{"id":29048,"date":"2021-05-16T18:35:28","date_gmt":"2021-05-16T16:35:28","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29048"},"modified":"2026-02-04T12:57:25","modified_gmt":"2026-02-04T11:57:25","slug":"%d1%86%d0%b8%d1%84%d1%80%d0%be%d0%b2%d0%b0%d1%8f-%d1%80%d0%b5%d0%b3%d0%b8%d1%81%d1%82%d1%80%d0%b0%d1%86%d0%b8%d1%8f","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/ru\/digital-onboarding\/","title":{"rendered":"\u041a\u043e\u043d\u0441\u0442\u0440\u0443\u043a\u0442\u043e\u0440 \u0446\u0438\u0444\u0440\u043e\u0432\u044b\u0445 \u0444\u043e\u0440\u043c"},"content":{"rendered":"<h1><span class=\"ez-toc-section\" id=\"Simple_and_Powerful_Digital_Forms_Builder\"><\/span>\n<p style=\"text-align: left;\">Simple and Powerful Digital Forms Builder<\/p>\n<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<div>Transform your Digital Onboarding Operations &#038; Substantially Improve Customer Satisfaction. No programming is needed. All data is hosted in Switzerland.<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"\/get-started-free\/\">Try for Free<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"\/book-a-meeting\/\">Book a call<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/visa-application-form-smartphone-1.png\" alt=\"Collaboration\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-smile10.png\" alt=\"qr code\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/10\/j-zofcrwobs.jpg\" alt=\"a woman sitting on a couch looking at a tablet\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/pexels-photo-774909-scaled.jpeg\" alt=\"Smile \"><\/p>\n<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"What_Is_Digital_Onboarding_How_Does_It_Work\"><\/span>\n<h2 style=\"text-align: center;\">What Is Digital Onboarding &amp; How Does It Work?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Group-1858-3.png\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Online_quiz_maker\"><\/span>Online quiz maker<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Create a quiz that engages new customers, generates leads or promotes your brand.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Group-1858-1.png\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Feedback_form\"><\/span>Feedback form<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Customer feedback, investors feedback, employee feedback, or event feedback, it all helps growth.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Group-1862-3.png\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Application_form\"><\/span>Application form<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>InvestGlass builder gives you the power to transform a chore into an engaging experience.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Group-1861-5.png\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"KYC_remediations\"><\/span>KYC remediations<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Digiltalize your account opening and product subscription. Check AML and KYC completion. Ensure that clients are not taking part in any money-related crimes.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Group-1859-2.png\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Human_Resources_HR_Surveys\"><\/span>Human Resources (HR) Surveys<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Managing employees, onboarding new staff, gauging employee engagement rates, to name a few.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Group-1860-3.png\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Financial_institutions\"><\/span>Financial institutions<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Digital forms are compatible with financial planning, robo advisory, mortgage onboarding. <\/div>\n<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Simplify_Your_Workflow_From_Start_to_End\"><\/span>\n<h2 style=\"text-align: center;\">Simplify Your Workflow<br \/>From Start to End<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-LeadCapture-2024.png\" alt=\"Paper into digital\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Turn_your_paper_into_digital\"><\/span>Turn your paper into digital<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p><span>InvestGlass offers effortless onboarding forms that streamline time-consuming processes. Enhance efficiency with personalized forms, surveys, and templates. Their expertise emphasizes the significance of customization in financial platforms.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/investglass-features\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024.png\" alt=\"Contact\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Pre-built_digital_onboarding_forms\"><\/span>Pre-built digital onboarding forms<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p><span>Digital onboarding collects data from prospects and clients through personalized, logic-based forms. These forms ask targeted questions and request necessary document uploads. Examples of documents include IDs, driving licenses, and proof of residence.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">Try For Free<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024.png\" alt=\"InvestGlass Sales Pipeline\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"From_customer_acquisition_to_deal_closing\"><\/span>From customer acquisition to deal closing<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p><span>InvestGlass&#8217;s CRM, integral to its digital forms, facilitates customer onboarding and life cycle management. The CRM stores customer data, auto-populating forms with prior responses.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Portfolio-2024.png\" alt=\"Risk indicator\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Digital_onboarding_score_and_fraud_detection\"><\/span>Digital onboarding score and fraud detection<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p><span>InvestGlass integrates with multiple APIs for fraud and identity checks, aiding banks and insurance firms in simplifying compliance. It enables risk assessment of clients and automated, personalized responses based on scores such as emails or SMS.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">Talk to an expert<\/a>\n    <\/p>\n<\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_Ultimate_Guide_to_Onboarding_Software\"><\/span>The Ultimate Guide to Onboarding Software<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><iframe src=\"https:\/\/youtu.be\/wRP8Yxr-b1Y?si=vDUfv-ML0u1eEe9S\"><\/iframe><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Packed_With_Features_Your_Team_Will_Love\"><\/span>\n<h2 style=\"text-align: center;\">Packed With Features<br \/>Your Team Will Love<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-unparalleled-flexibility.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"API_Webhooks\"><\/span>API &#038; Webhooks<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>Integrate API and Web hooks for seamless CRM data synchronization and real-time updates.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-monitor-metrics.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"PDF_Document_Generator\"><\/span>PDF Document Generator<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>Effortlessly generate professional PDF documents with our intuitive Document Generator.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-performance-insights.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Built_for_robo_advisory\"><\/span>Built for robo advisory<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p><span>Invest Glass offers automated investment strategies for streamlined wealth management.<\/span><\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-automated-testing.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Mobile-Responsive_Forms\"><\/span>Mobile-Responsive Forms<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>Create user-friendly mobile-responsive forms for seamless interaction across all devices.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-project-management.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Task_automation\"><\/span>Task automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>Simplify your workflow with efficient task automation, saving time and boosting productivity.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-cloud-storage.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Cloud_Storage_in_Switzerland\"><\/span>Cloud Storage in Switzerland<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>Securely store your data in Switzerland&#8217;s trusted cloud infrastructure for enhanced privacy and compliance.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- {\"name\":\"Why DevStack\",\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_noplaceholder\":false,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"width_medium\":\"2-5\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"content\":\"\n\n<p style=\\\"text-align: left;\\\">Simple and Powerful Digital Forms Builder<\/p>\n\n\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"xlarge\",\"parallax_opacity\":\"0.1,\",\"parallax_rotate\":\"1\",\"position\":\"relative\",\"position_bottom\":\"0\",\"position_left\":\"0\",\"position_z_index\":\"1\",\"text_align\":\"left\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"title_element\":\"h1\",\"title_style\":\"heading-small\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"Transform your Digital Onboarding Operations & Substantially Improve Customer Satisfaction. 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How Does It Work?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"text_align\":\"center\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"title_element\":\"h2\"}},{\"type\":\"grid\",\"props\":{\"animation\":\"scale-down\",\"content_column_breakpoint\":\"m\",\"filter_align\":\"left\",\"filter_all\":true,\"filter_grid_breakpoint\":\"m\",\"filter_grid_width\":\"auto\",\"filter_position\":\"top\",\"filter_style\":\"tab\",\"grid_default\":\"1\",\"grid_large\":\"3\",\"grid_medium\":\"3\",\"grid_parallax\":\"0\",\"grid_small\":\"1\",\"grid_xlarge\":\"3\",\"image_align\":\"top\",\"image_grid_breakpoint\":\"m\",\"image_grid_width\":\"1-2\",\"image_loading\":true,\"image_svg_animate\":true,\"image_svg_color\":\"primary\",\"image_svg_inline\":true,\"item_animation\":true,\"lightbox\":false,\"lightbox_bg_close\":true,\"lightbox_image_orientation\":false,\"link_style\":\"default\",\"link_text\":\"Read more\",\"margin_bottom\":\"large\",\"margin_top\":\"large\",\"meta_align\":\"below-title\",\"meta_color\":\"primary\",\"meta_element\":\"div\",\"meta_style\":\"\",\"panel_link\":false,\"panel_padding\":\"default\",\"panel_style\":\"card-hover\",\"parallax_easing\":\"1\",\"position\":\"relative\",\"position_left\":\"0\",\"position_z_index\":\"1\",\"show_content\":true,\"show_hover_image\":true,\"show_hover_video\":true,\"show_image\":true,\"show_link\":true,\"show_meta\":true,\"show_title\":true,\"show_video\":true,\"text_align\":\"center\",\"title_align\":\"top\",\"title_element\":\"h3\",\"title_grid_breakpoint\":\"m\",\"title_grid_width\":\"1-2\",\"title_hover_style\":\"reset\",\"title_style\":\"h3\"},\"children\":[{\"type\":\"grid_item\",\"props\":{\"content\":\"Create a quiz that engages new customers, generates leads or promotes your brand.\",\"image\":\"wp-content\/uploads\/2024\/05\/Group-1858-3.png\",\"panel_style\":\"card-default\",\"title\":\"Online quiz maker\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Customer feedback, investors feedback, employee feedback, or event feedback, it all helps growth.\",\"image\":\"wp-content\/uploads\/2024\/05\/Group-1858-1.png\",\"panel_style\":\"card-default\",\"title\":\"Feedback form\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"InvestGlass builder gives you the power to transform a chore into an engaging experience.\",\"image\":\"wp-content\/uploads\/2024\/05\/Group-1862-3.png\",\"panel_style\":\"card-default\",\"title\":\"Application form\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Digiltalize your account opening and product subscription. Check AML and KYC completion. Ensure that clients are not taking part in any money-related crimes.\",\"image\":\"wp-content\/uploads\/2024\/05\/Group-1861-5.png\",\"panel_style\":\"card-default\",\"title\":\"KYC remediations\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Managing employees, onboarding new staff, gauging employee engagement rates, to name a few.\",\"image\":\"wp-content\/uploads\/2024\/05\/Group-1859-2.png\",\"panel_style\":\"card-default\",\"title\":\"Human Resources (HR) Surveys\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Digital forms are compatible with financial planning, robo advisory, mortgage onboarding. \",\"image\":\"wp-content\/uploads\/2024\/05\/Group-1860-3.png\",\"panel_style\":\"card-default\",\"title\":\"Financial institutions\"}}]}]}]}]},{\"type\":\"section\",\"props\":{\"animation\":\"fade\",\"animation_delay\":\"50\",\"image_position\":\"center-center\",\"padding_top\":\"none\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"content\":\"\n\n<h2 style=\\\"text-align: center;\\\"><span class=\"ez-toc-section\" id=\"Simplify_Your_Workflow_From_Start_to_End-2\"><\/span>Simplify Your Workflow<br \/>From Start to End<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"text_align\":\"center\",\"title_element\":\"h2\",\"title_style\":\"heading-medium\"}}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"automation\",\"layout\":\"1-2,1-2\",\"margin_bottom\":\"remove\",\"margin_top\":\"xlarge\",\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"name\":\"Image Box Decoration Mask\",\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/2024\/05\/InvestGlass-LeadCapture-2024.png\",\"image_alt\":\"Paper into digital\",\"image_box_shadow\":\"xlarge\",\"image_svg_color\":\"emphasis\",\"margin_bottom\":\"\",\"margin_top\":\"\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"content\":\"Turn your paper into digital\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p><span>InvestGlass offers effortless onboarding forms that streamline time-consuming processes. Enhance efficiency with personalized forms, surveys, and templates. 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These forms ask targeted questions and request necessary document uploads. 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