{"id":29048,"date":"2021-05-16T18:35:28","date_gmt":"2021-05-16T16:35:28","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29048"},"modified":"2026-02-04T12:57:25","modified_gmt":"2026-02-04T11:57:25","slug":"digitaal-inwerken","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/nl\/digital-onboarding\/","title":{"rendered":"Digitale formulierenbouwer"},"content":{"rendered":"<h1>\n<p style=\"text-align: left;\">Simple and Powerful Digital Forms Builder<\/p>\n<\/h1>\n<div>Transform your Digital Onboarding Operations &#038; Substantially Improve Customer Satisfaction. No programming is needed. All data is hosted in Switzerland.<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"\/get-started-free\/\">Try for Free<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"\/book-a-meeting\/\">Book a call<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/visa-application-form-smartphone-1.png\" alt=\"Collaboration\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-smile10.png\" alt=\"qr code\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/10\/j-zofcrwobs.jpg\" alt=\"a woman sitting on a couch looking at a tablet\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/pexels-photo-774909-scaled.jpeg\" alt=\"Smile \"><\/p>\n<\/li>\n<\/ul>\n<h2>\n<h2 style=\"text-align: center;\">What Is Digital Onboarding &amp; How Does It Work?<\/h2>\n<\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Group-1858-3.png\" alt=\"\"><\/p>\n<h3>Online quiz maker<\/h3>\n<div>Create a quiz that engages new customers, generates leads or promotes your brand.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Group-1858-1.png\" alt=\"\"><\/p>\n<h3>Feedback form<\/h3>\n<div>Customer feedback, investors feedback, employee feedback, or event feedback, it all helps growth.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Group-1862-3.png\" alt=\"\"><\/p>\n<h3>Application form<\/h3>\n<div>InvestGlass builder gives you the power to transform a chore into an engaging experience.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Group-1861-5.png\" alt=\"\"><\/p>\n<h3>KYC remediations<\/h3>\n<div>Digiltalize your account opening and product subscription. Check AML and KYC completion. Ensure that clients are not taking part in any money-related crimes.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Group-1859-2.png\" alt=\"\"><\/p>\n<h3>Human Resources (HR) Surveys<\/h3>\n<div>Managing employees, onboarding new staff, gauging employee engagement rates, to name a few.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Group-1860-3.png\" alt=\"\"><\/p>\n<h3>Financial institutions<\/h3>\n<div>Digital forms are compatible with financial planning, robo advisory, mortgage onboarding. <\/div>\n<\/li>\n<\/ul>\n<h2>\n<h2 style=\"text-align: center;\">Simplify Your Workflow<br \/>From Start to End<\/h2>\n<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-LeadCapture-2024.png\" alt=\"Paper into digital\"><\/p>\n<h3>Turn your paper into digital<\/h3>\n<div>\n<p><span>InvestGlass offers effortless onboarding forms that streamline time-consuming processes. Enhance efficiency with personalized forms, surveys, and templates. Their expertise emphasizes the significance of customization in financial platforms.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/investglass-features\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024.png\" alt=\"Contact\"><\/p>\n<h3>Pre-built digital onboarding forms<\/h3>\n<div>\n<p><span>Digital onboarding collects data from prospects and clients through personalized, logic-based forms. These forms ask targeted questions and request necessary document uploads. Examples of documents include IDs, driving licenses, and proof of residence.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">Try For Free<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024.png\" alt=\"InvestGlass Sales Pipeline\"><\/p>\n<h3>From customer acquisition to deal closing<\/h3>\n<div>\n<p><span>InvestGlass&#8217;s CRM, integral to its digital forms, facilitates customer onboarding and life cycle management. The CRM stores customer data, auto-populating forms with prior responses.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Portfolio-2024.png\" alt=\"Risk indicator\"><\/p>\n<h3>Digital onboarding score and fraud detection<\/h3>\n<div>\n<p><span>InvestGlass integrates with multiple APIs for fraud and identity checks, aiding banks and insurance firms in simplifying compliance. It enables risk assessment of clients and automated, personalized responses based on scores such as emails or SMS.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">Talk to an expert<\/a>\n    <\/p>\n<\/p>\n<h2>The Ultimate Guide to Onboarding Software<\/h2>\n<p><iframe src=\"https:\/\/youtu.be\/wRP8Yxr-b1Y?si=vDUfv-ML0u1eEe9S\"><\/iframe><\/p>\n<h2>\n<h2 style=\"text-align: center;\">Packed With Features<br \/>Your Team Will Love<\/h2>\n<\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-unparalleled-flexibility.svg\" alt=\"\"><\/p>\n<h3>API &#038; Webhooks<\/h3>\n<div>\n<p>Integrate API and Web hooks for seamless CRM data synchronization and real-time updates.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-monitor-metrics.svg\" alt=\"\"><\/p>\n<h3>PDF Document Generator<\/h3>\n<div>\n<p>Effortlessly generate professional PDF documents with our intuitive Document Generator.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-performance-insights.svg\" alt=\"\"><\/p>\n<h3>Built for robo advisory<\/h3>\n<div>\n<p><span>Invest Glass offers automated investment strategies for streamlined wealth management.<\/span><\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-automated-testing.svg\" alt=\"\"><\/p>\n<h3>Mobile-Responsive Forms<\/h3>\n<div>\n<p>Create user-friendly mobile-responsive forms for seamless interaction across all devices.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-project-management.svg\" alt=\"\"><\/p>\n<h3>Task automation<\/h3>\n<div>\n<p>Simplify your workflow with efficient task automation, saving time and boosting productivity.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-cloud-storage.svg\" alt=\"\"><\/p>\n<h3>Cloud Storage in Switzerland<\/h3>\n<div>\n<p>Securely store your data in Switzerland&#8217;s trusted cloud infrastructure for enhanced privacy and compliance.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- {\"name\":\"Why DevStack\",\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_noplaceholder\":false,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"width_medium\":\"2-5\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"content\":\"\n\n<p style=\\\"text-align: left;\\\">Simple and Powerful Digital Forms Builder<\/p>\n\n\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"xlarge\",\"parallax_opacity\":\"0.1,\",\"parallax_rotate\":\"1\",\"position\":\"relative\",\"position_bottom\":\"0\",\"position_left\":\"0\",\"position_z_index\":\"1\",\"text_align\":\"left\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"title_element\":\"h1\",\"title_style\":\"heading-small\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"Transform your Digital Onboarding Operations & Substantially Improve Customer Satisfaction. 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Check AML and KYC completion. 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Enhance efficiency with personalized forms, surveys, and templates. Their expertise emphasizes the significance of customization in financial platforms.<\/span><\/p>\n\n\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin_bottom\":\"remove\",\"margin_top\":\"medium\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"See More Features\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon_align\":\"left\",\"link\":\"https:\/\/www.investglass.com\/investglass-features\/\"}}]}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"ci-cd\",\"layout\":\"1-2,1-2\",\"margin_bottom\":\"remove\",\"margin_top\":\"large\",\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"name\":\"Image Box Decoration Mask\",\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024.png\",\"image_alt\":\"Contact\",\"image_box_shadow\":\"xlarge\",\"image_svg_color\":\"emphasis\",\"margin_bottom\":\"\",\"margin_top\":\"\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"order_first\":\"s\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"content\":\"Pre-built digital onboarding forms\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p><span>Digital onboarding collects data from prospects and clients through personalized, logic-based forms. 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