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All-in-one solution for KYC and KYB

Streamline client and business onboarding with InvestGlass—your all-in-one solution for KYC, KYB, CRM, automation, and AI-driven compliance.

Begynd i dag
Digital on-boarding
Schweiz Suverænitet først
Lånesimulator til detailbank
sumsub
Arab Bank Schweiz
Arab Bank Schweiz
åben-geneva
åben-geneva
Aeon Investeringer
Arab Bank Schweiz
Arab Bank Schweiz

How does the KYC and KYB automation work?

InvestGlass' digitale onboarding-løsning
Trin 1

Digital onboarding

Streamline data collection and verification with paperless, automated workflows designed for both KYC and KYB.

InvestGlass den suveræne CRM
Trin 2

Collect Data

Manage all client and business relationships with a centralized, customizable CRM that ensures data consistency and actionable insights.

InvestGlass' kampagneværktøjer
Trin 3

Track and remediate

Automate routine tasks, approvals, and communication to improve operational efficiency and reduce manual errors.

Digitale formularer
#1 Schweizisk CRM

Med InvestGlass er dine data sikre i den schweiziske cloud-løsning

Benefits for Your Business

  • Simplified Onboarding: Accelerate KYC and KYB processes with intuitive, digital workflows.
  • Regulatory Confidence: Stay ahead of compliance requirements with automated processes and real-time monitoring.
  • Enhanced Customer Experience: Offer seamless onboarding and personalized services, increasing satisfaction and retention.
  • Operationel effektivitet: Save time and resources with automation and AI-driven solutions that eliminate manual bottlenecks.
  • Integrated Ecosystem: Centralize client and business data in one platform for better decision-making and streamlined operations.

Who It’s For

InvestGlass KYC & KYB is the perfect solution for:

  • Financial advisors and institutions
  • Insurance companies
  • Real estate firms
  • Fintech and banking platforms
  • Any organization managing complex compliance and onboarding workflows

Empower Your Team. Delight Your Clients. Protect Your Business.

InvestGlass KYC & KYB delivers a robust and scalable solution that not only meets regulatory demands but also elevates your business operations with automation, CRM, and AI-driven insights. Embrace the future of compliance and customer management with InvestGlass.

Tal med salgsafdelingen

Opdag flere produkter

Digital onboarding
CRM
Kundeportal
Porteføljeforvaltning