In a strategic move to transform the customer experience and automate internal operations, Crédit Agricole Next Bank launched its new lead management platform and CRM in March 2024. This launch marks a significant step in the digitalisation of retail banking.

Maxime Charton, Deputy Director of Development, is at the forefront of this initiative and expresses his satisfaction with the successful implementation of this new automation tool.

Maxime Charton

“The deployment of InvestGlass within Crédit Agricole Next Bank represents more than just a technical improvement; it’s a cultural transformation that allows the bank to continue innovating and improving its digital journeys for the benefit of its clients,”

says Maxime Charton.

The Right Message at the Right Time with Personalized Journeys with AI

Choosing InvestGlass as a lead management solution addresses a significant challenge faced by Crédit Agricole Next Bank: effectively meeting the needs of a growing clientele while managing significant linguistic diversity among employees and clients who speak more than four languages. The flexibility and automation capabilities of InvestGlass have been crucial in providing a tailored response to this substantial influx of new clients while ensuring a personalised and efficient service.

The Digitalisation of Lead Management: The InvestGlass Platform as the Backbone

The appointment scheduling, prospect flow automation, and mailing tools integrated into InvestGlass have played a crucial role in achieving this objective, enabling the bank to manage its communications more agilely and personally, regardless of the channel used.

Stephane Graeffly

“InvestGlass allows us to optimise our operational efficiency while significantly improving our client’s experience,”

adds Stephane Graeffly, Director of the Online Agency.

Featured image: InvestGlass and Credit Agricole Next Bank team