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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.

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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.

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Welcome to Invest Glass World! Let's automate your work together

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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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Corporate News

Former Swiss banker is now getting 100-plus banking businesses to go digital worldwide: Here's why, how

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Pricing

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The Swiss CRM built for Financial Professionals

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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

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