InvestGlass is the #1 alternative to Typeform

If you’re looking for a digital onboarding solution that’s both user-friendly and affordable, look no further than InvestGlass. With InvestGlass, you can easily create digital forms for your clients that are both modern and professional.

What can you not do in Typeform?

Wealth Dynamix is a great sales tool, but it’s way to complex to setup and does not provide a safe hosting in a neutral country like InvestGlass with a 100% Swiss Hosting. The solutions is based on Microsoft Solution which means that you are subject to the American Cloud Act 2018. There are also some key sales functions that, even with a third-party app, you just cannot perform using Wealth Dynamix (Digital onboarding, portfolio management, KYC remediation, marketing automation). With InvestGlass, they’re all built-in.
Digital onboarding InvestGlass

Digital onboarding is the process of using digital channels to onboard new customers or clients. Insurance companies have been using digital channels for some time now to manage policyholders and connect with prospects.With digital onboarding, insurers can use online forms and e-signatures to collect customer data. Digital onboarding also allows insurers to keep track of customer interactions and activity in one place. This gives them a better understanding of the customer journey and helps them identify areas where they can improve the digital onboarding experience.

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 organisations with large or dispersed workforces. By making the onboarding process digital, organisations 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.

Digital onboarding is the process of completing the account opening and KYC (Know Your Customer) processes for a new banking customer entirely online. For banks, digital onboarding reduces paper waste and processing time, while also increasing customer satisfaction. For customers, digital onboarding is fast, convenient, and paperless. In addition, digital onboarding can also help to prevent identity theft and fraud.

With InvestGlass, turn your paper into digital

No programming is required to build onboarding forms. In fact, onboarding, which is cumbersome and time consuming, becomes quick and easy with InvestGlass. The customization of forms and surveys, as well as the templates already available, convey an easy process in which efficiency is maximized for financial platforms.

InvestGlass’ experience and wide range of clients 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. However, paper traces can remain if you manually type the corresponding written addition

Predefined digital intake forms

Digital integration helps you gather information from new prospects and existing customers. 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.

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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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