Increase Net New Money
Ignite Pro-Active Leads
Enabling Marketing Efficiency
Enhance Fee / Human-Time Ratio
"I used to ask myself which client to call first... wasting couple hours each days. Now we can not imagine our world without InvestGlass. InvestGlass spots the next lead for me. "
At the heart of the platform is InvestGlass "Artificial Intelligence", our big data, predictive analytics leverages your data collection of sales interaction to help your team do their jobs better and more efficiently.
Do you know why?
Because InvestGlass empowers people like you to serve their customers smarter and faster than any robots.