CRM for Islamic Finance


Digital onboarding InvestGlass

The Islamic Finance industry is growing by leaps and bounds, with many new companies entering the space every year. If you are looking to get ahead of your competition, then a CRM for Islamic finance may be just what you need. We will discuss how a CRM can help your company and the benefits it provides.

Customer relationship management practices with InvestGlass

The CRM means Customer Relationship Management, and using a CRM for Islamic finance will help you maintain accurate records of your customers. It also helps to organize contacts and activities, so that you can be more productive when managing customer relations.

The CRM solution is connected to the Islamic banking system to offer a perfect experience for Islamic banks and traditional banks. The system offers digital onboarding which matches different types of onboarding for retail, private banking, retails, and wholesale businesses. The CRM aims at building strong customer relationships.

The customer database is stored on our Swiss Cloud in Geneva or for larger financial institutions in your server premises. As a CRM for Islamic finance, you will then add your products and services into InvestGlass portfolio management tool and market inventory.

Digital onboarding for retail and wholesales businesses in Islamic banks

Artificial intelligence will automatically find Islamic investments, Islamic bonds matching your customer satisfaction. The machine enhances human resources with a powerful data analysis.

The marketing tool will be driving sales growth and anticipating customer interests. The marketing tool aims to exceed customer expectations through the provision of customer needs and desires.

To address customer complaints and respect loyal customers’ expectations, InvestGlass offers a powerful contact report system and ticketing system. This tool will enhance future business relationships and future customers response. The system ensures a continuous learning process. Contact reports will store customer expectations and help for customer retention.

InvestGlass includes life cycle management tools that will highlight potential customer relationships – hot leads. Customer information such as their investment holdings, documents can be shared into a client portal. The portal is fully customizable to your branding and will help client data handling activities as well as automated processes.

InvestGlass portfolio management tool will highlight the Islamic investment components and manage customer communication and reports. If you use it with the client portal, the PMS will be empowering customer relationships with live price and portfolio valuation update.

Automated processes are KYC or know your customer operation. InvestGlass CRM has pre-built KYC remediation for Islamic banks. InvestGlass digital forms will turn your paper into digital onboarding forms to collect customer data in trustworthy media.

InvestGlass is an efficient CRM that will make your Islamic bank more productive and less busy.

Improved sales volume is monitored via InvestGlass reporting, monitoring, and pivot tools. Those reporting tools will report customer service frequency, communication data, business relationship revenues, direct sales profitability, and all data highlighting what affects customer behavior.

InvestGlass is the lead banking industry CRM and will be the successful CRM system you need for your business.


Pre-built onboarding

InvestGlass's digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It's the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass's digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

Pipelines for mortgage brokers

InvestGlass's pipeline management makes it easy to stay organized and track progress, empowering you to make informed decisions about your business's future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions. The pipelines are flexible to reflect any sales process: support tickets, onboarding client journey, bank statements, and automated workflows. The sales pipeline will present the expected deal flow and revenues. The tool is suited for small businesses as well as for larger organizations. The managing director will appreciate the reporting view to analyze data in a few seconds.

Fully flexible CRM

InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you're just getting started or you're already an experienced user, InvestGlass is the perfect solution for you. The CRM will match multiple purposes: project management, marketing efforts, team collaboration.

Fundraising and automated marketing

Data-driven decision making is critical for success in any fundraising process. However, these days most software used by fundraisers is either too simple and doesn't offer enough features, or it's so complex that it's hard to use. That's why we developed InvestGlass - a software solution that offers the perfect balance of simplicity and power.

InvestGlass' automation capabilities are some of the best in the business. InvestGlass takes your CRM and makes it work for you by automating many of the tedious and time-consuming tasks that come with managing a CRM. Based on client contact information, the automation tool will automatically spot quality leads, send notifications which will help you to increase sales.

Email and SMS communications

Every successful fundraiser knows that communication is key to keeping potential investors updated and informed about the progress of their fundraising campaign. However, maintaining regular communication can be time-consuming and difficult to manage manually.

InvestGlass provides an easy-to-use email and SMS communications platform that makes it simple to keep your investors updated on your progress.

Email and SMS sequences can be set up to automatically send messages at predefined intervals. This ensures that investors are kept up-to-date on the progress of your campaign, without requiring any manual effort on your part.

Record permission and Audit

Industry regulations compliance is an important part of any business. InvestGlass allows you to grant objects permissions to control the access to your data fields and records. Each object can be set up with a specific level of access to create, read, edit, and delete those records. This level of access will define the extent a user has to manipulate a field record.

Field Audit Trail lets you retain archived field history data up to 10 years from the time the data was archived.

Relations and Accounts

Relationships, Contacts and Accounts are key components of customer relationship management. Clearly, the details needed as well as the accessibility to said details can be used for assessing the quality of a CRM. The CRM is fully flexible so you can store all your data in the cloud-based solution.


InvestGlass's Calendar is a great way to keep track of all your clients' meetings in one place. The Calendar automatically generates all your clients saved meetings into one generic calendar, so you don't have to miss a beat. You can also add, edit, or delete events manually. InvestGlass also categorizes events by customizable colors, so you can easily keep track of what's going on. And if you need a little privacy, InvestGlass also has a clients-only calendar.

Task management

InvestGlass task automation can help you keep track of the required actions and, if chosen, get a reminder in your calendar. Tasks may be created around four focus objects: Account, Contact, Portfolio, and Security/Product. A task can be prioritized, connected to a pipeline, and assigned to any member of your team. This allows you to keep track of the required actions and, if chosen, get a reminder in your calendar. InvestGlass automates the tasks for you so that you can focus on other things. Additionally, InvestGlass offers templates for different types of tasks, which makes it easy to get started. InvestGlass is a great tool for anyone who wants to save time and be more organized.

Fundraising Campaign

Select contact into a campaign and start engaging with each contact. The campaign will help you focus on your goals, and make sure no contact is left behind. The software provides a streamlined process for fundraising. It includes everything from creating a campaign to tracking progress and engaging with investors.

Connect your voice over IP to contact each participant. The software will automate repetitive tasks, leaving you more time to focus on your goals. Measure your campaign success based on commitments and average deal size.

InvestGlass CRM software is a powerful tool gathering all you need in one place to manage your fundraising campaign and achieve success. Client information and portfolio management are gathered into Campaign key features. InvestGlass offers a portfolio management tool that will help your support team track received payments and transactions.

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