{"id":29339,"date":"2021-05-17T21:53:57","date_gmt":"2021-05-17T19:53:57","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29339"},"modified":"2026-04-21T17:31:17","modified_gmt":"2026-04-21T15:31:17","slug":"crm-voor-zakelijk-bankieren","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/nl\/crm-for-corporate-banking\/","title":{"rendered":"CRM voor zakelijk bankieren"},"content":{"rendered":"<h1>The Swiss CRM<br class=\"uk-visible@m\"> built for Corporate Banking <\/h1>\n<div>InvestGlass enables banks to meet regulatory demands with confidence while maintaining performance, control, and Swiss data sovereignty.<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/get-started-free\/\">Start for Free<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/investglass-pricing\/\">See Plans<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-02.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-03.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-25.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-04.png\" alt=\"\"><\/p>\n<h2>Ensure Compliance Across the Entire Client Lifecycle<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024.png\" alt=\"Digital forms\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-automation-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Digital Onboarding, KYC, and eSignature<\/h3>\n<div>Accelerate client acquisition with a fully digital onboarding journey that removes friction, reduces paperwork, and ensures regulatory compliance from the first interaction.Faster onboarding, stronger compliance, better client experience <\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Portfolio-2024.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-ci-cd-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Portfolio Management with Risk and Suitability Controls<\/h3>\n<div>Deliver superior advisory with real-time portfolio insights, performance tracking, and sophisticated analytics that support informed, data-driven decisions. Manage complexity with clarity and precision<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-main-CRM-2024.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Swiss Sovereign CRM and Data Protection<\/h3>\n<div>Operate with full confidence knowing your data is hosted in Switzerland and protected by some of the world\u2019s strictest privacy standards. With No Cloud Act &#8211; And you can host it on your server.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-ApprovalChain-2024-1.png\" alt=\"InvestGlass Approval process\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-security-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Automation, Audit Trails, and AI Support<\/h3>\n<div>Automate workflows with complete traceability, generate compliant reports, and leverage AI to enhance monitoring, documentation, and decision support. Reduce operational risk and strengthen audit readiness<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Get started today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/CleanShot-2024-05-11-at-13.57.57@2x.png\" alt=\"InvestGlass investor portal\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Secure Client and Employee Portal<\/h3>\n<div>Provide secure, real-time access to accounts, reports, and communication tools for both clients and internal teams in one unified environment.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><!--more--><br \/>\n<!-- 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