InvestGlass, Geneva, Switzerland

A.I. is the new
competitive advantage

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.
Objectives are the following:

Predict clients' future investment thematic interests

Predict market liquidity

Generate predictive sales indicator

Predict margin calls

How we do this?

  • 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

Need help?

Call us +41 22 552 03 26

Or email us at contact @ investglass.com