InvestGlass x SQLI: Driving Digital Transformation in Finance
At 投资玻璃, we believe that financial institutions deserve technology built around trust, compliance, and efficiency. That’s why we’re proud to partner with SQLI, a leading European digital services group specializing in customer experience, ecommerce platforms, and digital transformation.
Together, we help financial organizations accelerate their digital journeys with solutions that are:
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End-to-End – combining InvestGlass’s all-in-one CRM, digital onboarding, and portfolio management platform with SQLI’s proven expertise in integration, UX design, and data-driven transformation.
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Compliant & Secure – hosted in Switzerland or Europe, ensuring full alignment with EU and Swiss data protection regulations.
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Customer-Centric – blending InvestGlass’s automation and client portal tools with SQLI’s experience in creating frictionless digital journeys for global brands.
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Scalable & Future-Proof – whether for wealth managers, private banks, or fintech firms, this partnership empowers financial institutions to scale confidently.
Why This Matters
Financial institutions face a rapidly changing landscape—stricter regulations, rising client expectations, and new digital-first competitors. By uniting InvestGlass’s financial-grade SaaS platform with SQLI’s international digital consulting expertise, we deliver solutions that are not only robust but also beautifully designed and tailored to each client’s vision.
About SQLI
SQLI is a European leader in 数字化转型, with 30+ years of experience in ecommerce, customer experience, and enterprise integration. They partner with global innovators such as Adobe, SAP, and Salesforce.