{"id":36495,"date":"2023-03-27T21:37:39","date_gmt":"2023-03-27T19:37:39","guid":{"rendered":"https:\/\/www.investglass.com\/?p=36495"},"modified":"2025-03-19T09:12:25","modified_gmt":"2025-03-19T08:12:25","slug":"investglass-annoncerer-copilot-ai-gpt-til-portefoljestyringssoftware-for-at-transformere-enhver-investoroplevelse-med-generativ-ai","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/da\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/","title":{"rendered":"InvestGlass annoncerer Copilot AI GPT"},"content":{"rendered":"

InvestGlass annoncerer Copilot AI GPT til portef\u00f8ljestyringssoftware for at transformere enhver investoroplevelse med generativ AI<\/strong><\/p>\n\n\n\n

InvestGlass transformerer \u00f8konomistyring med sin seneste innovation:\u00a0AI-drevet portef\u00f8ljeforvaltning<\/strong>. Ved at integrere avanceret kunstig intelligens forbedrer platformen de finansielle r\u00e5dgiveres evne til at forvalte investorportef\u00f8ljer effektivt.<\/p>\n\n\n\n

nvestGlass, en f\u00f8rende schweizisk leverand\u00f8r af software til portef\u00f8ljestyring og CRM-l\u00f8sninger, er stolt over at kunne annoncere lanceringen af en ny funktion, Andenpilot AI GPT<\/strong>. Dette innovative v\u00e6rkt\u00f8j udnytter generativ AI-teknologi til at forandre, hvordan s\u00e6lgere og bankfolk interagerer med investorportef\u00f8ljer. Ved at integrere Copilot AI GPT kan r\u00e5dgivere problemfrit optimere investeringer og styrke forholdet til investorerne.<\/p>\n\n\n\n

Nylige unders\u00f8gelser viser, at virksomheder, der udnytter AI i portef\u00f8ljestyring, oplever betydelige produktivitetsgevinster. For eksempel forudser Deloitte, at virksomhedernes udgifter til generativ AI i 2024 vil vokse med 30%, hvilket afspejler teknologiens voksende rolle i forbedringen af forretningsdriften (Deloitte-indsigter<\/a>).<\/p>\n\n\n

\n
\"InvestGlass
InvestGlass software til portef\u00f8ljeforvaltning <\/figcaption><\/figure>\n<\/div>\n\n\n

InvestGlass\u2019 Copilot AI GPT er et revolutionerende gennembrud inden for portef\u00f8ljestyringssoftware, der kombinerer et CRM-system og h\u00f8jniveau kunstig intelligens<\/a> Teknikkerne kombineres med en intuitiv brugeroplevelse for at skabe en uovertruffen oplevelse for bankfolk og r\u00e5dgivere, n\u00e5r de skal samarbejde med deres kunder. Brugen af generativ AI-teknologi g\u00f8r det muligt for platformen at udvikle og pr\u00e6sentere personlige investeringsanbefalinger, der er skr\u00e6ddersyet til hver enkelt investors behov. Copilot AI GPT vil v\u00e6re i stand til at levere meget pr\u00e6cise portef\u00f8ljestyringsstrategier og -r\u00e5dgivning, hvilket giver investorerne en fordel, n\u00e5r de skal tr\u00e6ffe beslutninger.<\/p>\n\n\n\n

Den PMS<\/a> platformen kan registrere \u00e6ndringer i markedsforholdene og advare brugerne om potentielle risici eller muligheder, hvilket sikrer, at de holder sig opdaterede og informerede om deres portef\u00f8ljer. InvestGlass Copilot AI GPT er designet til at hj\u00e6lpe bankfolk og r\u00e5dgivere med at generere investeringsanmodninger til en lavere pris og respektere investorbeskyttelsesregler som f.eks. universliste, investeringstemaer, egnethed og hensigtsm\u00e6ssighed.<\/p>\n\n\n\n

Citat CEO:<\/strong><\/p>\n\n\n\n

Alexandre Gaillard: \u201cInvestGlass fejrer sit 9-\u00e5rs jubil\u00e6um med en enest\u00e5ende gave til sine kunder, Copilot AI GPT. Dette v\u00e6rkt\u00f8j vil \u00f8ge brugernes engagement og g\u00f8re det muligt for kunderne at f\u00e5 en mere pr\u00e6cis og intuitiv tilgang til portef\u00f8ljestyring. Vi er begejstrede for at have frigivet denne funktion, da det er en af de mest innovative og bankrobuste AI-drevne teknologier, vi har udviklet i vores 9 \u00e5r i branchen. Hvis en finansmedarbejder kunne generere 10 forslag om dagen uden InvestGlass og 100 med InvestGlass, forudser vi nu, at de kan skubbe op til 1000 forslag om dagen med dette nye v\u00e6rkt\u00f8j!<\/p>\n\n\n\n

Teknologisk kontekst:<\/strong> <\/p>\n\n\n\n

InvestGlass' investeringsv\u00e6rkt\u00f8jer udnytter den fulde effekt af egnetheds- og hensigtsm\u00e6ssighedsmotoren til at levere personaliserede oplevelser i stor skala, som er intelligente, automatiserede og i realtid, samtidig med at de \u00f8ger effektiviteten, produktiviteten og time-to-value. InvestGlass' portef\u00f8ljestyringsv\u00e6rkt\u00f8j bruges af tier-one og tier-two banker i Europa og Mellem\u00f8sten. Dets PMS er robust og skalerer til at opfylde behovene i store portef\u00f8ljer, mens dets avancerede automatiseringsfunktioner hj\u00e6lper med at reducere den manuelle arbejdsbyrde.<\/p>\n\n\n\n

Maskinen blander strenge regelbaserede regler med overv\u00e5gede retningslinjer og forst\u00e6rkende l\u00e6ringsmekanismer for at forbedre forudsigelserne. InvestGlass tilbyder ogs\u00e5 brugervenlige dashboards og widgets, der kan tilpasses, til informeret beslutningstagning: swapper til r\u00e5dgivningsteams, direkte handelsv\u00e6rkt\u00f8jer til m\u00e6glere. Med dette i tankerne er det ingen overraskelse, at Copilot AI GPT introduceres som en tilf\u00f8jelse til deres allerede imponerende portef\u00f8ljestyringsplatform.<\/p>\n\n\n\n

Hurtige fakta:<\/strong><\/p>\n\n\n\n

En nylig unders\u00f8gelse blandt mere end 1000 senior IT-ledere viste, at et flertal mener, at generativ AI er en \u2018game changer\u2019, og 85% sagde, at det vil hj\u00e6lpe dem med at betjene deres kunder bedre. <\/p>\n\n\n\n

InvestGlass Copilot AI GPT, verdens f\u00f8rste generative AI CRM-fintech, leverer AI-skabt indhold p\u00e5 tv\u00e6rs af alle salgs- og bankaktiviteter, Markedsf\u00f8ring<\/a>, i hyperskala.<\/p>\n\n\n\n

InvestGlass indarbejder teknologien i hele sin produktlinje: markedsf\u00f8ring og portef\u00f8ljestyring for at transformere hver kundes og investors oplevelse med generativ AI.<\/p>","protected":false},"excerpt":{"rendered":"

InvestGlass Announces Copilot AI GPT for Portfolio Management Software to Transform Every Investor Experience with Generative AI InvestGlass is transforming financial management with its latest innovation:\u00a0AI-powered portfolio management. By integrating advanced artificial intelligence, the platform significantly enhances financial advisors’ ability to manage investor portfolios efficiently and effectively. nvestGlass, a leading Swiss provider of portfolio management […]<\/p>\n","protected":false},"author":1,"featured_media":36496,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[419],"class_list":["post-36495","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-chat-gpt-for-banking"],"yoast_head":"\nInvestGlass Announces Copilot AI GPT | InvestGlass<\/title>\n<meta name=\"description\" content=\"Discover InvestGlass's Copilot AI GPT to revolutionize portfolio management with advanced AI technology for smarter investments\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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