{"id":35381,"date":"2023-01-31T01:41:49","date_gmt":"2023-01-31T00:41:49","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=35381"},"modified":"2026-08-22T16:42:42","modified_gmt":"2026-08-22T14:42:42","slug":"%e5%b7%a5%e4%b8%9a","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/zh\/industries\/","title":{"rendered":"InvestGlass - \u884c\u4e1a\u4e13\u7528 CRM \u89e3\u51b3\u65b9\u6848"},"content":{"rendered":"
\n
\n
\n
\n
\n

Industry-specific CRM solutions<\/p>\n

<\/span>Connect every client journey with CRM software built around your industry<\/span><\/h1>\n

InvestGlass brings together digital onboarding, CRM, workflow automation, portfolio management and portal experiences, so your teams can design a connected journey for the people they serve.<\/p>\n

\n
Discuss your industry workflow<\/a><\/div>\n
Explore industry solutions<\/a><\/div>\n<\/p><\/div>\n<\/p><\/div>\n
\n
\n

One connected operating model<\/p>\n

<\/span>Design a clear path from first contact to ongoing service.<\/span><\/h2>\n
\n
\n
01<\/span><\/p>\n

Capture the right data and documents from the start.<\/p>\n<\/div>\n<\/div>\n

\n
02<\/span><\/p>\n

Give teams a shared view of the client journey.<\/p>\n<\/div>\n<\/div>\n

\n
03<\/span><\/p>\n

Route work and approvals with clear ownership.<\/p>\n<\/div>\n<\/div>\n

\n
04<\/span><\/p>\n

Create a more consistent experience across channels.<\/p>\n<\/div>\n<\/div><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n

\n
\n
\n
\n

Digital onboarding<\/p>\n

Logic-based forms and document collection for client journeys.<\/p>\n<\/div>\n

\n

Connected CRM<\/p>\n

Client information, interactions and activities in one operating model.<\/p>\n<\/div>\n

\n

Configurable workflows<\/p>\n

Repeatable routing, approvals and follow-up work for your teams.<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<\/section>\n

\n
\n

A direct answer for buyers<\/p>\n

<\/span>What is an industry-specific CRM platform?<\/span><\/h2>\n

An industry-specific CRM is a customer relationship management platform configured around the data, workflows and client journeys that matter in a particular sector.<\/strong> Instead of forcing your teams into generic processes, it gives you a practical way to connect customer information, onboarding, collaboration and service work around how your organisation operates.<\/p>\n

\n
\n
\n

<\/span>Start with the journey<\/span><\/h3>\n

Focus your evaluation on a real workflow rather than a feature checklist alone.<\/p>\n<\/div>\n<\/div>\n

\n
\n

<\/span>Connect the hand-offs<\/span><\/h3>\n

Map how information moves between the client, your teams and your systems.<\/p>\n<\/div>\n<\/div>\n

\n
\n

<\/span>Configure for relevance<\/span><\/h3>\n

Use forms, records, rules and views that match your industry context.<\/p>\n<\/div>\n<\/div>\n

\n
\n

<\/span>Expand with confidence<\/span><\/h3>\n

Begin with a priority use case, learn from adoption, then extend the model.<\/p>\n<\/div>\n<\/div><\/div>\n<\/p><\/div>\n<\/section>\n

\n
\n
\n
\n

Choose your solution pathway<\/p>\n

<\/span>What industries does InvestGlass support?<\/span><\/h2>\n<\/p><\/div>\n
\n

InvestGlass provides industry CRM pathways for organisations that need a more connected approach to customer acquisition, onboarding, relationship management and service.<\/strong> Select the route closest to your operating model to explore more relevant workflows and conversations.<\/p>\n<\/div><\/div>\n

\n
\n
Financial services<\/span><\/p>\n

<\/span>Financial services<\/span><\/h3>\n

Connect prospect information, client relationships and workflow coordination across a relationship-led financial-services journey.<\/p>\n

Explore financial services<\/a><\/article>\n<\/div>\n

\n
Banking<\/span><\/p>\n

<\/span>Corporate banking<\/span><\/h3>\n

Give corporate-banking teams a clearer way to coordinate relationship activity, client information and operational follow-up.<\/p>\n

Explore corporate banking<\/a><\/article>\n<\/div>\n

\n
Banking<\/span><\/p>\n

<\/span>Private banking<\/span><\/h3>\n

Organise high-touch client interactions and connect portfolio, relationship and onboarding work around a more complete client view.<\/p>\n

Explore private banking<\/a><\/article>\n<\/div>\n

\n
Banking<\/span><\/p>\n

<\/span>Retail banking<\/span><\/h3>\n

Design more consistent acquisition, onboarding and service experiences across the channels used by retail-banking customers.<\/p>\n

Explore retail banking<\/a><\/article>\n<\/div>\n

\n
Insurance<\/span><\/p>\n

<\/span>Insurance<\/span><\/h3>\n

Bring customer information, forms, documents and team follow-up into a configurable journey for insurance operations.<\/p>\n

Explore insurance CRM<\/a><\/article>\n<\/div>\n

\n
Public sector<\/span><\/p>\n

<\/span>Government and public sector<\/span><\/h3>\n

Support structured service requests, constituent journeys and cross-team coordination with a shared operational view.<\/p>\n

Explore public sector CRM<\/a><\/article>\n<\/div>\n

\n
Mission-led organisations<\/span><\/p>\n

<\/span>Nonprofit and fundraising<\/span><\/h3>\n

Organise supporter, donor and stakeholder journeys with relevant information, communications and follow-up activities.<\/p>\n

Explore fundraising CRM<\/a><\/article>\n<\/div>\n

\n
Energy<\/span><\/p>\n

<\/span>Energy and utilities<\/span><\/h3>\n

Bring relationship data, service activity and workflow coordination into one clearer view for energy-focused teams.<\/p>\n

Explore energy CRM<\/a><\/article>\n<\/div>\n

\n
Commerce<\/span><\/p>\n

<\/span>Retail and online business<\/span><\/h3>\n

Connect audience, customer and service workflows so commercial teams can manage a more coherent customer experience.<\/p>\n

Explore retail CRM<\/a><\/article>\n<\/div>\n

\n
Property<\/span><\/p>\n

<\/span>Real estate<\/span><\/h3>\n

Coordinate investor, buyer and stakeholder interactions through clearer records, communication and portal-led experiences.<\/p>\n

Explore real estate<\/a><\/article>\n<\/div>\n

\n
Life sciences<\/span><\/p>\n

<\/span>Healthcare and life sciences<\/span><\/h3>\n

Structure relationship data and team workflows around the people, information and requests that matter to your organisation.<\/p>\n

Explore healthcare CRM<\/a><\/article>\n<\/div>\n

\n
Media<\/span><\/p>\n

<\/span>Media and communications<\/span><\/h3>\n

Coordinate contacts, campaigns and relationship activity through a flexible CRM approach for audience-facing teams.<\/p>\n

Explore media CRM<\/a><\/article>\n<\/div><\/div>\n<\/p><\/div>\n<\/section>\n

\n
\n
\n
\n
\n

A connected client journey<\/p>\n