Services financiers
Connect prospect information, client relationships and workflow coordination across a relationship-led financial-services journey.
Explore financial servicesIndustry-specific CRM solutions
Connect every client journey with CRM software built around your industry
InvestGlass brings together digital onboarding, CRM, workflow automation, portfolio management and portal experiences, so your teams can design a connected journey for the people they serve.
One connected operating model
Design a clear path from first contact to ongoing service.
01
Capture the right data and documents from the start.
02
Give teams a shared view of the client journey.
03
Route work and approvals with clear ownership.
04
Create a more consistent experience across channels.
Embarquement numérique
Logic-based forms and document collection for client journeys.
Connected CRM
Client information, interactions and activities in one operating model.
Configurable workflows
Repeatable routing, approvals and follow-up work for your teams.
A direct answer for buyers
What is an industry-specific CRM platform?
An industry-specific CRM is a customer relationship management platform configured around the data, workflows and client journeys that matter in a particular sector. Instead of forcing your teams into generic processes, it gives you a practical way to connect customer information, onboarding, collaboration and service work around how your organisation operates.
Start with the journey
Focus your evaluation on a real workflow rather than a feature checklist alone.
Connect the hand-offs
Map how information moves between the client, your teams and your systems.
Configure for relevance
Use forms, records, rules and views that match your industry context.
Expand with confidence
Begin with a priority use case, learn from adoption, then extend the model.
Choose your solution pathway
What industries does InvestGlass support?
InvestGlass provides industry CRM pathways for organisations that need a more connected approach to customer acquisition, onboarding, relationship management and service. Select the route closest to your operating model to explore more relevant workflows and conversations.
Services bancaires aux entreprises
Give corporate-banking teams a clearer way to coordinate relationship activity, client information and operational follow-up.
Explore corporate bankingBanque privée
Organise high-touch client interactions and connect portfolio, relationship and onboarding work around a more complete client view.
Explore private bankingRetail banking
Design more consistent acquisition, onboarding and service experiences across the channels used by retail-banking customers.
Explore retail bankingAssurance
Bring customer information, forms, documents and team follow-up into a configurable journey for insurance operations.
Explore insurance CRMGovernment and public sector
Support structured service requests, constituent journeys and cross-team coordination with a shared operational view.
Explore public sector CRMNonprofit and fundraising
Organise supporter, donor and stakeholder journeys with relevant information, communications and follow-up activities.
Explore fundraising CRMEnergy and utilities
Bring relationship data, service activity and workflow coordination into one clearer view for energy-focused teams.
Explore energy CRMRetail and online business
Connect audience, customer and service workflows so commercial teams can manage a more coherent customer experience.
Explore retail CRMImmobilier
Coordinate investor, buyer and stakeholder interactions through clearer records, communication and portal-led experiences.
Explore real estateHealthcare and life sciences
Structure relationship data and team workflows around the people, information and requests that matter to your organisation.
Explore healthcare CRMMedia and communications
Coordinate contacts, campaigns and relationship activity through a flexible CRM approach for audience-facing teams.
Explore media CRMA connected client journey
- 01. Capture
Collect relevant information and documents. - 02. Review & route
Assign work and coordinate decisions. - 03. Manage
Maintain a shared relationship record. - 04. Serve & grow
Continue relevant, timely interactions.
From first contact to ongoing service
How does InvestGlass connect the client lifecycle?
InvestGlass can bring your digital onboarding, CRM, automation, portfolio-management and portal requirements into one designed client journey.
A strong solution starts with the work that is currently fragmented. Map the information you collect, the decisions that follow, the people who own each hand-off and the experience you want the client to receive.
- Digital onboarding: collect targeted details and documents with logic-based forms.
- CRM give teams a shared record of interactions, activity and relationship context.
- Workflow automation: route the right next step to the right team at the right time.
- Client portal: create a more connected digital experience for appropriate client interactions.
Build around real work
Which capabilities should an industry CRM solution include?
The right industry CRM should let you make the client journey clearer for both customers and teams. Prioritise capabilities that reflect your data needs, operating rules and the experience you intend to deliver, rather than adding features without a defined use case.
Relevant data capture
Use targeted forms and records that request the information relevant to your products, services and client type.
Document-aware onboarding
Design a process for collecting required documents and coordinating the work that follows their submission.
Clear routing and ownership
Make actions, reviews and approvals easier to follow through explicit assignments and workflow stages.
Shared relationship context
Help authorised teams work from consistent client information and recent interaction history.
Configurable communication
Support relevant outreach and follow-up based on the client journey your teams have designed.
Room to evolve
Start with a priority process, measure adoption and expand your operating model when the team is ready.
Make the buying decision practical
How should you evaluate an industry CRM platform?
Evaluate an industry CRM against a real client journey, not a generic product tour. The most useful demonstration should show how the platform handles your data, documents, hand-offs and follow-up in a scenario your teams recognise.
| Zone d'évaluation | Question to ask | What a useful answer looks like |
|---|---|---|
| Client journey | Can the solution demonstrate one of our real workflows? | The journey shows the people, information, decisions and hand-offs your teams manage today. |
| Data and documents | Can we collect the right information without creating unnecessary friction? | Forms, records and document requests reflect the specific details your process requires. |
| Team workflow | How will work be assigned, reviewed and progressed? | Ownership, status and next actions are clear across the teams involved. |
| Expérience client | What will the client see and do at each stage? | The experience supports a straightforward path, relevant communication and appropriate digital access. |
| Adoption and scale | Can we start with a priority use case and build from it? | The implementation focuses on a defined first outcome, with a clear plan for iteration. |
Astuce de pro : Bring an anonymised form, a sample client journey and one difficult hand-off to your product conversation. These materials turn a vague software discussion into a test of whether the solution fits the work that matters.
A practical first step
Start with one high-value workflow, then expand
You do not need to redesign every client process at once. Begin with a journey that has visible friction, meaningful business value and a clearly accountable team. Use the result to establish a repeatable approach for the next workflow.
Choose the journey
Select a process such as enquiry capture, onboarding, service requests or periodic review where better coordination would be valuable.
Map the operating model
Identify the information, people, documents, decisions and client touchpoints that define the journey.
Learn and extend
Review adoption and workflow outcomes with the team, then apply the lessons to the next priority journey.
Questions fréquemment posées
Questions about industry CRM solutions
These answers explain how to think about InvestGlass industry solutions. For a tailored assessment, bring your workflow, data and client-experience requirements to a conversation with an InvestGlass specialist.
Parler à un expert- What is an industry-specific CRM?
An industry-specific CRM is a customer relationship management platform configured around the data, workflows and client journeys that matter in a particular sector. It helps teams replace generic processes with relevant forms, approvals, records and customer interactions.
- Which industries can use InvestGlass?
InvestGlass provides industry CRM pathways for financial services, corporate banking, private banking, retail banking, insurance, government, nonprofit, energy, retail, real estate, healthcare, and media. The right starting point depends on your client journey and operating workflow.
- How does InvestGlass support digital onboarding?
InvestGlass digital onboarding uses personalised, logic-based forms to collect relevant information and request documents. Teams can configure the journey to guide prospects, route reviews and coordinate follow-up work.
- Can I connect CRM, onboarding and a client portal?
InvestGlass brings product areas including CRM, digital onboarding, workflow automation, portfolio management and client portal experiences into a connected operating model. Your solution design should be scoped with an InvestGlass specialist around your selected workflows.
- Can we begin with one workflow?
Yes. A practical starting point is a single high-value journey, such as enquiry capture, client onboarding, service requests or periodic review. Define the people, information, decisions and hand-offs involved, then expand based on adoption and operational priorities.
- What should I evaluate in an industry CRM platform?
Evaluate the platform against your actual client journey, user roles, data model, document needs, approvals, automation opportunities, integrations and reporting requirements. Ask vendors to demonstrate the workflow using a realistic scenario rather than a generic product tour.
- Does InvestGlass offer CRM for banks?
InvestGlass has dedicated pages for banking, corporate banking, private banking and retail banking. These pathways help banking teams explore relevant CRM, onboarding, portfolio and workflow capabilities with an InvestGlass specialist.
- Can InvestGlass support insurance client journeys?
InvestGlass offers an insurance CRM solution pathway focused on organising customer information and supporting connected customer journeys. The final workflow design should reflect your organisation’s products, decision processes and systems.
- How do I choose the right InvestGlass industry solution?
Choose the pathway closest to your organisation’s client lifecycle, then use a discovery conversation to map the first journey you want to improve. Bring examples of forms, documents, approval rules and reporting needs so the solution can be assessed against real work.
- How can I request an InvestGlass demonstration?
You can request a conversation with InvestGlass through the contact page or begin with the free-start option. Explain your industry, the workflow you want to improve and the outcomes you need to evaluate.
Make your next workflow easier to run
Build an industry CRM solution around the journey that matters most
Tell us which industry you serve, what clients experience today and where teams lose time. We can start the conversation with a workflow that is specific to your organisation.