Automate your bank with
the #1 CRM for Private Bank
InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It’s the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature, schedule appointments, and set financial goals. All answers are collected into the bank CRM. InvestGlass allows you to create digital forms that can be completed by your new customers and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically.
For existing customers, InvestGlass digital onboarding + CRM will automate processes KYC remediation. The internal data cohesion will improve customer satisfaction while collecting missing data.
InvestGlass team will guide you to build the best onboarding to simplify customer interactions during this first step. When you additional band products, InvestGlass forms offer a package tool that collects multiple forms into one appealing screen for private banking customers. The digital form is compatible with mobile devices.
When focusing on CRMs for private banking, the customization and digitalization need to become clear. The pipeline uses the concept of “stage” to display the customer journey and the different interests or information needs, and manage leads, such as the product providers, the place, the status, the access, and so forth. Before any client interaction, wealth advisors check on their customized InvestGlass platform for recommendations.
The pipelines are flexible to reflect any sales process: support tickets, onboarding client journey, wealth management, targeted marketing campaigns, personalized services, customer retention, customer service tickets, bank statements, and automated workflows. InvestGlass delivers a template for the banking industry which you can tailor to your needs. The sales pipeline and campaign tools are the best friend of lead management specialists and key to keeping pressure on potential customers.
InvestGlass customer relationship management (CRM) offers an artificial intelligence advisor which bases its recommendations for sales and listings on your long-term strategy. The pipeline and campaign are used also to drive growth for banks and create brand loyalty with targeted newsletters, and invitations to public events – customers love.
Private banks’ success is based on lead conversion and commissions. Within the industry, the key characteristics of CRMs to succeed are the ease of use, the visibility into bankers’ activity, customer retentions, customer engagement, targeting of multiple customer profiles, the quality of automation and follow-ups, collect customer experience feedback, and the ability to monitor performance. A wealth of features are available to manage outbound marketing campaigns across multiple channels like direct mail and seminars. You can manage orders, referrals and territories efficiently.
The email marketing tool will help you send personalized emails with various tools provided by InvestGlass and its partners. The marketing tool creates reports for your marketing and sales team to measure the return on investment ROI. The workflow automation can help standardize business processes. Create reports that analyze customers’ behavior, marketing campaign performance, and more. CRM automation enables banks to deliver superior private banking customers’ experiences.
InvestGlass solution provides marketing campaigns, such as drip campaigns, which can be dispatched via email marketing notifications or text messages by the sales team. Contact management and document management remain at the center of an agent’s day-to-day work. InvestGlass is the best CRM with an integrated sourcing offer and of course, it’s a Swiss cloud-based solution. The solution is built first for the financial services industry.
InvestGlass provides a portfolio management dashboard that is natively connected with the CRM. In real-time, portfolio managers and financial advisors can monitor the impact of suitability and appropriateness scenarios, orders, the latest market data on positions, risk, and analytics either in absolute terms or relative to benchmarks. The platform supports a wide range of benchmarks, including asset allocation, index, risk indicators, strategies, as well as model portfolios. InvestGlass is compatible with sophisticated investors’ asset classes: capital markets, venture capital, crypto investments.
The solution offers a powerful AI which automates actionable insights based on customer needs and local compliance rules. The business rules are customisable to let sales teams make the difference between satisfied customers and a high attrition rate. Sales force automation increases sales reps capabilities like never before. The next customer communication is automatically suggested to relationship managers with a portfolio solicitation, switch ideas and more.
With Swiss digital tools to make every part of your process more human.