July 18, 2024
Call Us: +91-7011067358 Localize : Asia | America | Africa | Europe | Australia
Call Us: +91-7011067358 Localize : Asia | America | Africa | Europe | Australia
Managing investments requires trust, transparency, and quick access to the right information. At Vinnpro, we empower banks, NBFCs, and wealth managers with our Investment CRM — a platform designed to track client portfolios, manage advisory services, ensure compliance, and deliver personalized investment experiences.
Investors today expect real-time insights, easy communication, and tailored recommendations. For banks and financial advisors, manual tracking of portfolios and client preferences can lead to missed opportunities and poor engagement. Vinnpro’s Investment CRM solves this by providing a 360° client view, automation, and AI-powered insights.
Our CRM is built to simplify investment management, helping you track portfolios, manage clients, and ensure compliance with ease and accuracy.
Client Portfolio Management – Track stocks, bonds, mutual funds, insurance, and other investments in one place.
Advisory Tools – AI-driven recommendations based on risk appetite, goals, and market trends.
Compliance & Risk Management – Ensure SEBI/RBI regulatory compliance with built-in checks.
Client Communication Hub – Personalized emails, SMS, and WhatsApp updates for investment alerts.
Financial Planning Dashboard – Give customers clear insights into returns, risks, and future goals.
Lead & Opportunity Tracking – Convert prospects into long-term investors with smart follow-ups.
Analytics & Reports – Performance reports, customer behavior analysis, and advisor productivity tracking.
For Banks/Advisors – Stronger client relationships, higher retention, and more cross-selling opportunities.
For Investors – Transparency, real-time updates, and personalized guidance for better financial decisions.
Built for Finance – Tailored specifically for investment and wealth management needs.
Data Security – End-to-end encryption and role-based access.
Scalable – Suitable for retail investors to HNIs and corporate clients.
AI-Driven – Smarter insights that make advisory more effective.
Get a quick walkthrough with our experts.
