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All-in-one solution for KYC and KYB

Streamline client and business onboarding with InvestGlass—your all-in-one solution for KYC, KYB, CRM, automation, and AI-driven compliance.

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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 does the KYC and KYB automation work?

InvestGlass Digital Onboarding Solution
Step 1

Digital Onboarding

Streamline data collection and verification with paperless, automated workflows designed for both KYC and KYB.

InvestGlass the Sovereign CRM
Step 2

Collect Data

Manage all client and business relationships with a centralized, customizable CRM that ensures data consistency and actionable insights.

InvestGlass Campaign Tools
Step 3

Track and remediate

Automate routine tasks, approvals, and communication to improve operational efficiency and reduce manual errors.

Digital forms
#1 Swiss CRM

With InvestGlass Your Data is Safe in Swiss Cloud solution

Benefits for Your Business

  • Simplified Onboarding: Accelerate KYC and KYB processes with intuitive, digital workflows.
  • Regulatory Confidence: Stay ahead of compliance requirements with automated processes and real-time monitoring.
  • Enhanced Customer Experience: Offer seamless onboarding and personalized services, increasing satisfaction and retention.
  • Operational Efficiency: Save time and resources with automation and AI-driven solutions that eliminate manual bottlenecks.
  • Integrated Ecosystem: Centralize client and business data in one platform for better decision-making and streamlined operations.

Who It’s For

InvestGlass KYC & KYB is the perfect solution for:

  • Financial advisors and institutions
  • Insurance companies
  • Real estate firms
  • Fintech and banking platforms
  • Any organization managing complex compliance and onboarding workflows

Empower Your Team. Delight Your Clients. Protect Your Business.

InvestGlass KYC & KYB delivers a robust and scalable solution that not only meets regulatory demands but also elevates your business operations with automation, CRM, and AI-driven insights. Embrace the future of compliance and customer management with InvestGlass.

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