Crédit Agricole Subsequent Financial institution has launched a brand new lead administration platform and CRM courtesy of a partnership with InvestGlass.
The brand new providing will assist the financial institution cope with new buyer progress and rising linguistic variety amongst its purchasers and staff.
Switzerland-based InvestGlass most just lately demoed its gross sales and compliance automation expertise at FinovateEurope in February.
Courtesy of a partnership with gross sales and compliance automation resolution supplier InvestGlass, Crédit Agricole Subsequent Financial institution has launched its new lead administration platform and CRM. The providing, unveiled this spring, will assist the establishment improve the client expertise in addition to automate inside processes for workers.
“The deployment of InvestGlass inside Crédit Agricole Subsequent Financial institution represents greater than only a technical enchancment,” Crédit Agricole Subsequent Financial institution Deputy Director of Improvement Maxime Charton stated. “It’s a cultural transformation that enables the financial institution to proceed innovating and enhancing its digital journeys for the good thing about its purchasers.”
One of many key ways in which Crédit Agricole Subsequent Financial institution will leverage its new expertise is to assist the agency cope with the linguistic variety that characterizes each its prospects and workers. With greater than 4 languages to cope with, the establishment will profit from InvestGlass’s flexibility and automation capabilities, which is able to allow Crédit Agricole Subsequent Financial institution to offer customized experiences at the same time as its clientele grows.
Moreover, InvestGlass will assist the establishment fulfill its purpose of digitalizing the lead administration course of, with appointment scheduling, prospect stream automation, and mailing instruments built-in into the platform. This may make it simpler for Crédit Agricole Subsequent Financial institution to observe and handle its communications extra successfully throughout a number of channels.
“InvestGlass permits us to optimize our operational effectivity whereas considerably enhancing our purchasers’ expertise,” Crédit Agricole Subsequent Financial institution Director of On-line Company Stephane Graeffly stated.
Headquartered in Geneva, Switzerland, InvestGlass made its Finovate debut at FinovateEurope in 2016 and returned to the Finovate stage most just lately for FinovateEurope earlier this yr. On the convention, the corporate demonstrated its automation resolution for gross sales and compliance that helps banks, brokers, authorities companies, and crypto corporations develop into extra productive with a non-U.S. CRM choice.
InvestGlass’s partnership announcement comes a month after the corporate unveiled a pair of recent AI options, Copilot and Mistral, to assist companies convert unstructured information into conversational information and actionable insights. Copilot is the cloud-based choice that enables corporations to make use of their OpenAI API key. Mistral is InvestGlass’s native server/on-premise providing.
InvestGlass was based in 2014. Alexandre Gaillard is CEO.
Picture by Daniel Watson
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