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Approval Process

InvestGlass simplifies and automates the approval process for your contacts, accounts, and documents. With fully customisable workflows, you can reduce email exchanges, automate complex sequences, and enhance team efficiency, all within a secure environment hosted on Swiss servers.

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Tailor-made and Conditional Approval Processes

InvestGlass’s approval process enables you to create bespoke workflows tailored to your business needs, whether for onboarding, form submissions, or account management. You can define specific conditions to automatically trigger approval chains – for example, initiating an approval process only if a client is flagged as a Politically Exposed Person (PEP). This gives you full control over when and how approval processes start and finish.

  • Automatic and Manual Approvals: Decide whether to automate approvals based on specific triggers or manually initiate the process for greater control.
  • Flexible Rules: Define approval rules with or without logical conditions, ensuring that each approval aligns with your company’s guidelines.
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Manage Approval Chains, Rules and Groups

InvestGlass allows you to customise every aspect of the approval process, from creating rules to defining approvers and approval sequences. You can configure complex approval chains where multiple departments (e.g., sales and legal) must approve either in a specific order or in parallel. Additionally, you can create groups of approvers to streamline and simplify approval management across teams.

  • Approval Chains: Create approval workflows that involve multiple departments or approvers.
  • Document Freezing: Securely freeze documents during the approval process, ensuring no changes can be made until all approvals have been received.
  • Show Recall Option: Cancel approval requests when necessary, such as when a client no longer requires a discount.
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Automated Notifications and Tailored Communication

Choose how teams and clients are notified – via notifications, emails, or both. Customise email templates with dynamic variables to ensure clear communication at every stage. Set reminders for pending approvals and reassign tasks when necessary. InvestGlass’s AG Grid-powered control page allows you to manage and monitor approvals in real-time, with options to filter, sort, and edit requests efficiently, ensuring full traceability.

  • Customised Email Templates: Tailor emails with dynamic fields for personalised communication.
  • Real-Time Alerts: Instantly notify participants when action is required.
  • Approval Status Tracking: Monitor the process in real-time to keep all stakeholders informed.
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