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%+
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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