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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
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Deliver personalised interactions for customers on their channels of choice with the Swiss Suite
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Automate tasks, provide personalised recommendations, and enhance user experience
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In Swiss Digital Sovereignty we Trust
Digital sovereignty is the ability of a state, organization, or individual to control their own digital infrastructure, data, and technologies without being overly dependent on foreign providers or subject to external influence. It is about ensuring independence, security, and trust in the digital world.
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InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business.
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Former Swiss banker is now getting 100-plus banking businesses to go digital worldwide: Here's why, how
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Compare solutions and pricing
InvestGlass is #1 Swiss based CRM
Where InvestGlass excels
Fro teams medium to large size
When you want an all-in-one system
CRM, onboarding, CMS, PMS,
client portal
At qualifying large lists of financial intermediaries
Financial professional templates
Fast onboarding but possible to go complex with records permissions and customizations
Dedicated success team for all customers
Straightforward and clear pricing with no hidden fees or hidden upselling costs
Hosted in Swiss Cloud
Possibility on your premise servers
Where InvestGlass is weaker
Not designed for outside
sales
teams
Not designed for inventory management or storage
Prebuilt SMS or Email
InvestGlass “build” mindset
Minimum to 0 Request for Proposal
Reuse 20 templates then adapt them to your business specificities
Ease of implementation with our success coach
Time to market and build payment with phases
Deploy and test with minimum staff engaged
Strong private banking references EMEA, LA, Asia
Quarterly penetration tests
InvestGlass
Switzerland
All-inclusive pricing is publicly available
Best value
Dedicated success team
Calling via third-party app
Full automation
Admin or dev neeed No
Pipedrive
Estonie
Low initial cost and many add-ons when scaling
Affordable
Custom success not available
Calling via third party app
Little automation
Admin or dev needed No
HubSpot
United States
Sales call required, complex pricing, hidden costs
Very expensive
Pay extra dedicated success
Selective countries buit-in
Full automation
Admin or dev neeed Yes
Salesforce
United States
Sales call required, complex pricing, hidden costs
Very expensive
Pay extra for custom success
Selective countries buit-in
Full automation
Admin or dev neeed Yes