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%+
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