Skip to main content

Products
Industries
Company
Customer Stories
Login
Contact us
Get Started Free

Products
Products
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

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

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

Add a task

Collect Information With Form

Online Scheduling

AI

Build client onboarding

Automate KYC process

Comply with regulators

Automation

Build with AI

Create an approval process

Set up agents

Marketing

Add an appointement

Add routing

Email and SMS campaign
Industries
Industries

Get industry-specific innovations that boost your business and speed up time to value and scale your productivity.

Talk to an expert
Automotive

Communications

Energy and Utilities

Financial Services

Fundraising

Healthcare and Life Sciences

Media

Nonprofilt

Public Sector

Retail

Real Estate

All Industries
Customers
Company
Careers

Customer Stories

New Release Features

Webinar
About InvestGlass

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

Learn More

Corporate News

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

Learn More
Pricing

Login Start for free

Home
Customer Onboarding

Tag: Customer Onboarding

InvestGlass Pipeline Solution

Written on 6 March 2026.

Customer Onboarding Software: Build Compliant, White‑Glove Journeys with InvestGlass

Ready to Scale? Try InvestGlass today.
There's nothing to install. It's Swiss Sovereign.

Try for free

The Swiss sovereign Digital Onboarding, AI CRM and portfolio management platform.

100% Swiss Owned & Hosted

Pricing & Use Cases

Pricing
All industries
Financial Services
Retail Bank
Private Bank
Insurance
Governments

About InvestGlass

About
Careers
Blog
Newsroom
New Release
Events

Support

Help Centre
Find Partner
Partner with InvestGlass
Partners
Privacy Policy
Terms
LLMs

Products

Overview
CRM
PMS
Marketing
Onboarding
Automation
Portal

Call us today: +41 22 51 82 594

Copyright © InvestGlass SA. All rights reserved.

English (UK)

Français Español العربية Deutsch 简体中文 Polski Português do Brasil Русский Nederlands Türkçe Italiano हिन्दी 日本語 한국어 Dansk