gration num\u00e9rique<\/a>. Processus d'approbation et automatisation pour filtrer l'ouverture de compte avec efficacit\u00e9 et v\u00e9rifier automatiquement vos <a href=\"https:\/\/www.investglass.com\/fr\/outils-de-vente\/\">Donn\u00e9es CRM<\/a>. Moteur d'ad\u00e9quation des produits pour confronter les donn\u00e9es sur les titres aux donn\u00e9es de votre CRM. Smart flag pour la gestion discr\u00e9tionnaire de portefeuille et les services de conseil afin d'aider vos ventes en mati\u00e8re de distribution et de r\u00e9\u00e9quilibrage.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-pricing-options-available-to-you-when-choosing-to-use-a-finsa-powered-crm-solution-for-your-company\">5. Les options de tarification qui s'offrent \u00e0 vous lorsque vous choisissez d'utiliser une solution de gestion de la relation client (CRM) aliment\u00e9e par FINSA pour votre entreprise<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass est la seule solution qui offre <a href=\"https:\/\/www.investglass.com\/fr\/outils-de-marketing\/\">marketing<\/a>, Le logiciel de gestion des ressources humaines, de gestion de la relation client (CRM) et les outils financiers sont regroup\u00e9s dans un format SAAS bas\u00e9 sur l'informatique en nuage. Cela signifie que vous payez en fonction du nombre de si\u00e8ges que vous activez. Ainsi, vos \u00e9quipes de vente et de marketing auront toutes deux acc\u00e8s aux informations sur les clients et travailleront ensemble pour accro\u00eetre la satisfaction des clients dans une dynamique positive !<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">L'exp\u00e9rience des clients sera tr\u00e8s diff\u00e9rente avec le FINSA, car les informations circuleront d'une mani\u00e8re tr\u00e8s diff\u00e9rente. Nous avons la cl\u00e9, soyons productifs et moins <a href=\"https:\/\/www.investglass.com\/fr\/personnalisation-du-crm-on-premise-la-bonne-solution-pour-votre-entreprise\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2599\">occup\u00e9 avec InvestGlass CRM<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"<p>CRM for FINSA a complete customer relationship management solution ready today FINSA is a company that provides customer relationship management services to many different industries. They have recently launched CRM for FINSA, a CRM solution built specifically for FINSA&#8217;s needs. This blog post will introduce you to their new CRM product and the reasons they [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29601,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35],"class_list":["post-29599","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>CRM for FINSA - A Complete CRM Solution<\/title>\n<meta name=\"description\" content=\"Discover CRM for FINSA, a tailored solution enhancing compliance and reporting across multiple platforms for your business needs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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