Grow and Automate Your Sales
Made for NeoBank, Private Bank, Insurance, Healthcare and more.
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.
Identity & Document Verification for AML KYC Compliance, onboarding, fraud prevention.
Collect prospect and client data in a Swiss server or hosted on your institution premise.
Reporting and Analytics
Analyze Your InvestGlass Data. Analyze your CRM data with built-in pivot.