Digital Forms
Builder






Get more responses.

Online quiz maker
Feedback form
Application form
KYC remediations
Human Resources (HR) Surveys
Financial institutions
Simplify Your Workflow
From Start to End
Turn your paper into digital.
Pre-built digital onboarding forms.
From customer acquisition to deal closing.
Digital forms are natively connected to InvestGlass’s CRM, The tool fosters onboarding flow starting the customer life cycle management. All customer data is stored in the CRM which means that the next time you reopen the form – the field will be populated with previous answers.
Digital onboarding score and fraud detection.
Results from forms are marked with points to identify responses that are relevant to your compliance policy. InvestGlass API is connected to multiple API to collect fraud and information and liveness detection which helps banks and insurance to determine if the person or company say who they say they are. The tools are perfect for banks or insurance looking to give a rating or client risk assessment to their customers. Each score can trigger automation such as individualized emails or SMS.
Packed With Features
Your Team Will Love
API & Webhooks
PDF Document Generator
Built for robo advisory
Mobile-Responsive Forms
Task automation
Cloud Storage in Switzerland

