What can you not do in Wealth Dynamix?
Wealth Dynamix is a great sales tool, but it’s way to complex to setup and does not provide a safe hosting in a neutral country like InvestGlass with a 100% Swiss Hosting.
The solutions is based on Microsoft Solution which means that you are subject to the American Cloud Act 2018. There are also some key sales functions that, even with a third-party app, you just cannot perform using Wealth Dynamix (Digital onboarding, portfolio management, KYC remediation, marketing automation). With InvestGlass, they’re all built-in.
InvestGlass deals with the challenges latent in the retail banking industry with a well-rounded banking CRM, including customer onboarding, coupled with higher leads and prospect conversion rates. At the same time, our customizable client portal enhances client retention and instantly delivers real-time information, and gathers instant insights.
While our society is facing the current pandemic, public services in all spheres are in the first line in terms of essentiality and risk. CRM solutions’ focus is on team and time management in order to efficiently provide the service needed. Yet, many other challenges are present. Due to the economic situation, many public businesses, such as governments, government agencies and service providers, are aiming at cutting costs, which contrast with customers ever-higher expectations and the market competition.
For traders, CRM is a must-have! It helps you keep track of all your trades and what you’re doing with them. It can also help you stay on top of the markets by allowing you to set up notifications for when certain events happen like changing prices or new announcements. To get started, just head over to InvestGlass where there’s a wide variety of CRM options available for free trial periods!
You have to choose a CRM based on your legal mindset. Hubspot CRM, Zoho CRM, Salesforce and Microsoft are US-based CRM that are ruled under the Cloud Act 2018. This new regulation can be a problem for your bank so you should better have a look first. InvestGlass offers the best alternative with a sophisticated sales automation suite, yet easy to use.
A core CRM, Customer relationship management, the function is for managing contacts, but it should be more than a repository of contacts and offer other key features like fostering relationships with customers, forecasting sales, and closing deals, among others.
Customer data is hosted on Servers in Switzerland in Lausanne and Geneva. InvestGlass basic CRM is convenient for small businesses but also larger institutions looking for more business intelligence. Marketing campaigns and sales enablement tools are key features of the InvestGlass suite. Email tracking tool can be added on the only Swiss cloud-based platform. InvestGlass is connected to API with SMS and email function to connect to contact data in few clicks. Account management and closing sales is made easy as InvestGLass allows you to manage communications in an all-in-one tool.
The sales funnel can be customised with pipeline management and lead generation forms you can host on your website. Tasks in sales cycles can be organized into boards in each pipeline. Campaign management is made to bolster sales and spot potential customers in few clicks.
The entire sales process is automated to deliver successful business outcomes. It offers real-time access to information and allows sales reps to track the sales cycle and link them to the appropriate products and services.
Business management will enjoy lead management tools and sales data analysis. InvestGlass is a robust client lifecycle management that will increase your sales productivity.