InvestGlass Vision and Purpose
In an era where data is called the new oil, banks and financial institutions face a pressing question: who truly controls your client data?
Most global CRM providers claim to keep your information safe, but if their servers are located abroad, your sensitive client data remains subject to foreign jurisdictions and hidden access rights. That’s not just a technical issue—it’s a matter of sovereignty, trust, and independence.
This is exactly why InvestGlass exists.
We are more than a CRM—we are the #1 Swiss-built and Swiss-hosted CRM platform for banks, wealth managers, and financial professionals who refuse to compromise on privacy or compliance. Our purpose is simple yet powerful: to automate sales and compliance without ever losing control of your data.
Swiss-Made, Swiss-Owned, Swiss-Hosted
InvestGlass is the only CRM and sales automation tool fully developed in Switzerland, hosted on a Swiss sovereign cloud, and owned by a Swiss private family.
This means:
- Your data never leaves Switzerland.
- No overseas governments or big tech giants can snoop on your client information.
- You remain compliant with the world’s strictest privacy laws.
Yes, a US-based CRM might offer encryption. But let’s be honest—your encrypted data still lives on their servers, governed by their laws, and exposed to their risks.
With InvestGlass, your institution is the only one holding the keys. That’s true data sovereignty.
Automating Sales and Compliance with Confidence
The purpose of InvestGlass is clear:
- Automate sales processes so you can spend more time advising clients and less time buried in admin.
- Simplify compliance by embedding it directly into your workflows—no clunky add-ons, no messy integrations.
We take away the burden of repetitive tasks while ensuring every action is audit-ready and regulation-proof.
The Five Pillars of InvestGlass
InvestGlass is not just another CRM—it’s a complete ecosystem designed for finance. Built on five pillars, it gives you everything you need to work smarter, faster, and more securely:
1. Digital Onboarding
Say goodbye to endless paperwork. With digital forms, KYC/AML workflows, and e-signatures, onboarding becomes smooth, compliant, and client-friendly.
2. A Fully Flexible CRM
Our CRM adapts to you—not the other way around. Customise pipelines, client views, and workflows to fit your bank’s DNA.
3. Portfolio Management
Our integrated portfolio management tool brings together client profiles, performance tracking, and risk monitoring into a single, powerful dashboard.
4. Marketing Automation
Deliver personalised, timely campaigns that strengthen client relationships. From newsletters to smart segmentation, InvestGlass helps your message hit home.
5. Compliance at the Core
Every feature is built with compliance-first design—from audit trails and reporting to GDPR alignment and role-based access.
Why Financial Institutions Trust InvestGlass
- Unmatched data sovereignty: Hosted exclusively on Swiss soil.
- Tailored for finance: Not a generic CRM with financial add-ons, but purpose-built for banks and wealth managers.
- Future-ready: Automating onboarding, sales, and marketing while embedding compliance.
- Independent and Swiss-owned: No shareholders, no hidden agendas—just uncompromising privacy.
Conclusion: The Future Belongs to the Sovereign
At InvestGlass, our vision is to empower banks and financial professionals with technology that respects their independence, their compliance obligations, and their clients’ trust.
By combining Swiss data sovereignty with cutting-edge automation, InvestGlass is more than a CRM—it’s the foundation for the future of finance.
In a world where privacy is often compromised for convenience, InvestGlass proves that you can have both.