InvestGlass CRM for Banks

The Leading Swiss Sovereign CRM Platform Designed for the Banking Industry.

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Why Choose InvestGlass Banking CRM Software?

Built for Banks and Financial Services

Unlike generic crm systems such as Microsoft Dynamics 365 or Creatio, InvestGlass is a banking crm platform built for financial services firms, including banks, Wealth Management Firms, and other institutions that need specialised crm in banking rather than a generic tool. Our banking CRM software supports centralized data management so banks can better understand client needs, while adapting to your business processes, lending processes, and sales pipelines with the strict security and regulatory compliance requirements financial institutions depend on.

Enhance Customer Engagement and Retention

With InvestGlass, you can deliver personalized services and personalized customer service across all touchpoints, including contact centre management, self service portals, social networks, and even in-branch. Improve customer engagement, customer relationships, and customer retention with a clear view of every customer profile and customer information. A robust CRM also supports seamless customer interactions across mobile, web, branch, contact centre, and self-service touchpoints. Tracking customer interactions in one place helps banks respond more consistently as customer expectations continue to rise. Maintaining conversation history across channels helps improve customer satisfaction and retention.

Smarter Customer Relationship Management

InvestGlass is a banking crm system and banking crm solution that centralises customer data, contact information, and customer service tickets into a single, unified crm system for better insights. Our platform uses machine learning, predictive analytics, and advanced analytics to analyse data points, generate actionable insights, and support data driven decision making, offering recommendations that help relationship managers anticipate customer needs and deliver more relevant services. These analytics can detect shifts in customer behavior and identify customers at risk of leaving. This helps banks personalise interactions with recommendations based on profile data and transaction history, from credit cards to investments.

All-in-One CRM and PMS Platform

Most crm systems stop at customer relationship management, forcing banks to use separate portfolio management systems (PMS) for investments. With InvestGlass, you don’t need multiple vendors: our all-in-one crm solution combines strong crm functionality for banks with a robust PMS in a single platform. This means relationship managers can access customer profiles, customer data, and portfolio insights all in one place. By consolidating customer data with portfolio insights, banks get a complete 360-degree view of each client for stronger client management. Seamless integration with existing banking systems and core banking systems supports real-time client data. This setup also helps with regulatory compliance and better risk management.

About InvestGlass

Independent Swiss Cloud solution

With InvestGlass, everything your bank needs is brought together in a single, streamlined workflow. It starts with sales pipeline management, where you can easily track every lead, opportunity, and deal. From first contact to final approval, the process is clear, structured, and visible to your whole team, making collaboration simple and efficient. Built-in workflow automation supports teams as they streamline operations, and automated workflows improve operational efficiency by reducing manual handoffs across departments.

When it comes to outreach, InvestGlass helps you design and automate marketing campaigns that reach clients at the right moment. Whether you’re engaging prospects or strengthening relationships with existing customers, the platform supports smarter marketing efforts for stronger client engagement and sustainable business growth, while ensuring communication feels timely and personal.

Clients also benefit from customer self-service portals and a comprehensive knowledge base, giving them the tools to find answers, submit requests, and stay informed without always relying on your team. AI-powered chatbots can also provide 24/7 customer support. This helps enhance customer service while reducing repetitive service tasks.

Behind the scenes, business rules and compliance workflows are embedded into the platform. That means approval steps, documentation, and regulatory checks happen automatically, with compliance processes supported by built-in compliance tools and compliance features such as audit trails for compliance reporting. Banks can also use the platform to automate KYC and AML compliance tasks, while maintaining regulatory compliance with requirements such as KYC, AML, and GDPR.

At the core of everything are detailed, customizable customer profiles. Each one brings together a client’s contact information, financial history, transaction history, document management, past interactions, and preferences into a single view. Your relationship managers can see exactly where each client stands, support personalized financial advice, anticipate customer needs, and deliver tailored solutions with confidence. Improved employee collaboration also helps teams respond faster and serve clients more consistently.

With InvestGlass, the workflow feels natural: capture a lead, guide them through your sales processes, engage them with the right message, support them with self-service, and manage their portfolio all in one platform. Automation features in CRM streamline banking processes significantly, and automated workflows also simplify compliance documentation while streamlining client onboarding and document collection.

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Customers

Three Key Features to Scale your Bank

Digital Onboarding

InvestGlass brings digital onboarding to the next level with a fully integrated CRM platform built for banking customers. Unlike generic tools, this CRM in banking simplifies KYC, document collection, and compliance checks through automation. Banks can reduce onboarding times and cut operational costs, while clients enjoy a frictionless start. As a customer relationship management solution, InvestGlass offers CRM software for banks that combines security, speed, and compliance into one seamless application.

Client Life Cycle Management

Managing relationships is more than just storing contacts—it’s about guiding clients through every stage. With InvestGlass, institutions gain a complete CRM for banking that covers prospecting, onboarding, advisory, and retention. Each step of the customer engagements journey is tracked and enriched with insights from your research team, ensuring advisors always deliver value. Among the many CRM ones available, InvestGlass stands out as a leader with tailored features, powerful integration options, and embedded marketing automation. This makes it one of the most trusted CRM solutions in the banking industry.

Portfolio Management Tool with AI

Beyond relationship management, InvestGlass includes a powerful portfolio management tool with AI. It helps banks deliver personalized strategies by analyzing client profiles, market data, and risk appetite. This not only supports better advisory outcomes but also creates a new standard in CRM software for banks—combining portfolio intelligence with client management. Banks gain measurable benefits, from improved decision-making to deeper loyalty. And when it comes to price, InvestGlass offers something unique: a cost-effective solution that merges compliance-driven CRM with AI-powered advisory tools, setting it apart from other applications on the market.

Swiss Quality – Swiss Trust First

Key Factors to Examine on Your InvestGlass Compliance Journey

When embarking on your compliance journey with InvestGlass, it’s imperative to look ahead and establish measures that strengthen your privacy stance in the face of evolving local laws. In a banking software environment, compliance workflows must support audit trails and risk screening. Given that adherence to compliance has become the new standard for managing customer data, businesses must be proactive. As a specialised customer relationship management CRM platform for regulated institutions, InvestGlass is built around these operational demands.

Local data regulations are compelling companies to critically assess their treatment of client data. This includes evaluating how you handle Sensitive Data and how your systems Safeguard Customer Data through role-based access controls and encryption, while fostering trust by providing increased transparency, visibility, and control over client PII.

A reliable InvestGlass data residency solution will aid in addressing these concerns, especially when banks need to ensure compliance with regulatory requirements.

Banks also need to track customer interactions for compliance purposes.

Why is privacy so crucial? It’s the cornerstone of trust. And in the world of business, trust is a key driver behind sustained success and a loyal clientele.

It’s undeniable that data protection regulations are rapidly becoming a staple in today’s landscape, and cannot be sidelined. For those leveraging InvestGlass, the onus is on them to protect customer data and find solutions that cater to InvestGlass data residency, ensuring compliance with laws dictating where client information is housed. This is where Data Security becomes central, because Data Security Concerns are a major challenge for banks and financial institutions need specialised CRMs due to strict security and compliance requirements, particularly when maintaining regulatory compliance across jurisdictions.

While some firms may compare broader platforms such as Wealth Dynamics, WDX, BSI, Zoho CRM or Salesforce Financial Services Cloud, organisations seeking a sovereign alternative often prioritise tighter control over hosting, governance, and auditability. Solutions like InCountry can greatly assist in this arena.

A Comprehensive Solution to Automate Cloud Data Compliance for InvestGlass – On premise

With the integration of On Premise for InvestGlass, you can confidently store InvestGlass data across over 90 countries, even situating different records in separate nations. This ensures an InvestGlass data residency solution wherever your business touches, allowing you to maximize all the advantages of InvestGlass while still adhering to both regulatory and internal guidelines, notably:

On-Premise offerings are HIPAA compliant and PCI DSS certified, which means by integrating it with InvestGlass, you can significantly fast-track your compliance journey, bypassing potential lengthy development phases.
With On-Premise for InvestGlass, you have the flexibility to store data either entirely in specific countries or maintain a real-time duplicate in a designated nation, contingent on the applicable regulatory framework.
We facilitate a fluid data residency process by aiding companies in their integration with InvestGlass through operations such as object writes, detailed view reads, list view readings, and federated searches.
For those prioritizing utmost security, we offer optional full encryption utilizing the robust NIST standard SHA-256 and AES-256 encryption protocols.
By leveraging our solution, you significantly mitigate potential risks and decrease the total ownership cost linked to your infrastructure.

The importance of data security and privacy in the digital age

In the digital age, data security and privacy are more important now than ever before. With the increasing use of technology throughout our daily lives, it is essential that individuals, businesses and governments protect themselves from data theft, scams and malicious attacks.

Fortunately, ensuring secure data storage is an achievable goal if adequate security measures are taken. President Cassis’s goal to strengthen Switzerland’s capacity to act in the digital space by prioritizing digital sovereignty takes this into account by emphasizing the protection of personal and business data from outside influences. Digital sovereignty also helps countries defend their autonomy in the ever-evolving tech world while providing a secure platform for economic activities.

Digital sovereignty is a complex issue that has become increasingly important in the digital age. President Cassis’ plans to strengthen Switzerland’s capacity to act in the digital space are ambitious and will require considerable investment and effort. However, if successful, they will benefit businesses and citizens alike. Some challenges that need to be addressed include data security and privacy, but if these can be overcome, digital sovereignty will be a major asset for Switzerland in the years to come.

You can read more also here https://www.swiss-digital-initiative.org/