Chatbots for Investors

How it Works

What is a bot?

Try a conversation with InvestGlass - SwissChatbot now and see exactly how your business can level up marketing, sales and support using Facebook Messenger, WeChat or Website widget.

We create your bot in 2 weeks

Respecting suitability and appropriateness rules for content distribution. The chat bot is built for complex financial questions.
Corporate Banking
Wealth Management
Direct Access Trading
Portfolio Management and Risk
Retail Banking
Asset Management

Grow your messenger bot subscribers

InvestGlass makes it easy to grow your audience by providing a complete set of tools to convert anyone into a subscriber and investor.

Send messages to your subscribers

Your message should be heard. With 80% open rates Messenger is the best place to make that happen. Yes, you heard us right, eighty per cent open rates, that`s x4 better than email.

Stay personal with Live Chat

Bots are better with a human touch. Whether it`s a high-ticket sale or a difficult support question - our integrated Live Chat notifies you when your attention is needed and makes it easy to have a conversation with your subscriber.

Chatbots reach people on the channels they prefer

  • Wechat
  • Android
  • IOS
  • Twilio
  • Email
  • Messenger
  • Twitter
  • Telegram
  • Intercom
  • Front
  • Zendesk

The Future of Next Generation Vending

Made in Switzerland 🇨🇭

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

© 2018 InvestGlass SA. All Rights Reserved.


+41 22 552 03 25
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.