Automate Simply,
Engage Smartly

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

Digital onboarding InvestGlass

All latest features
to help you grow.

One Cloud Platform. Endless possibilities.

Digital Forms

Create forms, surveys, and quizzes that people enjoy answering.

Automated CRM

Swiss CRM helps companies to increase sales, improve customer service and streamline business operations.

Financial services

Built for retail banks, private banks, and crypto brokers. The PMS tool is calibrated for MIFID and LSFIN FINSA.

Find the expertise
you need

Our partners will help you with customizing your account, digital onboarding, building integrations, and onsite training. 
The Client Lifecycle Management Experts
Building ambitious banks and neobanks
The Swiss Crypto Consultants, Risk Managers

Ready to get started?

Your Deserve the Next Generation of Automation
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