Retail Banking

Excelling at CRM is no longer an option but a necessity. InvestGlass digitizes your onboarding and KYC processes, generates more leads, and transforms the way you sell.
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InvestGlass CRM Kanban View Market


The long-lasting changes within the retail banking industry can be extrapolated by the following trends:

  • Customers want real-time information
  • Customers retention and loyalty are key in a mature market
  • Customizability and tackling individual needs
  • Productivity

These trends have made the use of a CRM close to mandatory. The uncertainty the industry is facing nowadays, mainly due to the pandemic, accelerated digital transformation and the shift in customer expectations.

Therefore, the main challenges for retail banks in 2021 are to integrate efficient team management and place customer relationship management at the core of their digital transformation journey.


InvestGlass deals with the challenges latent in the retail banking industry with a well-rounded Client Management System coupled with higher leads and prospects conversion rates. At the same time, our customizable client portal enhances client retention and instantly delivers real-time information. Your clients are at the center of our solution, but so is your team. Dispatch your team efficiently with our task and pipeline systems. Enhance your employees’ focus and retain clients opinions and interests with our tagging system.

Our team and platform focus on tackling digitalization with onboarding forms and templates which are tailored for the retail banking industry. Digitalize your documents with ease. Enhance our offering by integrating our partners, or by connecting with our open API.

InvestGlass “build” mindset

  • Minimum to 0 Request for Proposal
  • No-code CRM
  • Reuse 20 templates then adapt them to your business specificities
  • Ease of implementation with our success coach and pre-built templates
  • Time to market and build payment with phases
  • Cut cost by deploying and testing with minimum staff
  • Quarterly penetration tests

The platform simplifies and automates your processes in order to ease your digital transformation.

Interested in Retail banking?

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