The benefits of a corporate banking CRM are not just for customer experience but also to boost the bottom line.
The best CRM solutions are those that intelligently draws on data from across an organization, and InvestGlass has a proven track record of doing this in many sectors including retail banking
, trade finance, and insurance
All repetitive administrative tasks will be automated with automation and a sophisticated approval process. Welcome to the digital age! Where bank employees are happy.
InvestGlass focuses on personalized experience thanks to powerful e mail marketing tools, reduce marketing efforts, stimulate marketing initiatives, track marketing campaigns and audit trails that will spot abnormal information.
Originally built for banks, InvestGlass CRM solution is created to spot potential customers’ interests and identify trends faster. All customer expectations are stored in the CRM contact reports. All data is then processed in artificial intelligence created for the financial services industry.
Are you ready to increase customer satisfaction, bolster customer retention, and enforce contractual obligations? You are ready for InvestGlass banking CRM.