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AUTOMATE SALES
WITH SWISS SOVEREIGN TOOLS

InvestGlass helps you automate more efficiently by unifying your outreach, engagement, and transaction for every business.

Trusted by

Arab Bank Switzerland
Credit Agricole Next Bank
Linear Investment
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Aeon Investments
Aeon Investments

Everything you need,

all in one place

Digital Onboarding

CRM

Portfolio Management

Automation

Marketing Automation

Client Portal

Incident Management

Artificial Intelligence on-premise

How does it work?

Delivering the best so you can close deals faster, InvestGlass is the premier Swiss sovereign platform, tailored for professionals seeking a Non-U.S. Cloud Act Solution.

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 cloud

With InvestGlass, your team can effortlessly prioritise and engage with high-quality leads. It seamlessly integrates with your custodian feed, email and calendar right from the get-go.

Automate outreach with AI

Leverage Sequences, Approval Process, Automation and automated reminders to significantly boost response rates without exerting extra effort thanks to AI.

Focus on Automation

InvestGlass is the CRM for companies that care about geopolitical independence while benefiting from modern tools like digital onboarding, artificial intelligence, and powerful portfolio management tools.

Scale with Swiss Sovereignty

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.