Machine Intelligence for Professional Advisors

Build a financial advisor bot without coding. Machine + Human.

Automate, Analyze, Assist


Chatbot - Chat robot is a conversational tool which sites on chat app such as Facebook, Wechat, What’s App, Skype or Twitter. They can automate huge portions of your business, marketing, and reducing operations costs. If your clients use SMS only - it works too!

Bots can automate your customer service and marketing efforts and help you engage more effectively with both current and prospective buyers. Bots are relatively easy to build and maintain, as long as you have the right tools at your disposal.

InvestGlass is offering to their clients white label scripts and connected apps.
What are Bots Used For?

The range of services accessible to users of these chatbots is limited only by the talent of the bot writers and the needs of the company. InvestGlass team collected about 80 intents - questions clients use and which bot programs recognise to provide necessary answers or interactions.
Easy to Use and Accessible


Chatbots are better than app. Why? Because apps must be find, download and your customers must learn how to use it! While some customers may be willing to take those steps, others may simply abandon their efforts and look for answers elsewhere.

Chat bots are a much different story, and much easier for both current and potential customers to use. Instead of downloading an app and learning how to use it, those customers can simply chat

Zero Coding Experience

Business logic

Respecting suitability and appropriateness rules for content distribution. The chat bot is built for complex financial questions.

Media

Whether you are using your portal, Wordpress or RSS feeds we adapt your chatbot to target ther right audience.

Event assistant

Set up meeting and calendar notifications for upcoming events, financial events, and more.

Messaging integrations

Support for SMS, Telegram, Facebook Messenger, Wechat, Twilio IP Messaging, native platforms, or custom webhooks.

Analytics

Track conversation and messaging metrics with simple tools.

Human Transfer

Transfer to human sales when customers require more support.

Ready to go AI chatbot to suit your needs

Advisory, Sales & Brokerage
Robot Discretionary Portfolio Mandates
Human Discretionary Portfolio Mandates

When using Chatbots?

InvestGlass helps your connect your chat bots to your preferred customers service solution. When questions are too complex to be answered by bots - your customer can go for a "human transfer" and then your agents can deliver a customised customer experience.

How bots and humans collaborate

1. Client is asking questions
2. Chat bot is answering
3. Client is asking human transfer
4. Chat bot transfers to human agent with question
5. Human agent takes over
6. Human agent answers to client
7. Human passes control to bot
8. Human starts a new chat bot flow

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Ready to use scripts

Quick emergency news
Forwarding to appropriate human
Buy - Sell basic securities
Complaint resolution
Mailing list or service subscription
Booking a meeting with a sales
Get detailed answers and definitions
Purchase inspiration
Complex orders transmission MIFID2
App consolidation
Business information

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Our AI understands and answers complex financial requests

InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction wealth advisors check on your customised InvestGlass platform for recommendations. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice. This website is using cookies. By using this website you agree to the following Terms of Service.

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