オートメーションの力.
主権の自由。.
主権の自由。.
InvestGlass, the only swiss platform combining onboarding, crm, pms, client portal and marketing in one smart API and open ecosystem.
Empowering Companies that Refuse to Compromise on Sovereignty.
デジタル・オンボーディング
CRM
ポートフォリオ管理
オートメーション
マーケティングオートメーション
クライアントポータル
Incident Management
人工知能
Customer Relationship Mastery
From onboarding to compliance, from marketings to transactions, InvestGlass streamlines every step Start strong with the Swiss Digital Suite, the complete CRM for all size businesses.
Remarkable results for every size business.
Enterprise
InvestGlass took the time to truly understand our business needs and priorities. From the start, their pre-sales and ongoing support stood out — they didn’t just sell a product; they partnered with us. Their team worked side-by-side with us during implementation, respecting our focus on European data sovereignty and compliance.
Mid-Sized Business
InvestGlass gave us everything we needed to grow — without ever losing that personal touch our fans love. Their team’s support has been key to keeping our marketing strong and authentic.
Small Business
We onboarded our InvestGlass AI Customer Agent like we would any new employee — and it’s now more precise and consistent than ever. When human input is needed, our team steps in seamlessly, armed with complete context.
The Perfect Tool for Banks
Transform your デジタル・オンボーディング Operations and substantially Improve Customer Satisfaction. No programming is needed, and all data is hosted in Switzerland.
スイスの安全な人工知能
Enable collaboration between departments and teams by unifying technology and workflows.
