{"id":50247,"date":"2026-05-22T14:40:26","date_gmt":"2026-05-22T12:40:26","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=50247"},"modified":"2026-05-23T12:05:54","modified_gmt":"2026-05-23T10:05:54","slug":"pipeline-management","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/it\/pipeline-management\/","title":{"rendered":"Gestione della pipeline"},"content":{"rendered":"<h1>\n<h1 data-loc=\"client\/src\/components\/HeroSection.tsx:78\" class=\"text-4xl lg:text-5xl xl:text-6xl font-bold leading-tight mb-6\">The Pipeline Built for<span> AI Sales &amp;<\/span><span data-loc=\"client\/src\/components\/HeroSection.tsx:87\">\u00a0Compliance<\/span><\/h1>\n<\/h1>\n<div>\n<p>InvestGlass Pipeline gives wealth managers, private banks, and regulated institutions a Kanban-style deal and KYC onboarding workflow \u2014 with built-in compliance tracking, probability scoring, and real-time velocity metrics.<\/p>\n<\/div>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/get-started-free\/\">Start for free<\/a>\n    <\/p>\n<\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/about-hero-38.jpg\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-5.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/Task-InvestGlass-1.png\" alt=\"Task InvestGlass 1\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/06\/0zx1bdv5bny.jpg\" alt=\"Smile\"><\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-48.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-49.png\" alt=\"\"><\/p>\n<h2>Everything your team needs to close deals faster<br \/>\n<\/h2>\n<ul>\n<li>\n<h3>Visual KYC Onboarding Pipeline<\/h3>\n<div>Track every client through your KYC workflow with a drag-and-drop Kanban board. Each deal card shows the client name, deal value, probability score, days elapsed, and compliance status  all at a glance.<\/p>\n<\/div>\n<\/li>\n<li>\n<h3>Built-In Regulatory Compliance<\/h3>\n<div>InvestGlass Pipeline enforces compliance at every stage. Automated deadline tracking, document expiry alerts, and audit trails ensure your team never misses a regulatory requirement.<\/div>\n<\/li>\n<li>\n<h3>Real-Time Pipeline Analytics<\/h3>\n<div>Understand your pipeline health at a glance. Track weighted values, average close probability, deal velocity, and stage-by-stage conversion rates \u2014 all updated in real time.<\/p>\n<\/div>\n<\/li>\n<li>\n<h3>From first contact to final approval<\/h3>\n<div>Every deal follows a structured KYC onboarding journey. InvestGlass Pipeline enforces the right steps at the right time, with full visibility for your compliance team.<\/div>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-48.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-49.png\" alt=\"\"><\/p>\n<h2>Your data stays in Switzerland or Hosted on your server.<\/h2>\n<div>In an era of global cloud consolidation, InvestGlass stands apart. As a 100% Swiss-owned and operated platform<\/div>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-2.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-2.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-3.png\" alt=\"\"><\/p>\n<\/li>\n<\/ul>\n<h2>We Love What We Do<\/h2>\n<div>\n<p>    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/04\/400-gaillard.png\" alt=\"Gaillard\"><\/p>\n<p>Alexandre Gaillard, InvestGlass CEO<\/p>\n<div>\u201eInvestGlass Pipeline transformed how we manage KYC onboarding. What used to take weeks now takes days, with full compliance visibility at every stage.\u201c<\/div>\n<\/div>\n<p><!--more--><br \/>\n<!-- 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Start for free Everything your team needs to close deals faster Visual KYC Onboarding Pipeline Track every client through your [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":50248,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-50247","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Pipeline management | InvestGlass<\/title>\n<meta name=\"description\" content=\"The Pipeline Built for AI Sales &amp;\u00a0Compliance InvestGlass Pipeline gives wealth managers, private banks, and regulated institutions a Kanban-style deal\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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