{"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":"finsa-icin-crm-eksiksiz-bir-musteri-iliskileri-yonetimi-cozumu","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/tr\/crm-for-finsa-a-complete-customer-relationship-management-solution\/","title":{"rendered":"FINSA i\u00e7in CRM: Kapsaml\u0131 Bir M\u00fc\u015fteri \u0130li\u015fkileri Y\u00f6netimi \u00c7\u00f6z\u00fcm\u00fc"},"content":{"rendered":"

FINSA i\u00e7in CRM eksiksiz bir m\u00fc\u015fteri ili\u015fkileri y\u00f6netimi \u00e7\u00f6z\u00fcm\u00fc bug\u00fcn haz\u0131r<\/h2>\n\n\n\n

FINSA, bir\u00e7ok farkl\u0131 sekt\u00f6re m\u00fc\u015fteri ili\u015fkileri y\u00f6netimi hizmetleri sunan bir \u015firkettir. K\u0131sa bir s\u00fcre \u00f6nce FINSA'n\u0131n ihtiya\u00e7lar\u0131 i\u00e7in \u00f6zel olarak geli\u015ftirilmi\u015f bir CRM \u00e7\u00f6z\u00fcm\u00fc olan CRM for FINSA'y\u0131 piyasaya s\u00fcrd\u00fcler. Bu blog yaz\u0131s\u0131 size yeni CRM \u00fcr\u00fcnlerini ve ilk etapta buna ihtiya\u00e7 duymalar\u0131n\u0131n nedenlerini tan\u0131tacak. InvestGlas CRM<\/a> \u00f6zelle\u015ftirilebilir ve bu nedenle CRM \u00e7\u00f6z\u00fcm\u00fc FCA, MiFID II, GPPR i\u00e7in uyumluluk ve raporlama sa\u011flayacakt\u0131r.<\/p>\n\n\n\n

InvestGlass'\u0131n bulut ileti\u015fim platformu FINSA i\u00e7in \u2018i\u015flem i\u00e7inde uyumlulu\u011fun\u2019 4 katman\u0131n\u0131 da kapsar:<\/p>\n\n\n\n

Ses, video, SMS, sohbet, e-posta yoluyla olu\u015fturulan i\u015flem.
\u0130\u015flem kaydedildi ve sakland\u0131
InvestGlass arac\u0131l\u0131\u011f\u0131yla veya kendi sunucunuzda arama ve geri alma \u00f6zelli\u011fi
Ses ve g\u00f6r\u00fcnt\u00fc kayd\u0131 ile sa\u011flanan analiz <\/p>\n\n\n\n

\"Tamamen
Tamamen esnek CRM InvestGlass<\/figcaption><\/figure>\n\n\n\n

1. CRM yaz\u0131l\u0131m\u0131 nedir ve i\u015fletmem i\u00e7in neden kullanmal\u0131y\u0131m?<\/h2>\n\n\n\n

FINSA i\u00e7in olu\u015fturulan InvestGlass CRM, risk, uygunluk, da\u011f\u0131t\u0131m, bilgi ve tabii ki yat\u0131r\u0131mc\u0131lar\u0131n tercihlerinden bekledi\u011finiz t\u00fcm konular\u0131 kapsayacakt\u0131r.<\/p>\n\n\n\n

InvestGlass CRM \u0130svi\u00e7re'de g\u00fcvenli bir bulut \u00fczerinde bar\u0131nd\u0131r\u0131lmaktad\u0131r. CRM, \u0130svi\u00e7re'de bar\u0131nd\u0131r\u0131lan e-posta ve yine \u0130svi\u00e7re'de bar\u0131nd\u0131r\u0131lan bir m\u00fc\u015fteri portal\u0131 ile tam ileti\u015fim kanallar\u0131 sunar.<\/p>\n\n\n\n

2. Bir CRM i\u015fimde bana nas\u0131l yard\u0131mc\u0131 olabilir?<\/h2>\n\n\n\n

CRM, \u00e7al\u0131\u015fanlar\u0131n m\u00fc\u015fteri verilerine ve pazar f\u0131rsat\u0131na dayal\u0131 yat\u0131r\u0131m taleplerini da\u011f\u0131tma s\u00fcrecini uygulayacakt\u0131r. Hepsi bir arada CRM m\u00fc\u015fterinizi geli\u015ftirecek<\/a> Do\u011fru yat\u0131r\u0131mc\u0131ya do\u011fru zamanda g\u00f6nderilecek do\u011fru finansal bilgileri tespit ederek sat\u0131\u015f hatt\u0131n\u0131z\u0131 sadakatle destekleyin ve h\u0131zland\u0131r\u0131n.<\/p>\n\n\n\n

3. Neden di\u011fer sistemler yerine FINSA CRM sistemini se\u00e7melisiniz?<\/h2>\n\n\n\n

\u00d6nceden olu\u015fturulmu\u015f bir FINSA CRM, potansiyel m\u00fc\u015fterileri yakalamak ve bug\u00fcn kar\u015f\u0131la\u015ft\u0131\u011f\u0131n\u0131z zorluklara yan\u0131t vermek i\u00e7in ihtiyac\u0131n\u0131z olan arac\u0131 sunar. \u00c7\u00f6z\u00fcm, FINSA uyumlu kampanya y\u00f6netimine ba\u015flamak i\u00e7in t\u00fcm modern pazarlama ara\u00e7lar\u0131n\u0131 sunar.<\/p>\n\n\n\n

4. InvestGlass CRM sistemimizde bulaca\u011f\u0131n\u0131z ortak \u00f6zellikler <\/h2>\n\n\n\n

InvestGlass, m\u00fc\u015fteri kazan\u0131m\u0131 i\u00e7in finansal hizmetlere y\u00f6nelik \u00f6nceden olu\u015fturulmu\u015f bir \u00e7\u00f6z\u00fcm sunar di\u0307ji\u0307tal i\u0307\u015fe alim i\u0307\u00e7i\u0307n di\u0307ji\u0307tal formlar<\/a>. Hesap a\u00e7\u0131l\u0131\u015f\u0131n\u0131 verimlilikle filtrelemek ve otomatik olarak kontrol etmek i\u00e7in onay s\u00fcreci ve otomasyon CRM verileri<\/a>. Menkul k\u0131ymet verilerini CRM verilerinizle y\u00fczle\u015ftirmek i\u00e7in \u00fcr\u00fcn uygunluk motoru. Da\u011f\u0131t\u0131m ve yeniden dengeleme ile sat\u0131\u015flar\u0131n\u0131za yard\u0131mc\u0131 olmak i\u00e7in iste\u011fe ba\u011fl\u0131 portf\u00f6y y\u00f6netimi ve dan\u0131\u015fmanl\u0131k hizmetleri i\u00e7in ak\u0131ll\u0131 bayrak.<\/p>\n\n\n\n

5. \u015eirketiniz i\u00e7in FINSA destekli bir CRM \u00e7\u00f6z\u00fcm\u00fc kullanmay\u0131 se\u00e7ti\u011finizde kullanabilece\u011finiz fiyatland\u0131rma se\u00e7enekleri<\/h2>\n\n\n\n

InvestGlass a\u015fa\u011f\u0131dakileri sunan tek \u00e7\u00f6z\u00fcmd\u00fcr pazarlama<\/a>, CRM ve finansal ara\u00e7lar\u0131 \u0130svi\u00e7re Bulut tabanl\u0131 bir SAAS format\u0131na d\u00f6n\u00fc\u015ft\u00fcr\u00fcr. Bu, etkinle\u015ftirdi\u011finiz koltuk say\u0131s\u0131na g\u00f6re \u00f6deme yapt\u0131\u011f\u0131n\u0131z anlam\u0131na gelir. B\u00f6ylece sat\u0131\u015f ve pazarlama ekipleriniz hem m\u00fc\u015fteri bilgilerine eri\u015febilecek hem de pozitif dinamiklerle m\u00fc\u015fteri memnuniyetini art\u0131rmak i\u00e7in birlikte \u00e7al\u0131\u015fabilecek!<\/p>\n\n\n\n

FINSA ile m\u00fc\u015fteri deneyimi \u00e7ok farkl\u0131 olacak \u00e7\u00fcnk\u00fc bilgi \u00e7ok farkl\u0131 bir \u015fekilde akacak. Anahtar bizde, \u00fcretken olal\u0131m ve daha az InvestGlass CRM ile me\u015fgul<\/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\/tr\/finsa-icin-crm-eksiksiz-bir-musteri-iliskileri-yonetimi-cozumu\/\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" 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