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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

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

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

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Travel request

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Email and SMS campaign
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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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