InvestGlass

Utilizes artificial intelligence to enhance sales processes and efficiency.

Automates repetitive tasks and streamlines processes across the customer journey.

All data is hosted in Switzerland, providing high security and privacy standards.

Allows clients to host their data on their own premises for ultimate control.

Provides specific functionalities tailored for financial organizations managing wealth.

Allows teams to access all essential tools via a single mobile application, enabling on-the-go work.

Continuously updates the software with new functionalities.

Offers access to a network of experts for support and best practices.

Provides training resources that users can access anytime.

Automates various sales tasks to maximize productivity.

Ranks leads based on their likelihood to convert.

Automatically sends follow-up communications to leads or clients.

Visual tools to track sales progress from start to finish, aiding forecasting and planning.

Customizable without coding, allowing modification of tabs, records, fields, and layouts.

Generates various reports for tracking business performance.

Provides visual summaries and key metrics for informed decision-making.

Streamlines CRM management, including approvals, emails, events, and notifications.

Offers specialized templates for financial and insurance industries.

A robust system requiring multi-level (e.g., dual manager/group) approval for quality control.

Controls data access by defining user capabilities (create, read, edit, delete) on records.

Granular control over user interactions with different data objects.

Maintains an archived history of changes to specific fields for up to 10 years.

Organizes client meetings, prevents omissions, allows event modification, and color-coded categorization.

Ensures privacy for client-related entries on the calendar.

Simplifies managing individual and team tasks.

Facilitates assigning responsibilities across accounts, contacts, and portfolios.

Provides automated reminders for scheduled tasks and meetings.

Offers pre-designed templates to enhance productivity in task management.

Facilitates GDPR-compliant, hyper-targeted email campaigns.

Tracks the history and activities within sales campaigns for accountability.

Provides analytics on campaign performance.

Allows for customized content in email campaigns.

Tools for managing client investment portfolios.

Automates marketing efforts to engage customers.

Streamlines the process of bringing new clients onto the platform.

Provides a client-facing or internal portal for digital interactions.