A.I. Meets Your Business

Powering the World’s Smartest
Financial Advisors

Get smarter with every customer interaction

For many financial institutions, the technical expertise, data infrastructure, and other resources required to deliver AI solutions is too significant. InvestGlass A.I Powered is removing the complexity of artificial intelligence, enabling any financial advisor to deliver smarter, hyper-personalized and more predictive investor experiences.

Ingest

Call Reports

Human Behaviour

Market Data

Transactions

Analyse

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Engage

Recommendations

Increase Sales Productivity

Get an automatic reminder for securities or portfolio to rebalance.

Prioritise sales pipeline with engagement level reminder.

Trending Insights

Automate Sales Activities

Surface key opportunity insights including customer sentiment, competitor involvement, and overall prospect engagement to understand whether or not a deal is likely to close.

Provide sales reps with the best next action to take based on positive and negative signals to increase the likelihood of closing an opportunity.
Smart data discovery

Target the Best Leads

Automatically analyse millions of data combinations in minutes

Determine likelihood to convert with defined lead scores

Find trends in unstructured data or trading logs

Identify the top factors that determine predictive lead

Track key lead score metrics across your institution

Predictive Content

Close More Deals

Recommend the financial product, marketing content, to offer for each investor

Seamlessly apply pre-advice and best advice concepts

Increase fee / human time ratio

Chatbot

Connect with Your Customers and Create New Business

Automate your customer service and marketing efforts

Engage more effectively with both current and prospective buyers

Reduce operating costs

10X Faster Prospecting

InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, artificial intelligence 

and an open community of partners for bankers, family officers and asset managers 
in Switzerland, Europe and Asia in an area of complex regulations MIFID2 & PSD2.

The Most Powerful Sales Stack to Meet Your Needs

InvestGlass is committed to improve professional investors' workflows. Providing superior tools backed with artificial intelligence is the key to improve return on asset and compliance enforcement.

Ask a demo

All-in-One Sales Platform

Every company is unique but all companies want to find, advise, sell to investors. InvestGlass has the tools you need to grow your pipeline and make more sales.

ASK A DEMO

Made in Switzerland 🇨🇭

InvestGlass SA
Chemin du Pré-Fleuri 3,
1228 Plan-les-Ouates
Switzerland

© 2017 InvestGlass SA. All Rights Reserved.

InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, artificial intelligence 

and an open community of partners for bankers, family officers and asset managers 
in Switzerland, Europe and Asia in an area of complex regulations MIFID2 & PSD2.