Demo Webinars

Open to anyone that deals with advisory, financial compliance, and bank marketing - no coding knowledge required. Runs weekly.

Made in Switzerland 🇨🇭
© 2017 InvestGlass SA. All Rights Reserved.

InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, artificial intelligence 

and an open community of partners for bankers, family officers and asset managers 
in Switzerland, Europe and Asia in an area of complex regulations MIFID2 & PSD2.