InvestGlass

InvestGlass is a comprehensive integrated CRM platform that offers a suite of tools aimed at enhancing business efficiency and customer satisfaction. The platform specializes in digital onboarding, portfolio management, marketing automation, and client relationship management, providing businesses with the means to streamline operations and effectively engage with clients.
Features include customizable digital forms for conducting online quizzes, managing customer feedback, and ensuring compliance with KYC and AML regulations. InvestGlass is particularly tailored for industries such as banking, real estate, fundraising, and fintech, facilitating faster innovation and reduced operational costs.
The platform emphasizes data security, with all data securely hosted in Switzerland, making it suitable for organizations that prioritize privacy. With tools designed to automate workflows and enhance user experiences, InvestGlass empowers teams to manage relationships better and increase productivity.
Overall, InvestGlass stands out by delivering industry-specific innovations that help businesses navigate the complexities of client management in a digital age.