{"id":40083,"date":"2024-05-03T16:57:09","date_gmt":"2024-05-03T14:57:09","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=40083"},"modified":"2026-02-04T12:30:39","modified_gmt":"2026-02-04T11:30:39","slug":"%d8%a7%d9%84%d8%a8%d8%b1%d8%a7%d9%85%d8%ac-%d8%a7%d9%84%d9%85%d8%b5%d8%b1%d9%81%d9%8a%d8%a9","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/ar\/banking-software\/","title":{"rendered":"\u0627\u0644\u0628\u0631\u0627\u0645\u062c \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629"},"content":{"rendered":"<h1><span class=\"ez-toc-section\" id=\"Next-Gen_AI_Built_to_Reduce_Costs_for_Banking_and_Finance\"><\/span>Next-Gen AI Built to <em>Reduce Costs<\/em> for Banking and Finance<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<div>\n<p>#1 Swiss Sovereign Solution &#8211; AI-born platform that delivers enhanced efficiency, productivity, &amp; customer satisfaction.<\/p>\n<\/div>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/about-hero-19.jpg\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/02\/9drs5e_rguc.jpg\" alt=\"Swiss servers\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/10\/pk3ozorgqgc.jpg\" alt=\"Using InvestGlass on any device\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/10\/j-zofcrwobs.jpg\" alt=\"a woman sitting on a couch looking at a tablet\"><\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-03.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Combining_powerful_tools_for_banking_with_swiss_quality_support\"><\/span>\n<h2 style=\"text-align: center;\">Combining powerful tools for<br \/>banking with swiss quality support<\/p>\n<p><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<\/h2>\n<ul>\n<li>\n<h3><span class=\"ez-toc-section\" id=\"CRM_and_Client_Portal\"><\/span>CRM and Client Portal<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p style=\"text-align: left;\">Enhance client relationships with integrated CRM and a user-friendly client portal that personalized experiences.<\/p>\n<\/div>\n<\/li>\n<li>\n<h3><span class=\"ez-toc-section\" id=\"Digital_Onboarding\"><\/span>Digital Onboarding<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>InvestGlass automates client onboarding, accurate data collection and streamlining processes for individuals and corporations.<\/p>\n<\/div>\n<\/li>\n<li>\n<h3><span class=\"ez-toc-section\" id=\"Risk_Monitoring\"><\/span>Risk Monitoring<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>InvestGlass&#8217;s risk monitoring feature provides continuous oversight of financial exposures and compliance requirements<\/p>\n<\/div>\n<\/li>\n<li>\n<h3><span class=\"ez-toc-section\" id=\"Marketing_Automation\"><\/span>Marketing Automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>InvestGlass automates <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/marketing-tools\/\" target=\"_blank\"  rel=\"noopener\" title=\"marketing\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5882\">marketing<\/a> efforts, and insights based on client data, which enhance lead generation\u00a0<\/p>\n<\/div>\n<\/li>\n<li>\n<h3><span class=\"ez-toc-section\" id=\"Portfolio_Management\"><\/span> Portfolio Management<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>InvestGlass offers robust portfolio management tools that enable real-time tracking, and tailored investment strategies to meet individual client needs.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-03.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><\/p>\n<h2><span class=\"ez-toc-section\" id=\"On-Premise_or_On_Swiss_Cloud1_Trusted_Solution_for_Banks_and_Financial_Institutions\"><\/span>On-Premise or On Swiss Cloud<br class=\"uk-visible@m\" \/>#1 Trusted Solution for Banks and Financial Institutions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>\n<div>2014<\/div>\n<p>InvestGlass Launched<\/p>\n<\/li>\n<li>\n<div>500K<\/div>\n<p>Active Investors<\/p>\n<\/li>\n<li>\n<div>1M+<\/div>\n<p>Active Portfolio<\/p>\n<\/li>\n<\/ul>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-LeadCapture-2024.png\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Streamline_customer_onboarding\"><\/span>Streamline customer onboarding<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Digital On-boarding<\/p>\n<div>\nInvestGlass&#8217;s <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/digital-onboarding\/\" target=\"_blank\"  rel=\"noopener\" title=\"digital onboarding\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5881\">digital onboarding<\/a> feature streamlines the client intake process, automating data collection and verification to enhance accuracy and compliance. This tool simplifies setup for various account types, speeding up integration and improving the customer experience in the banking and financial sectors.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Book a meeting<\/a><\/p>\n<\/div>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024.png\" alt=\"InvestGlass Sales Pipeline\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Scale_service_for_retail_banking\"><\/span>Scale service for retail banking<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>CRM<\/p>\n<div>InvestGlass Swiss CRM harnesses powerful automation and <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/automation-tools\/\" target=\"_blank\"  rel=\"noopener\" title=\"ChatGPT\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5883\">ChatGPT<\/a> AI, optimizing efficiency and personalization in customer interactions. With a focus on Swiss sovereignty, it ensures data protection and compliance, aligning with Switzerland\u2019s strict privacy standards, ideal for institutions prioritizing data security.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Book a meeting<\/a><\/p>\n<\/div>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Portfolio-2024.png\" alt=\"Risk indicator\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Boost_investors_satisfaction_with_data_and_AI-powered_experiences\"><\/span>Boost investors satisfaction with data and AI-powered experiences<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Portfolio Management Software<\/p>\n<div>\nInvestGlass&#8217;s digital onboarding feature streamlines the client intake process, automating data collection and verification to enhance accuracy and compliance. This tool simplifies setup for various account types, speeding up integration and improving the customer experience in the banking and financial sectors.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Book a meeting<\/a><\/p>\n<\/div>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Template-GenAI.png\" alt=\"ChatGPT integration with InvestGlass to help banks and advisors\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Scale_service_for_retail_banking-2\"><\/span>Scale service for retail banking<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Empower bankers and investors with AI<\/p>\n<div>\nInvestGlass AI offers a tailored solution for bankers and investors, incorporating specific banking rules to prevent hallucinations and ensure reliable outputs. This technology enhances decision-making and operational efficiency by providing accurate, rule-compliant data analysis and insights, crucial for the financial industry&#8217;s dynamic environment.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Book a meeting<\/a><\/p>\n<\/div>\n<h2><span class=\"ez-toc-section\" id=\"These_leading_companies_achieve_retail_banking_success_with_InvestGlass\"><\/span>These leading companies achieve retail banking success with InvestGlass.<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div>\n<p>    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/09\/xiquvljydn8.jpg\" alt=\"Best Digital Banks in Switzerland\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Arab_Bank_Switzerland\"><\/span>Arab Bank Switzerland<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p><span>InvestGlass customized, end-to end solution allows Arab Bank (Switzerland) to offer a superior client experience while staying ahead of innovative client centric technologies without neglecting security, privacy or client facing interactions. It enables advisors to quickly and efficiently analyse portfolio risk and capture opportunities in order to offer individualised financial advice in-line with the latest regulations.<\/span><\/p>\n<\/div>\n<\/div>\n<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"layout\":\"2-5,3-5\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\",\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_medium\":\"2-5\"},\"children\":[{\"type\":\"headline\",\"props\":{\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"content\":\"Next-Gen AI Built to <em>Reduce Costs<\/em> for Banking and 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class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"small\",\"text_align\":\"left\",\"title_element\":\"h2\"}}]}]},{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"grid\",\"props\":{\"animation\":\"none\",\"block_align\":\"center\",\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"content_align\":false,\"content_column_breakpoint\":\"m\",\"content_margin\":\"small\",\"filter\":false,\"filter_align\":\"left\",\"filter_all\":true,\"filter_grid_breakpoint\":\"m\",\"filter_grid_width\":\"auto\",\"filter_position\":\"top\",\"filter_style\":\"tab\",\"grid_column_align\":false,\"grid_column_gap\":\"large\",\"grid_default\":\"1\",\"grid_medium\":\"3\",\"grid_row_align\":false,\"grid_row_gap\":\"large\",\"grid_small\":\"2\",\"image_align\":\"top\",\"image_grid_breakpoint\":\"m\",\"image_grid_row_gap\":\"small\",\"image_grid_width\":\"4-5\",\"image_svg_color\":\"primary\",\"image_svg_inline\":true,\"image_width\":\"40\",\"item_animation\":true,\"lightbox_bg_close\":true,\"link_style\":\"default\",\"link_text\":\"Read 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experiences.<\/p>\n\n\",\"image\":\"\",\"image_focal_point\":\"top-left\",\"title\":\"CRM and Client Portal\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>InvestGlass automates client onboarding, accurate data collection and streamlining processes for individuals and corporations.<\/p>\n\n\",\"image\":\"\",\"title\":\"Digital Onboarding\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>InvestGlass's risk monitoring feature provides continuous oversight of financial exposures and compliance requirements<\/p>\n\n\",\"image\":\"\",\"title\":\"Risk Monitoring\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>InvestGlass automates marketing efforts, and insights based on client data, which enhance lead generation\u00a0<\/p>\n\n\",\"image\":\"\",\"title\":\"Marketing Automation\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>InvestGlass offers robust portfolio management tools that enable real-time tracking, and tailored investment strategies to 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Management\"}}]},{\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/background-square-100-03.png\",\"image_svg_color\":\"emphasis\",\"image_width\":\"1050\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"position\":\"absolute\",\"position_bottom\":\"-10\",\"position_right\":\"-55vw\",\"position_z_index\":\"0\",\"visibility\":\"xl\"}},{\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/background-square-24.png\",\"image_svg_color\":\"emphasis\",\"image_width\":\"600\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"position\":\"absolute\",\"position_bottom\":\"-22vh\",\"position_left\":\"-50vw\",\"position_z_index\":\"0\",\"text_align\":\"right\",\"visibility\":\"xl\"}}]}],\"props\":{\"column_gap\":\"large\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\",\"row_gap\":\"large\"}}],\"name\":\"About\",\"modified\":\"2021-01-08T13:56:27.050Z\"},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"small\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"On-Premise 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