CRM for Traders
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.
简化工作流程
从开始到结束
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.
数字化入职
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.
销售管道和交易
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.
自动化工作流程
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.
灵活的客户关系管理
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.
Beyond the Swiss CRM – leverage a full PMS
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.
- 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
