INVEST FUND CRM Case Study

iCRM for Leading Invest Fund in APAC Region

  • 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
  • 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
  • Soft – YoY Growth, productivity
  • Activation/reactivation and GTV
  • eKYC  processing time
  • Deal time to close
  • Increased CSAT > 95%
  • eKYC processing time dencreased by 50%
  • Reduced deal time to close by 35%
  • Grown lead conversion rate by 20%+
  • 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
  • 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
  • Soft – YoY Growth, productivity
  • Activation/reactivation and GTV
  • eKYC  processing time
  • Deal time to close
  • 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

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