{"id":31720,"date":"2022-04-27T10:56:35","date_gmt":"2022-04-27T08:56:35","guid":{"rendered":"https:\/\/www.investglass.com\/?p=31720"},"modified":"2026-04-22T12:38:30","modified_gmt":"2026-04-22T10:38:30","slug":"wizja-i-cel-inwestowania-w-szklo","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/pl\/investglass-vision-and-purpose\/","title":{"rendered":"Wizja i cel InvestGlass"},"content":{"rendered":"<p class=\"wp-block-paragraph\">W erze, w kt\u00f3rej dane nazywane s\u0105 <em>nowy olej<\/em>, Banki i instytucje finansowe stoj\u0105 przed pal\u0105cym pytaniem: <strong>Kto naprawd\u0119 kontroluje dane klient\u00f3w?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wi\u0119kszo\u015b\u0107 globalnych dostawc\u00f3w CRM twierdzi, \u017ce zapewnia bezpiecze\u0144stwo informacji, ale je\u015bli ich serwery znajduj\u0105 si\u0119 za granic\u0105, wra\u017cliwe dane klient\u00f3w pozostaj\u0105 nara\u017cone na ryzyko. <strong>zagraniczne jurysdykcje i ukryte prawa dost\u0119pu<\/strong>. That\u2019s not just a technical issue it\u2019s a matter of sovereignty, trust, and independence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">W\u0142a\u015bnie dlatego <strong>InvestGlass istnieje<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We are more than a CRM we are the <strong>#1 Stworzona w Szwajcarii i hostowana w Szwajcarii platforma CRM<\/strong> dla bank\u00f3w, zarz\u0105dzaj\u0105cych maj\u0105tkiem i profesjonalist\u00f3w finansowych, kt\u00f3rzy nie godz\u0105 si\u0119 na kompromisy w zakresie prywatno\u015bci lub zgodno\u015bci z przepisami. Nasz cel jest prosty, ale pot\u0119\u017cny: <strong>automatyzacja sprzeda\u017cy i zgodno\u015bci z przepisami bez utraty kontroli nad danymi<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-swiss-made-swiss-owned-swiss-hosted\">Swiss-Made, Swiss-Owned, Swiss-Hosted<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass jest <strong>Jedyne narz\u0119dzie CRM i automatyzacji sprzeda\u017cy w pe\u0142ni opracowane w Szwajcarii<\/strong>, hostowany na <strong>Szwajcarska chmura suwerenna<\/strong>, i jest w\u0142asno\u015bci\u0105 <strong>Szwajcarska rodzina prywatna<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Oznacza to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Twoje dane nigdy nie opuszczaj\u0105 Szwajcarii.<\/li>\n\n\n\n<li>\u017badne zagraniczne rz\u0105dy ani wielcy giganci technologiczni nie mog\u0105 szpiegowa\u0107 informacji o klientach.<\/li>\n\n\n\n<li>Zachowujesz zgodno\u015b\u0107 z najsurowszymi na \u015bwiecie przepisami dotycz\u0105cymi prywatno\u015bci.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Yes, a US-based CRM might offer encryption. But let\u2019s be honest your encrypted data still lives on <strong>ich serwery<\/strong>, regulowane przez <strong>ich prawa<\/strong>, i nara\u017cony na <strong>ich ryzyko<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Dzi\u0119ki InvestGlass Twoja instytucja jest jedynym posiadaczem kluczy. To <strong>prawdziwa suwerenno\u015b\u0107 danych<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automating-sales-and-compliance-with-confidence\">Pewna automatyzacja sprzeda\u017cy i zgodno\u015bci z przepisami<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Cel InvestGlass jest jasny:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automatyzacja proces\u00f3w sprzeda\u017cy<\/strong> dzi\u0119ki czemu mo\u017cesz sp\u0119dza\u0107 wi\u0119cej czasu na doradzaniu klientom, a mniej na pracy administracyjnej.<\/li>\n\n\n\n<li><strong>Uproszczenie zgodno\u015bci z przepisami<\/strong> by embedding it directly into your workflows no clunky add-ons, no messy integrations.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Zdejmujemy ci\u0119\u017car powtarzalnych zada\u0144, zapewniaj\u0105c jednocze\u015bnie, \u017ce ka\u017cda czynno\u015b\u0107 jest <strong>Gotowo\u015b\u0107 do audytu i zgodno\u015b\u0107 z przepisami<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-five-pillars-of-investglass\">Pi\u0119\u0107 filar\u00f3w InvestGlass<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass is not just another CRM it\u2019s a <strong>kompletny ekosystem<\/strong> zaprojektowany dla finans\u00f3w. Zbudowany na pi\u0119ciu filarach, zapewnia wszystko, czego potrzebujesz, aby pracowa\u0107 m\u0105drzej, szybciej i bezpieczniej:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-digital-onboarding\">1. Cyfrowy onboarding<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Po\u017cegnaj si\u0119 z nieko\u0144cz\u0105c\u0105 si\u0119 papierkow\u0105 robot\u0105. Z <strong>formularze cyfrowe, przep\u0142ywy pracy KYC\/AML i podpisy elektroniczne<\/strong>, Wdro\u017cenie staje si\u0119 p\u0142ynne, zgodne z przepisami i przyjazne dla klienta.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-a-fully-flexible-crm\">2. W pe\u0142ni elastyczny CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Nasz <strong>CRM dostosowuje si\u0119 do u\u017cytkownika<\/strong> not the other way around. Customise pipelines, client views, and workflows to fit your bank\u2019s DNA.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-portfolio-management\">3. Zarz\u0105dzanie portfelem<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Nasz zintegrowany <strong>narz\u0119dzie do zarz\u0105dzania portfelem<\/strong> \u0142\u0105czy profile klient\u00f3w, \u015bledzenie wynik\u00f3w i monitorowanie ryzyka w jednym, pot\u0119\u017cnym pulpicie nawigacyjnym.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-marketing-automation\">4. Automatyzacja marketingu<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Dostarcza\u0107 <strong>spersonalizowane kampanie na czas<\/strong> kt\u00f3re wzmacniaj\u0105 relacje z klientami. Od newsletter\u00f3w po inteligentn\u0105 segmentacj\u0119, InvestGlass pomaga trafi\u0107 z przekazem do odbiorcy.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-compliance-at-the-core\">5. Zgodno\u015b\u0107 w centrum uwagi<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Ka\u017cda funkcja jest zbudowana z <strong>Projektowanie zgodne z przepisami<\/strong> from audit trails and reporting to GDPR alignment and role-based access.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-financial-institutions-trust-investglass\">Dlaczego instytucje finansowe ufaj\u0105 InvestGlass<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Niezr\u00f3wnana suwerenno\u015b\u0107 danych<\/strong>: Wy\u0142\u0105cznie na szwajcarskiej ziemi.<\/li>\n\n\n\n<li><strong>Dostosowane do potrzeb finansowych<\/strong>: Nie jest to og\u00f3lny CRM z dodatkami finansowymi, ale stworzony specjalnie dla bank\u00f3w i os\u00f3b zarz\u0105dzaj\u0105cych maj\u0105tkiem.<\/li>\n\n\n\n<li><strong>Gotowy na przysz\u0142o\u015b\u0107<\/strong>: Automatyzacja wdra\u017cania, sprzeda\u017cy i <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/pl\/narzedzia-marketingowe\/\" target=\"_blank\"  rel=\"noopener\" title=\"marketing\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5316\">marketing<\/a> przy jednoczesnym zapewnieniu zgodno\u015bci z przepisami.<\/li>\n\n\n\n<li><strong>Niezale\u017cny i szwajcarski<\/strong>: No shareholders, no hidden agendas just uncompromising privacy.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-the-future-belongs-to-the-sovereign\">Wnioski: Przysz\u0142o\u015b\u0107 nale\u017cy do suwerena<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">W InvestGlass nasz\u0105 wizj\u0105 jest zapewnienie bankom i specjalistom finansowym technologii, kt\u00f3ra szanuje <strong>ich niezale\u017cno\u015b\u0107, obowi\u0105zki w zakresie zgodno\u015bci i zaufanie klient\u00f3w<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Poprzez po\u0142\u0105czenie <strong>Szwajcarska suwerenno\u015b\u0107 danych<\/strong> with cutting-edge automation, InvestGlass is more than a CRM it\u2019s the <strong>fundacja na rzecz przysz\u0142o\u015bci finans\u00f3w<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">W \u015bwiecie, w kt\u00f3rym prywatno\u015b\u0107 jest cz\u0119sto nara\u017cana na szwank ze wzgl\u0119du na wygod\u0119, InvestGlass udowadnia, \u017ce mo\u017cna mie\u0107 jedno i drugie.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"geodir-embed-container\"><iframe loading=\"lazy\" title=\"Odkryj warto\u015bci i cel InvestGlass\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/XN9pF7i77NM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><figcaption class=\"wp-element-caption\">Odkryj warto\u015bci i cel InvestGlass<\/figcaption><\/figure>","protected":false},"excerpt":{"rendered":"<p>In an era where data is called the new oil, banks and financial institutions face a pressing question: who truly controls your client data? Most global CRM providers claim to keep your information safe, but if their servers are located abroad, your sensitive client data remains subject to foreign jurisdictions and hidden access rights. That\u2019s [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":31723,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[271],"class_list":["post-31720","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-vision-and-purpose"],"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 Vision and Purpose in Data Security | InvestGlass<\/title>\n<meta name=\"description\" content=\"In an era where data is called the new oil, banks and financial institutions face a pressing question: who truly controls your client data? 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