AUTOMATE SALES
WITH SWISS SOVEREIGN TOOLS
InvestGlass helps you automate more efficiently by unifying your outreach, engagement, and transaction for every business.
* No credit card required
Trusted by
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 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.
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.
Latest News
The future is already here with InvestGlass the Swiss solution.
