Dear InvestGlass fans, dear humans,
Welcome back!
With September just around the corner, we thought you might enjoy a quick look at the key enhancements we’ve introduced during the first half of the year on your favourite Swiss CRM, InvestGlass. As you’ll see, our obsession remains the same: help you reduce customer acquisition costs, automate compliance tasks, and increase your margins.
Here’s how we’re doing it!
Turning fragmented data and complex processes into a more controlled, intelligent workflow
Financial firms are under pressure from every direction: fragmented data, inconsistent sales processes, manual reporting, and increasing regulatory scrutiny.
The answer isn’t simply more technology. It’s better control, stronger data governance, and smarter automation.
With InvestGlass, financial teams can bring sales, onboarding, compliance, and client data into a more structured environment—while keeping human oversight at the centre.
Swiss-Controlled Data & Stronger Governance
Data sovereignty and information governance are increasingly important for financial institutions.
InvestGlass biedt Swiss-controlled deployment options, helping firms maintain greater control over where and how their information is managed.
Role-based pipeline controls can also restrict unauthorised stage changes, creating clearer responsibilities and accountability across teams.
The result:better governance without adding unnecessary friction to everyday workflows.
Turn Every Deal Movement Into Better Documentation
Sales teams often spend valuable time manually documenting why opportunities move forward—or backward.
InvestGlass can make this process more systematic.
By requiring a reason for deal-stage movements firms can automatically generate standardised contact reports. This creates a more consistent record of client interactions and decisions while strengthening the quality of the audit trail.
Less manual reporting. More structured documentation.
AI That Helps Teams Focus on What Matters
Not every opportunity deserves the same level of attention.
AI can help identify:
- Quick wins that may require immediate action
- Stalled opportunities that need intervention
- At-risk deals that could otherwise slip through the pipeline
The objective isn’t to replace relationship managers or sales professionals.
It’s to give them better signals, earlier, so human decision-makers can focus their time where it matters most.
Automate the Calculations Behind the Workflow
Repetitive calculations and validation checks can quietly consume hours across a financial organisation.
Formula-driven fields can automate processes such as:
Risk scoring → Fee calculations → Validation warnings → Data consistency checks
By embedding these rules directly into workflows, firms can reduce repetitive tasks while improving consistency across teams.
Faster Onboarding. More Structured KYC for October new regulation and MICA
Client onboarding doesn’t have to mean endless forms and manual data entry.
Dynamic forms can adapt questions based on previous responses, while ID and media capture can help structure the collection of required information.
Conditional questions mean clients see only what is relevant to them helping create a smoother onboarding experience while supporting more structured KYC workflows.
A better client experience and a more organised internal process can work together.
Protect the Integrity of Your CRM
Data quality and security start with the fundamentals.
Features such as duplicate merging can help maintain cleaner client records, while XSS safeguards provide additional protection against avoidable security risks within CRM data.
On the communications side, SPF, DKIM, and DMARC can strengthen email authentication and trust.
Upcoming capabilities such as identity checks and Travel Rule tooling may further support evolving compliance workflows.
One Platform. More Control. Less Manual Work. Get them all!
The InvestGlass Team 🇨🇭
