InvestGlass is an all-in-one Swiss automation platform built to streamline business operations for financial institutions and government entities. Combining a robust CRM, portfolio management, incident management, marketing automation, client portal, and digital onboarding tools into one seamless solution, InvestGlass offers a tailored digital experience that meets the evolving needs of today’s dynamic financial market.
Overview
At its core, InvestGlass is designed with precision and reliability in mind. With a focus on Swiss excellence, the platform is hosted on Swiss Cloud infrastructure, ensuring that data remains secure, geopolitically neutral, and fully compliant with European regulations. This dedication to security and quality has made InvestGlass a trusted solution for over 1,200 customers across more than 20 countries. Whether you are a bank, a government entity, or a growing business, InvestGlass simplifies the process of attracting, engaging, and delighting clients through a modern, mobile-driven digital onboarding process.
Key Features
- Comprehensive CRM: Manage leads, accounts, tasks, and invoices in one unified system, enhanced by integrated AI capabilities.
- Portfolio Management: Keep track of investments efficiently, ensuring smooth operations for financial professionals.
- Digital Onboarding: Deliver a seamless onboarding experience over mobile, collecting client data directly into the InvestGlass CRM.
- Marketing Automation: Streamline your marketing workflows and enhance customer engagement across channels.
- Client Portal & Incident Management: Provide your clients with secure access to personalized data while managing service incidents effortlessly.
Flexible Pricing Plans
- Starter: For small teams looking for out-of-the-box support, including CRM lead, file storage, opportunity management, and Copilot AI—starting at CHF50.00 per month, per seat.
- Standard: Expands on the Starter plan with additional capabilities like digital onboarding, team calendar, and advanced pipeline management for just CHF200.00 per month, per seat.
- Enterprise: Tailored for financial professionals who need comprehensive solutions, including portfolio management, client portal, and automation workflows at CHF500.00 per month, per seat.
Why InvestGlass?
Choosing InvestGlass means embracing a solution that not only enhances operational efficiency but also provides unparalleled customization and integration within the financial services arena. It stands out in the CRM for Financial Services category, delivering a complete toolset to manage client relationships and streamline business processes.
For exclusive deals and more information on how InvestGlass can transform your digital operations, visit the InvestGlass deals page.
Alternatives
InvestGlass delivers an unmatched blend of advanced features, secure hosting, and user-friendly design that empowers financial institutions to optimize client engagement and operational efficiency. Its comprehensive suite covers all aspects of financial services, ensuring organizations can stay ahead in a competitive market.
