{"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-for-finsa-uma-solucao-completa-de-gerenciamento-de-relacionamento-com-o-cliente","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/pt\/crm-for-finsa-a-complete-customer-relationship-management-solution\/","title":{"rendered":"CRM para FINSA: Uma Solu\u00e7\u00e3o Completa de Gest\u00e3o de Relacionamento com o Cliente"},"content":{"rendered":"

CRM for FINSA: uma solu\u00e7\u00e3o completa de gerenciamento de relacionamento com o cliente pronta hoje<\/h2>\n\n\n\n

A FINSA \u00e9 uma empresa que fornece servi\u00e7os de gerenciamento de relacionamento com clientes para muitos setores diferentes. Recentemente, a empresa lan\u00e7ou o CRM for FINSA, uma solu\u00e7\u00e3o de CRM criada especificamente para as necessidades da FINSA. Esta postagem do blog apresentar\u00e1 o novo produto de CRM e os motivos pelos quais eles precisavam dele. InvestGlas CRM<\/a> \u00e9 personaliz\u00e1vel e, portanto, a solu\u00e7\u00e3o de CRM fornecer\u00e1 conformidade e relat\u00f3rios para FCA, MiFID II, GPPR<\/p>\n\n\n\n

A plataforma de comunica\u00e7\u00e3o em nuvem da InvestGlass abrange todas as quatro camadas de \u2018conformidade dentro da transa\u00e7\u00e3o\u2019 para a FINSA:<\/p>\n\n\n\n

A transa\u00e7\u00e3o foi criada por meio de voz, v\u00eddeo, SMS, bate-papo e e-mail.
Transa\u00e7\u00e3o registrada e armazenada
Pesquisa e recupera\u00e7\u00e3o habilitadas via InvestGlass ou em seu servidor local
A an\u00e1lise possibilitada pela grava\u00e7\u00e3o de voz e \u00e1udio <\/p>\n\n\n\n

\"CRM
CRM InvestGlass totalmente flex\u00edvel<\/figcaption><\/figure>\n\n\n\n

1. O que \u00e9 um software de CRM e por que devo us\u00e1-lo em minha empresa<\/h2>\n\n\n\n

O CRM criado pela InvestGlass para a FINSA cobrir\u00e1 todos os t\u00f3picos que voc\u00ea espera do risco, adequa\u00e7\u00e3o, distribui\u00e7\u00e3o, conhecimento e, \u00e9 claro, as prefer\u00eancias dos investidores.<\/p>\n\n\n\n

O InvestGlass CRM est\u00e1 hospedado em uma nuvem segura na Su\u00ed\u00e7a. O CRM oferece canais de comunica\u00e7\u00e3o completos com e-mail hospedado na Su\u00ed\u00e7a e um portal do cliente tamb\u00e9m hospedado na Su\u00ed\u00e7a.<\/p>\n\n\n\n

2. Como um CRM pode me ajudar em meus neg\u00f3cios?<\/h2>\n\n\n\n

O CRM refor\u00e7ar\u00e1 o processo dos funcion\u00e1rios na distribui\u00e7\u00e3o de solicita\u00e7\u00f5es de investimento com base nos dados do cliente e nas oportunidades de mercado. Tudo em um, o O CRM aprimorar\u00e1 seu cliente<\/a> fidelizar e acelerar seu pipeline de vendas, identificando as informa\u00e7\u00f5es financeiras certas para enviar no momento certo ao investidor certo.<\/p>\n\n\n\n

3. Por que escolher o sistema FINSA CRM em vez de outros sistemas<\/h2>\n\n\n\n

Um CRM FINSA pr\u00e9-constru\u00eddo oferece a ferramenta de que voc\u00ea precisa para capturar clientes potenciais e responder aos seus desafios atuais. A solu\u00e7\u00e3o oferece todas as ferramentas modernas de marketing para iniciar o gerenciamento de campanhas em conformidade com o FINSA.<\/p>\n\n\n\n

4. Recursos comuns que voc\u00ea encontrar\u00e1 em nosso sistema InvestGlass CRM <\/h2>\n\n\n\n

A InvestGlass oferece uma solu\u00e7\u00e3o pr\u00e9-constru\u00edda para servi\u00e7os financeiros para aquisi\u00e7\u00e3o de clientes com formul\u00e1rios digitais para integra\u00e7\u00e3o digital<\/a>. Processo de aprova\u00e7\u00e3o e automa\u00e7\u00e3o para filtrar a abertura de contas com efici\u00eancia e verificar automaticamente sua Dados de CRM<\/a>. Mecanismo de adequa\u00e7\u00e3o de produtos para confrontar dados de t\u00edtulos com seus dados de CRM. Sinalizador inteligente para gerenciamento de portf\u00f3lio discricion\u00e1rio e servi\u00e7os de consultoria para ajudar suas vendas com distribui\u00e7\u00e3o e rebalanceamento.<\/p>\n\n\n\n

5. Op\u00e7\u00f5es de pre\u00e7o dispon\u00edveis ao optar por usar uma solu\u00e7\u00e3o de CRM com tecnologia FINSA para sua empresa<\/h2>\n\n\n\n

A InvestGlass \u00e9 a \u00fanica solu\u00e7\u00e3o que oferece marketing<\/a>, CRM e ferramentas financeiras em um formato SAAS baseado na nuvem su\u00ed\u00e7a. Isso significa que voc\u00ea paga com base no n\u00famero de assentos que ativar. Portanto, suas equipes de vendas e marketing ter\u00e3o acesso \u00e0s informa\u00e7\u00f5es do cliente e trabalhar\u00e3o juntas para aumentar a satisfa\u00e7\u00e3o do cliente com uma din\u00e2mica positiva!<\/p>\n\n\n\n

A experi\u00eancia do cliente ser\u00e1 muito diferente com o FINSA, pois as informa\u00e7\u00f5es fluir\u00e3o de uma maneira muito diferente. Temos a chave, vamos ser produtivos e menos ocupado com o 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\/pt\/crm-for-finsa-uma-solucao-completa-de-gerenciamento-de-relacionamento-com-o-cliente\/\" \/>\n<meta property=\"og:locale\" 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