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A.I. SAVES TIME
& MONEY

Artificial intelligence in the cloud

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.

Increase Sales Productivity

Step 1. Ingest behavior analytics

Processing collecting information from bankable and non-bankable data

Step 2. Analyse financial behavior

From InvestGlass core rules, EMT, EMIR, MIFID, LSFIN, MIF - we interpret the behaviour to optimise your key performance indicators

Step 3. Engage

Phone, SMS, Email, Chatbot, Native Cloud Portal engage each client with the best proposal

Step 4. Measure 10X Faster Prospecting

InvestGlass is the first Artificial Intelligence as a Service - delivering search and discovery leads for financial advisors
x10

Trending Insights

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

Powering the World’s Smartest
Financial Advisors