Automate your sales

Easily build, run, and scale your workflows and digital platform with InvestGlass CRM. Incorporated and Hosted in Switzerland.

Forward-Thinking Companies Think Alike

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Focus on your customer, grow your business

Stay ahead of your customers with a single, agile Swiss Cloud platform.

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Digital onboarding

Digital onboarding is an online process to bring in new customers.

CRM

Client relations managers are professionals who work to build, maintain and strengthen a company’s relationship with a client.

PMS

The Portfolio Management System is fully integrated with the core banking platform and easily interfaces with satellite solutions.
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Marketing Tools

Connect sales to customers in just one click with hyper personalised sales campaigns designed by marketing. Understand how prospects are engaging, and use real-time alerts.

Automation tools

Automation is a set of tools designed to streamline and simplify some of the most time-consuming responsibilities of the modern marketing and sales roles.

Client Portal

InvestGlass Customer Experience Platform helps organizations create rich, interactive web portals and mobile applications.

Trusted by the
World’s Leading Companies

Direct Access to Dev Team

InvestGlass dev team will actively work to automate your process.

Open API

An open API is a publicly available application programming interface that provides developers with programmatic access to InvestGlass.

24/7 customer support

Our team is here to provide you with personalized and outstanding service in French, English, Spanish and German. We also offer a range of self-learning tools.

Visit our support center>

Deep Knowledge base

Weekly webinars

Financial Community

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all content to help you grow.

How to Scale up your sales team in 2022?

How to Scale up your Sales Team in 2022? 🚀 Live Walkthrough - January 18th, 10 AM, 30 minutes Register 👉 Register here In this 30-minute introduction to High-Quality Digital Sales, InvestGlass team CEO, Alexandre Gaillard, will show you tips to: Onboard with digital...
CRM Software for Non-Profits

How InvestGlass CRM can be utilised for non-profits

While they may not have clients and customers in the same sense as a conventional for-profit business, non-profit organisations of all niches can still see massive benefits from the features provided by customer relationship management (CRM) software. In today’s...
CRM Software for Architects

How architects can benefit from CRM software

Business owners, corporations and architects will know that customer relationships are key to the success of your professional activities. While having productive staff on your team is important, architects can also benefit from the range of digital solutions offered...
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Want to Close More Deals? This is the #1 Question You Need to Ask

Want to Close More Deals? This is the #1 Question You Need to Ask Happy Friday! Fintech is eating the World!Why test virtual close is possible and what is the most important question: What will it take for you to become a customer?Why? Because if you...
man using MacBook

How a KYC risk rating can help your company?

How a KYC risk rating can help your company? If you're working in the financial business you obviously know what KYC means KYC means Know Your Customer. This is an important process that allows financial institutions and any business to verify the reputation of their...
woman in black long sleeve shirt holding white smartphone

What problem does digitalization solve? Myth, Cost, Adoption

What problem does digitalization solve? We are looking forward to seeing you at this unique presentation organize with Investglass CEO Alexander. During this presentation, we will highlight our latest findings in digitization trends what are the cost of digitalization...
Islamic Banking

How to build an Islamic neo bank?

With about 2 billion Muslims globally in the world, this represents a quarter of the world's population. Adapting wealth management and asset management tools for this client segment is currently a very hot topic. Interestingly, we can join this topic with sustainable...
man holding box

How To Successfully Implement A CRM?

The Beginner's Guide to CRM: Customer Relationship Management https://www.youtube.com/watch?v=ysOg-MDv3kI Whether you replacing your existing CRM or adopting a new one it is important to set up your fields correctly. This InvestGlass Walkthrough video will show you...
doctor holding red stethoscope

How to Build a Healthcare CRM in Simple Steps: a Guide

If you are looking for a healthcare CRM that is easy to use and can make your business more efficient, then this article is for you. This particular guide has been written with the beginner in mind and we hope that it will help those who are new or struggling when it...
person holding black Android smartphone close-up photography

5 Trends for Neobanks: What you Need to Know

Are you thinking about opening a neobank? If so, then it is important to know the latest trends in this sector. In this post, we will discuss five trends that are shaping the world of neobanks and how they affect your business. Neobanks, sometimes referred to as...