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Collect Information With Form

InvestGlass provides a powerful, intuitive solution for digital onboarding and data collection, making it easier than ever to gather, analyze, and organize essential information through customized online forms.
Digital on-boarding
Switzerland Sovereignty first
Loan simulator for retail bank
sumsub
Arab Bank Switzerland
Arab Bank Switzerland
open-geneva
open-geneva
Aeon Investments
Arab Bank Switzerland
Arab Bank Switzerland

How to Collect Information With Form?

Step 1
Identify the primary objective for your form (e.g., onboarding, lead generation) and outline the essential data points needed to meet this goal. Use conditional logic to make sure only relevant fields appear, ensuring clean, focused data collection.
Digital forms
Step 2
Leverage the InvestGlass drag-and-drop builder to add and organize fields, grouping related information for a logical flow. Apply custom styling, tooltips, and validation rules to create a professional, user-friendly form experience.
InvestGlass investor portal
Step 3
Preview and test the form to ensure everything functions as expected, then deploy it via embed, email, or link sharing. Monitor completion rates and drop-off points using InvestGlass’s analytics to refine form performance over time.

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Digital forms
#1 Swiss CRM

With InvestGlass Your Data is Safe in Swiss Cloud solution

Data sovereignty refers to the concept that information, which has been converted and stored in binary digital form, is subject to the laws of the country in which it is located. In a world of increasing cross-border data flows and varying data protection laws, ensuring data sovereignty has become a significant concern for business operations, especially when using cloud providers. InvestGlass, an independent Swiss company, stands out as the best solution to address these concerns. Switzerland’s robust data protection measures, combined with InvestGlass’s dedication to data localization and indigenous data sovereignty, offer unparalleled assurance. InvestGlass’s cloud infrastructure is tailored to safeguard against compromise, ensuring data is stored and transmitted securely, in compliance with international data privacy regulations like the General Data Protection Regulation (GDPR). Beyond just storing data, InvestGlass offers comprehensive data audits and data mapping features to assist businesses in maintaining control over their data, keeping it secure in the exact geographical location dictated by relevant laws. Whether it’s data residency options, data protection policies, or governance processes, InvestGlass is adept at navigating the complexities of data sovereignty requirements, making it an ideal choice for companies conducting business in various jurisdictions.