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InvestGlass offers a powerful and flexible sales automation solution.

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Digital Onboarding
Build sign up forms, digitalise any legal document

CRM - Swiss Sovereign
Sell goods or services with the power of AI and process automation

Portfolio Management System
Manage banks or brokers accounts with DMP, advisory tools and more

Marketing Cloud
Attract, retain, & convert visitors into users through various promotional techniques

Artificial Intelligence
Automate tasks, provide personalised recommendations, and enhance user experience

Customers & Employee Portal
Deliver personalised interactions for customers on their channels of choice with the Swiss Suite

InvestGlass All Features
Discover InvestGlass all-in-one suite
Industries
Industries

Get industry-specific innovations that boost your business and speed up time to value and scale your productivity.

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Bank and Financial Services
Organizations can reduce operational costs and innovate faster

Real Estate
Our customers are showing how great processes

Fundraising
InvestGlass is the only Swiss hosted portal for your real esate investors.

Venture Capital
InvestGlass is the premier choice for professionals seeking a comprehensive client

All Industries
InvestGlass is the premier choice for professionals seeking a comprehensive client
Support
Documentation
Invest Glass provides API Configuration

Partners
Let’s work together to create transformative customised solutions for enterprises.

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Welcome to Invest Glass World! Let's automate your work together

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Tutorials Lead Scoring

One potent strategy is leveraging a lead scoring model, a methodology to rank prospects...

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About InvestGlass

InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business.

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Corporate News

Former Swiss banker is now getting 100-plus banking businesses to go digital worldwide: Here's why, how

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InvestGlass Partners with Sumsub

InvestGlass Partners with Sumsub to Revolutionize KYC Compliance in the Financial Sector

Written on 29 June 2023.

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Blog

#Topics

KYC
KYC process

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InvestGlass Copilot AI GPT

Features

Digital onboarding and signature
Portfolio management system
Marketing automation
Automation process and GPT
Client & Employee portal

Import from

Salesforce
Microsoft Dynamics
Avaloq
Temenos
Hubspot
Excel
CSV

Use Cases

Financial Services
Retail Bank
Private Bank
Insurance
Governments

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