CRM for FinSA

FinSA is a Swiss law that contains rules for offering financial services and financial instruments, improving client protection and we get you covered.

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.
CRM Software for Non-Profits

Will all financial service providers adapt to FinSA?

Yes, private banks and external asset managers will benefit from InvestGlass automation to deliver the right financial information at the right time to the right investor. The way you collect documents, distribute financial solicitations, and monitor risk will be different. It’s not only key information, it’s the whole customer data that will need to be automated to be in line with the financial market supervisory authority requirements.

Are you ready for the Swiss Financial Services Act FinSA?

If you are already using a CRM and PMS, the InvestGlass Cloud CRM solution can easily be connected to your legacy solution. If you don’t have anything yet or wish to change, InvestGlass has the know-how to build the modern solution you require to equip yourself. InvestGlass is hosted in Switzerland and serves private and retails banks with powerful tools for clients advisors, bankers, and trust. Indeed, the powerful CRM is coupled to financial instruments which filters that suitability data, then generate hyper-individualized sollicitations. The solution offers digital onboarding tools to facilitate information document collection and filtering. InvestGlass is the tool you need to offer private clients and retails clients scalability and improve loyalty.

Pre-built onboarding

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. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

Pipelines for mortgage brokers

InvestGlass’s pipeline management makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions. The pipelines are flexible to reflect any sales process: support tickets, onboarding client journey, bank statements, and automated workflows. The sales pipeline will present the expected deal flow and revenues. The tool is suited for small businesses as well as for larger organizations. The managing director will appreciate the reporting view to analyze data in a few 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

    Qwil

  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

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Or call +41 22 518 25 94 (Switzerland)
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