Turn Onboarding & Origination
into a Profit centre

Same Day Onboarding is the Norm

The Same Day Reality is that neobanks are offering same day account opening solution. To overcome this threat, established banks and wealth managers must solve the major pain point of onboarding & origination.

InvestGlass offers tools to build digital first experience like Uber, Airbnb, Revolut and Marcus by Goldman. InvestGlass Digital On-boarding offers a seamless, customisable and end-to-end digital processes.

 

 
WHATEVER IS YOUR INVESTOR JOURNEY
We've got you covered.

BRICK AND MORTAR

1 human sales dealing with 100 clients

Hybrid

1 human sales dealing with 500 clients

Do it yourself

1 human sales dealing with 5000 clients

The Solution

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.

From Automation to Easy Audit Trail

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. 

Onboarding Tools

Digital signature

Recursive background check routine

Contextualised forms


Face Recognition

Built in account opening assignment


Holistic 360° regulatory check

250CHF
Standard Licence

Get InvestGlass Today

DIGITAL ONBOARDING, CRM, PORTFOLIO MANAGEMENT, CUSTOMISABLE ENGAGEMENT PORTAL AND MORE!