All-in-one solution for KYC and KYB

Streamline client and business onboarding with InvestGlass—your all-in-one solution for KYC, KYB, CRM, automation, and AI-driven compliance.

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How does the KYC and KYB automation work?

1단계

디지털 온보딩

Streamline data collection and verification with paperless, automated workflows designed for both KYC and KYB.

2단계

Collect Data

Manage all client and business relationships with a centralized, customizable CRM that ensures data consistency and actionable insights.

3단계

Track and remediate

Automate routine tasks, approvals, and communication to improve operational efficiency and reduce manual errors.

#1 스위스 CRM

InvestGlass를 사용하면 스위스 클라우드 솔루션에서 데이터를 안전하게 보호할 수 있습니다.

Benefits for Your Business

Simplified Onboarding: Accelerate KYC and KYB processes with intuitive, digital workflows.
Regulatory Confidence: Stay ahead of compliance requirements with automated processes and real-time monitoring.
Enhanced Customer Experience: Offer seamless onboarding and personalized services, increasing satisfaction and retention.
운영 효율성: Save time and resources with automation and AI-driven solutions that eliminate manual bottlenecks.
Integrated Ecosystem: Centralize client and business data in one platform for better decision-making and streamlined operations.

Who It’s For

InvestGlass KYC & KYB is the perfect solution for:

Financial advisors and institutions
Insurance companies
Real estate firms
Fintech and banking platforms
Any organization managing complex compliance and onboarding workflows

Empower Your Team. Delight Your Clients. Protect Your Business.

InvestGlass KYC & KYB delivers a robust and scalable solution that not only meets regulatory demands but also elevates your business operations with automation, CRM, and AI-driven insights. Embrace the future of compliance and customer management with InvestGlass.

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CRM

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