The purpose of InvestGlass is to automate sales and compliance.

IvestGlass 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.

Investglass is built with five pillars Deshaun boarding, a full flexible customer relationship management software or a CRM, a sophisticated portfolio management tool, a powerful marketing productivity tool, and an engagement portal to help you build and design the digital experiences you need to come here 2022.

Today we will show you successful use cases inside your sales productivity cloud the first is a lead generation and account opening. The second is investment solicitation and customer retention point. Then the KYC remediation tool.

Try InvestGlass Today