数字入职和签名
Streamline the onboarding process with InvestGlass’s Digital Onboarding and Signature feature. This tool simplifies client enrollment by enabling electronic document submission and e-signatures, reducing paperwork and administrative tasks. Ensure compliance and security with encrypted transactions, enhancing the overall efficiency and user experience for both clients and public sector employees.
日历和任务管理器
Efficiently manage your schedule and tasks with InvestGlass’s Calendar and Task Manager. This feature integrates seamlessly with your daily operations, allowing you to schedule appointments, set reminders, and assign tasks. Improve productivity and ensure timely follow-ups, making it easier to meet deadlines and coordinate with your team.
瑞士中性客户关系管理系统
Experience the trust and reliability of InvestGlass’s Swiss Neutral CRM. Designed with Swiss precision and neutrality, this CRM ensures your data is handled with the highest standards of privacy and security. Tailored for the public sector, it provides a robust platform for managing relationships and sensitive information with confidence.
营销自动化
Enhance your outreach with InvestGlass’s Marketing Automation. This feature allows you to create, schedule, and track marketing campaigns with ease. Personalize your communication and automate repetitive tasks, ensuring consistent engagement with your audience. Boost your marketing efficiency and effectiveness, driving better results with less effort.
Risk Monitoring Tool
Stay ahead of potential issues with InvestGlass’s Risk Monitoring Tool. This feature continuously monitors various risk factors, providing real-time alerts and insights. By identifying and addressing risks early, you can safeguard your operations and make informed decisions. Ensure compliance and mitigate potential threats with this essential tool.