Private Banking

Investglass swiss crm is a guarantee of quality and customization. Keep your legacy system and update it with a cloud days or on-premise solution.
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InvestGlass CRM Kanban View Market

Challenge

In a period of uncertainty, the decor banking system is usually too expensive to be changed. Therefore, with InvestGlass Swiss CRM, we offer a solution which can be seamlessly connected to help you engage with your clients in a modern way. If your car banking doesn’t open with an API, we can build specified workers to offer synchronization with your existing solution. 

Our clients were using expensive, cranky, American solutions and we’re looking to upgrade their offering with a beautiful and flexible solution. 

Solution

InvestGlass offers the best choice of CRM and a true alternative to American solutions. Our banking clients usually host the CRM on their server behind their firewalls. InvestGlass is also offered on the cloud-based solution hosted in Geneva and Lausanne.

Investglass offers a complete lifecycle management solution from digital onboarding which will help you to digitalize all your account opening sets, a lifecycle management CRM, a customizable portfolio management tool, compliance and remediation tools, and client portal. 

InvestGlass “build” mindset 

  • Minimum to 0 Request for Proposal
  • Reuse 20 templates then adapt them to your business specificities
  • Ease of implementation with our success coach
  • Time to market and build payment with phases
  • Deploy and testing with minimum staff engaged
  • Strong private banking references EMEA, LA, Asia
  • Quarterly penetration tests

 

Interested in digital Private Banking?

 Let’s Build this Together!