{"id":29599,"date":"2021-05-25T21:08:14","date_gmt":"2021-05-25T19:08:14","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29599"},"modified":"2026-04-22T11:37:59","modified_gmt":"2026-04-22T09:37:59","slug":"crm-voor-finsa-een-complete-oplossing-voor-relatiebeheer","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/nl\/crm-for-finsa-a-complete-customer-relationship-management-solution\/","title":{"rendered":"CRM voor FINSA: Een Complete Oplossing voor Klantrelatiebeheer"},"content":{"rendered":"

<\/span>CRM for FINSA een complete oplossing voor klantenrelatiebeheer die vandaag klaar is<\/span><\/h2>\n\n\n\n

FINSA is een bedrijf dat diensten levert op het gebied van relatiebeheer aan veel verschillende bedrijfstakken. Ze hebben onlangs CRM for FINSA gelanceerd, een CRM-oplossing die speciaal is gebouwd voor de behoeften van FINSA. Deze blogpost laat u kennismaken met hun nieuwe CRM-product en de redenen waarom ze het in de eerste plaats nodig hadden. InvestGlas CRM<\/a> is aanpasbaar en daarom biedt de CRM-oplossing compliance en rapportage voor FCA, MiFID II, GPPR<\/p>\n\n\n\n

Het platform voor cloudcommunicatie van InvestGlass dekt alle 4 de lagen van \u2018compliance binnen de transactie\u2019 voor FINSA:<\/p>\n\n\n\n

De transactie verloopt via spraak, video, sms, chat en e-mail.
Transactie vastgelegd en opgeslagen
Zoeken en ophalen mogelijk via InvestGlass of op uw eigen server
De analyse met stem- en geluidsopnamen <\/p>\n\n\n\n

\"Volledig
Volledig flexibel CRM InvestGlass<\/figcaption><\/figure>\n\n\n\n

<\/span>1. Wat is CRM-software en waarom zou ik het voor mijn bedrijf gebruiken?<\/span><\/h2>\n\n\n\n

InvestGlass CRM voor FINSA behandelt alle onderwerpen die je zou verwachten van risico, geschiktheid, distributie, kennis en natuurlijk de voorkeuren van beleggers.<\/p>\n\n\n\n

InvestGlass CRM wordt gehost op een beveiligde cloud in Zwitserland. Het CRM biedt volledige communicatiekanalen met e-mail die in Zwitserland wordt gehost en een klantenportaal dat ook in Zwitserland wordt gehost.<\/p>\n\n\n\n

<\/span>2. Hoe kan een CRM mij helpen met mijn bedrijf<\/span><\/h2>\n\n\n\n

Het CRM versterkt het proces van medewerkers bij het verspreiden van investeringsaanvragen op basis van klantgegevens en marktkansen. Alles-in-\u00e9\u00e9n CRM zal uw klant verbeteren<\/a> trouw en versnel je verkooppijplijn door de juiste financi\u00eble informatie op het juiste moment naar de juiste investeerder te sturen.<\/p>\n\n\n\n

<\/span>3. Waarom het FINSA CRM systeem verkiezen boven andere systemen?<\/span><\/h2>\n\n\n\n

Een kant-en-klaar FINSA CRM biedt de tool die u nodig hebt om prospects vast te leggen en te reageren op uw uitdagingen van vandaag. De oplossing biedt alle moderne marketingtools om te beginnen met FINSA-conform campagnebeheer.<\/p>\n\n\n\n

<\/span>4. Algemene functies die u vindt in ons InvestGlass CRM-systeem <\/span><\/h2>\n\n\n\n

InvestGlass biedt een kant-en-klare oplossing voor financi\u00eble diensten voor klantenwerving met digitale formulieren voor digitaal onboarding<\/a>. Goedkeuringsproces en automatisering om rekeningopeningen effici\u00ebnt te filteren en automatisch te controleren. CRM-gegevens<\/a>. Productgeschiktheidsengine om gegevens over effecten te vergelijken met uw CRM-gegevens. Smart flag voor discretionair portefeuillebeheer en adviesdiensten om uw verkoop te helpen met distributie en rebalancing.<\/p>\n\n\n\n

<\/span>5. Prijsopties die beschikbaar zijn wanneer u kiest voor een FINSA-gebaseerde CRM-oplossing voor uw bedrijf<\/span><\/h2>\n\n\n\n

InvestGlass is de enige oplossing die het volgende biedt marketing<\/a>, CRM en financi\u00eble tools in een Zwitsers SAAS-formaat in de cloud. Dit betekent dat u betaalt op basis van het aantal seats dat u activeert. Hierdoor hebben uw verkoop- en marketingteams beide toegang tot klantinformatie en kunnen ze samenwerken om de klanttevredenheid te verhogen met een positieve dynamiek!<\/p>\n\n\n\n

De klantervaring zal heel anders zijn met FINSA, omdat informatie op een heel andere manier zal stromen. We hebben de sleutel laten we productief zijn en minder bezig met InvestGlass CRM<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

CRM for FINSA a complete customer relationship management solution ready today FINSA is a company that provides customer relationship management services to many different industries. They have recently launched CRM for FINSA, a CRM solution built specifically for FINSA’s needs. This blog post will introduce you to their new CRM product and the reasons they […]<\/p>\n","protected":false},"author":1,"featured_media":29601,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35],"class_list":["post-29599","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking"],"yoast_head":"\nCRM for FINSA - A Complete CRM Solution<\/title>\n<meta name=\"description\" content=\"Discover CRM for FINSA, a tailored solution enhancing compliance and reporting across multiple platforms for your business needs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/nl\/crm-voor-finsa-een-complete-oplossing-voor-relatiebeheer\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\n<meta 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