Independent Swiss Cloud solution With InvestGlass, everything your bank needs for client acquisition is brought together in a single, streamlined workflow. It starts with automated client onboarding, where you can easily track every new account application. From initial data entry to final compliance approval, the process is clear, structured, and visible to your whole team, making collaboration simple and efficient. When it comes to client engagement, InvestGlass helps you design and automate digital onboarding AI journeys that guide clients at the right pace. Whether you’re onboarding retail banking customers or high-net-worth individuals, the platform ensures the experience feels intuitive and personal. Clients also benefit from secure self-service portals, giving them the tools to submit required documents, complete risk questionnaires, and track their application status without always relying on your relationship managers. This improves the onboarding experience while reducing repetitive administrative tasks for your staff. Behind the scenes, business rules and AI onboarding compliance workflows are embedded into the platform. That means approval steps, suitability checks, and regulatory documentation happen automatically, keeping your banking processes both smooth and compliant. At the core of everything are detailed, customizable client profiles. Each one brings together a client’s submitted data, risk tolerance, past interactions, and compliance status into a single view. Your relationship managers can see exactly where each new client stands, anticipate their investment needs, and deliver tailored financial solutions with confidence. With InvestGlass, the workflow feels natural: capture prospect data, guide them through digital onboarding AI, engage them with secure document requests, support them with automated compliance checks, and manage their transition to active clients—all in one platform.