at Financial Technnology Year
Please contact them if you have any questions.
InvestGlass CRM Platform
from InvestGlass
Integrated CRM and compliance platform designed for banks, wealth managers, and investment firms. Combines customer relationship management with KYC automation, AML monitoring, deal pipeline tracking, investor relationship management, and regulatory compliance workflows.
Category:
Customer Relationship Management
in:
Retail Banking
Systems that help banks manage customer interactions, track customer information, and deliver personalized services.
InvestGlass CRM Platform
Category:
Compliance Management
in:
Compliance
Platforms for managing the overall compliance program, including policy management, training, and regulatory change management.
InvestGlass CRM Platform
Category:
Know Your Customer (KYC)
in:
Compliance
Platforms for verifying customer identities, assessing risk, and meeting regulatory requirements for customer onboarding.
InvestGlass CRM Platform
Category:
Anti-Money Laundering Systems
in:
Compliance
Solutions for detecting, preventing, and reporting potential money laundering activities and suspicious transactions.
InvestGlass CRM Platform
Category:
Client Onboarding Systems
Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.
InvestGlass CRM Platform
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
InvestGlass CRM Platform
Category:
Regulatory Compliance Systems
Platforms that track regulatory requirements, manage compliance workflows, and document adherence to various financial regulations such as UCITS, AIFMD, MiFID II, SEC rules, and other jurisdictional requirements.
InvestGlass CRM Platform
Category:
Investment Banking CRM
Specialized CRM systems designed for investment banking relationship management and deal tracking.
InvestGlass CRM Platform
Publicly available data, summarised using AI.
If you are the vendor, claim your page