CRM for Financial Services


Simplify Your Workflow
From Start to End

The first Swiss CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish
InvestGlass #1 Swiss CRM

#1 Swiss CRM and PMS the financial services industry was looking for

In a period of uncertainty, our customers demand stability and certainty. Currently facing one of the major social, economic, and health crises in history, the acceleration of digital transformation has been a major challenge for all businesses, ranging from investment banks to wealth management firms. In the financial services industry, the usually present contact has been replaced with conference calls and remote talks. This created a clear need for marketing communication tools and client relationship management software. CRM systems enable employees, such as investment bankers or sales managers, to record client information, manage the sales cycle via sales pipeline, and generate client loyalty with a tailored investment rationale. Personalize the customer journey with automated workflows and inform your clients with pre-built email templates.

Customer relationships management – CRM – for financial services

InvestGlass provides the means and ends to overcome the challenge of digitalization within the financial service industry with financial services CRM software. We offer an all-in-one CRM solution ranging from account management and opportunity management to automated follow-ups and relationship enhancement. Build trust by instantly communicating news and opportunities with your clients and managing their ever-changing requirements via forms and surveys. Digitalize your onboarding processes and KYC. Our financial clients usually host the CRM solution on their server behind their firewalls. InvestGlass is also offered on the cloud-based solution hosted in Geneva and Lausanne. Our open API enables easy connection to partners and specific business processes. Our CRM platform is built to automate your network growth, act as a robot advisor, manage your new lead, and offer the benefits of total security.

What are the common features of CRMs for financial advisors?

Most financial advisors are contacting clients with a high frequency which requires an easy interaction between advisors, clients and the CRM software. Some of the key features include automated workflows that streamline processes and improve communication with clients, pre-built templates for email notifications and updates, and integration with other business systems to facilitate data sharing. Marketing campaigns are a great way to keep your clients informed about new products and services, as well as special offers and promotions. With InvestGlass, you can easily create and manage email campaigns that are targeted to specific client segments.


In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality 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.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo


  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

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