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CRM for Banking

InvestGlass is a CRM designed for retail banks, offering tools to enhance client experiences and mitigate risk. With a white-labelled investor portal, banks can retain clients and maintain control over LSFIN and MIFID investor experiences.

Simplify Your Workflow
From Start to End

The first Swiss CRM for retail banks, managing digital onboarding, life cycle, portfolio, and marketing campaigns end-to-end.

InvestGlass Workflow

Digital onboarding

InvestGlass simplifies digital onboarding for retail banks, with features like risk metrics, appointment scheduling, and financial goal setting. Collecting customer information is effortless, with all answers gathered into the bank CRM. InvestGlass streamlines the process with mobile-compatible digital forms and an electronic signature feature. The InvestGlass team provides guidance for an optimal customer experience, including a package tool for multiple forms on a single screen.


Flexible CRM

InvestGlass offers retail banks the flexibility to host their investors’ data on Swiss servers or on-premises. With InvestGlass, your team can benefit from streamlined workflows using a variety of powerful tools.

InvestGlass Automation

Automated workflows

InvestGlass CRM provides a full marketing suite for retail banks, including EMAIL and SMS tools, with reports to measure ROI. Workflow automation standardizes business processes, while CRM automation delivers superior customer experiences. InvestGlass also offers drip campaigns via email or text, contact and document management, and integrated sourcing. 

Sales pipeline and deals

For retail banks, customization and digitalization are essential in CRMs. InvestGlass offers flexible pipelines to manage leads and track customer journeys. These pipelines can be customized to reflect any sales process, from onboarding to customer retention. InvestGlass provides a template for the banking industry that can be tailored to your needs, with campaign tools to drive growth and build brand loyalty. The AI advisor offers personalized recommendations for sales and listings based on your long-term strategy. Campaigns include targeted newsletters and invitations to events that customers love.

InvestGlass Portfolio Management Software

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.

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