In these very uncertain times, it is difficult to reach your investors without a complete digital solution. Customer relationship management software is becoming the key success advantage for hedge funds, asset management firms, and wealth managers. Indeed, CRM systems enable seamless KYC by gathering customer data via forms and emails. A complete CRM software offers contact management, trade resolution, project management, and sales opportunities feature targeting business processes. Besides, machine learning combined with a robot advisor and predictive analytics offers a PMS completing the all-in-one solution.
A CRM system for an asset management firm targets professionals in order to ease their day-to-day work and, more especially, their client relationships. Use our technology to automate your sales process, buying agreements, and customer service.
The management CRM platform possesses templates that can be tailored to almost any sector of industry.
Leverage InvestGlass digital forms to capture new leads from your website. Simply import your existing contacts with an excel spreadsheet or connecting your favorite business card scanning application.
Build a sales pipeline to launch your fund campaign and engage with smart investment ideas at the right time. All engagements are easily captured into contact reports to make sure your team never forgets client data.
Build your own digital portal and collect all information your investors are expecting to see. InvestGlass environment is fully customizable. With InvestGlass forms and InvestGlass marketing tools, you will send either targeted messages as well as surveys. Monitor clients’ interests with no efforts to increase their conversion.
As you grow, InvestGlass offers marketing automation and sales automation tool to multiply your business’s capabilities without multiplying your team. InvestGlass compliance and portal are fully automated to reduce manual workload.