1 human sales dealing with 100 clients
1 human sales dealing with 500 clients
1 human sales dealing with 5000 clients
InvestGlass offers a Swiss digital onboarding tool connected to a powerful CRM and customisable E-banking portal to remove account opening frictions.
Creating private banking journeys means to put customers at the core and requires a deep understanding of customers’ complexity, aspirations as well as banks’ engagement.
InvestGlass offers « in-the-moment » tools to facilitate banks to offer hyper-personalised and hyper-relevant communications tailored to each customers.
Onboarding is one of the most crucial stages of the client lifecycle. InvestGlass significantly increased productivity of the sales department with simple and intuitive tools. Audit trail tools help to keep track of KYC and AML rules while your business is growing.