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.
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 andinsurance. 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.
Portfolio management system
InvestGlass offers a portfolio management system (PMS) built for banks and neobanks. InvestGlass PMS is a cloud-based solution that enables financial institutions to manage customer portfolios, track investments, and provide advice in real time. InvestGlass PMS is used by some of the largest banks and neobanks in the world, including Arab Bank, UBPIAS, and more. InvestGlass PMS is available in over 5 languages and supports multiple currencies including cryptos and collectible. The PMS is constantly updated with new features and integrations, making it the most comprehensive portfolio management system on the market. The tools are pre-built for LSFIN FIDLEG and MIFID2 reporting. InvestGlass PMS is easy to use and helps financial institutions to provide the best possible service to their customers.