The Swiss CRM built for Retail Banking

InvestGlass is the CRM built for banks that provides the tools to create a scaling experience for retail banks. With InvestGlass, banks can retain clients through a white-labeled investor portal and reduce risk by controlling investor experiences with respect to LSFIN and MIFID.

Automate Customer Satisfaction, Automate financial institution compliance

InvestGlass banking CRM software is built for modern banks. The Swiss CRM covers the full life cycle management, from onboarding to portfolio management, and assess performance metrics according to their goals.

Build your own onboarding for lead capture to account opening

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It’s the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature, schedule appointments, and set financial goals. All answers are collected into the bank CRM. InvestGlass allows you to create digital forms that can be completed by your new customers and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically.

InvestGlass team will guide you to build the best onboarding to simplify customer interactions during this first step. When you additional band products, InvestGlass forms offer a package tool that collects multiple forms into one appealing screen for retail customers. The digital form is compatible with mobile devices.

CRM for retail banking – the life cycle management tool

When focusing on CRMs for retail banking, the customization and digitalization need to become clear. Business apps and website applications are tools to enhance sales potential in sales teams. The pipeline uses the concept of “stage” to display the customer journey and the different interests or information needs, manage leads, such as the product providers, the place, the status, the access, and so forth.

The pipelines are flexible to reflect any sales process: support tickets, onboarding client journey, personalized services, customer retention, bank statements, and automated workflows. InvestGlass delivers a template for the banking industry which you can tailor to your needs. The sales pipeline and campaign tools are the best friend of lead management specialists and key to keeping pressure on potential customers.

InvestGlass customer relationship management (CRM) offers an artificial intelligence advisor which bases its recommendations for sales and listings on your long-term strategy. The pipeline and campaign are used also to drive growth for banks and create brand loyalty with targeted newsletters, and invitations to public events – customers love.

Marketing automation is connected to your banking CRM software

Retail banks’ success is based on lead conversion and commissions. Within the industry, the key characteristics of CRMs to succeed are the ease of use, the visibility into bankers’ activity, customer retentions, customer engagement, targeting of multiple customer profiles, the quality of automation and follow-ups, collect customer experience feedback, and the ability to monitor performance. Directly connected to the CRM, InvestGlass offers a full marketing suite with EMAIL and SMS tools connected to the entire suite (FORM, Portfolio Management tool, Invoices, Automations).

The marketing tool will help you send personalized emails with various tools provided by InvestGlass and its partners. The marketing tool creates reports for your marketing and sales team to measure the return on investment ROI. The workflow automation can help standardize business processes. Create reports that analyze customers’ behavior, marketing campaign performance, and more. CRM automation enables banks to deliver superior retail banking customers’ experiences.

InvestGlass solution provides marketing campaigns, such as drip campaigns, which can be dispatched via email marketing notifications or text messages by the sales team. Contact management and document management remain at the center of an agent’s day-to-day work. InvestGlass is the best CRM with an integrated sourcing offer and of course, it’s a Swiss cloud-based solution. The solution is built first for the financial services industry.

Link the customer relationship management data to the portfolio management tool

InvestGlass offers a portfolio management system (PMS) built for retail banks and neobanks. InvestGlass PMS is a cloud-based solution that enables financial institutions to manage customer portfolios, track investments, analyze data, and provide advice in real-time. The tool is suited for discretionary portfolio management and advisory. InvestGlass PMS is available in over 5 languages and supports multiple currencies including cryptos and collectible assets. The CRM and PMS are working together to provide informed decisions to bankers and their customers. The CRM information is helping to generate suitable and appropriate recommendations. Your bankers will offer their banking customers a faster service as the artificial intelligence of the tool offers a personalized customer experience in seconds.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo


  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

Start Automating Your Life Using InvestGlass

With Swiss digital tools to make every part of your process more human.

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