InvestGlass is #1 Alternative to Google Forms

InvestGlass offers a wide range of features that make it the perfect alternative to Google Forms, including custom branding and digital onboarding solutions. With InvestGlass, you can easily create digital forms for your clients that are both modern and professional.

What can you not do in Google Forms?

Google Forms is a great way to collect data, but it can be frustrating if you’re trying to collect sensitive information like bank account numbers or social security numbers. That’s where InvestGlass comes in. InvestGlass is the perfect alternative to Google Forms for digital onboarding. Google Forms offers very basic tools as it is free whereas InvestGlass has a transparent pricing model that is designed to fit your needs. Google Forms is based in the USA which means that you are subject to the American Cloud Act 2018. On the contrary, Investglass has 100% Swiss Hosting.
Digital onboarding InvestGlass

By providing a digital platform for forms, businesses can reduce the time and effort needed to complete and submit them. Additionally, digital onboarding can help to improve accuracy and compliance by ensuring that all required information is entered correctly. Finally, digital onboarding can provide a more user-friendly experience for customers, making it more likely that they will complete and submit the form. Overall, digital onboarding can provide significant benefits for businesses and their customers.

Digital onboarding for surveys is a great way to get feedback from customers without disturbing them. It’s a digital process that can be initiated through an email or text message. digital onboarding for surveys doesn’t require any face-to-face interaction: the process is very quick and easy, so customers are more likely to participate. With digital onboarding, businesses can collect valuable feedback without disrupting the customer’s day.

Digital onboarding is a process whereby new employees are given an overview of their roles and responsibilities via digital channels such as email, intranet, or an employee portal. It is designed to reduce the time and costs associated with traditional face-to-face inductions and can be especially useful for organizations with large or dispersed workforces. By making the onboarding process digital, organizations can ensure that new employees have all the information they need to hit the ground running from day one.
With InvestGlass, transform your digital onboarding operations and dramatically improve customer satisfaction

With InvestGlass, turn your paper into digital

Digital Onboarding has become crucial for customer services in recent years: build forms, online surveys, and more with InvestGlass. 

No programming is required to build onboarding forms. Onboarding, which is cumbersome and time-consuming, becomes quick and easy with InvestGlass. The customization of forms, surveys, and questionnaire design as well as the templates already available, convey an easy process in which efficiency is maximized for financial platforms. There are also survey solutions that offer you multiple survey templates. 

InvestGlass’ experience and wide range of customers have had a positive impact on the awareness of the need for a customizable offering. This functionality is a latent component in the onboarding process that allows you to customize your needs as you see fit. 

Onboarding can be done digitally only, manually only (handwritten), or a combination of both. Incorporated into the CRM, a few different, well-known digital signatures are available. 

 

Predefined digital intake forms

Digital integration helps you collect data from new prospects and existing customers. InvestGlass is made for everyone, from small businesses to big companies. Customize forms, ask tailored questions and use conditional logic to mimic any legal logic. You can also ask prospects to upload documents such as IDs, driver’s licenses, proof of residency, and company documents. The user experience is easy and you can even get a free trial. 

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Simple, flexible pricing.
Unlimited Portfolio
and Investors.

Starter

CHF49

Per user / per month

  • Digital Onboarding
  • Account, Contact, Lead, and Opportunity Management
  • Email integration
  • Community Support
Starter

€49

Per user / per month

  • Digital Onboarding
  • Account, Contact, Lead, and Opportunity Management
  • Email integration
  • Community Support
Enterprise

CHF149

Per user / per month

  • Include Starter features
  • Automation and approval process
  • Audit record
  • Priority Support – email
Enterprise

€149

Per user / per month

  • Include Starter features
  • Automation and approval process
  • Audit record
  • Priority Support – email
Digital

CHF299

Per user / per month

  • Include Enterprise features
  • SFTP and API connection on Swiss Servers
  • Employee / Client Portal
  • Priority Support – live chat
Digital

€299

Per user / per month

  • Include Enterprise features
  • SFTP and API connection on Swiss Servers
  • Employee / Client Portal
  • Priority Support – live chat
Starter

£39

Per user / per month

  • Digital Onboarding
  • Account, Contact, Lead, and Opportunity Management
  • Email integration
  • Community Support
Enterprise

£129

Per user / per month

  • Include Starter features
  • Automation and approval process
  • Audit record
  • Priority Support – email
Digital

£249

Per user / per month

  • Include Enterprise features
  • SFTP and API connection on Swiss Servers
  • Employee / Client Portal
  • Priority Support – live chat

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