With InvestGlass, everything your bank needs is brought together in a single, streamlined workflow. It starts with sales pipeline management, where you can easily track every lead, opportunity, and deal. From first contact to final approval, the process is clear, structured, and visible to your whole team, making collaboration simple and efficient.
When it comes to outreach, InvestGlass helps you design and automate marketing campaigns that reach clients at the right moment. Whether you’re engaging prospects or strengthening relationships with existing customers, the platform ensures communication feels timely and personal.
Clients also benefit from self-service portals and a comprehensive knowledge base, giving them the tools to find answers, submit requests, and stay informed without always relying on your team. This improves customer experience while reducing repetitive service tasks.
Behind the scenes, business rules and compliance workflows are embedded into the platform. That means approval steps, documentation, and regulatory checks happen automatically, keeping your business processes both smooth and compliant.
At the core of everything are detailed, customizable customer profiles. Each one brings together a client’s contact information, financial history, past interactions, and preferences into a single view. Your relationship managers can see exactly where each client stands, anticipate customer needs, and deliver tailored solutions with confidence.
With InvestGlass, the workflow feels natural: capture a lead, guide them through your sales processes, engage them with the right message, support them with self-service, and manage their portfolio—all in one platform.
