InvestGlass Vision and Purpose
The purpose of InvestGlass is to automate sales and compliance.
InvestGlass is #1 Swiss CRM software built for banks and marketing automation
InvestGlass is the only sales automation tool built in Switzerland and hosted on a Swiss cloud the company is owned by a Swiss private family. This makes this CRM software the most unique solution for banks cautious about data privacy. Yes, you can perhaps encrypt your data with US-based CRM but your data remains in their hands, on their US-controlled servers!
InvestGlass is built with five :
- Digital onboarding
- A fully flexible customer relationship management software or a CRM
- A sophisticated portfolio management tool
- A powerful marketing productivity tool,
- An engagement portal to help you build and design the digital experiences you need to come here 2022.