Skip to main content

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

Login

Tag: relationship management banking

man in white turtleneck sweater holding smartphone

Written on 14 December 2024.

Top Strategies for Effective Relationship Management Banking

AI and cryptocurrency changing the banking industry AI Assistant for bankers AI Copilot for sales ai software development Automated Compliance Monitoring Tools automation benefits of digital banking best on premise CRM best Referral Marketing Tactics Challenges of AI Adoption in Banking Create a Digital Banking Platform CRM CRM for banking digital banking Digital onboarding digital signature digital transformation email marketing Empowering Your Team ESG AI ESG Reporting Financial Data Access Framework Regulation financial services marketing fintech Fintech ecosystem future of finance How to Invest with AI in 2024 ? how to start a digital marketing company invoice KYC KYC process KYC Software for Customer Onboarding marketing marketing automation marketing techniques neobank onboarding solutions for the public sector podcast for sales robo advisor roboadvisor Robotic process automation sales automation scale your business Understanding CRM Implementation Cost What is a CDP vs CRM

Category

Blog

Ready to take the next step with the Swiss #1 AI CRM?

Start your trial

Try InvestGlass for free. No credit card required, no software to install.

Talk to an expert

Tell us a bit more so the right person can reach out faster.

Stay up to date

Get our bi-weekly newsletter for the latest business insights.

Features

Digital onboarding and signature
Portfolio management system
Marketing automation
Automation process and GPT
Client & Employee portal

Import from

Salesforce
Microsoft Dynamics
Avaloq
Temenos
Hubspot
Excel
CSV

Use Cases

Financial Services
Retail Bank
Private Bank
Insurance
Governments

About InvestGlass

About us
Newsroom
New Release
Careers
Events

Support

Blogs
Help Desk
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