Digital Forms Builder
Boost your ROI using the top-rated Success Ecosystem.
From unparalleled support and expert advice to the resources available from our InvestGlass Partners, the Success Ecosystem is dedicated to helping you harness the complete potential of your investment.
Turn your paper into digital
InvestGlass offers effortless onboarding forms that streamline time-consuming processes. Enhance efficiency with personalized forms, surveys, and templates. Their expertise emphasizes the significance of customization in financial platforms.
Pre-built digital onboarding forms
Digital onboarding collects data from prospects and clients through personalized, logic-based forms. These forms ask targeted questions and request necessary document uploads. Examples of documents include IDs, driving licenses, and proof of residence.
From customer acquisition to deal closing
InvestGlass’s CRM, integral to its digital forms, facilitates customer onboarding and life cycle management. The CRM stores customer data, auto-populating forms with prior responses.
Digital onboarding score and fraud detection
InvestGlass integrates with multiple APIs for fraud and identity checks, aiding banks and insurance firms in simplifying compliance. It enables risk assessment of clients and automated, personalized responses based on scores such as emails or SMS.
Packed With Features
Your Team Will Love
API & Webhooks
PDF Document Generator
Built for robo advisory
Mobile-Responsive Forms
Task automation
