Skip to main content
Get Started
Login
Products
Digital onboarding
PMS
Marketing automation
CRM
Automation & AI
Client Portal
Industries
Bank and Financial Services
Real Estate
Fundraising
Insurance
Customers
Support
Documentation
Partners
Help Desk
Contact us
Company
Careers
Customer Stories
Webinar
Pricing
Login
Products
Products
Digital Onboarding
Build sign up forms, digitalise any legal document
CRM - Swiss Sovereign
Sell goods or services with the power of AI and process automation
Portfolio Management System
Manage banks or brokers accounts with DMP, advisory tools and more
Marketing Cloud
Attract, retain, & convert visitors into users through various promotional techniques
Customers & Employee Portal
Deliver personalised interactions for customers on their channels of choice with the Swiss Suite
Artificial Intelligence
Automate tasks, provide personalised recommendations, and enhance user experience
Tools
Sales
Add a task
Collect Information With Form
Product Catalog
Portfolio
Build AI Bank
Quarterly Reports
Risk Metrics
Automation
Create an approval process
Travel request
Set up agents
Marketing
Add an appointement
Add routing
Email and SMS campaign
Industries
Industries
Get industry-specific innovations that boost your business and speed up time to value and scale your productivity.
Talk to an expert
Automotive
Communications
Energy and Utilities
Financial Services
Fundraising
Healthcare and Life Sciences
Media
Nonprofilt
Public Sector
Retail
Real Estate
All Industries
Customers
Support
Documentation
Invest Glass provides API Configuration
Partners
Let’s work together to create transformative customised solutions for enterprises.
Help Desk
Welcome to Invest Glass World! Let's automate your work together
Contact us
Ready to build your team's dream CRM?
Tutorials Lead Scoring
One potent strategy is leveraging a lead scoring model, a methodology to rank prospects...
Learn More
Company
Careers
Customer Stories
New Release Features
Webinar
About InvestGlass
InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business.
Learn More
Corporate News
Former Swiss banker is now getting 100-plus banking businesses to go digital worldwide: Here's why, how
Learn More
Pricing
Get Started
Login
The future is already here with InvestGlass
Subscribe to our newsletter and stay up-to-date with the latest that is happening.
Subscribe
All
AI Salesforce
AI in finance
CRM
CRM Solutions
CRM for banking
ChatGPT Sales
Customer Lifecycle Management
Data Room
Financial Services
PDF Document
Salesforce
Salesforce Licenses
Self-Hosted Google Drive
Smart Solutions
Trading CRM
Trading Desks
artificial intelligence
banking
sales automation
12 August 2025
Discover the Best Self-Hosted Google Drive Alternative Solutions
Read More
11 August 2025
What Is a Data Room for Investors: Comprehensive Guide and Checklist
Read More
10 August 2025
Best Ways to Secure and Manage Your Protected Text Online
Read More
9 August 2025
Top 7 European CRM Alternatives to Salesforce for 2025
Read More
8 August 2025
Easy Steps to Link a PDF Document Online
Read More
7 August 2025
Top Strategies to Reduce Salesforce Licenses and Cut Costs Today
Read More
7 August 2025
Top AI Business Plan Generator of 2025
Read More
6 August 2025
Maximizing ROI: Data Center for Real Estate Investment Insights
Read More
6 August 2025
Prospecting Definition: A Complete Guide to Sales Prospecting in 2024
Read More
5 August 2025
Best Data Room For Investors Checklist: Ensure a Successful Due Diligence Process
Read More
4 August 2025
Sales Marketing with AI: Transform Your Revenue Strategy in 2025
Read More
4 August 2025
Mastering the Data Room for Due Diligence: Key Insights and Tips
Read More
3 August 2025
Top Tips for Building an Effective Data Room for Investors
Read More
2 August 2025
Are We Ready to Replace Salesforce with AI? Exploring the Possibilities
Read More
1 August 2025
Exploring the Types of Trading Desks: A Comprehensive Guide
Read More
31 July 2025
10 Proven ChatGPT Sales Tactics for 2025 Success
Read More
30 July 2025
Transforming Financial Services: The Role of Banking and Artificial Intelligence
Read More
29 July 2025
Generative Artificial Intelligence in Finance: Revolutionizing Risk Management and Investment Strategies
Read More
28 July 2025
Mastering Customer Lifecycle Management in Banking: Strategies for Success
Read More
27 July 2025
Top Trading CRM Solutions for 2025: Boost Your Trading Efficiency
Read More
EN
ZH
FR
DE
ES
IT
AR
BR