INVESTGLASS
Presenter Profile: How they describe themselves: InvestGlass is a #1 Swiss-based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want. How they describe their product/innovation: You need to keep up with ever-changing compliance regulations, but your bank is already stretched thin! It feels like you spend more time complying with regulations tha... n actually serving clients. And if one of your team members leaves, it’s going to be a huge challenge to replace them. InvestGlass Automation and CRM will take care of all the compliance work for you so you can focus on what you’re good at – providing world-class investment advice. Plus, our Swiss cloud-based solution means there’s no hardware and no surrender to US or Chinese Cloud. Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
INVESTGLASS
Industry:
Big Data CRM Financial Services FinTech Sales Automation
Founded:
2014-03-01
Address:
Genève, Geneve, Switzerland
Country:
Switzerland
Website Url:
http://www.investglass.com
Total Employee:
51+
Status:
Active
Contact:
+41 22 518 2594
Email Addresses:
[email protected]
Total Funding:
1.1 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SSL By Default Google Font API Content Delivery Network Font Awesome Domain Not Resolving Nginx JsDelivr BootstrapCDN
Similar Organizations
Current Advisors List
Current Employees Featured
Founder
Investors List
FONGIT
FONGIT investment in Seed Round - InvestGlass
Official Site Inspections
http://www.investglass.com Semrush global rank: 1.37 M Semrush visits lastest month: 21.1 K
- Host name: h2web254.infomaniak.ch
- IP address: 84.16.76.201
- Location: Switzerland
- Latitude: 47.1449
- Longitude: 8.1551
- Timezone: Europe/Zurich
More informations about "InvestGlass"
InvestGlass - Crunchbase Company Profile & Funding
Presenter Profile: How they describe themselves: InvestGlass is a #1 Swiss-based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover …See details»
InvestGlass - LinkedIn
InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and …See details»
InvestGlass Company Profile 2024: Valuation, Funding ... - PitchBook
InvestGlass General Information Description. Developer of a sales automation platform designed to offer a suite of tools for customer and client management. The company's platform …See details»
Investor portal - InvestGlass
Therefore InvestGlass matches fund managers, private equity, or any investment firms digitalization needs. To access the investor portal, the access management is bank grade …See details»
InvestGlass Company Profile - Office Locations, Competitors
InvestGlass is a fintech that provides an integrated wealth advisor platform. It develops an automation solution that combines a CRM, content management system, KYC, PMS, and …See details»
InvestGlass - Funding, Financials, Valuation & Investors - Crunchbase
How much funding has this organization raised over time? Show . Announced Date . Transaction Name . Number of Investors . Money Raised . Lead Investors . Dec 31, 2019: Series A - …See details»
Founder Interview: Alexandre Gaillard of InvestGlass - Blue Dun
Aug 4, 2016 Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for private bankers and wealth managers. The platform is designed to …See details»
Winning Comeback for InvestGlass - startupticker.ch
May 5, 2023 InvestGlass leverages the latest artificial intelligence technologies, such as chatGPT, to improve bank productivity. InvestGlass' code is proprietary and Swiss, making it …See details»
Founder Interview: Alexandre Gaillard of InvestGlass - LinkedIn
Aug 16, 2016 Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for private bankers and wealth managers. The platform is designed to …See details»
InvestGlass – Our Story of Innovation and Growth in Finance
They created InvestGlass, an AI-driven platform that aimed to automate the sales and compliance process in the Swiss financial sector. InvestGlass was a Swiss startup that dared to challenge …See details»
InvestGlass - Products, Competitors, Financials, Employees ...
InvestGlass’s partnership announcement comes a month after the company unveiled a pair of new AI solutions , Copilot and Mistral, to help businesses convert unstructured data into …See details»
InvestGlass - Contacts, Employees, Board Members, Advisors
Organization. InvestGlass . Connect to CRM . Save . Summary. Financials. People. Technology. Signals & News. Similar Companies. Highlights. Employee Profiles 1. Number of Board …See details»
InvestGlass - YouTube
InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business.See details»
InvestGlass Features
InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business. Learn More. Corporate News. …See details»
Intro to InvestGlass | InvestGlass Help Desk
Jul 30, 2022 Welcome to InvestGlass. InvestGlass is #1 Swiss CRM built for automation. InvestGlass is simple to use, yet it offers you many options and alternatives. We suggest you …See details»
Discover InvestGlass Values and Purpose - YouTube
*****Start using InvestGlass Swiss CRM software to help your business grow better [TRY IT FREE]: https://www.investglass.com/get-started-free/***...See details»
InvestGlass Help Desk
Browse All Categories. Get Started Welcome to InvestGlass World! Let's automate your work together; CRM The Swiss client relationship manager; Webforms and surveys Collect data …See details»
InvestGlass - Le numéro un suisse de la gestion de la souveraineté ...
InvestGlass est le CRM pour les entreprises qui se soucient de leur indépendance géopolitique tout en bénéficiant d'outils modernes tels que l'intégration numérique, l'intelligence artificielle …See details»
Investment Banking - InvestGlass
InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business. ... Empowering teams with …See details»