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
Integrated Wealth Advisor Platform. 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.