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CRM for Islamic Finance

InvestGlass provides a CRM tool specifically designed for Islamic finance institutions. It includes templates, rules, and regulations that can be automated and customized to streamline processes.

無料体験

ワークフローの簡素化
最初から最後まで

Introducing the first Swiss CRM for Islamic finance, streamlining onboarding, portfolio management, and marketing. Stay ahead of the rapidly growing industry with a CRM that enhances efficiency and offers numerous benefits.

インベストグラスのワークフロー
インベストグラスのオートメーション

自動化されたワークフロー

InvestGlass offers powerful automation features for Islamic finance businesses, including email campaign systems that ensure GDPR compliance with detailed audit trails capturing customer consent and preferences. Get detailed reports on campaign performance and send targeted, personalized messages to customers in their inboxes. Automate your marketing campaigns and streamline your business with InvestGlass.

もっと見る 特徴
investglass-crm

柔軟なCRM

Our Islamic finance CRM organizes customer records, integrates with the banking system, and streamlines digital onboarding for various business types. Build strong relationships with secure Swiss Cloud storage and boost efficiency with the InvestGlass portfolio management tool.

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デジタル・オンボーディング

InvestGlass offers Shariah-compliant digital onboarding for busy investors. Create online forms, collect electronic signatures, and simplify the process without printing or mailing forms. Save time and streamline onboarding with this valuable tool.

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インベストグラスのパイプライン

営業パイプラインと案件

Improve sales forecasting and understand the process with InvestGlass’s pipeline functionality. Monitor each deal from start to finish, gain valuable insights, and confidently plan for future growth. 

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InvestGlass Portfolio Management Software

Beyond the Swiss CRM – leverage a full PMS

InvestGlass offers a full portfolio management system (PMS) with features tailored for Islamic finance professionals, unlike traditional CRM solutions that lack portfolio management capabilities. Easily connect the PMS to your banks and brokers’ sources for streamlined management of portfolios and customer data, and assess performance against peers.

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Sales software to help you grow

  1. スイスまたはローカルサーバーでのターンキーホスティング
  2. Built-in template for financial institutions

  3. より多くのリードを獲得する

  4. 商談成立までの時間を短縮
  5. 規制の枠組みを尊重する
  6. 営業業務の自動化
  7. 顧客とのコミュニケーションをサポート
  8. カスタマイズされた販売レポートの作成