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Set Up Agents for Enhanced CRM Automation

Empower your agents with LLM integrations, a dynamic CRM, and enhanced Portfolio Management from InvestGlass to maximize productivity and deliver a superior customer experience.
Collect information
Digital on-boarding
Loan simulator for retail bank
Switzerland Sovereignty first
sumsub
Arab Bank Switzerland
Arab Bank Switzerland
open-geneva
open-geneva
Aeon Investments
Arab Bank Switzerland
Arab Bank Switzerland

How to setup agents?

InvestGlass Select your favourite LLM
Step 1

Integrate LLMs with InvestGlass

Connect your preferred LLMs effortlessly. Choose from the top-performing models in the industry or use InvestGlass’s native AI integration. Through a secure setup, agents can leverage LLMs within the CRM for intelligent insights, personalized responses, and real-time engagement, directly embedded in your CRM workflow.
InvestGlass Smart Agent Prompt
Step 2

Customize the CRM and Portfolio Management for Agent Efficiency

Set up your CRM layout to provide agents with immediate access to LLM-driven insights, portfolio data, and client history. Use InvestGlass’s flexible tools to adjust the layout, allowing for the right balance between client information and AI-driven recommendations. Enable agents to improve their outreach and provide meaningful, data-backed recommendations to clients.
InvestGlass Training
Step 3

Train and Monitor Agent Interactions with LLMs

With InvestGlass’s monitoring features, track and optimize agent performance while ensuring compliance. Agents can access training modules to understand how to utilize LLMs effectively, ensuring responses remain accurate and aligned with your goals. The CRM analytics and Portfolio Management tools provide real-time metrics to refine agent interactions and boost productivity.

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Digital forms
#1 Swiss CRM

With InvestGlass Your Data is Safe in Swiss Cloud solution

Sales CRM: Intelligent Client Prioritization

InvestGlass AI-enhanced CRM transforms how you manage your sales pipeline by intelligently guiding your next moves. With advanced AI-driven algorithms, the system identifies which clients are most likely to convert or need attention, giving you a prioritized list of prospects to contact. This data-driven approach saves time, enhances efficiency, and ensures that you focus on high-impact opportunities, maximizing your sales potential. From tracking client interactions to organizing follow-ups, InvestGlass AI supports every step, turning CRM management into a streamlined and productive experience.

Communication & Email System: Enhanced Content Generation

Say goodbye to writer’s block with InvestGlass AI’s Communication & Email System. This tool helps you create highly personalized email content, generate fresh ideas, and even translate messages effortlessly. By analyzing past interactions and client preferences, InvestGlass AI crafts email content that resonates with your audience, increasing engagement and response rates. Whether you need a quick email draft, a creative angle, or a multilingual response, InvestGlass AI’s content generation tools make every message relevant, professional, and effective, empowering you to communicate seamlessly across borders.

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