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DirectoryFinance & InsuranceFinTechGenevaInvestGlass SA
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InvestGlass SA

Summary

About the company

InvestGlass SA develops and provides software solutions for the financial and banking sector, particularly for digital onboarding processes, portfolio management, marketing automation, customer relationship management, and business process automation. The software solutions are designed to support banks, financial institutions, and other companies in digitizing their processes and improving their customer relationships.

AI-generated
Offering

Products & services

Industry:FinTech
✓ Offered6
CRM
CRM with Sales AI and automated workflows for customer management, pipeline control, task management, campaigns, calendars, permissions, and an audit trail.
Digital Onboarding
Digital onboarding forms for account opening, KYC remediation, application forms, feedback forms and HR surveys; with API, webhooks, a PDF generator and Swiss hosting.
Portfolio Management System
Portfolio management system for banks, brokers and wealth managers with core banking integration, suitability assessment, reporting, risk monitoring, ESG and DPM-/Advisory functions.
Marketing Cloud
Marketing Cloud for lead capture, targeting, personalization, A/B testing, reporting, as well as AI-powered content, campaigns and automation across different channels.
Customer and employee portal
Portal for secure communication, document-based collaboration, file storage, video calls, task and project management, as well as branding and login customization.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Rue de la Terrassière 14
1207 Geneva
Opening hours
Mon
24h
Tue
24h
Wed
24h
Thu
24h
Fri
24h
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-434.674.173
Founded
2014 · 12 years
Last commercial register change
June 27, 2025
Employees
1 to 10

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