{"id":34145,"date":"2022-08-15T20:56:38","date_gmt":"2022-08-15T18:56:38","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=34145"},"modified":"2026-05-07T11:32:36","modified_gmt":"2026-05-07T09:32:36","slug":"crm-voor-private-bank","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/nl\/crm-for-private-bank\/","title":{"rendered":"CRM voor particuliere banken"},"content":{"rendered":"<h1>InvestGlass CRM for Banks<\/h1>\n<div>\n<p>The Leading Swiss Sovereign CRM Platform Designed for the Banking Industry.<\/p>\n<\/div>\n<p><p>\n        <a href=\"\/contact-our-sales-team\/\">Talk to Sales<\/a>\n    <\/p>\n<\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/03\/InvestGlass-Loan-Simulator.png\" alt=\"Loan simulator for retail bank\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/09\/Alexandre-Gaillard-InvestGlass.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/05\/swissbern.jpg\" alt=\"Switzerland Sovereignty first\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/photo-1600275669439-14e40452d20b-scaled.jpg\" alt=\"\"><\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-82.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><\/p>\n<h2>Why Choose InvestGlass Banking CRM Software?<\/h2>\n<ul>\n<li>\n<h3>Built for Banks and Financial Services<\/h3>\n<div>Unlike generic crm systems such as Microsoft Dynamics 365 or Creatio, InvestGlass is designed exclusively for banks, wealth managers, and financial institutions. Our banking CRM software adapts to your business processes, lending processes, and sales pipelines without the complexity of generic CRM products.<\/div>\n<\/li>\n<li>\n<h3>Enhance Customer Engagement and Retention<\/h3>\n<div>With InvestGlass, you can deliver personalized customer journeys across all touchpoints\u2014contact center management, self service portals, social networks, and even in-branch. Improve customer engagement, customer relationships, and customer retention with a clear view of every customer profile and customer information.<\/div>\n<\/li>\n<li>\n<h3>Smarter Customer Relationship Management<\/h3>\n<div>InvestGlass centralizes customer data, contact information, and customer service tickets into a single, unified crm system. Our platform uses machine learning to analyze data points, offering recommendations that empower relationship managers to anticipate customer needs and deliver the right services\u2014from credit cards to investments.<\/div>\n<\/li>\n<li>\n<h3>ll-in-One CRM and PMS Platform<\/h3>\n<div>Most crm systems stop at customer relationship management, forcing banks to use separate portfolio management systems (PMS) for investments. With InvestGlass, you don\u2019t need multiple vendors\u2014our solution merges CRM for banks with a robust <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/manage-portfolios\/\" target=\"_blank\"  rel=\"noopener\" title=\"PMS\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5363\">PMS<\/a> in a single platform.<\/p>\n<p>This means relationship managers can access customer profiles, customer data, and portfolio insights all in one place. No switching between tools, no scattered customer information, just a complete 360\u00b0 view of every client. The tools are connectable to your existe core banking solution.<\/p><\/div>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-82.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024.png\" alt=\"InvestGlass Digital Onboarding Solution\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/04\/InvestGlass-Template-GenAI-e4fadabe.png\" alt=\"AI template InvestGlass\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/investglass-calendar-inemail.png\" alt=\"InvestGlass Calendar in Email\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-riskmanagement-2024.png\" alt=\"InvestGlass captures portfolio risk and compare to clients' tolerance\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-time-slots.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a-2.png\" alt=\"\"><\/p>\n<\/li>\n<\/ul>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/about-hero-13.jpg\" alt=\"Modern Saudi Arabia\"><\/p>\n<h3>Independent Swiss Cloud solution <\/h3>\n<p>About InvestGlass<\/p>\n<div>\n<p data-start=\"219\" data-end=\"575\">With InvestGlass, everything your bank needs is brought together in a single, streamlined workflow. It starts with sales pipeline management, where you can easily track every lead, opportunity, and deal. From first contact to final approval, the process is clear, structured, and visible to your whole team, making collaboration simple and efficient.<\/p>\n<p data-start=\"577\" data-end=\"867\">When it comes to outreach, InvestGlass helps you design and automate <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/marketing-tools\/\" target=\"_blank\"  rel=\"noopener\" title=\"marketing\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5359\">marketing<\/a> campaigns that reach clients at the right moment. Whether you\u2019re engaging prospects or strengthening relationships with existing customers, the platform ensures communication feels timely and personal.<\/p>\n<p data-start=\"869\" data-end=\"1151\">Clients also benefit from self-service portals and a comprehensive knowledge base, giving them the tools to find answers, submit requests, and stay informed without always relying on your team. This improves customer experience while reducing repetitive service tasks.<\/p>\n<p data-start=\"1153\" data-end=\"1398\">Behind the scenes, business rules and compliance workflows are embedded into the platform. That means approval steps, documentation, and regulatory checks happen automatically, keeping your business processes both smooth and compliant.<\/p>\n<p data-start=\"1400\" data-end=\"1764\">At the core of everything are detailed, customizable customer profiles. Each one brings together a client\u2019s contact information, financial history, past interactions, and preferences into a single view. Your relationship managers can see exactly where each client stands, anticipate customer needs, and deliver tailored solutions with confidence.<\/p>\n<p data-start=\"1766\" data-end=\"1990\">With InvestGlass, the workflow feels natural: capture a lead, guide them through your sales processes, engage them with the right message, support them with self-service, and manage their portfolio\u2014all in one platform.<\/p>\n<\/div>\n<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"\/contact-our-sales-team\/\">Talk to Sales<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"\/customers\/\">Customers<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<h2>Three Key Features to Scale your Bank<\/h2>\n<ul>\n<li>\n<h3>Digital Onboarding<\/h3>\n<div>InvestGlass brings <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/digital-onboarding\/\" target=\"_blank\"  rel=\"noopener\" title=\"digital onboarding\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5362\">digital onboarding<\/a> to the next level with a fully integrated CRM platform built for banking customers. Unlike generic tools, this CRM in banking simplifies KYC, document collection, and compliance checks through automation. Banks can reduce onboarding times and cut operational costs, while clients enjoy a frictionless start. As a customer relationship management solution, InvestGlass offers CRM software for banks that combines security, speed, and compliance into one seamless application.<\/div>\n<\/li>\n<li>\n<h3>Client Life Cycle Management<\/h3>\n<div>Managing relationships is more than just storing contacts\u2014it\u2019s about guiding clients through every stage. With InvestGlass, institutions gain a complete CRM for banking that covers prospecting, onboarding, advisory, and retention. Each step of the customer engagements journey is tracked and enriched with insights from your research team, ensuring advisors always deliver value. Among the many CRM ones available, InvestGlass stands out as a leader with tailored features, powerful integration options, and embedded marketing automation. This makes it one of the most trusted CRM solutions in the banking industry.<\/div>\n<\/li>\n<li>\n<h3>Portfolio Management Tool with AI<\/h3>\n<div>Beyond relationship management, InvestGlass includes a powerful portfolio management tool with AI. It helps banks deliver personalized strategies by analyzing client profiles, market data, and risk appetite. This not only supports better advisory outcomes but also creates a new standard in CRM software for banks\u2014combining portfolio intelligence with client management. Banks gain measurable benefits, from improved decision-making to deeper loyalty. And when it comes to price, InvestGlass offers something unique: a cost-effective solution that merges compliance-driven CRM with AI-powered advisory tools, setting it apart from other applications on the market.<\/div>\n<\/li>\n<\/ul>\n<h2>Swiss Quality &#8211; Swiss Trust First<\/h2>\n<ul>\n<li>\n<h3>Key Factors to Examine on Your InvestGlass Compliance Journey<\/h3>\n<div>\n<p>When embarking on your compliance journey with InvestGlass, it&#8217;s imperative to look ahead and establish measures that strengthen your privacy stance in the face of evolving local laws. Given that adherence to compliance has become the new standard for managing customer data, businesses must be proactive.<\/p>\n<p>Local data regulations are compelling companies to critically assess their treatment of client data. This includes evaluating how you handle sensitive customer details, and figuring out ways to foster trust by providing increased transparency, visibility, and control over client PII. A reliable InvestGlass data residency solution will aid in addressing these concerns.<\/p>\n<p>Why is privacy so crucial? It&#8217;s the cornerstone of trust. And in the world of business, trust is a key driver behind sustained success and a loyal clientele.<\/p>\n<p>It&#8217;s undeniable that data protection regulations are rapidly becoming a staple in today&#8217;s landscape, and cannot be sidelined. For those leveraging InvestGlass, the onus is on them to protect customer data and find solutions that cater to InvestGlass data residency, ensuring compliance with laws dictating where client information is housed. Solutions like InCountry can greatly assist in this arena.<\/p>\n<\/div>\n<\/li>\n<li>\n<h3>A Comprehensive Solution to Automate Cloud Data Compliance for InvestGlass \u2013 On premise<\/h3>\n<div>\n<p>With the integration of <strong>On Premise<\/strong> for InvestGlass, you can confidently store InvestGlass data across over 90 countries, even situating different records in separate nations. This ensures an InvestGlass data residency solution wherever your business touches, allowing you to maximize all the advantages of InvestGlass while still adhering to both regulatory and internal guidelines, notably:<\/p>\n<ul>\n<li><strong>On-Premise<\/strong>\u00a0offerings are HIPAA compliant and PCI DSS certified, which means by integrating it with InvestGlass, you can significantly fast-track your compliance journey, bypassing potential lengthy development phases.<\/li>\n<li>With <strong>On-Premise<\/strong> for InvestGlass, you have the flexibility to store data either entirely in specific countries or maintain a real-time duplicate in a designated nation, contingent on the applicable regulatory framework.<\/li>\n<li>We facilitate a fluid data residency process by aiding companies in their integration with InvestGlass through operations such as object writes, detailed view reads, list view readings, and federated searches.<\/li>\n<li>For those prioritizing utmost security, we offer optional full encryption utilizing the robust NIST standard SHA-256 and AES-256 encryption protocols.<\/li>\n<li>By leveraging our solution, you significantly mitigate potential risks and decrease the total ownership cost linked to your infrastructure.<\/li>\n<\/ul>\n<\/div>\n<\/li>\n<li>\n<h3>The importance of data security and privacy in the digital age<\/h3>\n<div>\n<p>In the digital age, data security and privacy are more important now than ever before. With the increasing use of technology throughout our daily lives, it is essential that individuals, businesses and governments protect themselves from data theft, scams and malicious attacks. Fortunately, ensuring secure data storage is an achievable goal if adequate security measures are taken. President Cassis\u2019s goal to strengthen Switzerland\u2019s capacity to act in the digital space by prioritizing digital sovereignty takes this into account by emphasizing the protection of personal and business data from outside influences. Digital sovereignty also helps countries defend their autonomy in the ever-evolving tech world while providing a secure platform for economic activities.<\/p>\n<p>Digital sovereignty is a complex issue that has become increasingly important in the digital age. President Cassis\u2019 plans to strengthen Switzerland\u2019s capacity to act in the digital space are ambitious and will require considerable investment and effort. However, if successful, they will benefit businesses and citizens alike. Some challenges that need to be addressed include data security and privacy, but if these can be overcome, digital sovereignty will be a major asset for Switzerland in the years to come.<\/p>\n<p>You can read more also here<span>\u00a0<\/span><a href=\"https:\/\/www.swiss-digital-initiative.org\/\">https:\/\/www.swiss-digital-initiative.org\/<\/a><\/p>\n<\/div>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- 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Our banking CRM software adapts to your business processes, lending processes, and sales pipelines without the complexity of generic CRM products.\",\"image\":\"\",\"title\":\"Built for Banks and Financial Services\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"With InvestGlass, you can deliver personalized customer journeys across all touchpoints\u2014contact center management, self service portals, social networks, and even in-branch. Improve customer engagement, customer relationships, and customer retention with a clear view of every customer profile and customer information.\",\"image\":\"\",\"title\":\"Enhance Customer Engagement and Retention\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"InvestGlass centralizes customer data, contact information, and customer service tickets into a single, unified crm system. Our platform uses machine learning to analyze data points, offering recommendations that empower relationship managers to anticipate customer needs and deliver the right services\u2014from credit cards to investments.\",\"image\":\"\",\"title\":\"Smarter Customer Relationship Management\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Most crm systems stop at customer relationship management, forcing banks to use separate portfolio management systems (PMS) for investments. With InvestGlass, you don\u2019t need multiple vendors\u2014our solution merges CRM for banks with a robust <a class=\\\"wpil_keyword_link\\\" href=\\\"https:\/\/www.investglass.com\/manage-portfolios\/\\\" target=\\\"_blank\\\"  rel=\\\"noopener\\\" title=\\\"PMS\\\" data-wpil-keyword-link=\\\"linked\\\"  data-wpil-monitor-id=\\\"5363\\\">PMS<\/a> in a single platform.\\n\\nThis means relationship managers can access customer profiles, customer data, and portfolio insights all in one place. No switching between tools, no scattered customer information, just a complete 360\u00b0 view of every client. The tools are connectable to your existe core banking solution.\",\"image\":\"\",\"title\":\"ll-in-One CRM and PMS Platform\"}}]}]}],\"props\":{\"column_gap\":\"large\",\"layout\":\"2-5,3-5\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\",\"row_gap\":\"large\"}},{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/background-square-82.png\",\"image_svg_color\":\"emphasis\",\"image_width\":\"1050\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"position\":\"absolute\",\"position_bottom\":\"-10\",\"position_right\":\"-55vw\",\"position_z_index\":\"0\",\"visibility\":\"xl\"}},{\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/background-square-24.png\",\"image_svg_color\":\"emphasis\",\"image_width\":\"600\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"position\":\"absolute\",\"position_bottom\":\"-22vh\",\"position_left\":\"-50vw\",\"position_z_index\":\"0\",\"text_align\":\"right\",\"visibility\":\"xl\"}}]}]}],\"name\":\"About\",\"modified\":\"2021-01-08T13:56:27.050Z\"},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"style\":\"muted\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"middle\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"name\":\"Gallery Mixed Image Orientation\",\"type\":\"gallery\",\"children\":[{\"type\":\"gallery_item\",\"props\":{\"image\":\"wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024.png\",\"image_alt\":\"InvestGlass Digital Onboarding Solution\",\"title\":\"\"}},{\"type\":\"gallery_item\",\"props\":{\"image\":\"wp-content\/uploads\/2025\/04\/InvestGlass-Template-GenAI-e4fadabe.png\",\"image_alt\":\"AI template InvestGlass\",\"title\":\"\"}},{\"type\":\"gallery_item\",\"props\":{\"image\":\"wp-content\/uploads\/2024\/11\/investglass-calendar-inemail.png\",\"image_alt\":\"InvestGlass Calendar in Email\",\"title\":\"\"}},{\"type\":\"gallery_item\",\"props\":{\"image\":\"wp-content\/uploads\/2024\/05\/InvestGlass-riskmanagement-2024.png\",\"image_alt\":\"InvestGlass captures portfolio risk and compare to clients' tolerance\",\"title\":\"\"}},{\"type\":\"gallery_item\",\"props\":{\"image\":\"wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-time-slots.png\",\"title\":\"\"}},{\"type\":\"gallery_item\",\"props\":{\"image\":\"wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a-2.png\",\"title\":\"\"}}],\"props\":{\"filter_align\":\"left\",\"filter_all\":true,\"filter_grid_breakpoint\":\"m\",\"filter_grid_width\":\"auto\",\"filter_position\":\"top\",\"filter_style\":\"tab\",\"grid_column_align\":true,\"grid_default\":\"2\",\"grid_medium\":\"2\",\"grid_small\":\"2\",\"image_orientation\":true,\"image_transition\":\"scale-up\",\"image_width\":\"610\",\"item_animation\":true,\"lightbox\":true,\"lightbox_animation\":\"fade\",\"lightbox_bg_close\":true,\"lightbox_counter\":false,\"lightbox_image_height\":\"900\",\"lightbox_image_orientation\":false,\"link_style\":\"default\",\"link_text\":\"\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"meta_align\":\"below-title\",\"meta_element\":\"div\",\"meta_style\":\"text-meta\",\"overlay_hover\":true,\"overlay_link\":true,\"overlay_mode\":\"cover\",\"overlay_position\":\"center\",\"overlay_style\":\"\",\"overlay_transition\":\"fade\",\"parallax_easing\":\"1\",\"show_content\":true,\"show_hover_image\":true,\"show_hover_video\":true,\"show_link\":true,\"show_meta\":true,\"show_title\":false,\"text_align\":\"center\",\"text_color\":\"\",\"title_display\":\"item\",\"title_element\":\"h3\",\"title_hover_style\":\"reset\"}}]}]}]},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"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\"},\"children\":[{\"name\":\"Panel Content Columns Image Right\",\"type\":\"panel\",\"props\":{\"content\":\"\n\n<p data-start=\\\"219\\\" data-end=\\\"575\\\">With InvestGlass, everything your bank needs is brought together in a single, streamlined workflow. It starts with sales pipeline management, where you can easily track every lead, opportunity, and deal. From first contact to final approval, the process is clear, structured, and visible to your whole team, making collaboration simple and efficient.<\/p>\n\n\\n\n\n<p data-start=\\\"577\\\" data-end=\\\"867\\\">When it comes to outreach, InvestGlass helps you design and automate <a class=\\\"wpil_keyword_link\\\" href=\\\"https:\/\/www.investglass.com\/marketing-tools\/\\\" target=\\\"_blank\\\"  rel=\\\"noopener\\\" title=\\\"marketing\\\" data-wpil-keyword-link=\\\"linked\\\"  data-wpil-monitor-id=\\\"5359\\\">marketing<\/a> campaigns that reach clients at the right moment. Whether you\u2019re engaging prospects or strengthening relationships with existing customers, the platform ensures communication feels timely and personal.<\/p>\n\n\\n\n\n<p data-start=\\\"869\\\" data-end=\\\"1151\\\">Clients also benefit from self-service portals and a comprehensive knowledge base, giving them the tools to find answers, submit requests, and stay informed without always relying on your team. This improves customer experience while reducing repetitive service tasks.<\/p>\n\n\\n\n\n<p data-start=\\\"1153\\\" data-end=\\\"1398\\\">Behind the scenes, business rules and compliance workflows are embedded into the platform. That means approval steps, documentation, and regulatory checks happen automatically, keeping your business processes both smooth and compliant.<\/p>\n\n\\n\n\n<p data-start=\\\"1400\\\" data-end=\\\"1764\\\">At the core of everything are detailed, customizable customer profiles. Each one brings together a client\u2019s contact information, financial history, past interactions, and preferences into a single view. Your relationship managers can see exactly where each client stands, anticipate customer needs, and deliver tailored solutions with confidence.<\/p>\n\n\\n\n\n<p data-start=\\\"1766\\\" data-end=\\\"1990\\\">With InvestGlass, the workflow feels natural: capture a lead, guide them through your sales processes, engage them with the right message, support them with self-service, and manage their portfolio\u2014all in one platform.<\/p>\n\n\",\"content_align\":true,\"content_column\":\"1-2\",\"content_column_breakpoint\":\"s\",\"content_dropcap\":true,\"content_margin\":\"medium\",\"image\":\"wp-content\/uploads\/about-hero-13.jpg\",\"image_align\":\"right\",\"image_alt\":\"Modern Saudi Arabia\",\"image_box_decoration_inverse\":false,\"image_grid_breakpoint\":\"m\",\"image_grid_width\":\"2-5\",\"image_svg_color\":\"emphasis\",\"image_vertical_align\":true,\"image_width\":\"900\",\"link_margin\":\"medium\",\"link_style\":\"secondary\",\"link_text\":\"Read more\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"meta\":\"About InvestGlass\",\"meta_align\":\"above-title\",\"meta_color\":\"primary\",\"meta_element\":\"div\",\"meta_margin\":\"medium\",\"meta_style\":\"text-meta\",\"panel_image_no_padding\":true,\"text_align\":\"center\",\"title\":\"Independent Swiss Cloud solution \",\"title_align\":\"top\",\"title_element\":\"h3\",\"title_grid_breakpoint\":\"m\",\"title_grid_width\":\"1-2\",\"title_hover_style\":\"reset\",\"title_style\":\"h1\"}},{\"type\":\"button\",\"props\":{\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"text_align\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"primary\",\"content\":\"Talk to Sales\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon_align\":\"left\",\"link\":\"contact-our-sales-team\/\",\"link_title\":\"Talk to Sales\"}},{\"type\":\"button_item\",\"props\":{\"button_style\":\"secondary\",\"content\":\"Customers\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon_align\":\"left\",\"link\":\"\/customers\/\",\"link_title\":\"Talk to Sales\"}}]}]}]}]},{\"type\":\"section\",\"props\":{\"height\":\"section\",\"image_position\":\"center-center\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"middle\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"Three Key Features to Scale your Bank\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"center\",\"title_element\":\"h2\"}},{\"name\":\"Accordion One Item Start Closed\",\"type\":\"accordion\",\"children\":[{\"type\":\"accordion_item\",\"props\":{\"content\":\"InvestGlass brings <a class=\\\"wpil_keyword_link\\\" href=\\\"https:\/\/www.investglass.com\/digital-onboarding\/\\\" target=\\\"_blank\\\"  rel=\\\"noopener\\\" title=\\\"digital onboarding\\\" data-wpil-keyword-link=\\\"linked\\\"  data-wpil-monitor-id=\\\"5362\\\">digital onboarding<\/a> to the next level with a fully integrated CRM platform built for banking customers. Unlike generic tools, this CRM in banking simplifies KYC, document collection, and compliance checks through automation. Banks can reduce onboarding times and cut operational costs, while clients enjoy a frictionless start. As a customer relationship management solution, InvestGlass offers CRM software for banks that combines security, speed, and compliance into one seamless application.\",\"image\":\"\",\"title\":\"Digital Onboarding\"}},{\"type\":\"accordion_item\",\"props\":{\"content\":\"Managing relationships is more than just storing contacts\u2014it\u2019s about guiding clients through every stage. With InvestGlass, institutions gain a complete CRM for banking that covers prospecting, onboarding, advisory, and retention. Each step of the customer engagements journey is tracked and enriched with insights from your research team, ensuring advisors always deliver value. Among the many CRM ones available, InvestGlass stands out as a leader with tailored features, powerful integration options, and embedded marketing automation. This makes it one of the most trusted CRM solutions in the banking industry.\",\"image\":\"\",\"title\":\"Client Life Cycle Management\"}},{\"type\":\"accordion_item\",\"props\":{\"content\":\"Beyond relationship management, InvestGlass includes a powerful portfolio management tool with AI. It helps banks deliver personalized strategies by analyzing client profiles, market data, and risk appetite. This not only supports better advisory outcomes but also creates a new standard in CRM software for banks\u2014combining portfolio intelligence with client management. Banks gain measurable benefits, from improved decision-making to deeper loyalty. And when it comes to price, InvestGlass offers something unique: a cost-effective solution that merges compliance-driven CRM with AI-powered advisory tools, setting it apart from other applications on the market.\",\"image\":\"\",\"title\":\"Portfolio Management Tool with AI\"}}],\"props\":{\"collapsible\":true,\"content_column_breakpoint\":\"m\",\"image_align\":\"left\",\"image_grid_breakpoint\":\"s\",\"image_grid_width\":\"auto\",\"image_height\":\"100\",\"image_svg_color\":\"emphasis\",\"image_vertical_align\":true,\"image_width\":\"100\",\"link_style\":\"default\",\"link_text\":\"Read more\",\"multiple\":false,\"show_image\":true,\"show_link\":true}}]}]}]},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"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\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"Swiss Quality - Swiss Trust First\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"center\",\"title_element\":\"h2\"}},{\"name\":\"Switcher Tabs Left\",\"type\":\"switcher\",\"children\":[{\"type\":\"switcher_item\",\"props\":{\"content\":\"\n\n<p>When embarking on your compliance journey with InvestGlass, it's imperative to look ahead and establish measures that strengthen your privacy stance in the face of evolving local laws. Given that adherence to compliance has become the new standard for managing customer data, businesses must be proactive.<\/p>\n\n\\n\n\n<p>Local data regulations are compelling companies to critically assess their treatment of client data. This includes evaluating how you handle sensitive customer details, and figuring out ways to foster trust by providing increased transparency, visibility, and control over client PII. A reliable InvestGlass data residency solution will aid in addressing these concerns.<\/p>\n\n\\n\n\n<p>Why is privacy so crucial? It's the cornerstone of trust. And in the world of business, trust is a key driver behind sustained success and a loyal clientele.<\/p>\n\n\\n\n\n<p>It's undeniable that data protection regulations are rapidly becoming a staple in today's landscape, and cannot be sidelined. For those leveraging InvestGlass, the onus is on them to protect customer data and find solutions that cater to InvestGlass data residency, ensuring compliance with laws dictating where client information is housed. Solutions like InCountry can greatly assist in this arena.<\/p>\n\n\",\"title\":\"Key Factors to Examine on Your InvestGlass Compliance Journey\"}},{\"type\":\"switcher_item\",\"props\":{\"content\":\"\n\n<p>With the integration of <strong>On Premise<\/strong> for InvestGlass, you can confidently store InvestGlass data across over 90 countries, even situating different records in separate nations. This ensures an InvestGlass data residency solution wherever your business touches, allowing you to maximize all the advantages of InvestGlass while still adhering to both regulatory and internal guidelines, notably:<\/p>\n\n\\n\n\n<ul>\\n\n\n<li><strong>On-Premise<\/strong>\u00a0offerings are HIPAA compliant and PCI DSS certified, which means by integrating it with InvestGlass, you can significantly fast-track your compliance journey, bypassing potential lengthy development phases.<\/li>\n\n\\n\n\n<li>With <strong>On-Premise<\/strong> for InvestGlass, you have the flexibility to store data either entirely in specific countries or maintain a real-time duplicate in a designated nation, contingent on the applicable regulatory framework.<\/li>\n\n\\n\n\n<li>We facilitate a fluid data residency process by aiding companies in their integration with InvestGlass through operations such as object writes, detailed view reads, list view readings, and federated searches.<\/li>\n\n\\n\n\n<li>For those prioritizing utmost security, we offer optional full encryption utilizing the robust NIST standard SHA-256 and AES-256 encryption protocols.<\/li>\n\n\\n\n\n<li>By leveraging our solution, you significantly mitigate potential risks and decrease the total ownership cost linked to your infrastructure.<\/li>\n\n\\n<\/ul>\n\n\",\"title\":\"A Comprehensive Solution to Automate Cloud Data Compliance for InvestGlass \u2013 On premise\"}},{\"type\":\"switcher_item\",\"props\":{\"content\":\"\n\n<p>In the digital age, data security and privacy are more important now than ever before. With the increasing use of technology throughout our daily lives, it is essential that individuals, businesses and governments protect themselves from data theft, scams and malicious attacks. Fortunately, ensuring secure data storage is an achievable goal if adequate security measures are taken. President Cassis\u2019s goal to strengthen Switzerland\u2019s capacity to act in the digital space by prioritizing digital sovereignty takes this into account by emphasizing the protection of personal and business data from outside influences. Digital sovereignty also helps countries defend their autonomy in the ever-evolving tech world while providing a secure platform for economic activities.<\/p>\n\n\\n\n\n<p>Digital sovereignty is a complex issue that has become increasingly important in the digital age. President Cassis\u2019 plans to strengthen Switzerland\u2019s capacity to act in the digital space are ambitious and will require considerable investment and effort. However, if successful, they will benefit businesses and citizens alike. Some challenges that need to be addressed include data security and privacy, but if these can be overcome, digital sovereignty will be a major asset for Switzerland in the years to come.<\/p>\n\n\\n\n\n<p>You can read more also here<span>\u00a0<\/span><a href=\\\"https:\/\/www.swiss-digital-initiative.org\/\\\">https:\/\/www.swiss-digital-initiative.org\/<\/a><\/p>\n\n\",\"title\":\"The importance of data security and privacy in the digital age\"}}],\"props\":{\"content_column_breakpoint\":\"m\",\"image_align\":\"top\",\"image_grid_breakpoint\":\"m\",\"image_grid_width\":\"1-2\",\"image_svg_color\":\"emphasis\",\"link_style\":\"default\",\"link_text\":\"Read more\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"meta_align\":\"below-title\",\"meta_element\":\"div\",\"meta_style\":\"text-meta\",\"nav\":\"tab\",\"nav_align\":\"left\",\"nav_grid_breakpoint\":\"m\",\"nav_grid_column_gap\":\"large\",\"nav_grid_row_gap\":\"large\",\"nav_grid_width\":\"1-3\",\"nav_position\":\"left\",\"nav_vertical_align\":false,\"show_content\":true,\"show_image\":true,\"show_label\":true,\"show_link\":true,\"show_meta\":true,\"show_thumbnail\":true,\"show_title\":true,\"switcher_animation\":\"fade\",\"switcher_height\":true,\"switcher_style_primary\":false,\"thumbnav_height\":\"75\",\"thumbnav_svg_color\":\"emphasis\",\"thumbnav_width\":\"100\",\"title_align\":\"top\",\"title_element\":\"h3\",\"title_grid_breakpoint\":\"m\",\"title_grid_width\":\"1-2\",\"title_style\":\"h3\"}}]}]}]}],\"version\":\"5.0.31\"} --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>InvestGlass CRM for Banks The Leading Swiss Sovereign CRM Platform Designed for the Banking Industry. Talk to Sales Why Choose InvestGlass Banking CRM Software? Built for Banks and Financial Services Unlike generic crm systems such as Microsoft Dynamics 365 or Creatio, InvestGlass is designed exclusively for banks, wealth managers, and financial institutions. Our banking CRM [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-34145","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>InvestGlass CRM: Best CRM for Private Banks<\/title>\n<meta name=\"description\" content=\"InvestGlass is the best CRM for private banks. It provides tools to boost productivity across all devices &amp; channels.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/nl\/crm-voor-private-bank\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM for Private Banks\" \/>\n<meta property=\"og:description\" content=\"InvestGlass CRM for Banks The Leading Swiss Sovereign CRM Platform Designed for the Banking Industry. 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