InvestGlass provides the means and ends to overcome the challenge of digitalization within the financial service industry with financial services CRM software. We offer an all-in-one CRM solution ranging from account management and opportunity management to automated follow-ups and relationship enhancement. Build trust by instantly communicating news and opportunities with your clients and managing their ever-changing requirements via forms and surveys. Digitalize your onboarding processes and KYC. Our financial clients usually host the CRM solution on their server behind their firewalls. InvestGlass is also offered on the cloud-based solution hosted in Geneva and Lausanne. Our open API enables easy connection to partners and specific business processes. Our CRM platform is built to automate your network growth, act as a robot advisor, manage your new lead, and offer the benefits of total security.

In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.