at Financial Technnology Year
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InvestGlass
InvestGlass is a Swiss-based platform for banks and investment firms that centralizes CRM, KYC automation, and AML monitoring. It provides specialized tools for investor relationship management, deal pipeline tracking, and regulatory compliance.
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Phone: +41225182594
Web: https://www.investglass.com
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Integrated CRM and compliance platform designed for banks, wealth managers, and investment firms. Co... more...