{"id":42597,"date":"2024-11-24T08:48:14","date_gmt":"2024-11-24T07:48:14","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=42597"},"modified":"2026-05-22T12:27:15","modified_gmt":"2026-05-22T10:27:15","slug":"kyc","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/pl\/kyc\/","title":{"rendered":"KYC"},"content":{"rendered":"<h1>All-in-one solution for KYC and KYB<\/h1>\n<div>\n<p>Streamline client and business onboarding with InvestGlass your all-in-one solution for KYC, KYB, CRM, automation, and AI-driven compliance.<\/p>\n<\/div>\n<p><p>\n        <a href=\"\/contact-our-sales-team\/\">Start today<\/a>\n    <\/p>\n<\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/getty-images-o2d5VZo4tJQ-unsplash-scaled.jpg\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/08\/Capture-form-InvestGlass.png\" alt=\"Digital on-boarding\"><\/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\/2024\/03\/InvestGlass-Loan-Simulator.png\" alt=\"Loan simulator for retail bank\"><\/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<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/sumsub.png\" alt=\"sumsub\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/arab-bank-switzerland.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/credit-agricole-nextbank-50.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/open-geneva.png\" alt=\"open-geneva\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/al.png\" alt=\"open-geneva\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/aeon-investments.png\" alt=\"Aeon Investments\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Conduit-50.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/KAUST.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<\/ul>\n<h2>How does the KYC and KYB automation work?<\/h2>\n<ul>\n<li>\n<h2>Digital Onboarding<\/h2>\n<p>Step 1 <\/p>\n<div>\n<p>Streamline data collection and verification with paperless, automated workflows designed for both KYC and KYB.<\/p>\n<\/div>\n<\/li>\n<li>\n<h2>Collect Data<\/h2>\n<p>Step 2<\/p>\n<div>\n<p>Manage all client and business relationships with a centralized, customizable CRM that ensures data consistency and actionable insights.<\/p>\n<\/div>\n<\/li>\n<li>\n<h2>Track and remediate<\/h2>\n<p>Step 3<\/p>\n<div>\n<p>Automate routine tasks, approvals, and communication to improve operational efficiency and reduce manual errors.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/06\/0zx1bdv5bny.jpg\" alt=\"Smile\"><\/p>\n<h3>With InvestGlass Your Data is Safe in Swiss Cloud solution <\/h3>\n<p>#1 Swiss CRM<\/p>\n<div>\n<h4><strong>Benefits for Your Business<\/strong><\/h4>\n<ul>\n<li><strong>Simplified Onboarding:<\/strong> Accelerate KYC and KYB processes with intuitive, digital workflows.<\/li>\n<li><strong>Regulatory Confidence:<\/strong> Stay ahead of compliance requirements with automated processes and real-time monitoring.<\/li>\n<li><strong>Enhanced Customer Experience:<\/strong> Offer seamless onboarding and personalized services, increasing satisfaction and retention.<\/li>\n<li><strong>Operational Efficiency:<\/strong> Save time and resources with automation and AI-driven solutions that eliminate manual bottlenecks.<\/li>\n<li><strong>Integrated Ecosystem:<\/strong> Centralize client and business data in one platform for better decision-making and streamlined operations.<\/li>\n<\/ul>\n<h4><strong>Who It\u2019s For<\/strong><\/h4>\n<p>InvestGlass KYC &amp; KYB is the perfect solution for:<\/p>\n<ul>\n<li>Financial advisors and institutions<\/li>\n<li>Insurance companies<\/li>\n<li>Real estate firms<\/li>\n<li>Fintech and banking platforms<\/li>\n<li>Any organization managing complex compliance and onboarding workflows<\/li>\n<\/ul>\n<h4><strong>Empower Your Team. Delight Your Clients. Protect Your Business.<\/strong><\/h4>\n<p>InvestGlass KYC &amp; KYB delivers a robust and scalable solution that not only meets regulatory demands but also elevates your business operations with automation, CRM, and AI-driven insights. Embrace the future of compliance and customer management with InvestGlass.<\/p>\n<\/div>\n<\/div>\n<p><p>\n        <a href=\"\/contact-our-sales-team\/\">Talk to Sales<\/a>\n    <\/p>\n<\/p>\n<h2>Discover more products<\/h2>\n<ul>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/digital-onboarding\/\">Digital onboarding<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/sales-tools\/\">CRM<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/collaborative-portal\/\">Customer portal<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/manage-portfolios\/\">Portfolio Management<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- 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Content Columns Image Right\",\"type\":\"panel\",\"props\":{\"content\":\"\n\n<h4><strong>Benefits for Your Business<\/strong><\/h4>\n\n\\n\n\n<ul>\\n\n\n<li><strong>Simplified Onboarding:<\/strong> Accelerate KYC and KYB processes with intuitive, digital workflows.<\/li>\n\n\\n\n\n<li><strong>Regulatory Confidence:<\/strong> Stay ahead of compliance requirements with automated processes and real-time monitoring.<\/li>\n\n\\n\n\n<li><strong>Enhanced Customer Experience:<\/strong> Offer seamless onboarding and personalized services, increasing satisfaction and retention.<\/li>\n\n\\n\n\n<li><strong>Operational Efficiency:<\/strong> Save time and resources with automation and AI-driven solutions that eliminate manual bottlenecks.<\/li>\n\n\\n\n\n<li><strong>Integrated Ecosystem:<\/strong> Centralize client and business data in one platform for better decision-making and streamlined operations.<\/li>\n\n\\n<\/ul>\n\n\\n\n\n<h4><strong>Who It\u2019s For<\/strong><\/h4>\n\n\\n\n\n<p>InvestGlass KYC &amp; KYB is the perfect solution for:<\/p>\n\n\\n\n\n<ul>\\n\n\n<li>Financial advisors and institutions<\/li>\n\n\\n\n\n<li>Insurance companies<\/li>\n\n\\n\n\n<li>Real estate firms<\/li>\n\n\\n\n\n<li>Fintech and banking platforms<\/li>\n\n\\n\n\n<li>Any organization managing complex compliance and onboarding workflows<\/li>\n\n\\n<\/ul>\n\n\\n\n\n<h4><strong>Empower Your Team. Delight Your Clients. Protect Your Business.<\/strong><\/h4>\n\n\\n\n\n<p>InvestGlass KYC &amp; KYB delivers a robust and scalable solution that not only meets regulatory demands but also elevates your business operations with automation, CRM, and AI-driven insights. Embrace the future of compliance and customer management with InvestGlass.<\/p>\n\n\",\"content_align\":true,\"content_column\":\"1-2\",\"content_column_breakpoint\":\"s\",\"content_dropcap\":true,\"content_margin\":\"medium\",\"image\":\"wp-content\/uploads\/2023\/06\/0zx1bdv5bny.jpg\",\"image_align\":\"right\",\"image_alt\":\"Smile\",\"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\":\"#1 Swiss CRM\",\"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\":\"With InvestGlass Your Data is Safe in 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\":\"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\":[{\"type\":\"headline\",\"props\":{\"content\":\"Discover more products\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"title_element\":\"h2\"}},{\"type\":\"button\",\"props\":{\"button_size\":\"large\",\"grid_column_gap\":\"\",\"grid_row_gap\":\"\",\"margin_bottom\":\"default\",\"margin_top\":\"default\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"default\",\"content\":\"Digital onboarding\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon\":\"arrow-right\",\"icon_align\":\"right\",\"link\":\"https:\/\/www.investglass.com\/digital-onboarding\/\"}},{\"type\":\"button_item\",\"props\":{\"button_style\":\"default\",\"content\":\"CRM\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon\":\"arrow-right\",\"icon_align\":\"right\",\"link\":\"https:\/\/www.investglass.com\/sales-tools\/\"}},{\"type\":\"button_item\",\"props\":{\"button_style\":\"default\",\"content\":\"Customer portal\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon\":\"arrow-right\",\"icon_align\":\"right\",\"link\":\"https:\/\/www.investglass.com\/collaborative-portal\/\"}},{\"type\":\"button_item\",\"props\":{\"button_style\":\"default\",\"content\":\"Portfolio Management\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon\":\"arrow-right\",\"icon_align\":\"right\",\"link\":\"https:\/\/www.investglass.com\/manage-portfolios\/\"}}]}]}]}]}],\"version\":\"5.0.33\"} --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>All-in-one solution for KYC and KYB Streamline client and business onboarding with InvestGlass your all-in-one solution for KYC, KYB, CRM, automation, and AI-driven compliance. Start today How does the KYC and KYB automation work? Digital Onboarding Step 1 Streamline data collection and verification with paperless, automated workflows designed for both KYC and KYB. 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