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SCEGLIERE LA GIUSTA SOLUZIONE DI CORE BANKING

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InvestGlass è la migliore alternativa a FIS

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I NOSTRI CLIENTI SONO ORGOGLIOSI DI INVESTIREGLASS 

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Cosa si può non fare in FIS?

FIS è un grande strumento di vendita, ma è troppo complesso da configurare e non fornisce un hosting sicuro in un paese neutrale come InvestGlass con un hosting svizzero al 100%.

Ci sono anche alcune funzioni chiave di vendita che, anche con un'app di terze parti, non è possibile eseguire con FIS (Digital onboarding, gestione del portafoglio, bonifica KYC, automazione del marketing). Con InvestGlass, sono tutte integrate.

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InvestGlass

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FIS

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InvestGlass affronta le sfide latenti nel settore bancario al dettaglio con un CRM bancario a tutto tondo, compreso l'onboarding dei clienti, insieme a tassi di conversione dei lead e dei prospetti più alti. Allo stesso tempo, il nostro portale clienti personalizzabile migliora la fidelizzazione dei clienti e fornisce istantaneamente informazioni in tempo reale e raccoglie intuizioni istantanee. 

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Mentre la nostra società sta affrontando l'attuale pandemia, i servizi pubblici in tutte le sfere sono in prima linea in termini di essenzialità e rischio. Le soluzioni CRM si concentrano sulla gestione del team e del tempo per fornire in modo efficiente il servizio necessario. Tuttavia, molte altre sfide sono presenti. A causa della situazione economica, molte imprese pubbliche, come i governi, governo agenzie governative e fornitori di servizi, puntano a tagliare i costi, il che contrasta con le aspettative sempre più alte dei clienti e la concorrenza del mercato.

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Per i commercianti, il CRM è un must-have! Ti aiuta a tenere traccia di tutte le tue transazioni e di quello che stai facendo con esse. Può anche aiutarvi a rimanere in cima ai mercati permettendovi di impostare le notifiche per quando accadono certi eventi come il cambiamento dei prezzi o nuovi annunci. Per iniziare, basta andare su InvestGlass dove c'è una grande varietà di opzioni CRM disponibili per periodi di prova gratuiti!

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InvestGlass è la migliore soluzione per le piccole imprese perché la suite può essere personalizzata e prezzata in base alle esigenze.

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PROSPETTO

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A BORDO

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GESTIONE DEI CLIENTI

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SERVIZIO AUTOMATIZZATO

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SPINTA DEL PRODOTTO

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IN SINTESI

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InvestGlass è fatto per il commercial banking e il private banking

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Dovete scegliere un CRM in base alla vostra mentalità legale. Hubspot CRM, Zoho CRM, Salesforce e Microsoft sono CRM basati negli Stati Uniti che sono regolati sotto il Cloud Act 2018. Questo nuovo regolamento può essere un problema per la tua banca, quindi è meglio dare un'occhiata prima. InvestGlass offre la migliore alternativa con una suite di automazione delle vendite sofisticata, ma facile da usare.

Un CRM di base, Customer relationship management, la funzione è per la gestione dei contatti, ma dovrebbe essere più di un deposito di contatti e offrire altre caratteristiche chiave come favorire le relazioni con i clienti, prevedere le vendite e chiudere gli affari, tra gli altri.

I dati dei clienti sono ospitati su server in Svizzera a Losanna e Ginevra. InvestGlass basic CRM è conveniente per le piccole imprese ma anche per le istituzioni più grandi che cercano più business intelligence. Le campagne di marketing e gli strumenti di abilitazione alle vendite sono caratteristiche chiave della suite InvestGlass. Lo strumento di tracciamento delle e-mail può essere aggiunto sull'unica piattaforma svizzera basata sul cloud. InvestGlass è collegato all'API con la funzione SMS e email per connettersi ai dati di contatto in pochi click. La gestione degli account e la chiusura delle vendite è resa facile in quanto InvestGlass permette di gestire le comunicazioni in uno strumento all-in-one.

InvestGlass PMS è in grado di elaborare enormi volumi di transazioni senza impattare sulle prestazioni dell'applicazione.

L'imbuto di vendita può essere personalizzato con moduli di gestione della pipeline e generazione di lead che puoi ospitare sul tuo sito web. I compiti nei cicli di vendita possono essere organizzati in schede in ogni pipeline.La gestione delle campagneè fatta per rafforzare le vendite e individuare potenziali clienti in pochi click.

L'intero processo di vendita è automatizzato per fornire risultati commerciali di successo. Offre accesso in tempo reale alle informazioni e permette ai rappresentanti di vendita di tracciare il ciclo di vendita e di collegarlo ai prodotti e servizi appropriati .

La gestione aziendale godrà degli strumenti di gestione dei lead e dell'analisi dei dati di vendita. InvestGlass è una robusta gestione del ciclo di vita del cliente che aumenterà la vostra produttività di vendita.

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Parla con un vero umano.

Scoprite il succo di InvestGlass con una visita guidata.

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