{"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-dla-finsa-kompletne-rozwiazanie-do-zarzadzania-relacjami-z-klientami","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/pl\/crm-for-finsa-a-complete-customer-relationship-management-solution\/","title":{"rendered":"CRM dla FINSA: Kompleksowe rozwi\u0105zanie do zarz\u0105dzania relacjami z klientami"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-crm-for-finsa-a-complete-customer-relationship-management-solution-ready-today\">CRM dla FINSA - kompletne rozwi\u0105zanie do zarz\u0105dzania relacjami z klientami gotowe ju\u017c dzi\u015b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">FINSA to firma \u015bwiadcz\u0105ca us\u0142ugi zarz\u0105dzania relacjami z klientami dla wielu r\u00f3\u017cnych bran\u017c. Niedawno uruchomi\u0142a CRM for FINSA, rozwi\u0105zanie CRM stworzone specjalnie na potrzeby FINSA. W tym wpisie na blogu przedstawimy ich nowy produkt CRM i powody, dla kt\u00f3rych go potrzebowali. <a href=\"https:\/\/www.investglass.com\/pl\/narzedzia-sprzedazy\/\">InvestGlas CRM<\/a> jest konfigurowalne, a zatem rozwi\u0105zanie CRM zapewni zgodno\u015b\u0107 i raportowanie dla FCA, MiFID II, GPPR<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Platforma komunikacyjna InvestGlass w chmurze obejmuje wszystkie 4 warstwy \u2018zgodno\u015bci w ramach transakcji\u2019 dla FINSA:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Transakcja utworzona za po\u015brednictwem g\u0142osu, wideo, SMS, czatu, poczty elektronicznej.<br>Transakcja zarejestrowana i przechowywana <br>Wyszukiwanie i pobieranie mo\u017cliwe za po\u015brednictwem InvestGlass lub na serwerze lokalnym.<br>Analiza mo\u017cliwa dzi\u0119ki nagrywaniu g\u0142osu i d\u017awi\u0119ku <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png\" alt=\"W pe\u0142ni elastyczny CRM InvestGlass\" class=\"wp-image-47415\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">W pe\u0142ni elastyczny CRM InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-what-is-crm-software-and-why-should-i-use-it-for-my-business\">1. Czym jest oprogramowanie CRM i dlaczego powinienem u\u017cywa\u0107 go w mojej firmie?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass zbudowany CRM dla FINSA obejmie wszystkie tematy, kt\u00f3rych mo\u017cna oczekiwa\u0107 od ryzyka, odpowiednio\u015bci, dystrybucji, wiedzy i oczywi\u015bcie preferencji inwestor\u00f3w.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM jest hostowany w bezpiecznej chmurze w Szwajcarii. CRM oferuje pe\u0142ne kana\u0142y komunikacji z poczt\u0105 elektroniczn\u0105 hostowan\u0105 w Szwajcarii i portalem klienta r\u00f3wnie\u017c hostowanym w Szwajcarii.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-how-can-a-crm-help-me-with-my-business\">2. W jaki spos\u00f3b CRM mo\u017ce pom\u00f3c mi w prowadzeniu dzia\u0142alno\u015bci?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM wymusi na pracownikach proces dystrybucji ofert inwestycyjnych w oparciu o dane klienta i mo\u017cliwo\u015bci rynkowe. Wszystko w jednym <a href=\"https:\/\/www.investglass.com\/pl\/crm-dla-inwestorow-w-nieruchomosci\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1347\">CRM poprawi jako\u015b\u0107 obs\u0142ugi klienta<\/a> Lojalno\u015b\u0107 i przyspieszenie procesu sprzeda\u017cy dzi\u0119ki wykrywaniu w\u0142a\u015bciwych informacji finansowych, kt\u00f3re mo\u017cna wys\u0142a\u0107 we w\u0142a\u015bciwym czasie do w\u0142a\u015bciwego inwestora.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-why-choose-the-finsa-crm-system-over-other-systems\">3. Dlaczego warto wybra\u0107 system FINSA CRM zamiast innych system\u00f3w?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Gotowy CRM FINSA oferuje narz\u0119dzie potrzebne do pozyskiwania potencjalnych klient\u00f3w i reagowania na wyzwania ju\u017c dzi\u015b. Rozwi\u0105zanie oferuje wszystkie nowoczesne narz\u0119dzia marketingowe do rozpocz\u0119cia zarz\u0105dzania kampaniami zgodnymi z FINSA.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-common-features-you-ll-find-in-our-investglass-crm-system-nbsp\">4. Wsp\u00f3lne funkcje, kt\u00f3re mo\u017cna znale\u017a\u0107 w naszym systemie InvestGlass CRM&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass oferuje gotowe rozwi\u0105zanie dla us\u0142ug finansowych do pozyskiwania klient\u00f3w za pomoc\u0105 <a href=\"https:\/\/www.investglass.com\/pl\/cyfrowy-onboarding\/\">Cyfrowe formularze do cyfrowego onboardingu<\/a>. Proces zatwierdzania i automatyzacja w celu wydajnego filtrowania otwieranych kont i automatycznego sprawdzania ich stanu. <a href=\"https:\/\/www.investglass.com\/pl\/narzedzia-sprzedazy\/\">Dane CRM<\/a>. Mechanizm dopasowania produktu do konfrontacji danych papier\u00f3w warto\u015bciowych z danymi CRM. Inteligentna flaga dla uznaniowego zarz\u0105dzania portfelem i us\u0142ug doradczych, aby pom\u00f3c w sprzeda\u017cy z dystrybucj\u0105 i rebalansowaniem.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-pricing-options-available-to-you-when-choosing-to-use-a-finsa-powered-crm-solution-for-your-company\">5. Opcje cenowe dost\u0119pne przy wyborze rozwi\u0105zania CRM opartego na FINSA dla Twojej firmy<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass to jedyne rozwi\u0105zanie, kt\u00f3re oferuje <a href=\"https:\/\/www.investglass.com\/pl\/narzedzia-marketingowe\/\">marketing<\/a>, CRM i narz\u0119dzia finansowe w formacie SAAS opartym na szwajcarskiej chmurze. Oznacza to, \u017ce p\u0142acisz w oparciu o liczb\u0119 miejsc, kt\u00f3re aktywujesz. Dzi\u0119ki temu zespo\u0142y sprzeda\u017cy i marketingu b\u0119d\u0105 mia\u0142y dost\u0119p do informacji o klientach i b\u0119d\u0105 wsp\u00f3\u0142pracowa\u0107 w celu zwi\u0119kszenia zadowolenia klient\u00f3w z pozytywn\u0105 dynamik\u0105!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Do\u015bwiadczenie klienta b\u0119dzie zupe\u0142nie inne w FINSA, poniewa\u017c informacje b\u0119d\u0105 przep\u0142ywa\u0107 w zupe\u0142nie inny spos\u00f3b. Mamy klucz, b\u0105d\u017amy produktywni i mniej <a href=\"https:\/\/www.investglass.com\/pl\/dostosowanie-crm-on-premise-odpowiednie-rozwiazanie-dla-twojej-firmy\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2599\">zaj\u0119ty z InvestGlass CRM<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"<p>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&#8217;s needs. This blog post will introduce you to their new CRM product and the reasons they [&hellip;]<\/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":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>CRM 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\" 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