The Swiss CRM
built for Corporate Banking
InvestGlass: Empowering Banks, Swiss Security, Elevating Performance
Digital Onboarding and Signature
InvestGlass revolutionizes corporate banking with its seamless digital onboarding and signature feature. Clients can easily open accounts and sign documents electronically, ensuring a smooth and efficient process. This feature reduces paperwork, enhances security, and accelerates client acquisition, providing a modern and hassle-free experience for both banks and their customers.
Portfolio Management System
Our advanced Portfolio Management System empowers bankers to efficiently manage client investments. It offers real-time insights, detailed analytics, and comprehensive reporting. With InvestGlass, financial advisors can create tailored investment strategies, monitor performance, and make informed decisions, ensuring optimal portfolio growth and client satisfaction.
Swiss Neutral CRM
InvestGlass stands out with its Swiss Neutral CRM, designed to uphold the highest standards of privacy and data security. Hosted in Switzerland, it guarantees data sovereignty and compliance with stringent Swiss regulations. This ensures that client information is protected, fostering trust and confidence in your corporate banking services.
Automation Process and GPT
Leverage the power of automation and GPT (Generative Pre-trained Transformer) with InvestGlass. Automate routine tasks, generate personalized client reports, and streamline workflows. Our system uses cutting-edge AI to enhance productivity, reduce human error, and provide insightful data analysis, allowing your team to focus on high-value activities.
Investor & Employee Portal
InvestGlass offers a comprehensive portal for both clients and employees, enhancing transparency and communication. Clients can access their accounts, view reports, and communicate securely with their advisors. Employees benefit from a centralized platform to manage tasks, collaborate, and access essential tools, ensuring a cohesive and efficient work environment.