{"id":29281,"date":"2021-05-17T20:16:23","date_gmt":"2021-05-17T18:16:23","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29281"},"modified":"2026-04-21T17:38:36","modified_gmt":"2026-04-21T15:38:36","slug":"crm-para-servicos-financeiros","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/pt\/crm-for-financial-services\/","title":{"rendered":"CRM para servi\u00e7os financeiros"},"content":{"rendered":"<h1>The Swiss CRM Built for Financial Services<\/h1>\n<div>InvestGlass helps financial institutions increase sales efficiency while ensuring compliance and protecting client data.<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"\/get-started-free\/\">Try for free<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"\/book-a-meeting\/\">Talk to an expert<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-28.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-30.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-25.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-29.png\" alt=\"\"><\/p>\n<h2>Simplify Your Workflow from Start to Finish<\/h2>\n<div>Manage onboarding, client lifecycle, portfolio oversight, and marketing within one unified Swiss platform, reducing complexity and improving operational control.<\/div>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/03\/investglass-worflow.png\" alt=\"InvestGlass Workflow\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/06\/investglass-crm.jpeg\" alt=\"InvestGlass #1 Swiss CRM\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-automation-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Flexible CRM with Swiss Hosting<\/h3>\n<div>Host client data securely in Switzerland or on your own infrastructure while equipping your teams with a streamlined system that improves collaboration and ensures full data control.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/06\/investglass-automation.jpeg\" alt=\"InvestGlass Automation\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-ci-cd-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Automation for Efficient Operations <\/h3>\n<div>\n<p>Automate workflows, notifications, and data sharing across teams and systems to reduce manual tasks, improve accuracy, and keep operations running smoothly.<\/p><\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/05\/Correction.001-3.jpeg\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Digital Onboarding and Compliance <\/h3>\n<div>\n<p>Simplify client onboarding with digital forms and automated document management, reducing administrative burden while ensuring compliance with regulatory requirements.<\/p><\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/06\/investglass-pipeline-revenue.jpeg\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-security-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Sales Pipeline and Deal Management<br \/>\n <\/h3>\n<div>\nTrack your entire sales cycle with structured pipelines that enforce activity tracking, improve forecasting accuracy, and help teams close deals more efficiently.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/08\/PM1.004.jpeg\" alt=\"InvestGlass Portfolio Management Software \"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Portfolio Management System (PMS)<br \/>\n<\/h3>\n<div>\nGo beyond traditional CRM capabilities with integrated portfolio management, allowing you to monitor performance, manage client assets, and connect seamlessly to banks and brokers.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><!--more--><br \/>\n<!-- {\"name\":\"Default CRM page 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