InvestGlass is the #1 alternative to Zoho Forms

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 InvestCloud?

Zoho Forms is a great tool to create forms, surveys and a CRM but it is very pricey and does not provide a safe hosting in a neutral country like InvestGlass with a 100% Swiss Hosting. InvestGlass offers fully customizable forms, surveys, digitial onboarding processes but also a powerful CRM. Even if Zoho Forms has a CRM integration, it is nothing compared to InvestGlass as we gather CRM, PMS, Digital Onboarding, KYC Remediation into on package.
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 is the process of using digital channels to welcome and engage new customers. For financial services businesses, digital onboarding can be used to streamline the account opening process and build relationships with customers. By making the onboarding process digital, financial institutions can offer a more convenient and efficient experience for customers. By investing in digital onboarding, financial institutions can offer a better experience for customers and build lasting relationships. InvestGlass can help financial institutions save time and money while providing a better experience for their customers. 

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. InvestGlass is a leading digital onboarding solution that can help your bank to improve its onboarding process.

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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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