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The first Swiss CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.

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What’s new at InvestGlass?

LSFIN FIDLEG risk metrics

Suitability, appropriateness and risk metrics, all you need in your Swiss PMS to be ready.

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Fundraising CRM CRM

Latest tools to reach your investors and raise funds with fewer efforts.

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Marketing automation

Send the right message to the right contact with hyper-personalized email or SMS.

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One Cloud Platform. Endless possibilities.

We build tools for automation.

Digital onboarding

The onboarding process for new customers or employees can be a time-consuming and paperwork-heavy affair. But what if there were a way to streamline the process and make it entirely digital? Create forms, surveys, and quizzes that people enjoy answering.

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The Swiss CRM

The Swiss CRM is fully customisable and hosted on Swiss cloud. The CRM is compatible with +1000 software such as phone, SMS, invoice, AML KYC… Swiss CRM helps companies to increase sales, improve customer service and streamline business operations.

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Marketing automation

Email marketing can be a powerful tool to sell products but also for KYC remediation. By sending out emails to customers, banks and insurance companies can quickly gather the necessary information and then assess their risk profile. 

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Portfolio Management

Built for retail banks, private banks, and crypto brokers. The PMS tool is calibrated for MIFID and LSFIN FINSA. The tools are used for financial aggregation, portfolio risk monitoring, and ESG reporting.

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Supporting your business automation every step of the way

Our support builders are one click away to help you get the most out of InvestGlass. Your team can focus on working without limits. 1 hour average response time.

24/7 support anytime, anywhere

In-house consulting in Switzerland

2 hour average response time

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Learn new skills for any industry

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What does HNWIS means?

What does HNWIS means? High Net Worth Individual (HNWI) is a designation used by the financial services industry to refer to individuals with high incomes and/or significant assets. HNWIs typically have investable assets of $1 million or more, and may also have annual...

What is KYC for cryptocurrencies?

In order to understand why KYC matters for crypto, it’s important to first understand what KYC is. KYC is short for “know your customer,” and it refers to the process of verifying the identity of a person or company who wants to do business with another party. This...

5 Simple Tips To Becoming a LinkedIn Pro

5 Simple Tips To Becoming a LinkedIn Pro Most people only use LinkedIn to search for jobs, and that’s a shame because LinkedIn can be so much more. With a little effort, you can turn your LinkedIn account into a powerful marketing tool that will help you find new...

15 Less Annoying Alternatives to “Please Find Attached”

Do you hate the phrase "please find attached"? So do we! That's why we've put together a list of 15 less annoying alternatives that you can use in your sales emails. By using these phrases, you'll make your sales emails more engaging and interesting to read. And who...

How to start a brokerage firm?

When it comes to the world of finance, there are a few career paths that one can take. One of those is becoming a stockbroker. A stockbroker is responsible for buying and selling stocks on behalf of their clients. In this blog, we will explain the steps and tools you...

Which CRM software is best for crypto advisory?

Looking to offer Crypto services? Look no further! InvestGlass offers a CRM for financial professionals that make it easy to manage your Crypto clients. With InvestGlass, you'll be able to: -Get an overview of all your Crypto clients in one place -See the latest...

How to Use RSS Feeds to Boost Your Productivity

5 popular ways to use RSS RSS was originally created to syndicate content from websites. It allows website users to subscribe to a website's content, and receive updates whenever new content is published. RSS (Rich Site Summary) can be easily added into the...

Gender Neutral Pronouns: What They Are & How to Use Them

Why the resistance to gender pronouns? What are gender neutral pronouns? Gender neutral pronouns are pronouns that don't specifically refer to any one gender. They can be used to refer to people of any gender, whether that be male, female, non-binary, or any other...

What are cold leads and how you can use a CRM to turn them into business?

How to convert a cold lead? When it comes to sales, a cold lead is defined as someone who has had no prior interaction with your company. They may have seen an advertisement or post on social media, but they don't know anything about your products or services. Cold...

How to Create a Lead Capture form in 8 Minutes Only?

Forms are an important part of any website. They are used to get information from visitors, and to create leads. If you want to create a lead capture form, it can be done in just eight minutes. In this blog post, we will show you how to do it. We will also provide a...

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