CRM for FinSA
InvestGlass is a platform for financial professionals that streamlines sales, enhances compliance with FinSA and data privacy regulations, and simplifies investment management. It’s ideal for wealth managers, financial advisors, and institutional clients looking to boost their sales efficiency and stay ahead of the regulatory curve.
Simplify Your Workflow
From Start to End
InvestGlass is the first Swiss CRM built to automate FINSA compliance. It simplifies onboarding, portfolio management, and marketing campaigns for financial professionals, providing a one-stop solution for wealth managers, advisors, and institutional clients looking to streamline their FINSA obligations.
Digital onboarding
InvestGlass’s digital onboarding feature simplifies the collection of customer information and includes a risk metric feature tailored to the mortgage industry. With InvestGlass, financial professionals can create digital forms and collect signatures electronically, streamlining the onboarding process and ensuring compliance with FINSA regulations. Save time and enhance the customer experience with InvestGlass.
Flexible CRM
InvestGlass is the perfect solution for financial professionals looking to streamline their technology stack and comply with FinSA regulations. Our Cloud CRM seamlessly integrates with legacy systems and offers powerful features, such as financial instrument feeds, that generate hyper-individualized solicitations.
Automated workflows
InvestGlass automates FINSA reporting workflows by tracking all the necessary metrics, including contact, account, portfolio, position, securities, transactions, mandate type, strategy, stress test, universe list, and investment concentration data. With InvestGlass, professional advisors and bankers have access to the right information at the right time, ensuring compliance with FINSA regulations and delivering personalized investment advice.
Sales pipeline and deals
InvestGlass’s CRM solution streamlines the sales pipeline and deal management process for financial professionals. Our hyper-personalized portal enables real-time tracking of investment pipeline progress, branded with your company’s logo and colours. With a messaging system, investment solicitation requests, and live suitability and appropriateness tracking, InvestGlass ensures a seamless sales process while staying compliant with FINSA regulations.
Beyond the Swiss CRM – leverage a full PMS
InvestGlass provides a full PMS that integrates with your bank or broker’s sources, allowing financial professionals to manage portfolios and retain customer data in compliance with FINSA regulations.
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Turnkey hosting in Switzerland or in your local server
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Built-in template for financial institutions
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Capture more leads
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Help you close deals faster
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Respect regulatory frameworks
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Automate sales tasks
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Support your customer communication
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Create customized sales reports
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