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InvestGlass

Interactive forms

Transform your Digital Onboarding Operations & Substantially Improve Customer Satisfaction. No programming is needed.

Digital onboarding InvestGlass

Turn your paper into digital.

No programming is needed to build onboarding forms. Indeed, onboarding, which is cumbersome and time exhaustive, becomes fast and easy with InvestGlass. The personalization of forms and surveys, as well as the already available templates, convey an easy process in which efficiency is maximized for financial platforms.

InvestGlass’s experience and wide range of clients have impacted positively on realizing the need for a customizable offer. This feature is a latent component in the onboarding process which tailor your needs as you wish. 

Onboarding can be made solely digitally, solely manually (written by hand), or a combination of both. Incorporated into the CRM, few different well-know digital signatures are available. Yet, paper trails can remain under the condition that you type the relevant written add-on manually.

What We Do Best

Embed forms in website

Connected to CRM

Robot advisor

Email Marketing

Generate PDF

Suitability warning

Use for portal access

Reporting

Pre-built digital onboarding forms.

Digital onboarding helps you to collect information from your new prospects and existing clients.

Personalize the forms, ask tailored questions, and use conditional logic to mimic any legal logic. You can also ask prospects to upload documents such as IDs, driving licenses, proof of residence, and corporation documents.

Customizable Fields

Tailored fields to fit your business processes.
InvestGlass’s CRM is fully customizable as well as the functionalities incorporated in it. Ranging from the home screen to the setting of particular mandatory fields when creating a contact, the customizability allows you to personalize your CRM to your needs and work.

Score and Client Classification.

Results from forms are marked with points to identify responses that are relevant to your compliance policy.

The CRM records compliance scores and generates an investment profile based on each customer’s interests, needs and knowledge. For example, the machine recognizes the interest of a third party and tags the client as ISO 14000 (Ecology).

The automation can send emails to acceptable prospects and notifications to relationship managers.

Mix digital and paper

InvestGlass’s experience and wide range of clients have impacted positively on realizing the need for a customizable offer. This feature is a latent component in the onboarding process which tailor your needs as you wish. 

Onboarding can be made solely digitally, solely manually (written by hand), or a combination of both. Incorporated into the CRM, few different well-know digital signatures are available. Yet, paper trails can remain under the condition that you type the relevant written add-on manually.

Smart Logic

InvestGlass gives you unlimited access to conditional logic for free, so you can easily control how your forms appear to users and collect more accurate data. This conditional logic may be implemented in forms to classify contacts or in automation to, as implied, render a process automatic.
Conditional logic is especially useful when automated to send emails depending on a given condition, to remind yourself of a meeting, or to notify yourself whenever a client submits a document, among a long list of endless possibilities.

Email & Marketing

Customized marketing emails.
Connect your email credentials to InvestGlass mail system and send hyper-targeted message to your customers. Respect GDPR regulation via the audit trail system capturing customers consent and preferences.

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