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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

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
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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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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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Tag: CRM trends 2025

CRM Software

Written on 17 March 2025.

Top Cloud Based CRM Software for 2025: Boost Your Business Efficiency

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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

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Financial Services
Retail Bank
Private Bank
Insurance
Governments

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