Skip to main content
Login
Start today
Products
Digital onboarding
PMS
Marketing automation
CRM
Automation & AI
Client Portal
Industries
Watch InvestGlass Demo
Company
Customer Stories
Pricing
Login
Products
Products
Digital Onboarding
Build sign up forms, digitalise any legal document
CRM - Swiss Sovereign
Sell goods or services with the power of AI and process automation
Portfolio Management System
Manage banks or brokers accounts with DMP, advisory tools and more
Marketing Cloud
Attract, retain, & convert visitors into users through various promotional techniques
Customers & Employee Portal
Deliver personalised interactions for customers on their channels of choice with the Swiss Suite
Artificial Intelligence
Automate tasks, provide personalised recommendations, and enhance user experience
Tools
Sales
Add a task
Collect Information With Form
Online Scheduling
Portfolio
Build AI Bank
Quarterly Reports
Risk Metrics
Automation
Build with AI
Create an approval process
Set up agents
Marketing
Add an appointement
Add routing
Email and SMS campaign
Industries
Industries
Get industry-specific innovations that boost your business and speed up time to value and scale your productivity.
Talk to an expert
Automotive
Communications
Energy and Utilities
Financial Services
Fundraising
Healthcare and Life Sciences
Media
Nonprofilt
Public Sector
Retail
Real Estate
All Industries
Customers
Company
Careers
Customer Stories
New Release Features
Webinar
About InvestGlass
InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business.
Learn More
Corporate News
Former Swiss banker is now getting 100-plus banking businesses to go digital worldwide: Here's why, how
Learn More
Pricing
Login
Get Started
The future is already here with InvestGlass
Subscribe to our newsletter and stay up-to-date with the latest that is happening.
Subscribe
All
AI
Automation Services
Bank as a service
CRM
CRM for banking
Compliance
Digital onboarding
Sales Closing Techniques
employee portal
hosting
insurance
investor portal
motivation
rpa
sales
sales automation
12 October 2025
Top CRM Hosted in Singapore: Find the Right Solution for Your Business
Read More
12 October 2025
Top CRM Hosted in Saudi Arabia to Enhance Your Business Relationships
Read More
12 October 2025
The Best CRM Hosted in the UK for Effective Customer Management — InvestGlass Hosting
Read More
12 October 2025
The Best CRM Hosted in France: Top Solutions for Your Business Needs
Read More
12 October 2025
Top CRM Hosted in Germany: Optimise Your Business Efforts Today
Read More
12 October 2025
Top CRM Hosted in Dubai: Enhance Your Customer Engagement Today
Read More
12 October 2025
Mitigating Compliance Risk in Banking: Best Practices for Success
Read More
10 October 2025
Mastering Sales: What is Upselling and How to Do It Right
Read More
9 October 2025
125+ Best Monday Motivation Funny Quotes to Brighten Your Week
Read More
9 October 2025
Top 7 Essential AI Sales Skills for Modern Sales Teams
Read More
8 October 2025
Why AI Fail: Top Reasons and Strategies for Success in Implementation
Read More
7 October 2025
What Is an RSS Feed and How Does It Work?
Read More
5 October 2025
Top AI Automation Services for Boosting Your Business
Read More
3 October 2025
Mastering Upselling with AI: Boost Your Sales in 2025
Read More
2 October 2025
Focusing on Customers: Top Strategies to Enhance Your Business Success
Read More
1 October 2025
The Best Upselling Techniques to Increase Revenue and Customer Satisfaction
Read More
1 October 2025
Streamlining Claims and Underwriting: The Impact of RPA in Insurance Operations
Read More
1 October 2025
Top Future Trends in CRM for Banking Driving Innovation and Efficiency
Read More
30 September 2025
Top 10 Cloud Based CRM Software Solutions to Transform Your Business
Read More
30 September 2025
Automate Onboarding with AI
Read More