{"id":522,"date":"2016-07-27T15:46:46","date_gmt":"2016-07-27T13:46:46","guid":{"rendered":"http:\/\/dev.m-q.ch\/?p=522"},"modified":"2017-03-01T10:05:34","modified_gmt":"2017-03-01T09:05:34","slug":"logiciel-crm-integre-pour-la-gestion-de-patrimoine","status":"publish","type":"post","link":"https:\/\/www.m-q.ch\/fr\/logiciel-crm-integre-pour-la-gestion-de-patrimoine\/","title":{"rendered":"Logiciel int\u00e9gr\u00e9 de CRM pour la gestion des actifs"},"content":{"rendered":"<figure id=\"attachment_144\" aria-describedby=\"caption-attachment-144\" style=\"width: 640px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/m-q.ch\/wp-content\/uploads\/2016\/12\/Integrierte-CRM-Software-f\u00fcr-die-Verm\u00f6gensverwaltung-management-und-qualitaet.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-144 size-full\" src=\"https:\/\/www.m-q.ch\/wp-content\/uploads\/2016\/12\/Integrierte-CRM-Software-f\u00fcr-die-Verm\u00f6gensverwaltung-management-und-qualitaet.jpg\" width=\"640\" height=\"425\" srcset=\"https:\/\/www.m-q.ch\/wp-content\/uploads\/2016\/12\/Integrierte-CRM-Software-f\u00fcr-die-Verm\u00f6gensverwaltung-management-und-qualitaet.jpg 640w, https:\/\/www.m-q.ch\/wp-content\/uploads\/2016\/12\/Integrierte-CRM-Software-f\u00fcr-die-Verm\u00f6gensverwaltung-management-und-qualitaet-16x12.jpg 16w, https:\/\/www.m-q.ch\/wp-content\/uploads\/2016\/12\/Integrierte-CRM-Software-f\u00fcr-die-Verm\u00f6gensverwaltung-management-und-qualitaet-264x175.jpg 264w, https:\/\/www.m-q.ch\/wp-content\/uploads\/2016\/12\/Integrierte-CRM-Software-f\u00fcr-die-Verm\u00f6gensverwaltung-management-und-qualitaet-527x350.jpg 527w, https:\/\/www.m-q.ch\/wp-content\/uploads\/2016\/12\/Integrierte-CRM-Software-f\u00fcr-die-Verm\u00f6gensverwaltung-management-und-qualitaet-300x199.jpg 300w, https:\/\/www.m-q.ch\/wp-content\/uploads\/2016\/12\/Integrierte-CRM-Software-f\u00fcr-die-Verm\u00f6gensverwaltung-management-und-qualitaet-624x414.jpg 624w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><figcaption id=\"caption-attachment-144\" class=\"wp-caption-text\">La r\u00e8gle \"Conna\u00eetre son client\" est sp\u00e9cifiquement obligatoire dans la gestion de patrimoine. (Image : photos de d\u00e9p\u00f4t)<\/figcaption><\/figure>\n<p>La plupart des syst\u00e8mes de gestion de portefeuille (PMS) n'ont aucun outil de gestion de la relation client (CRM) ou n'en ont qu'un simple, g\u00e9n\u00e9ralement int\u00e9gr\u00e9 via des interfaces. Les donn\u00e9es sp\u00e9cifiques \u00e0 une personne doivent donc \u00eatre saisies plusieurs fois, ce qui prend du temps et est source d'erreurs. Une solution compl\u00e8te int\u00e9gr\u00e9e est un grand besoin en raison de la complexit\u00e9 croissante.<\/p>\n<p><strong>La fonction \"Conna\u00eetre son client\" est obligatoire<\/strong><\/p>\n<p>Les dispositions l\u00e9gales exigent que les partenaires contractuels et les ayants droit \u00e9conomiques soient document\u00e9s, y compris le profil de risque et les relations de portefeuille. Avec le NetfolioCRM, enti\u00e8rement int\u00e9gr\u00e9 et complet, qui est actuellement d\u00e9velopp\u00e9 par Alphasys, une personne poss\u00e9dant toutes les informations suppl\u00e9mentaires n\u00e9cessaires ne doit \u00eatre enregistr\u00e9e et g\u00e9r\u00e9e qu'une seule fois. En outre, les documents pertinents peuvent \u00eatre directement attribu\u00e9s \u00e0 une personne par voie \u00e9lectronique. Les personnes peuvent \u00e9galement \u00eatre reli\u00e9es entre elles, ce qui am\u00e9liore la vue d'ensemble.<\/p>\n<p>Les structures en r\u00e9seau permettent de rassembler sans trop d'efforts les donn\u00e9es d'identification pour les communiquer \u00e0 la FINMA, aux OAR et \u00e0 d'autres organismes. Les relations peuvent \u00eatre facilement class\u00e9es en diff\u00e9rentes cat\u00e9gories de risques en utilisant divers param\u00e8tres. En outre, il sera possible \u00e0 l'avenir d'inclure un ch\u00e8que personnel. Cela simplifie la t\u00e2che de \"conna\u00eetre son client\" pour se conformer \u00e0 la loi contre le blanchiment d'argent.<\/p>\n<p><strong>D\u00e9veloppement de la gestion des relations avec les clients<\/strong><\/p>\n<p>Avec Netfolio, ScanEngine et MiniCRM, Alphasys propose d\u00e9j\u00e0 un logiciel complet de gestion de portefeuille. Il est bas\u00e9 sur un navigateur et est r\u00e9cemment devenu totalement r\u00e9actif, ce qui signifie qu'il peut \u00e9galement \u00eatre utilis\u00e9 sur les smartphones et les tablettes, quel que soit l'endroit o\u00f9 il se trouve. Cependant, le MiniCRM existant a trop peu de fonctions pour les r\u00e8glements de conformit\u00e9 renforc\u00e9s \u00e0 partir de 2017. En collaboration avec un expert en conformit\u00e9 \u00e9prouv\u00e9 et en accord avec les besoins des clients et les r\u00e9glementations plus strictes, Alphasys a d\u00e9velopp\u00e9 un nouveau concept pour un CRM complet et int\u00e9gr\u00e9 : le NetfolioCRM.<\/p>\n<p>Des clients s\u00e9lectionn\u00e9s ont examin\u00e9 les sp\u00e9cifications et ont apport\u00e9 des suggestions d'optimisation. Alexandre Weintraub de Belvoir Capital AG, qui a travaill\u00e9 avec Netfolio pendant des ann\u00e9es en tant que directeur de l'exploitation et qui a influenc\u00e9 le d\u00e9veloppement du CRM par ses contributions, d\u00e9clare : \"La conception et la structure du CRM sont logiques et conviviales. Il est tr\u00e8s complet et couvre les sujets et les besoins les plus importants\".<\/p>\n<p><strong>Aper\u00e7u des activit\u00e9s \u00e0 tout moment et en tout lieu<\/strong><\/p>\n<p>Le nouveau CRM donnera une meilleure vue d'ensemble aux utilisateurs de Netfolio qui s'occupent de leurs clients dans diff\u00e9rents domaines tels que la gestion des actifs, le conseil fiscal, le conseil immobilier ou les assurances. Il indique \u00e0 tout moment qui a eu ou aura des contacts avec un client, dans quel secteur et quelles questions en suspens sont actuellement trait\u00e9es et par qui.<\/p>\n<p>Les coordonn\u00e9es \u00e9tendues des sp\u00e9cialistes externes des diff\u00e9rentes divisions seront \u00e9galement visibles dans le syst\u00e8me. L'archivage central des contrats et des documents, y compris les preuves de validit\u00e9, a \u00e9galement \u00e9t\u00e9 r\u00e9solu. Diverses fonctions seront mises \u00e0 la disposition des conseillers et des clients.<\/p>\n<p>La mise en \u0153uvre technique du CRM complet est actuellement d\u00e9finie par Alphasys et sera mise en \u0153uvre d'ici la fin 2016.<br \/>\n<a href=\"https:\/\/alphasys.ch\" target=\"_blank\" data-cke-saved-href=\"https:\/\/alphasys.ch\">https:\/\/alphasys.ch<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>La plupart des syst\u00e8mes de gestion de portefeuille (PMS) ne disposent d'aucun outil de gestion de la relation client (CRM) ou seulement d'un outil simple, g\u00e9n\u00e9ralement int\u00e9gr\u00e9 via des interfaces. Les donn\u00e9es sp\u00e9cifiques aux personnes doivent donc \u00eatre saisies plusieurs fois, ce qui est fastidieux et source d'erreurs. Une solution compl\u00e8te int\u00e9gr\u00e9e r\u00e9pond \u00e0 un besoin important en raison de la complexit\u00e9 croissante. \"Conna\u00eetre son client\" est une obligation Les dispositions l\u00e9gales [...]<\/p>","protected":false},"author":1,"featured_media":144,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[3334],"class_list":["post-522","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-unkategorisiert","tag-it-business-software"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Integrierte CRM-Software f\u00fcr die Verm\u00f6gensverwaltung - MQ Management und Qualit\u00e4t<\/title>\n<meta name=\"description\" content=\"Neue, versch\u00e4rfte Vorschriften im Compliance-Bereich der Verm\u00f6gensverwaltung erfordern ab 2017 ein noch strikteres Management von Kundendaten.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.m-q.ch\/fr\/logiciel-crm-integre-pour-la-gestion-de-patrimoine\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Integrierte CRM-Software f\u00fcr die Verm\u00f6gensverwaltung - MQ Management und Qualit\u00e4t\" \/>\n<meta property=\"og:description\" content=\"Neue, versch\u00e4rfte Vorschriften im Compliance-Bereich der Verm\u00f6gensverwaltung erfordern ab 2017 ein noch strikteres Management von Kundendaten.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.m-q.ch\/fr\/logiciel-crm-integre-pour-la-gestion-de-patrimoine\/\" \/>\n<meta property=\"og:site_name\" content=\"MQ Management und Qualit\u00e4t\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ManagementUndQualitaet\" \/>\n<meta property=\"article:published_time\" content=\"2016-07-27T13:46:46+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-03-01T09:05:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.m-q.ch\/wp-content\/uploads\/2016\/12\/Integrierte-CRM-Software-f\u00fcr-die-Verm\u00f6gensverwaltung-management-und-qualitaet.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"640\" \/>\n\t<meta property=\"og:image:height\" content=\"425\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"galledia\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"galledia\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.m-q.ch\/de\/integrierte-crm-software-fuer-die-vermoegensverwaltung\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.m-q.ch\/de\/integrierte-crm-software-fuer-die-vermoegensverwaltung\/\"},\"author\":{\"name\":\"galledia\",\"@id\":\"https:\/\/www.m-q.ch\/fr\/#\/schema\/person\/c0139a2c55a374db6df2cde78ec87148\"},\"headline\":\"Integrierte CRM-Software f\u00fcr die Verm\u00f6gensverwaltung\",\"datePublished\":\"2016-07-27T13:46:46+00:00\",\"dateModified\":\"2017-03-01T09:05:34+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.m-q.ch\/de\/integrierte-crm-software-fuer-die-vermoegensverwaltung\/\"},\"wordCount\":475,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.m-q.ch\/fr\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.m-q.ch\/de\/integrierte-crm-software-fuer-die-vermoegensverwaltung\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.m-q.ch\/wp-content\/uploads\/2016\/12\/Integrierte-CRM-Software-f\u00fcr-die-Verm\u00f6gensverwaltung-management-und-qualitaet.jpg\",\"keywords\":[\"IT &amp; 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