Automate faster
with InvestGlass
InvestGlass helps you automate more efficiently by unifying your outreach, engagement, and transaction for every business.
Get the latest from InvestGlass.
The Swiss Cloud Automation Software.
See how companies drive customer success in a whole new way with the Swiss AI.
Everything you need,
all in one place.
Digital Onboarding
CRM
Portfolio Management
Automation
Marketing Automation
Client Portal
Incident Management
Artificial Intelligence on-premise
Fast setup with AI
With our CSV import tool, you can swiftly import your leads and contacts within minutes. Gen-AI helps you create sales processes, tags, and workflows.
All-in-one selling on premise or the Swiss cloud
With InvestGlass, your team can effortlessly prioritise and engage with high-quality leads. It seamlessly integrates with your custodian feed, email, and calendar from the get-go.
Automate outreach with AI
Leverage Sequences, Approval Processes, Automation and automated reminders to significantly boost response rates without exerting extra effort thanks to AI.
The Perfect Tool for Banks
Transform your Digital Onboarding Operations and substantially Improve Customer Satisfaction. No programming is needed, and all data is hosted in Switzerland.
Swiss Safe Artificial Intelligence
Enable collaboration between departments and teams by unifying technology and workflows.
