{"id":29198,"date":"2021-05-17T12:49:08","date_gmt":"2021-05-17T10:49:08","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29198"},"modified":"2026-02-04T12:27:28","modified_gmt":"2026-02-04T11:27:28","slug":"%e8%87%aa%e5%8a%a8%e5%8c%96%e5%b7%a5%e5%85%b7","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/zh\/automation-tools\/","title":{"rendered":"\u81ea\u52a8\u5316\u5de5\u5177"},"content":{"rendered":"<h1><span class=\"ez-toc-section\" id=\"The_Swiss_CRM_trusted_AI_and_data_are_on_one_integrated_platform\"><\/span>\n<h2 class=\"headline\"><span class=\"ez-toc-section\" id=\"The_Swiss_CRM_trusted_AI_and_data_are_on_one_integrated_platform-2\"><\/span>The Swiss <em>CRM trusted AI,<\/em> and data are on one integrated platform.<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<div>Enable collaboration between departments and teams by unifying technology and workflows.<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"\/get-started-free\/\">Try for Free<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Talk to an expert<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22-4.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22-3.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22-2.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22-1.png\" alt=\"\"><\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/pexels-photo-774909-scaled.jpeg\" alt=\"Empower your team\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-smile10.png\" alt=\"Automation tools \"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/02\/9drs5e_rguc.jpg\" alt=\"Swiss servers\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/06\/0zx1bdv5bny.jpg\" alt=\"Smile\"><\/p>\n<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Automate_with_a_Swiss_Neutral_CRM_hosted_on-premise_or_on_Swiss_Cloud\"><\/span>\n<p style=\"text-align: center;\">Automate with a Swiss Neutral CRM<br \/>hosted on-premise or on Swiss Cloud<\/p>\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Kick_to_your_business_process_and_marketing_automation\"><\/span>Kick to your business process and marketing automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p><span>InvestGlass automation streamlines repetitive business tasks like lead nurturing and customer data collection. Its Swiss Cloud boosts performance management and employee productivity in many organizations.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-ApprovalChain-2024.png\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Approval_Process_to_manage_complex_institutions\"><\/span>Approval Process to manage complex institutions<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p><span>InvestGlass&#8217;s <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/sales-tools\/\" target=\"_blank\"  rel=\"noopener\" title=\"approval process\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"4994\">approval process<\/a> automates decision-making by triggering approvals upon document submission, locking it during review, and notifying approvers. This system streamlines team tasks, enhances customer experience, and can be customized to fit your business&#8217;s unique requirements.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Template-GenAI.png\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"AI_template\"><\/span>AI template<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p><span>Save time with pre-built templates querying data from your CRM and portfolio management. Deliver the right information at the right time to your investors and bankers.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-newtask-2024.png\" alt=\"Queues\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Automate_queues_and_tasks\"><\/span>Automate queues and tasks<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p><span>Automate sequences, approval processes, and notifications with InvestGlass AI. It guides sales reps through necessary human interventions. Alerts are sent to sales reps, compliance officers, or customers when interaction is required.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<h2><span class=\"ez-toc-section\" id=\"We_make_Automation_so_People_Dont_Have_to_be_Robots\"><\/span>\n<p>We make Automation,<\/p>\n<p>so People Don\u2019t Have to be Robots<\/p>\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-unparalleled-flexibility.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Multiple_steps_automation\"><\/span>Multiple steps automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>Streamline complex processes with multiple-step automation, simplifying tasks and enhancing efficiency seamlessly.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-monitor-metrics.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"KYC_business_process_automation\"><\/span>KYC business process automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>Automate KYC business processes for seamless compliance, reducing manual effort and accelerating onboarding.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-performance-insights.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Portfolio_management_monitoring\"><\/span>Portfolio management monitoring<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>Efficiently monitor portfolio management with comprehensive tracking and analysis, ensuring strategic alignment and informed decision-making.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-automated-testing.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Connect_third_party_softwares\"><\/span>Connect third party softwares<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>Easily integrate and connect third-party software solutions to streamline workflows and maximize efficiency.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-project-management.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Task_orchestration\"><\/span>Task orchestration<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>Efficiently coordinate and manage tasks across teams with seamless task orchestration, ensuring smooth workflow execution.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-cloud-storage.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Hosted_on_Swiss_cloud_or_on_your_server\"><\/span>Hosted on Swiss cloud or on your server<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>Choose between hosting on Swiss cloud or our servers for optimal data security and compliance with your preferences.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- {\"name\":\"Default Product 3 - MILAN\",\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_noplaceholder\":false,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"width_medium\":\"2-5\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"\n\n<h2 class=\\\"headline\\\">The Swiss <em>CRM trusted AI,<\/em> and data are on one integrated 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servers\"}},{\"type\":\"grid_item\",\"props\":{\"image\":\"wp-content\/uploads\/2023\/06\/0zx1bdv5bny.jpg\",\"image_alt\":\"Smile\"}}]}]}],\"props\":{\"layout\":\"2-5,3-5\",\"margin_bottom\":\"large\",\"margin_top\":\"large\"}}],\"modified\":\"2021-01-06T11:31:44.730Z\",\"name\":\"hero\"},{\"type\":\"section\",\"props\":{\"animation\":\"fade\",\"animation_delay\":\"50\",\"image_position\":\"center-center\",\"padding_bottom\":\"xlarge\",\"padding_top\":\"xlarge\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"content\":\"\n\n<p style=\\\"text-align: center;\\\">Automate with a Swiss Neutral CRM<br \/>hosted on-premise or on Swiss Cloud<\/p>\n\n\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"text_align\":\"center\",\"title_element\":\"h2\",\"title_style\":\"heading-medium\"}}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"automation\",\"layout\":\"1-2,1-2\",\"margin_bottom\":\"remove\",\"margin_top\":\"xlarge\",\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"name\":\"Image Box Decoration Mask\",\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png\",\"image_box_shadow\":\"xlarge\",\"image_svg_color\":\"emphasis\",\"image_width\":\"1600\",\"margin_bottom\":\"\",\"margin_top\":\"\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"content\":\"Kick to your business process and marketing automation\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p><span>InvestGlass automation streamlines repetitive business tasks like lead nurturing and customer data collection. Its Swiss Cloud boosts performance management and employee productivity in many organizations.<\/span><\/p>\n\n\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin_bottom\":\"remove\",\"margin_top\":\"medium\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"See More Features\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon_align\":\"left\",\"link\":\"get-started-free\/\"}}]}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"ci-cd\",\"layout\":\"1-2,1-2\",\"margin_bottom\":\"remove\",\"margin_top\":\"large\",\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"name\":\"Image Box Decoration Mask\",\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/2024\/05\/InvestGlass-ApprovalChain-2024.png\",\"image_box_shadow\":\"xlarge\",\"image_svg_color\":\"emphasis\",\"image_width\":\"1600\",\"margin_bottom\":\"\",\"margin_top\":\"\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"order_first\":\"s\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"content\":\"Approval Process to manage complex institutions\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p><span>InvestGlass's <a class=\\\"wpil_keyword_link\\\" href=\\\"https:\/\/www.investglass.com\/sales-tools\/\\\" target=\\\"_blank\\\"  rel=\\\"noopener\\\" title=\\\"approval process\\\" data-wpil-keyword-link=\\\"linked\\\"  data-wpil-monitor-id=\\\"4994\\\">approval process<\/a> automates decision-making by triggering approvals upon document submission, locking it during review, and notifying approvers. This system streamlines team tasks, enhances customer experience, and can be customized to fit your business's unique requirements.<\/span><\/p>\n\n\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin_bottom\":\"remove\",\"margin_top\":\"medium\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"See More Features\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon_align\":\"left\",\"link\":\"get-started-free\/\"}}]}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"infrastructure\",\"layout\":\"1-2,1-2\",\"margin_bottom\":\"remove\",\"margin_top\":\"large\",\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"name\":\"Image Box Decoration Mask\",\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/2024\/05\/InvestGlass-Template-GenAI.png\",\"image_box_shadow\":\"xlarge\",\"image_svg_color\":\"emphasis\",\"image_width\":\"1600\",\"margin_bottom\":\"\",\"margin_top\":\"\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"content\":\"AI template\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p><span>Save time with pre-built templates querying data from your CRM and portfolio management. 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