CRM for Financial Services
InvestGlass is a powerful platform that helps you maximize your sales efficiency. It allows you to manage investment opportunities with ease, stay compliant with regulations, and protect customer data privacy.
简化工作流程
从开始到结束
The first Swiss CRM to manage 数字入职, life cycle management, portfolio management, and marketing campaigns from start to finish.
灵活的客户关系管理
Host your investor’s data in Swiss servers or on your premise.
InvestGlass provides you and your team with the tools to create a streamlined workflow.
自动化工作流程
CRM software allows for automated workflows, email notifications and updates, and data sharing between advisors, clients, and other business systems.
数字化入职
Streamline customer onboarding process with digital forms and automated document management.
Automate compliance checks and reduce manual data entry.
销售管道和交易
A pipeline is used to monitor your sales cycle and product cycle. It enforces contact report recording and helps you forecast future sales.
超越瑞士客户关系管理系统--利用完整的 PMS
Traditional CRM solutions don’t provide the features necessary to help financial professionals manage portfolios, retain customer data, or assess their performance against peers. InvestGlass offers a full PMS ready to be connected to your banks and brokers sources.
- 瑞士或您本地服务器的交钥匙托管服务
- Built-in template for financial institutions
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捕捉更多线索
- 帮助您更快达成交易
- 尊重监管框架
- 自动执行销售任务
- 支持客户沟通
- 创建定制的销售报告
