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The Best Way to Automate Sales

The #1 All-in-one Solution
Hosted in Switzerland

InvestGlass CRM platform has all the digital tools and integrations you need for marketing, sales, content management, and banking service. InvestGlass offers ready-made templates too.

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Digital onboarding

Identity & Document Verification for AML KYC Compliance, onboarding, fraud prevention.

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CRM

Collect prospect and client data in a Swiss server or hosted on your institution premise.

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Reporting and Analytics

Analyze Your InvestGlass Data. Analyze your CRM data with built-in pivot.

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Investment tools

Leverage powerful tools for private and retail banking.

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Automation and Approval Process

Automate every step of your day-to-day work.

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Suitability

Enforce distribution with products and services constraints.

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Client portal

Make it possible for clients and client partners to work together effectively.

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Email Marketing

Creating email marketing campaigns is as simple as drag and drop.

Stay focused on the deals that matter most

Artificial intelligence, with reinforcement learning, automates sales solicitation and distributes at the right time, the right content. Blending contact information and securities/product elements to produce hyper-individualized proposals makes InvestGlass solution unique.

Build your own digital experience

With 80 reusable templates to save time in building banking and insurance approval processes.

Create your own digital onboarding for your company employees, prospects and clients. All data is stored in a Swiss server in Geneva.

Win more deals with
industry-leading sales tools