CRM for Corporate Banking


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

Corporate Banking CRM ready for your financial institution

InvestGlass CRM is built to remove repetitive tasks. Customers’ interactions are filtered into sales pipelines and contractual obligations analyzed by our artificial intelligence. Customer data and financial reports can be collected into digital forms. Contact information is directly sent to InvestGlass CRM software. Sales pipelines are created. Trends and opportunities are analyzed for each customer segment Customer interactions are filtered into the pipeline and contractual obligations analyzed by our artificial intelligence. A bank employee will reduce their efforts thanks an excellent customer service organised around InvestGlass corporate banking CRM. Customer relationship management or CRM system is hosted on Swiss servers but we can also host the software on your premise.

Financial services need smarter tools

The benefits of a corporate banking CRM are not just for customer experience but also to boost the bottom line. The best CRM solutions are those that intelligently draws on data from across an organization, and InvestGlass has a proven track record of doing this in many sectors including retail banking, trade finance, and insurance. All repetitive administrative tasks will be automated with automation and a sophisticated approval process. Welcome to the digital age! Where bank employees are happy. InvestGlass focuses on personalized experience thanks to powerful e mail marketing tools, reduce marketing efforts, stimulate marketing initiatives, track marketing campaigns and audit trails that will spot abnormal information. Originally built for banks, InvestGlass CRM solution is created to spot potential customers’ interests and identify trends faster. All customer expectations are stored in the CRM contact reports. All data is then processed in artificial intelligence created for the financial services industry. Are you ready to increase customer satisfaction, bolster customer retention, and enforce contractual obligations? You are ready for InvestGlass banking CRM.

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It’s the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.


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

Start a free trial of the Swiss #1 service solution.No credit card required. No software to install.

Or call +41 22 518 25 94 (Switzerland)
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