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InvestGlass offers a powerful and flexible sales automation solution.

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Digital Onboarding
Build sign up forms, digitalise any legal document

CRM - Swiss Sovereign
Sell goods or services with the power of AI and process automation

Portfolio Management System
Manage banks or brokers accounts with DMP, advisory tools and more

Marketing Cloud
Attract, retain, & convert visitors into users through various promotional techniques

Artificial Intelligence
Automate tasks, provide personalised recommendations, and enhance user experience

Customers & Employee Portal
Deliver personalised interactions for customers on their channels of choice with the Swiss Suite

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Bank and Financial Services
Organizations can reduce operational costs and innovate faster

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Our customers are showing how great processes

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InvestGlass is the only Swiss hosted portal for your real esate investors.

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InvestGlass is the premier choice for professionals seeking a comprehensive client

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InvestGlass is the premier choice for professionals seeking a comprehensive client
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One potent strategy is leveraging a lead scoring model, a methodology to rank prospects...

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InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business.

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Former Swiss banker is now getting 100-plus banking businesses to go digital worldwide: Here's why, how

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Tag: Climate change impacting financial planning

time is up sigange

What is climate change adaptation financing?

Written on 26 December 2022.

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Digital onboarding and signature
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