SQLI
1 6 月 2026
InvestGlass x SQLI：推动金融业的数字化转型
Executive Summary
In an era where digital agility and data sovereignty dictate market leadership, financial institutions are pressured to modernize legacy infrastructures while maintaining absolute compliance. The partnership between InvestGlass, the premier Swiss sovereign Customer Relationship Management (CRM) and Portfolio Management System (PMS) platform, and SQLI, a leading European digital services group specializing in customer experience (CX) and digital transformation, represents a landmark collaboration. By combining InvestGlass’s financial-grade, no-code SaaS platform with SQLI’s deep consulting, UX design, and systems integration expertise, this partnership delivers a robust, secure, and highly customizable digital ecosystem tailored to the rigorous demands of modern finance.
The Evolving Landscape of Digital Finance
The global financial services sector is undergoing a profound structural shift. Traditional brick-and-mortar operations and fragmented multichannel strategies are no longer sufficient to satisfy the modern consumer. According to industry research, the financial landscape is now dominated by the omni-digital client—individuals who prefer to prospect, transact, and manage their wealth exclusively through digital interfaces [3]. This demographic shift is accompanied by a rising expectation for hyper-personalized, real-time service akin to the standards established by global technology giants [3]
Concurrently, regulatory frameworks have grown increasingly stringent. Financial institutions operating within Europe and Switzerland must navigate complex compliance mandates, including the European Union’s General Data Protection Regulation (GDPR) and the revised Swiss Federal Act on Data Protection (FADP) [1] [2]. Non-compliance carries severe financial and reputational penalties, making data sovereignty a critical strategic priority. Wealth managers, private banks, and fintech firms are consequently forced to seek software solutions that guarantee data residency within sovereign borders while offering the flexibility to innovate rapidly.
“The omnichannel approach is now at the core of most banks’ strategies as new customer behaviours are strongly influenced by innovation, ease, accessibility and the simplicity of use of platforms provided by fintech companies.” [3]
A Synergy of Strengths: The Partnership Blueprint
The collaboration between InvestGlass and SQLI addresses these market challenges by aligning complementary capabilities. InvestGlass provides the specialized, sovereign software core, while SQLI delivers the strategic design, customization, and enterprise-grade integration required to embed this core seamlessly into complex banking environments [1] [4].
The table below outlines the specific operational synergies of this partnership:
|
能力范围 |
InvestGlass Contribution |
SQLI Contribution |
Joint Strategic Value |
|
数据主权 |
100% Swiss-owned and Swiss-hosted sovereign cloud infrastructure, bypassing US/Chinese cloud providers [1] [2]. |
Compliance consulting and local deployment expertise within European jurisdictions [1] [4]. |
Guaranteed regulatory alignment with GDPR and Swiss FADP, mitigating cross-border data risks [1] [2]. |
|
用户体验（UX） |
Out-of-the-box customizable client portals, onboarding web forms, and interactive advisor dashboards [1] [2]. |
Over 35 years of digital design, UX strategy, and front-end optimization for global brands [4] [5]. |
Frictionless, high-conversion digital customer journeys that enhance client retention and satisfaction [1] [4]. |
|
Systems Integration |
Open API ecosystem, pre-built financial connectors, and rule-based automation engines [1] [2]. |
Enterprise integration experience with major platforms (Salesforce, SAP, Adobe) and legacy core banking systems [1] [4]. |
Seamless data synchronization across disparate legacy databases and modern CRM modules [1] [2]. |
|
Automation & AI |
No-code rule engines for KYC/AML compliance, automated portfolio rebalancing, and smart routing [1] [2]. |
Advanced data engineering, AI implementation strategy, and custom workflow development [4]. |
Drastic reduction in manual back-office tasks, accelerated onboarding times, and data-driven advisory [1] [2]. |
Core Pillars of the InvestGlass x SQLI Collaboration
The joint value proposition of InvestGlass and SQLI is built upon four foundational pillars, designed to guide financial institutions through successful digital transformation.
1. Sovereign, Secure, and Compliant Infrastructure
Trust is the cornerstone of financial services. By utilizing InvestGlass’s sovereign cloud infrastructure, which is entirely hosted and operated within Switzerland, the partnership ensures that sensitive client data remains shielded from foreign surveillance acts and unilateral data seizures [1] [2]. SQLI complements this technical foundation by providing rigorous governance and security auditing during the implementation phase [4]. This dual layer of security allows private banks and asset managers to deploy cloud-based CRM and PMS solutions with absolute confidence, satisfying both internal risk officers and external regulators.
2. Frictionless Omni-Digital Customer Journeys
Client acquisition and onboarding are historically the most friction-heavy stages of the wealth management lifecycle. The partnership leverages InvestGlass’s digital onboarding and web form capabilities, enhanced by SQLI’s award-winning UX design team [1] [4]. Together, they transform complex KYC (Know Your Customer) and AML (Anti-Money Laundering) questionnaires into intuitive, step-by-step digital experiences [1] [2]. By reducing onboarding friction, financial institutions can significantly lower abandonment rates, accelerate time-to-revenue, and deliver a modern, premium first impression to high-net-worth individuals (HNWIs).
3. AI-Driven Operational Efficiency and No-Code Flexibility
Operating efficiency is critical in a high-cost environment. InvestGlass features a robust, no-code automation engine that allows business users to design and modify workflows—such as approval processes, task assignments, and marketing campaigns—without writing a single line of code [1] [2]. SQLI’s consultants assist institutions in mapping their existing processes to these automated workflows, ensuring that operational bottlenecks are eliminated [1]. Furthermore, by integrating AI-driven insights, relationship managers receive automated recommendations, portfolio variance alerts, and predictive client engagement suggestions directly within their customizable dashboards [2].
4. Scalable Enterprise Integration and Future-Proofing
Many financial institutions are burdened by legacy IT architectures that isolate data in functional silos. SQLI’s extensive experience in enterprise application engineering and integration ensures that the InvestGlass platform does not operate in isolation [4]. Whether integrating with core banking systems, market data feeds, or existing enterprise systems like SAP or Salesforce, SQLI builds resilient, scalable middleware and API architectures [1] [4]. This ensures a single source of truth for client and portfolio data, enabling real-time reporting and continuous scalability as the institution grows.
Why This Partnership Matters for Financial Institutions
The collaboration between InvestGlass and SQLI is more than a technological alliance; it is a strategic response to market disruption. Financial institutions face intense competition from agile, digital-native fintech startups and tech giants entering the financial arena [3]. To compete, traditional firms must modernize, but custom-building these platforms in-house is prohibitively expensive, time-consuming, and risky.
By adopting the pre-integrated, sovereign solutions offered by InvestGlass and SQLI, financial organizations can:
- Accelerate Time-to-Market: Deploy fully compliant digital onboarding and CRM portals in a fraction of the time required for custom development [1] [2].
- Reduce Total Cost of Ownership (TCO): Leverage a scalable, SaaS-based financial platform that eliminates the need for expensive, ongoing on-premise maintenance [2].
- Enhance Relationship Manager Productivity: Empower advisors with centralized client data, automated task scheduling, and real-time portfolio insights, allowing them to focus on high-value client advisory [2].
- Mitigate Regulatory Risk: Stay continuously aligned with evolving European and Swiss compliance standards through automatic platform updates and sovereign data hosting [1] [2].
About the Partners
投资玻璃
InvestGlass is the leading Swiss sovereign CRM and all-in-one automation platform designed specifically for regulated financial institutions, private banks, wealth managers, and corporate banking entities [1] [2]. Founded by former Swiss bankers, the platform combines digital onboarding, AI-driven CRM, a Portfolio Management System (PMS), marketing automation, and a secure client portal within a single, open ecosystem [1] [2]. InvestGlass is 100% Swiss-owned, Swiss-hosted, and committed to providing financial organizations with complete data sovereignty and operational control [1] [2].
SQLI
SQLI is a premier European digital services group dedicated to customer experience and digital transformation [4]. With over 35 years of consistent growth, SQLI employs more than 2,200 consultants, engineers, and creatives across 12 countries, generating €250 million in revenue in 2024 [4]. SQLI partners with global technology leaders—including Adobe, SAP, and Salesforce—to design, implement, and operate high-performance digital platforms that drive commercial advantage and sustainable growth [4].