Delivering the right info to the right customer
In the heart of Geneva, Switzerland, a group of ambitious individuals began to dream. They dreamt of a tool that could bring change, make the sales process more productive, more compliant, and facilitate alternative private banking. Not only did they dream, but they decided to make this dream a reality. Thus, InvestGlass was born.

At the time, the CRM landscape was dominated by giants like Salesforce and Microsoft. With their deep pockets and vast resources, these companies were formidable competitors. But the founders of InvestGlass, including Alexandre Gaillard, were not daunted. They saw a need in the market for a more specialized CRM system for the Swiss financial sector. They realized that the country’s prestigious private banking industry could be modernized with the help of technology, specifically in the areas of sales and compliance.

They also saw the potential for more inclusive financing through FinTech. The world was rapidly changing, and the finance industry was evolving. There was a growing demand for more accessibility, transparency, and inclusivity in finance.