Skip to main content

Get Started Login

Products
Industries
Support
Company
Pricing
Login

Products
Products
Digital Onboarding
Build sign up forms, digitalise any legal document

CRM - Swiss Sovereign
Sell goods or services with the power of AI and process automation

Portfolio Management System
Manage banks or brokers accounts with DMP, advisory tools and more

Marketing Cloud
Attract, retain, & convert visitors into users through various promotional techniques

Customers & Employee Portal
Deliver personalised interactions for customers on their channels of choice with the Swiss Suite

Artificial Intelligence
Automate tasks, provide personalised recommendations, and enhance user experience
Tools
Sales

Add a task

Collect Information With Form

Product Catalog

Portfolio

Build AI Bank

Quarterly Reports

Risk Metrics

Automation

Create an approval process

Travel request

Set up agents

Marketing

Add an appointement

Add routing

Email and SMS campaign
Industries
Industries

Get industry-specific innovations that boost your business and speed up time to value and scale your productivity.

Talk to an expert
Automotive

Communications

Energy and Utilities

Financial Services

Fundraising

Healthcare and Life Sciences

Media

Nonprofilt

Public Sector

Retail

Real Estate

All Industries
Support
Documentation
Invest Glass provides API Configuration

Partners
Let’s work together to create transformative customised solutions for enterprises.

Help Desk
Welcome to Invest Glass World! Let's automate your work together

Contact us
Ready to build your team's dream CRM?
Tutorials Lead Scoring

One potent strategy is leveraging a lead scoring model, a methodology to rank prospects...

Learn More
Company
Careers

Customer Stories

New Release Features

Webinar
About InvestGlass

InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business.

Learn More

Corporate News

Former Swiss banker is now getting 100-plus banking businesses to go digital worldwide: Here's why, how

Learn More
Pricing

Get Started Login

Tag: Portfolio Building

Written on 2 April 2025.

How to Make a Portfolio: Best Tips for 2025

agentic ai Agentic AI for Banks AI AI 2025 AI in banking AI in Customer Service AI in finance AI in financial markets AI IN MARKETING automation banking automation bank marketing strategies benefits of digital banking Challenges of AI Adoption in Banking Correlation coefficient CRM CRM for banking CRM software digital banking Digital onboarding digital signature email marketing Empowering Your Team ESG Reporting financial services marketing fintech future of finance how to start a digital marketing company Incident Reporting Software Investment Strategy Investment Tools Investment Tracking invoice KYC marketing marketing automation marketing techniques neobank Portfolio Analysis portfolio management robo advisor Robotic process automation sales automation scale your business wealth management

Category

Article

Witness the power of Swiss Digital Automation: 5 hours of work, done in 5 minutes.

Get a demo

Get Started free

Features

The Swiss Sovereign CRM
Portfolio management
Marketing automation
Digital onboarding
Automation & AI
Digital portal

Use Cases

All industries
Financial Services
Retail Bank
Private Bank
Insurance
Governments

About InvestGlass

About us
Blog
Newsroom
New Release
Careers
Events

Support

Help Desk
Find Partner
Become Partner
Partners
Privacy Policy
Terms of Service

Copyright © InvestGlass SA. All rights reserved.
InvestGlass Designed in Switzerland Made in Switzerland - Geneva

Call us today: +41 22 51 82 594