{"id":16274,"date":"2021-09-24T16:12:21","date_gmt":"2021-09-24T19:12:21","guid":{"rendered":"https:\/\/britech.global\/?page_id=16274"},"modified":"2022-12-14T15:17:41","modified_gmt":"2022-12-14T18:17:41","slug":"x-investor-management","status":"publish","type":"page","link":"https:\/\/britech.global\/en\/functionalities\/x-investor-management\/","title":{"rendered":"X_Investor Management"},"content":{"rendered":"<style>\nsection.page-highlight {\nheight: 522px !important;\n}\n.page-highlight__default-title {\npadding-top:100px !important;\n}\nsection.-single-segments {\npadding-top:50px !important;\n}\n.list-icon-li .iconify {\ncolor: #3DC5E7;\n}\n<\/style>\n<div class=\"row row-cols-2\">\n<div class=\"__img_txt-fig\" style=\"width:60% !important;\">\n          <img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2021\/09\/platform-investor-management.png\" alt=\"BRITech Investor Management\"  width=\"100%\" style=\"max-width:768;height:auto;\">\n  <\/div>\n<div class=\"__img_txt-data\" style=\"width:40% !important;\">\n<h3 style=\"padding-top:50px;\" class=\"-title-h2 -title-blue-l ml-50\">Keep Organized. Stay in Touch.<\/h3>\n<p style=\"margin:0px 0px 0px 50px;\">Our Investor Management module lets you organize your contacts and opportunities in one simple portal and prioritize your interaction to stay in touch easily and efficiently. Organize client profiles, tasks &#038; appointments, leads &#038; contacts, client onboarding, and more.<\/p>\n<\/p><\/div>\n<\/div>\n<div class=\"row row-cols-2\">\n<div class=\"__img_txt-fig\" style=\"width:50% !important; padding:35px;\">\n<ul class=\"list-icon list-mt\">\n<li class=\"list-icon-li\">\n    <span class=\"iconify\" data-icon=\"akar-icons:check-box-fill\" data-inline=\"false\"><\/span><\/p>\n<div class=\"list-icon-txt\"><strong>Built-in KYC<\/strong><\/p>\n<p>Complete customer profiles with customizable questions, including KYC. Find relevant information at your fingertips.<\/p>\n<\/p><\/div>\n<\/li>\n<li class=\"list-icon-li\">\n    <span class=\"iconify\" data-icon=\"akar-icons:check-box-fill\" data-inline=\"false\"><\/span><\/p>\n<div class=\"list-icon-txt\"><strong>Client Onboarding<\/strong><\/p>\n<p>Leverage our streamlined client onboarding process with a flexible workflow.<\/p>\n<\/p><\/div>\n<\/li>\n<li class=\"list-icon-li\">\n    <span class=\"iconify\" data-icon=\"akar-icons:check-box-fill\" data-inline=\"false\"><\/span><\/p>\n<div class=\"list-icon-txt\"><strong>Opportunity Pipeline Management<\/strong><\/p>\n<p>Manage your opportunities through a flexible leads view that can be categorized by stages to enable decision-making.<\/p>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"__img_txt-fig\" style=\"width:50% !important; padding:35px;\">\n<ul class=\"list-icon list-mt\">\n<li class=\"list-icon-li\">\n    <span class=\"iconify\" data-icon=\"akar-icons:check-box-fill\" data-inline=\"false\"><\/span><\/p>\n<div class=\"list-icon-txt\"><strong>Export &#038; Integration<\/strong><\/p>\n<p>All data is exportable to Excel. Calendar management with tasks and appointments can be integrated with Outlook.<\/p>\n<\/p><\/div>\n<\/li>\n<li class=\"list-icon-li\">\n    <span class=\"iconify\" data-icon=\"akar-icons:check-box-fill\" data-inline=\"false\"><\/span><\/p>\n<div class=\"list-icon-txt\"><strong>Event Alerts &#038; Reminders<\/strong><\/p>\n<p>Get alerts for events like birthdays, anniversaries, and client reviews with appropriate messages for the occasion.<\/p>\n<\/p><\/div>\n<\/li>\n<li class=\"list-icon-li\">\n    <span class=\"iconify\" data-icon=\"akar-icons:check-box-fill\" data-inline=\"false\"><\/span><\/p>\n<div class=\"list-icon-txt\"><strong>Sales Support<\/strong><\/p>\n<p>Flexible configuration to support sales commission for both internal teams and distributors.<\/p>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/div>\n<div class=\"row row-cols-2\" style=\"padding:30px 60px 10px 60px; background-color:#f3f3f3;\">\n<div class=\"__img_txt-data\" style=\"width:10% !important; padding:25px; text-align:right;\">\n<h2 style=\"font-size:4em;\"><span class=\"iconify\" data-icon=\"bx:bxs-quote-left\"><\/span><\/h2>\n<\/p><\/div>\n<div class=\"__img_txt-data\" style=\"width:90% !important; padding:25px;\">\n<h4>Currently, we are going through a complete redesign of the company. We are indeed digitalizing a lot of our operation and implementing new digital channels, using a lot of RPA solutions, and guaranteeing that our clients have the possibility to have better servicing on their own &#8211; have better communication with their relationship managers.<\/h4>\n<p>    <strong>Thierry Battistini<\/strong><br \/>\n    <span>CFO | Julius Baer<\/span>\n   <\/div>\n<\/div>\n<div style=\"padding:100px 20px 0px 20px; margin-bottom:0px;\">\n<h2 class=\"-title-h2\" style=\"text-align:center;\">Read Our Customer Success Stories<\/h2>\n<div class=\"-listing-grid -cases-grid isogrid\">\n<article class=\"-listing--item -cases-post element-item\" data-category=\"wealth-management-en\">\n<figure>\n        <a href=\"https:\/\/britech.global\/en\/cases\/aqua-wealth-management\/\"><br \/>\n        \t        \t\t<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2021\/04\/logo-aqua-white.png\" alt=\"Aqua Wealth Management\"><br  class=\"img-responsive\" \/>\n        \t        <\/a><br \/>\n    <\/figure>\n<div class=\"-listing--item-content\">\n<div class=\"-listing--item-label\">\n            <a href=\"https:\/\/britech.global\/en\/cases\/aqua-wealth-management\/\"><br \/>\n            \t<span class=\"terms-wealth-management-en\">Wealth Management<\/span>            <\/a>\n        <\/div>\n<h3 class=\"-listing--item-title\"><a href=\"https:\/\/britech.global\/en\/cases\/aqua-wealth-management\/\">Aqua Wealth Management<\/a><\/h3>\n<div class=\"-listing--item-desc\"><a href=\"https:\/\/britech.global\/en\/cases\/aqua-wealth-management\/\">BRITech contributes to increased productivity and process optimization at Aqua Wealth Management Aqua Wealth Management is an asset management <\/a><\/div>\n<p>        <a href=\"https:\/\/britech.global\/en\/cases\/aqua-wealth-management\/\" class=\"-btn-link -listing--item-btn\">+<\/a>\n    <\/div>\n<\/article>\n<article class=\"-listing--item -cases-post element-item\" data-category=\"asset-management-en\">\n<figure>\n        <a href=\"https:\/\/britech.global\/en\/cases\/zest-case\/\"><br \/>\n        \t        \t\t<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2021\/04\/logo-zest-capital-white.png\" alt=\"Zest Capital Brand\"><br  class=\"img-responsive\" \/>\n        \t        <\/a><br \/>\n    <\/figure>\n<div class=\"-listing--item-content\">\n<div class=\"-listing--item-label\">\n            <a href=\"https:\/\/britech.global\/en\/cases\/zest-case\/\"><br \/>\n            \t<span class=\"terms-asset-management-en\">Asset Management<\/span>            <\/a>\n        <\/div>\n<h3 class=\"-listing--item-title\"><a href=\"https:\/\/britech.global\/en\/cases\/zest-case\/\">Zest Case<\/a><\/h3>\n<div class=\"-listing--item-desc\"><a href=\"https:\/\/britech.global\/en\/cases\/zest-case\/\">Peruvian Fintech, Zest Capital, Leverages Technology to Bring Flexible Investment Strategies to Everyday Investors Zest Capital is a Peruvian <\/a><\/div>\n<p>        <a href=\"https:\/\/britech.global\/en\/cases\/zest-case\/\" class=\"-btn-link -listing--item-btn\">+<\/a>\n    <\/div>\n<\/article>\n<article class=\"-listing--item -cases-post element-item\" data-category=\"wealth-management-en\">\n<figure>\n        <a href=\"https:\/\/britech.global\/en\/cases\/jbfo\/\"><br \/>\n        \t        \t\t<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2021\/07\/case-juliusbar.png\" alt=\"JBFO\"><br  class=\"img-responsive\" \/>\n        \t        <\/a><br \/>\n    <\/figure>\n<div class=\"-listing--item-content\">\n<div class=\"-listing--item-label\">\n            <a href=\"https:\/\/britech.global\/en\/cases\/jbfo\/\"><br \/>\n            \t<span class=\"terms-wealth-management-en\">Wealth Management<\/span>            <\/a>\n        <\/div>\n<h3 class=\"-listing--item-title\"><a href=\"https:\/\/britech.global\/en\/cases\/jbfo\/\">JBFO<\/a><\/h3>\n<div class=\"-listing--item-desc\"><a href=\"https:\/\/britech.global\/en\/cases\/jbfo\/\">Julius Baer Streamlines Operations and Enables Sustained Growth with the BRITech Platform Julius Baer is one of the largest <\/a><\/div>\n<p>        <a href=\"https:\/\/britech.global\/en\/cases\/jbfo\/\" class=\"-btn-link -listing--item-btn\">+<\/a>\n    <\/div>\n<\/article>\n<article class=\"-listing--item -cases-post element-item\" data-category=\"wealth-management-en\">\n<\/article>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Keep Organized. Stay in Touch. Our Investor Management module lets you organize your contacts and opportunities in one simple portal and prioritize your interaction to stay in touch easily and efficiently. Organize client profiles, tasks &#038; appointments, leads &#038; contacts, client onboarding, and more. Built-in KYC Complete customer profiles with [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":10438,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/template-regions-single.php","meta":{"content-type":"","inline_featured_image":false,"footnotes":""},"class_list":["post-16274","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>X_Investor Management - BRITech CRM<\/title>\n<meta name=\"description\" content=\"Investor Management lets you organize contacts and opportunities, optimize your communication, and stay in touch with your clients.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/britech.global\/en\/functionalities\/x-investor-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"X_Investor Management - 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