UIG CRM

Upward Investment Group’s mobile application was designed specifically to meet our clients’ daily transaction needs and increase the effectiveness of client-UIG communication by offering you unlimited access to support throughout your investment journey with UIG.

Limited only to our clients, and crafted to serve and benefit you, the UIG app will help you accomplish account transactions quickly, securely and with ease.

As a client, once you download the application, you are able to enjoy a list of integrated features, including:

● View and manage your account

● Perform all types of transfers

● View account history

● Communicate with UIG team

Benefits of using the UIG app:

1. Access Data Everywhere, at Any Time

The ultimate advantage of the UIG app obviously lies in its ability to provide immediate data, untethered from a desktop. Clients will gain access to their account information, pipeline insights, and a dashboard that highlights transactions in real-time.

The UIG mobile app will ensure that clients are getting the best service available at all times. When you use the UIG app, you can request a transaction from bed at 1:00 AM so it’s ready to be processed immediately the next-day!

2. Faster and More Efficient Communication

The UIG mobile app offers the ability to efficiently track, manage, and respond to customer service cases, improving our communication channels to bring them to the utmost efficiency. The proportion of UIG International clients grew from 0.2% in 2019 to 0.52% in 2021, and the numbers continue to grow. Our customer service department is now equipped to match this growth and effectively manage our communications with you from wherever you are globally.

3. Simplicity

Our mobile app delivers a full experience on smartphones and tablets. It enables both the client and our customer service team to manage key information at the touch of a button. The UIG app’s simple design makes it effortless to use and navigate, offering you all the functions you need on a regular basis, and opening up an efficient communication channel for any further needs.