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Together. #1 Swiss CRM Platform

Making Digitalisation More Human.

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Simple and Intuitive Customer Journey

Web Forms - Acquire Customers

Qualify more investors automatically and close more deals around the clock with digital on-boarding, document ID verification and facial biometrics.

CRM - Enjoy Customers Engagement

Send hyper targeted investment solicitations to each investor, so they get the most out of your advisory, private equity or banking services.

Portal & API - Automate routine work

Provide hyper-personalised suggestions at scale with a built-in artificial intelligence improving relevancy and suitability for MIFID and FIDLEG.

Why 1000 people Run with InvestGlass

Goal #01

A simple and beautiful CRM

Goal #02

Intersect empathy-to-digital

Goal #03

Share the right info at the right time

Goal #04

Monitor your teams and reward for customer-oriented behavior

Goal #05

Stop double entry bookkeeping jobs

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