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Empowering Companies that Refuse to Compromise on Sovereignty

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

Digital Onboarding

CRM

Portfolio Management

Automation

Marketing Automation

Client Portal

Incident Management

Artificial Intelligence

So much more than a Swiss CRM

From onboarding to compliance, from marketings to transactions, InvestGlass streamlines every step Start strong with the Swiss Digital Suite, the complete CRM for all size businesses.

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Remarkable results for every size business.

InvestGlass took the time to truly understand our business needs and priorities. From the start, their pre-sales and ongoing support stood out — they didn’t just sell a product; they partnered with us. Their team worked side-by-side with us during implementation, respecting our focus on European data sovereignty and compliance.

InvestGlass gave us everything we needed to grow — without ever losing that personal touch our fans love. Their team’s support has been key to keeping our marketing strong and authentic.
We onboarded our InvestGlass AI Customer Agent like we would any new employee — and it’s now more precise and consistent than ever. When human input is needed, our team steps in seamlessly, armed with complete context.

Growing a business is hard. InvestGlass makes it easier.

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.
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