CRM for Financial Services
InvestGlass is a powerful platform that helps you maximize your sales efficiency. It allows you to manage investment opportunities with ease, stay compliant with regulations, and protect customer data privacy.
Simplify Your Workflow
From Start to End
The first Swiss CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.
Flexible CRM
Host your investor’s data in Swiss servers or on your premise. InvestGlass provides you and your team with the tools to create a streamlined workflow.
Automated workflows
CRM software allows for automated workflows, email notifications and updates, and data sharing between advisors, clients, and other business systems.
Digital onboarding
Streamline customer onboarding process with digital forms and automated document management. Automate compliance checks and reduce manual data entry.
Sales pipeline and deals
A pipeline is used to monitor your sales cycle and product cycle. It enforces contact report recording and helps you forecast future sales.
Beyond the Swiss CRM – leverage a full PMS
Traditional CRM solutions don’t provide the features necessary to help financial professionals manage portfolios, retain customer data, or assess their performance against peers. InvestGlass offers a full PMS ready to be connected to your banks and brokers sources.
- Turnkey hosting in Switzerland or in your local server
- Built-in template for financial institutions
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Capture more leads
- Help you close deals faster
- Respect regulatory frameworks
- Automate sales tasks
- Support your customer communication
- Create customized sales reports
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