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CRM for Islamic Finance

InvestGlass provides a CRM tool specifically designed for Islamic finance institutions. It includes templates, rules, and regulations that can be automated and customized to streamline processes.

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简化工作流程
从开始到结束

Introducing the first Swiss CRM for Islamic finance, streamlining onboarding, portfolio management, and marketing. Stay ahead of the rapidly growing industry with a CRM that enhances efficiency and offers numerous benefits.

InvestGlass 工作流程
InvestGlass 自动化

自动化工作流程

InvestGlass offers powerful automation features for Islamic finance businesses, including email campaign systems that ensure GDPR compliance with detailed audit trails capturing customer consent and preferences. Get detailed reports on campaign performance and send targeted, personalized messages to customers in their inboxes. Automate your marketing campaigns and streamline your business with InvestGlass.

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investglass-crm

灵活的客户关系管理

Our Islamic finance CRM organizes customer records, integrates with the banking system, and streamlines digital onboarding for various business types. Build strong relationships with secure Swiss Cloud storage and boost efficiency with the InvestGlass portfolio management tool.

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数字化入职

InvestGlass offers Shariah-compliant digital onboarding for busy investors. Create online forms, collect electronic signatures, and simplify the process without printing or mailing forms. Save time and streamline onboarding with this valuable tool.

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InvestGlass pipeline

销售管道和交易

Improve sales forecasting and understand the process with InvestGlass’s pipeline functionality. Monitor each deal from start to finish, gain valuable insights, and confidently plan for future growth. 

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InvestGlass 投资组合管理软件

Beyond the Swiss CRM – leverage a full PMS

InvestGlass offers a full portfolio management system (PMS) with features tailored for Islamic finance professionals, unlike traditional CRM solutions that lack portfolio management capabilities. Easily connect the PMS to your banks and brokers’ sources for streamlined management of portfolios and customer data, and assess performance against peers.

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销售软件助您成长

  1. 瑞士或您本地服务器的交钥匙托管服务
  2. Built-in template for financial institutions

  3. 捕捉更多线索

  4. 帮助您更快达成交易
  5. 尊重监管框架
  6. 自动执行销售任务
  7. 支持客户沟通
  8. 创建定制的销售报告