금융 서비스용 CRM
InvestGlass is a powerful platform that helps you maximize your sales efficiency. It allows you to manage investment opportunities with ease, stay compliant with regulations, and protect customer data privacy.
워크플로 간소화
시작부터 끝까지
The first Swiss CRM to manage 디지털 온보딩, life cycle management, portfolio management, and marketing campaigns from start to finish.
유연한 CRM
Host your investor’s data in Swiss servers or on your premise.
InvestGlass provides you and your team with the tools to create a streamlined workflow.
자동화된 워크플로
CRM software allows for automated workflows, email notifications and updates, and data sharing between advisors, clients, and other business systems.
디지털 온보딩
Streamline customer onboarding process with digital forms and automated document management.
Automate compliance checks and reduce manual data entry.
영업 파이프라인 및 거래
A pipeline is used to monitor your sales cycle and product cycle. It enforces contact report recording and helps you forecast future sales.
Beyond the Swiss CRM – leverage a full PMS
Traditional CRM solutions don’t provide the features necessary to help financial professionals manage portfolios, retain customer data, or assess their performance against peers. InvestGlass offers a full PMS ready to be connected to your banks and brokers sources.
- 스위스 또는 현지 서버에서의 턴키 호스팅
- Built-in template for financial institutions
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더 많은 리드 확보
- 더 빠른 거래 성사 지원
- 규제 프레임워크 존중
- 영업 업무 자동화
- 고객 커뮤니케이션 지원
- 맞춤형 판매 보고서 만들기
