Cut Costs, Not Quality: Building Your Onboarding and CRM with AI
InvestGlass transforms client onboarding into a seamless, automated, and intelligent experience. With AI-powered digital onboarding, you can simplify complex workflows, reduce manual errors, and deliver a frictionless journey for your clients—all in one secure platform.
How is AI used to build your very own CRM?
InvestGlass AI Analyses and Transforms Your Processes
1. Document & Form Understanding
InvestGlass AI scans existing documents, contracts, and onboarding forms using natural language processing (NLP) and optical character recognition (OCR). It extracts key fields, identifies regulatory requirements, and detects redundancies—turning unstructured text into structured data.
2. Workflow & Automation Analysis
The AI reviews your current automation rules and business processes. It maps dependencies, highlights inefficiencies, and suggests optimisations. This ensures that when processes are digitalised, they are not only compliant but also streamlined and efficient.
3. JSON Payload Generation
Once data and workflows are understood, InvestGlass AI automatically generates a JSON payload. This structured output can be seamlessly integrated into CRM systems, APIs, or digital onboarding journeys—eliminating manual coding and reducing setup time.
Building the Data model with AI
1. Collect & Structure Information
AI automatically gathers client data from multiple sources—forms, emails, transactions, and external feeds. It cleans, validates, and organises the information into a consistent format, removing duplicates and errors.
2. Train & Optimise the Model
Using machine learning, AI identifies patterns and relationships within the data. It builds a flexible CRM data model that adapts to your organisation’s workflows, ensuring the right fields, links, and hierarchies are created without manual configuration.
3. Continuously Improve with Insights
The AI model evolves over time, learning from new interactions and data inputs. It suggests improvements, detects anomalies, and highlights trends—making the CRM smarter, faster, and more aligned with business needs.
Build you own Agent and Protect PII
1. Designing the Agent AI
We start by training AI agents on secure, structured data from your CRM and workflows. The model learns to understand customer interactions, automate tasks, and provide intelligent recommendations—all while following predefined compliance rules.
2. Protecting Personally Identifiable Information (PII)
PII is never exposed to external systems without safeguards. Data is encrypted in transit and at rest within our Swiss cloud infrastructure, ensuring full data sovereignty. AI agents only access the minimum information required to perform a task, applying strict role-based access controls.
3. Continuous Monitoring & Compliance
InvestGlass AI includes built-in audits, anonymisation features, and compliance checks aligned with your regulation, and other international standards. This means sensitive data stays protected, and every AI-driven action is transparent, traceable, and accountable.
Learn More
With InvestGlass Your Data is Safe in Swiss Cloud solution
In today’s global economy, cross-border data flows and fragmented privacy regulations make data sovereignty an increasing challenge. Organisations need not only compliance but also intelligence to stay ahead. InvestGlass AI strengthens data sovereignty by combining Switzerland’s world-renowned data protection laws with cutting-edge AI-driven monitoring and governance.
As an independent Swiss company, InvestGlass ensures your data remains localised, compliant, and secure within Swiss infrastructure. Our AI solution continuously analyses data flows, detects anomalies, and automates compliance checks against international regulations such as GDPR and FINMA standards.
Beyond secure storage, InvestGlass AI empowers organisations with:
-
Automated Data Audits – AI-powered reporting and monitoring for complete transparency.
-
Smart Data Mapping – Real-time visualisation of where data resides and how it is used.
-
Intelligent Governance – Adaptive policies that evolve with new regulations and business needs.
By combining Swiss reliability with AI-powered safeguards, InvestGlass helps businesses maintain full control of their information—where it is stored, how it is processed, and who can access it. Whether you require strict residency options, compliance automation, or advanced governance, InvestGlass AI makes navigating complex data sovereignty requirements simple, secure, and future-ready.