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.

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.