CRM for Islamic Finance

Templates, rules and regulations for an Islamic finance institution can be found on InvestGlass. It is a CRM tool built for automating and customizing the processes of an Islamic finance institution.

Simplify Your Workflow
From Start to End

The Islamic Finance industry is growing by leaps and bounds, with many new companies entering the space every year. If you are looking to get ahead of your competition, then a CRM for Islamic finance may be just what you need. We will discuss how a CRM can help your company and the benefits it provides.

Email marketing & Shariah compliant Investment offering

With InvestGlass, you can easily connect your email credentials and send hyper-targeted messages to your customers. The powerful email campaign system ensures that your campaigns are always compliant with GDPR regulations, thanks to the detailed audit trail system capturing customers consent and preferences. You’ll also get detailed reports on your email campaign performance, including opens, clicks, unsubscribes, and more. InvestGlass is the perfect tool for any business that wants to send targeted, personalised email campaigns to their customers. With InvestGlass, you can create sophisticated marketing campaigns that reach your customers where they are most active – their inbox. So why wait? Sign up for InvestGlass today and start growing your business the right way!

CRM for Islamic Finance is different

The CRM means Customer Relationship Management, and using a CRM for Islamic finance will help you maintain accurate records of your customers. It also helps to organize contacts and activities, so that you can be more productive when managing customer relations. The CRM solution is connected to the Islamic banking system to offer a perfect experience for Islamic banks and traditional banks. The system offers digital onboarding which matches different types of onboarding for retail, private banking, retails, and wholesale businesses. The CRM aims at building strong customer relationships. The customer database is stored on our Swiss Cloud in Geneva or for larger financial institutions in your server premises. As a CRM for Islamic finance, you will then add your products and services into InvestGlass portfolio management tool and market inventory.

Digital onboarding for Shariah products

InvestGlass’s Shariah compliant digital onboarding feature is the perfect solution for busy investors who want to save time and simplify the onboarding process. With InvestGlass, you can create digital forms that can be completed by your prospects and clients online, and collect signatures electronically. This makes it easy and convenient to get the information you need from your clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and streamline the onboarding process.

Pipelines client cycle management

Looking to better understand the sales process and improve your forecasting? InvestGlass has the perfect solution – our pipeline functionality makes it easy to track progress and identify areas for improvement. By monitoring each sale or deal from start to finish, you can gain valuable insights into which parts of the process are most successful. This powerful tool lets you confidently plan for future growth, knowing that you have the data to support your decisions. Don’t miss out – sign up today and see how InvestGlass can help you take your business to the next level!

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
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  • Trello

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  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

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