Automation Tools and ChatGPT
Kick to your business process and marketing automation
InvestGlass automation streamlines repetitive business tasks like lead nurturing and customer data collection. Its Swiss Cloud boosts performance management and employee productivity in many organizations.
Approval Process to save time
InvestGlass’s approval process automates decision-making by triggering approvals upon document submission, locking it during review, and notifying approvers. This system streamlines team tasks, enhances customer experience, and can be customized to fit your business’s unique requirements.
Program your own business process
InvestGlass provides access to servers and R and Python for complex automation, enabling the creation of custom algorithms on its unique Swiss all-in-one cloud software, accessible through an API for team use.
Queues and business automation tool
Automate sequences, approval processes, and notifications with InvestGlass AI. It guides sales reps through necessary human interventions. Alerts are sent to sales reps, compliance officers, or customers when interaction is required.
We make Automation,
so People Don’t Have to be Robots
Multiple steps automation
KYC business process automation
Portfolio management monitoring
Connect third party softwares
Task orchestration
Hosted on Swiss cloud or on your server
