Yatırımcılar için CRM
InvestGlass is a cutting-edge CRM platform designed for traders. Simplify your trading process, manage investment opportunities effortlessly, and ensure regulatory compliance while protecting customer data privacy. With InvestGlass, traders can leverage the power of a comprehensive CRM to enhance their portfolio management capabilities.
İş Akışınızı Basitleştirin
Başlangıçtan Sona
InvestGlass is the first Swiss CRM designed for traders, providing end-to-end management of digital onboarding, life cycle management, and portfolio management. With InvestGlass, traders can streamline their operations and optimize their trading strategies, all within a single, powerful platform.
Dijital işe alım
InvestGlass’s digital onboarding feature streamlines information collected from clients, with digital forms and electronic signatures, saving traders valuable time and simplifying the onboarding process.
Satış hattı ve anlaşmalar
InvestGlass’s pipeline functionality helps traders track each sale or deal from beginning to end, providing valuable insights into which stages of the process are most successful and where improvements can be made. With this tool, traders can confidently forecast and plan for growth, making informed decisions about their business’s future.
Otomatik iş akışları
InvestGlass automates tedious tasks associated with managing a CRM, such as approval processes and email responses. Its powerful templates and automation features make it a valuable tool for traders, saving time and money in the long run.
Esnek CRM
InvestGlass offers secure hosting options for traders’ data, including Swiss servers and on-premise solutions. With InvestGlass, traders can create a streamlined workflow that maximizes efficiency for themselves and their teams.
İsviçre CRM'inin ötesinde - eksiksiz bir PMS'den yararlanın
InvestGlass offers a full PMS for traders, which can be connected to your banks and brokers’ sources. Traditional CRM solutions lack the features necessary to manage portfolios, retain customer data, or assess performance against peers.
- İsviçre'de veya yerel sunucunuzda anahtar teslim barındırma
- Finansal kurumlar için yerleşik şablon
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Daha fazla potansiyel müşteri yakalayın
- Anlaşmaları daha hızlı kapatmanıza yardımcı olur
- Düzenleyici çerçevelere saygı gösterin
- Satış görevlerini otomatikleştirin
- Müşteri iletişiminizi destekleyin
- Özelleştirilmiş satış raporları oluşturun
