자동화의 힘.
주권의 자유.
주권의 자유.
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.
디지털 온보딩
CRM
포트폴리오 관리
자동화
Marketing Automation
클라이언트 포털
Incident Management
인공 지능
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 디지털 온보딩 Operations and substantially Improve Customer Satisfaction. No programming is needed, and all data is hosted in Switzerland.
