CRM made Effortless.

InvestGlass Banking as a Service: You handle the customer experience. We do the rest.

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.

Together let's see how InvestGlass can help grow your business

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