Name: InvestGlass
Price: 50 USD
Author: InvestGlass

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Bug  Tracking

Development

Business Intelligence (BI)

Collaboration

Environmental Health and Safety (EHS)

Visual Collaboration

Enterprise

Accounting

Anti-Money Laundering (AML)

Investor Relations

Revenue Management

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Component Content Management

Data Pipeline

Electronic Data Interchange (EDI)

Fraud Detection

Hosted Virtual Desktop

Identity Governance and Administration

Industrial IoT

Integration Platform as a Service (iPaaS)

Interoperability

Managed File Transfer (MFT)

Managed Hosting

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Relational Database Management Systems

Security Awareness Training

Vulnerability Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Journey Mapping

Digital Analytics

Email Marketing

Intent Data

Marketing Automation

Marketing Resource Management

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Tag Management

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Prototyping

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales Email Tracking

Sales Intelligence

eCommerce

Sales

Operational Technology (OT) Security

Security

Computer-Aided Design (CAD)

Construction Accounting

Loan Servicing

Nonprofit Fundraising

Patient Engagement

Revenue Cycle Management (RCM)

Utilities

Vertical-Specific

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InvestGlass is a Swiss sovereign platform designed to streamline various processes for professionals in the financial industry. According to the vendor, it offers a suite of tools for client management, investment strategies, digital onboarding, compliance monitoring, and more. This unique Client Relationship Management (CRM) system is said to be suitable for companies of all sizes, from small businesses to large enterprises. Financial advisors, wealth managers, private banks, asset managers, insurance companies, and government institutions are among the professionals and industries that can potentially benefit from InvestGlass's features and functionalities.

## Key Features

**Digital Forms Builder**: According to the vendor, the platform provides an easy-to-use digital forms builder for transforming digital onboarding operations and improving customer satisfaction. No programming is needed, and all data is securely hosted in Switzerland.

**CRM Solutions**: The vendor claims that InvestGlass's comprehensive CRM solutions allow users to monitor relationships and oversee the sales funnel. Users can record client communications, obtain a deep understanding of each customer, and access key business metrics through insightful reports and interactive dashboards.

**Portfolio Management Tools**: The vendor states that InvestGlass's portfolio management tools can streamline portfolio management processes. Users can monitor and analyze investment performance, generate reports and visualizations for better decision-making, and automate routine tasks and workflows.

**Automation**: According to the vendor, InvestGlass offers automation features to boost response rates and improve efficiency. Users can automate outreach and follow-ups, leverage sequences, approval processes, and automated reminders, and integrate with other systems for seamless data flow.

**Marketing Tools**: InvestGlass provides marketing tools for creating and managing marketing campaigns, according to the vendor. Users can track campaign performance, measure ROI, personalize marketing messages and content, and automate lead generation and nurturing processes.

**Client & Employee Portal**: The vendor claims that InvestGlass offers a secure and personalized portal for clients and employees. Users can access relevant information, documents, and reports, enable self-service capabilities for clients, and collaborate and communicate effectively within the portal.

Basic

Free Forever

CRM Bundle

ActiveCampaign helps small teams power big businesses with a platform for intelligent marketing automation. It provides email marketing, marketing automation, and CRM tools that help businesses to create incredible customer experiences.

Starter

Plus

ActiveCampaign

InvestGlass

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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InvestGlass

Overview

What is InvestGlass?