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CRM for Corporate Banking

InvestGlass is a robust platform designed to enhance your corporate banking sales efficiency. With InvestGlass, you can effortlessly handle investment and sales opportunities, ensure compliance with regulations, and safeguard customer data privacy. The platform empowers you to streamline your workflow, enabling you to focus on building profitable relationships with your clients.

Simplify Your Workflow
From Start to End

Introducing the first Swiss CRM for corporate banking, which manages digital onboarding, life cycle management, portfolio management, and marketing campaigns end-to-end.

InvestGlass Workflow

Flexible CRM

InvestGlass CRM automates repetitive tasks, filters customer interactions, and collects data through digital forms. Our CRM optimizes customer service and reduces the workload for bank employees. It can be hosted on secure Swiss servers or on-premise for full data management control.

InvestGlass Automation

Automated workflows

InvestGlass CRM automates administrative tasks and enhances customer experience through personalization and powerful email marketing tools, boosting profitability for financial institutions. With a proven track record in retail banking, trade finance, and insurance, InvestGlass CRM optimizes customer satisfaction, retention, and contractual obligations through AI-powered data processing. 

Digital onboarding

InvestGlass’s digital onboarding feature simplifies the client information collection process for corporate banks. Designed for the mortgage industry with a risk metric feature, it allows clients to complete digital forms and electronically sign documents online. This saves time and eliminates the need for printing and mailing forms. 

InvestGlass pipeline

Sales pipeline and deals

InvestGlass’s pipeline functionality allows corporate banks to track each sale or deal from start to finish, gaining valuable insights into the success of each stage and identifying areas for improvement. By staying organized and informed, you can confidently forecast and plan for growth, backed up by data-driven decisions.

InvestGlass Portfolio Management Software

Beyond the Swiss CRM – leverage a full PMS

InvestGlass offers a cloud-based portfolio management system (PMS) for corporate banks to manage customer portfolios, track investments, and analyze data in real time. The PMS is natively integrated with the CRM, enabling personalized customer experiences and informed decisions. It supports a variety of benchmarks and asset classes, including crypto investments, and offers powerful AI automation for actionable insights and sales force automation.

Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server
  2. Built-in template for financial institutions
  3. Capture more leads

  4. Help you close deals faster
  5. Respect regulatory frameworks
  6. Automate sales tasks
  7. Support your customer communication
  8. Create customized sales reports