INVEST FUND CRM Case Study

iCRM for Leading Invest Fund in APAC Region

Objective

  • See clients’ investment portfolio from mobile app in CRM
  • Run marketing campaigns
  • Role based data access permissions
  • Capture CSAT
  • Store all customer data in separate local server

Countries: APAC region

Metric

  • Soft – YoY Growth, productivity
  • Activation/reactivation and GTV
  • eKYC  processing time
  • Deal time to close

Highlights

  • Increased CSAT > 95%
  • eKYC processing time dencreased by 50%
  • Reduced deal time to close by 35%
  • Grown lead conversion rate by 20%+
Swivelt - invest fund crm case study

Solution​

  • B2C app connected via API with iCRM
  • Implement iStrives CRM module:

– Email marketing campaigns

– Automated email sending

– Marketing channels tracking

– Lead management

– Ticketing and CSAT management

– Automated workflows

– Sales and marketing, analytics

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