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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
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Manage banks or brokers accounts with DMP, advisory tools and more
Marketing Cloud
Attract, retain, & convert visitors into users through various promotional techniques
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Deliver personalised interactions for customers on their channels of choice with the Swiss Suite
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Automate tasks, provide personalised recommendations, and enhance user experience
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Bank and Financial Services
Organizations can reduce operational costs and innovate faster
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Our customers are showing how great processes
Fundraising
InvestGlass is the only Swiss hosted portal for your real esate investors.
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InvestGlass is the premier choice for professionals seeking a comprehensive client
All Industries
InvestGlass is the premier choice for professionals seeking a comprehensive client
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Invest Glass provides API Configuration
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Tutorials Lead Scoring
One potent strategy is leveraging a lead scoring model, a methodology to rank prospects...
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About InvestGlass
InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business.
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Former Swiss banker is now getting 100-plus banking businesses to go digital worldwide: Here's why, how
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