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 than 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