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Data sheets


InvestGlass Brochure

February 2018

Features List

November 2017

Artificial Intelligence Brochure

June 2017

Request for proposal template

March 2017

SwissChatbot Brochure

February 2018

MIFID2 Video Blog

PSD2 Is Coming - How Will You Adapt?
Day 2 - Countdown to #MifidII - InvestGlass
Day 3 - Countdown to #MifidII - InvestGlass
Day 4 - Countdown to Mifid2 - InvestGlass

How to?

French elections 2017! How to hyper target your advice?
Better, faster, always-on. Welcome to the future : InvestGlass Chatbots
nvestGlass - MIFID2 & the Future of Wealth Management
Template and customisation

Webinars

Webinar February 9th Live Webcast on Youtube
Webinar 21 mars - Tirer profit de MIFID2 avec InvestGlass
Webinar Français - Special Discrétionnaire et Conseillée
Webinar March 30 - Mass portfolios rebalancing - Faster and Smarter

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InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, artificial intelligence 

and an open community of partners for bankers, family officers and asset managers 
in Switzerland, Europe and Asia in an area of complex regulations MIFID2 & PSD2.