CRM for Financial Services



Digital onboarding InvestGlass

#1 Swiss CRM and PMS the financial services industry was looking for

In a period of uncertainty, our customers demand stability and certainty. Currently facing one of the major social, economic, and health crises in history, the acceleration of digital transformation has been a major challenge for all businesses, ranging from investment banks to wealth management firms. In the financial services industry, the usually present contact has been replaced with conference calls and remote talks. This created a clear need for marketing communication tools and client relationship management software. CRM systems enable employees, such as investment bankers or sales managers, to record client information, manage the sales cycle via sales pipeline, and generate client loyalty with a tailored investment rationale. Personalize the customer journey with automated workflows and inform your clients with pre-built email templates.

Customer relationships management – CRM – for financial services

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.

Why do companies need a financial CRM solution?

Financial service in the other industry is looking to improve customer satisfaction. However, the financial industry has to cross information between multiple sources. See him for financial advisors should be able like investors to cross customer data, market data, and portfolio data.

InvestGlas CRM is a Swiss solution which means that your data is protected under the Swiss regulation which is not the case for ZOHO CRM or Microsoft Dynamics platform. InvestGlass offers the same CRM ability as the leader but with a financial planning touch that most CRM doesn’t offer. Your sales team will enjoy the flexibility of the software solution.

What are the common features of CRMs for financial advisors?

Most financial advisors are contacting clients with a high frequency which requires an easy interaction between advisors, clients and the CRM software.

Some of the key features include automated workflows that streamline processes and improve communication with clients, pre-built templates for email notifications and updates, and integration with other business systems to facilitate data sharing.

Marketing campaigns are a great way to keep your clients informed about new products and services, as well as special offers and promotions. With InvestGlass, you can easily create and manage email campaigns that are targeted to specific client segments.


Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.


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.

Fully flexible CRM

InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you’re just getting started or you’re already an experienced user, InvestGlass is the perfect solution for you.


InvestGlass’ automation capabilities are some of the best in the business. InvestGlass takes your CRM and makes it work for you by automating many of the tedious and time-consuming tasks that come with managing a CRM. Automation can be set up for things like the approval process, email responses, event creation, or follow-up notifications. InvestGlass’ templates feature combined with its automating processes make it one of the most powerful CRMs on the market. InvestGlass’ automation capabilities will save you time and money in the long run, making it an invaluable tool for any business.

InvestGlass offers a wide range of automation for banks and insurance. For example, InvestGlass can automate the approval process, email responses, event creation, or follow-up notifications. InvestGlass also offers a template feature that allows you to create complex automations. InvestGlass is the perfect tool for banks and insurance companies who want to improve their customer service.

Approval process

InvestGlass’ approval process is a great example of how businesses can use different levels of approval to ensure quality work. The InvestGlass Approval process requires all work to be approved by two different managers, or groups before it can be completed. This ensures that all work is of the highest quality and that any potential problems are caught early on. InvestGlass’ approval process is just one example of how businesses can use different levels of approval to ensure quality work. 

Record permission and Audit


Industry regulations compliance is an important part of any business. InvestGlass allows you to grant objects permissions to control the access to your data fields and records. Each object can be set up with a specific level of access to create, read, edit, and delete those records. This level of access will define the extent a user has to manipulate a field record.

Field Audit Trail lets you retain archived field history data up to 10 years from the time the data was archived.

Relations and Accounts

Relationships, Contacts and Accounts are key components of customer relationship management. Clearly, the details needed as well as the accessibility to said details can be used for assessing the quality of a CRM.



InvestGlass’s Calendar is a great way to keep track of all your clients’ meetings in one place. The Calendar automatically generates all your clients saved meetings into one generic calendar, so you don’t have to miss a beat. You can also add, edit, or delete events manually. InvestGlass also categorizes events by customizable colors, so you can easily keep track of what’s going on. And if you need a little privacy, InvestGlass also has a clients-only calendar. So check it out today!.


InvestGlass task automation can help you keep track of the required actions and, if chosen, get a reminder in your calendar. Tasks may be created around four focus objects: Account, Contact, Portfolio, and Security/Product. A task can be prioritized, connected to a pipeline, and assigned to any member of your team. This allows you to keep track of the required actions and, if chosen, get a reminder in your calendar. InvestGlass automates the tasks for you so that you can focus on other things. Additionally, InvestGlass offers templates for different types of tasks, which makes it easy to get started. InvestGlass is a great tool for anyone who wants to save time and be more organized.

Campaign and Email/SMS Marketing

InvestGlass email and campaign system enables you to connect your email credentials and send hyper-targeted message to your customers. Respect GDPR regulation via the audit trail system capturing customers consent and preferences. InvestGlass also provides detailed reports on your email campaign performance, including opens, clicks, unsubscribes, and more. With InvestGlass, you can be confident that your email campaigns are compliant with GDPR regulations. InvestGlass is the perfect tool for any business that wants to send targeted, personalised email campaigns to their customers. Thanks to the powerful InvestGlass platform, you can create sophisticated marketing campaigns that reach your customers where they are most active – their inbox. So why wait? Sign up for InvestGlass today and start sending hyper-personalised email campaigns that get results!

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