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Next-Gen AI Built to Reduce Costs for Banking and Finance

#1 Swiss Sovereign Solution – AI-born platform that delivers enhanced efficiency, productivity, & customer satisfaction.

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Using InvestGlass on any device
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Combining powerful tools for
banking with swiss quality support


CRM and Client Portal

Enhance client relationships with integrated CRM and a user-friendly client portal that personalized experiences.

Digital Onboarding

InvestGlass automates client onboarding, accurate data collection and streamlining processes for individuals and corporations.

Risk Monitoring

InvestGlass’s risk monitoring feature provides continuous oversight of financial exposures and compliance requirements

Marketing Automation

InvestGlass automates marketing efforts, and insights based on client data, which enhance lead generation 

Portfolio Management

InvestGlass offers robust portfolio management tools that enable real-time tracking, and tailored investment strategies to meet individual client needs.

On-Premise or On Swiss Cloud
#1 Trusted Solution for Banks and Financial Institutions

2014
InvestGlass Launched
500K
Active Investors
1M+
Active Portfolio
Digital On-boarding

Streamline customer onboarding

InvestGlass’s digital onboarding feature streamlines the client intake process, automating data collection and verification to enhance accuracy and compliance. This tool simplifies setup for various account types, speeding up integration and improving the customer experience in the banking and financial sectors.
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InvestGlass Sales Pipeline
CRM

Scale service for retail banking

InvestGlass Swiss CRM harnesses powerful automation and ChatGPT AI, optimizing efficiency and personalization in customer interactions. With a focus on Swiss sovereignty, it ensures data protection and compliance, aligning with Switzerland’s strict privacy standards, ideal for institutions prioritizing data security.
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Risk indicator
Portfolio Management Software

Boost investors satisfaction with data and AI-powered experiences

InvestGlass’s digital onboarding feature streamlines the client intake process, automating data collection and verification to enhance accuracy and compliance. This tool simplifies setup for various account types, speeding up integration and improving the customer experience in the banking and financial sectors.
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ChatGPT integration with InvestGlass to help banks and advisors
Empower bankers and investors with AI

Scale service for retail banking

InvestGlass AI offers a tailored solution for bankers and investors, incorporating specific banking rules to prevent hallucinations and ensure reliable outputs. This technology enhances decision-making and operational efficiency by providing accurate, rule-compliant data analysis and insights, crucial for the financial industry’s dynamic environment.
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These leading companies achieve retail banking success with InvestGlass.

  • Best Digital Banks in Switzerland

    Arab Bank Switzerland

    InvestGlass customized, end-to end solution allows Arab Bank (Switzerland) to offer a superior client experience while staying ahead of innovative client centric technologies without neglecting security, privacy or client facing interactions. It enables advisors to quickly and efficiently analyse portfolio risk and capture opportunities in order to offer individualised financial advice in-line with the latest regulations.