{"id":31720,"date":"2022-04-27T10:56:35","date_gmt":"2022-04-27T08:56:35","guid":{"rendered":"https:\/\/www.investglass.com\/?p=31720"},"modified":"2026-04-22T12:38:30","modified_gmt":"2026-04-22T10:38:30","slug":"invertir-en-vision-y-proposito","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/es\/investglass-vision-and-purpose\/","title":{"rendered":"Visi\u00f3n y objetivo de InvestGlass"},"content":{"rendered":"<p class=\"wp-block-paragraph\">En una era en la que los datos se <em>aceite nuevo<\/em>, Los bancos y las instituciones financieras se enfrentan a una cuesti\u00f3n acuciante: <strong>\u00bfqui\u00e9n controla realmente los datos de sus clientes?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">La mayor\u00eda de los proveedores de CRM globales afirman mantener su informaci\u00f3n a salvo, pero si sus servidores est\u00e1n ubicados en el extranjero, los datos confidenciales de sus clientes siguen estando sujetos a <strong>jurisdicciones extranjeras y derechos de acceso ocultos<\/strong>. Eso no es solo un problema t\u00e9cnico, es una cuesti\u00f3n de soberan\u00eda, confianza e independencia.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Precisamente por eso <strong>InvestGlass existe<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Somos m\u00e1s que un CRM, somos el <strong>#1 Plataforma CRM construida y alojada en Suiza<\/strong> para bancos, gestores de patrimonios y profesionales financieros que se niegan a comprometer la privacidad o el cumplimiento de la normativa. Nuestro prop\u00f3sito es simple pero poderoso: <strong>para automatizar las ventas y el cumplimiento sin perder nunca el control de sus datos<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-swiss-made-swiss-owned-swiss-hosted\">Fabricaci\u00f3n suiza, propiedad suiza, alojamiento suizo<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass es el <strong>\u00fanica herramienta de CRM y automatizaci\u00f3n de ventas desarrollada \u00edntegramente en Suiza<\/strong>, alojado en <strong>Nube soberana suiza<\/strong>, y propiedad de un <strong>Familia privada suiza<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Es decir:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sus datos nunca salen de Suiza.<\/li>\n\n\n\n<li>Ni gobiernos extranjeros ni grandes gigantes tecnol\u00f3gicos pueden husmear en la informaci\u00f3n de tus clientes.<\/li>\n\n\n\n<li>Usted sigue cumpliendo las leyes de privacidad m\u00e1s estrictas del mundo.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">S\u00ed, un CRM con sede en EE. UU. podr\u00eda ofrecer cifrado. Pero seamos honestos, tus datos cifrados a\u00fan residen en <strong>sus servidores<\/strong>, regido por <strong>sus leyes<\/strong>, y expuesto a <strong>sus riesgos<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Con InvestGlass, su instituci\u00f3n es la \u00fanica que tiene las llaves. Es decir <strong>verdadera soberan\u00eda de datos<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automating-sales-and-compliance-with-confidence\">Automatizar las ventas y el cumplimiento con confianza<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">El objetivo de InvestGlass es claro:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automatizar los procesos de venta<\/strong> para que pueda dedicar m\u00e1s tiempo a asesorar a sus clientes y menos a tareas administrativas.<\/li>\n\n\n\n<li><strong>Simplificar el cumplimiento<\/strong> al integrarlo directamente en tus flujos de trabajo, sin complementos torpes, sin integraciones desordenadas.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Eliminamos la carga de las tareas repetitivas al tiempo que garantizamos que cada acci\u00f3n es <strong>listo para auditor\u00edas y a prueba de normativas<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-five-pillars-of-investglass\">Los cinco pilares de InvestGlass<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass no es solo otro CRM, es un <strong>ecosistema completo<\/strong> dise\u00f1ado para las finanzas. Basada en cinco pilares, le ofrece todo lo que necesita para trabajar de forma m\u00e1s inteligente, r\u00e1pida y segura:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-digital-onboarding\">1. Incorporaci\u00f3n digital<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Desp\u00eddase del papeleo interminable. Con <strong>formularios digitales, flujos de trabajo KYC\/AML y firmas electr\u00f3nicas<\/strong>, El proceso de incorporaci\u00f3n se convierte en un proceso fluido, conforme a las normas y f\u00e1cil para el cliente.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-a-fully-flexible-crm\">2. Un CRM totalmente flexible<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Nuestra <strong>CRM se adapta a usted<\/strong> no al rev\u00e9s. Personaliza los pipelines, las vistas de cliente y los flujos de trabajo para que se ajusten al ADN de tu banco.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-portfolio-management\">3. Gesti\u00f3n de la cartera<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Nuestro sistema integrado <strong>herramienta de gesti\u00f3n de carteras<\/strong> re\u00fane perfiles de clientes, seguimiento de resultados y control de riesgos en un \u00fanico y potente panel de control.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-marketing-automation\">4. Automatizaci\u00f3n del marketing<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Entregar <strong>campa\u00f1as personalizadas y puntuales<\/strong> que fortalecen las relaciones con los clientes. Desde boletines informativos hasta segmentaci\u00f3n inteligente, InvestGlass ayuda a que su mensaje llegue a casa.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-compliance-at-the-core\">5. Cumplimiento en el n\u00facleo<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Todas las funciones se crean con <strong>dise\u00f1o orientado al cumplimiento<\/strong> desde pistas de auditor\u00eda e informes hasta la alineaci\u00f3n con el RGPD y el acceso basado en roles.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-financial-institutions-trust-investglass\">Por qu\u00e9 las instituciones financieras conf\u00edan en InvestGlass<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Soberan\u00eda de datos inigualable<\/strong>: Se celebra exclusivamente en suelo suizo.<\/li>\n\n\n\n<li><strong>A la medida de las finanzas<\/strong>: No se trata de un CRM gen\u00e9rico con complementos financieros, sino de un CRM espec\u00edfico para bancos y gestores de patrimonios.<\/li>\n\n\n\n<li><strong>Preparado para el futuro<\/strong>: Automatizaci\u00f3n de la incorporaci\u00f3n, las ventas y <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/es\/herramientas-de-marketing\/\" target=\"_blank\"  rel=\"noopener\" title=\"marketing\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5316\">marketing<\/a> al tiempo que se integra el cumplimiento.<\/li>\n\n\n\n<li><strong>Independiente y de propiedad suiza<\/strong>Sin accionistas, sin agendas ocultas, solo privacidad sin concesiones.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-the-future-belongs-to-the-sovereign\">Conclusi\u00f3n: El futuro pertenece al soberano<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">En InvestGlass, nuestra visi\u00f3n es capacitar a los bancos y a los profesionales financieros con una tecnolog\u00eda que respete <strong>su independencia, sus obligaciones de cumplimiento y la confianza de sus clientes.<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Combinando <strong>Soberan\u00eda de datos suiza<\/strong> Con automatizaci\u00f3n de vanguardia, InvestGlass es m\u00e1s que un CRM, es el <strong>fundaci\u00f3n para el futuro de las finanzas<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">En un mundo en el que la privacidad a menudo se ve comprometida por la comodidad, InvestGlass demuestra que se pueden tener ambas cosas.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"geodir-embed-container\"><iframe loading=\"lazy\" title=\"Descubra los valores y el prop\u00f3sito de InvestGlass\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/XN9pF7i77NM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><figcaption class=\"wp-element-caption\">Descubra los valores y el prop\u00f3sito de InvestGlass<\/figcaption><\/figure>","protected":false},"excerpt":{"rendered":"<p>In an era where data is called the new oil, banks and financial institutions face a pressing question: who truly controls your client data? Most global CRM providers claim to keep your information safe, but if their servers are located abroad, your sensitive client data remains subject to foreign jurisdictions and hidden access rights. That\u2019s [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":31723,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[271],"class_list":["post-31720","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-vision-and-purpose"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>InvestGlass Vision and Purpose in Data Security | InvestGlass<\/title>\n<meta name=\"description\" content=\"In an era where data is called the new oil, banks and financial institutions face a pressing question: who truly controls your client data? Most global\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/es\/invertir-en-vision-y-proposito\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"InvestGlass Vision and Purpose\" \/>\n<meta property=\"og:description\" content=\"In an era where data is called the new oil, banks and financial institutions face a pressing question: who truly controls your client data? 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