InvestGlass
This platform streamlines business operations by integrating outreach, engagement, and transaction processes, enhancing lead prioritization through advanced automation and AI-driven workflows. With features like a CSV import tool and seamless integration with existing systems, it empowers teams to enhance customer satisfaction and optimize digital onboarding—all with no coding required.
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Top InvestGlass Features
- Lead scoring model
- Unified outreach automation
- Swift CSV import tool
- AI-generated sales processes
- High-quality lead prioritization
- Seamless custodian feed integration
- Integrated email and calendar
- Automated reminders and follow-ups
- Digital onboarding capabilities
- Swiss data hosting
- No-code process automation
- Regular feature updates
- Open API access
- Multi-language support
- Self-learning tools available
- Agile development principles
- Portfolio management functionality
- Customizable marketing automation
- Robuste security practices
- Geopolitical independence focus
