{"id":29198,"date":"2021-05-17T12:49:08","date_gmt":"2021-05-17T10:49:08","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29198"},"modified":"2026-02-04T12:27:28","modified_gmt":"2026-02-04T11:27:28","slug":"narzedzia-automatyzacji","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/pl\/automation-tools\/","title":{"rendered":"Narz\u0119dzia do automatyzacji"},"content":{"rendered":"<h1>\n<h2 class=\"headline\">The Swiss <em>CRM trusted AI,<\/em> and data are on one integrated platform.<\/h2>\n<\/h1>\n<div>Enable collaboration between departments and teams by unifying technology and workflows.<\/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=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Talk to an expert<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22-4.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22-3.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22-2.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22-1.png\" alt=\"\"><\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/pexels-photo-774909-scaled.jpeg\" alt=\"Empower your team\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-smile10.png\" alt=\"Automation tools \"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/02\/9drs5e_rguc.jpg\" alt=\"Swiss servers\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/06\/0zx1bdv5bny.jpg\" alt=\"Smile\"><\/p>\n<\/li>\n<\/ul>\n<h2>\n<p style=\"text-align: center;\">Automate with a Swiss Neutral CRM<br \/>hosted on-premise or on Swiss Cloud<\/p>\n<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png\" alt=\"\"><\/p>\n<h3>Kick to your business process and marketing automation<\/h3>\n<div>\n<p><span>InvestGlass automation streamlines repetitive business tasks like lead nurturing and customer data collection. Its Swiss Cloud boosts performance management and employee productivity in many organizations.<\/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-ApprovalChain-2024.png\" alt=\"\"><\/p>\n<h3>Approval Process to manage complex institutions<\/h3>\n<div>\n<p><span>InvestGlass&#8217;s <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/sales-tools\/\" target=\"_blank\"  rel=\"noopener\" title=\"approval process\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"4994\">approval process<\/a> automates decision-making by triggering approvals upon document submission, locking it during review, and notifying approvers. This system streamlines team tasks, enhances customer experience, and can be customized to fit your business&#8217;s unique requirements.<\/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-Template-GenAI.png\" alt=\"\"><\/p>\n<h3>AI template<\/h3>\n<div>\n<p><span>Save time with pre-built templates querying data from your CRM and portfolio management. Deliver the right information at the right time to your investors and bankers.<\/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-newtask-2024.png\" alt=\"Queues\"><\/p>\n<h3>Automate queues and tasks<\/h3>\n<div>\n<p><span>Automate sequences, approval processes, and notifications with InvestGlass AI. It guides sales reps through necessary human interventions. Alerts are sent to sales reps, compliance officers, or customers when interaction is required.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<h2>\n<p>We make Automation,<\/p>\n<p>so People Don\u2019t Have to be Robots<\/p>\n<\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-unparalleled-flexibility.svg\" alt=\"\"><\/p>\n<h3>Multiple steps automation<\/h3>\n<div>\n<p>Streamline complex processes with multiple-step automation, simplifying tasks and enhancing efficiency seamlessly.<\/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>KYC business process automation<\/h3>\n<div>\n<p>Automate KYC business processes for seamless compliance, reducing manual effort and accelerating onboarding.<\/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>Portfolio management monitoring<\/h3>\n<div>\n<p>Efficiently monitor portfolio management with comprehensive tracking and analysis, ensuring strategic alignment and informed decision-making.<\/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>Connect third party softwares<\/h3>\n<div>\n<p>Easily integrate and connect third-party software solutions to streamline workflows and maximize efficiency.<\/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 orchestration<\/h3>\n<div>\n<p>Efficiently coordinate and manage tasks across teams with seamless task orchestration, ensuring smooth workflow execution.<\/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>Hosted on Swiss cloud or on your server<\/h3>\n<div>\n<p>Choose between hosting on Swiss cloud or our servers for optimal data security and compliance with your preferences.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- {\"name\":\"Default Product 3 - MILAN\",\"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\":{\"content\":\"\n\n<h2 class=\\\"headline\\\">The Swiss <em>CRM trusted AI,<\/em> and data are on one integrated 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automation\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p><span>InvestGlass automation streamlines repetitive business tasks like lead nurturing and customer data collection. Its Swiss Cloud boosts performance management and employee productivity in many organizations.<\/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\":\"get-started-free\/\"}}]}]}]},{\"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-ApprovalChain-2024.png\",\"image_box_shadow\":\"xlarge\",\"image_svg_color\":\"emphasis\",\"image_width\":\"1600\",\"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\":\"Approval Process to manage complex institutions\",\"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>InvestGlass's <a class=\\\"wpil_keyword_link\\\" href=\\\"https:\/\/www.investglass.com\/sales-tools\/\\\" target=\\\"_blank\\\"  rel=\\\"noopener\\\" title=\\\"approval process\\\" data-wpil-keyword-link=\\\"linked\\\"  data-wpil-monitor-id=\\\"4994\\\">approval process<\/a> automates decision-making by triggering approvals upon document submission, locking it during review, and notifying approvers. This system streamlines team tasks, enhances customer experience, and can be customized to fit your business's unique requirements.<\/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\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin_bottom\":\"remove\",\"margin_top\":\"medium\",\"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\":\"get-started-free\/\"}}]}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"infrastructure\",\"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-Template-GenAI.png\",\"image_box_shadow\":\"xlarge\",\"image_svg_color\":\"emphasis\",\"image_width\":\"1600\",\"margin_bottom\":\"\",\"margin_top\":\"\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"content\":\"AI template\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p><span>Save time with pre-built templates querying data from your CRM and portfolio management. 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