{"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-anuncia-copilot-ai-gpt-para-el-software-de-gestion-de-carteras-para-transformar-la-experiencia-de-cada-inversor-con-ai-generativa","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/es\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/","title":{"rendered":"InvestGlass anuncia Copilot AI GPT"},"content":{"rendered":"

InvestGlass anuncia Copilot AI GPT para que el software de gesti\u00f3n de carteras transforme la experiencia de los inversores con IA generativa<\/strong><\/p>\n\n\n\n

InvestGlass est\u00e1 transformando la gesti\u00f3n financiera con su \u00faltima innovaci\u00f3n:\u00a0Gesti\u00f3n de carteras basada en IA<\/strong>. Al integrar inteligencia artificial avanzada, la plataforma mejora significativamente la capacidad de los asesores financieros para gestionar las carteras de los inversores de forma eficiente y eficaz.<\/p>\n\n\n\n

nvestGlass, proveedor suizo l\u00edder de software de gesti\u00f3n de carteras y soluciones CRM, se enorgullece de anunciar el lanzamiento de su nueva funci\u00f3n, Copiloto AI GPT<\/strong>. Esta innovadora herramienta aprovecha la tecnolog\u00eda de IA generativa para transformar la forma en que los profesionales de ventas y los banqueros interact\u00faan con las carteras de los inversores. Al integrar Copilot AI GPT, los asesores pueden optimizar las inversiones y fortalecer las relaciones con los inversores.<\/p>\n\n\n\n

Estudios recientes indican que las empresas que aprovechan la IA en la gesti\u00f3n de carteras experimentan importantes aumentos de productividad. Por ejemplo, Deloitte predice que, para 2024, el gasto empresarial en IA generativa aumentar\u00e1 en 30%, lo que refleja el papel cada vez m\u00e1s importante de la tecnolog\u00eda en la mejora de las operaciones empresariales (Perspectivas de Deloitte<\/a>).<\/p>\n\n\n

\n
\"Software
Software de gesti\u00f3n de carteras InvestGlass <\/figcaption><\/figure>\n<\/div>\n\n\n

Copilot AI GPT de InvestGlass es un avance revolucionario en el software de gesti\u00f3n de carteras, que combina un CRM y un software de gesti\u00f3n de carteras de alto nivel. inteligencia artificial<\/a> con una experiencia de usuario intuitiva para crear una experiencia inigualable para que los banqueros y asesores se relacionen con sus clientes. Su uso de la tecnolog\u00eda de IA generativa permite a la plataforma desarrollar y presentar recomendaciones de inversi\u00f3n personalizadas que se adaptan a las necesidades de cada inversor. Copilot AI GPT podr\u00e1 proporcionar estrategias de gesti\u00f3n de carteras y asesoramiento de gran precisi\u00f3n, lo que dar\u00e1 a los inversores una ventaja a la hora de tomar decisiones.<\/p>\n\n\n\n

En PMS<\/a> puede detectar cambios en las condiciones del mercado y alertar a los usuarios de posibles riesgos u oportunidades, garantizando que se mantengan actualizados e informados sobre sus carteras. InvestGlass Copilot AI GPT est\u00e1 dise\u00f1ado para ayudar a los banqueros y asesores a generar solicitudes de inversi\u00f3n a un menor coste y respetar las normas de protecci\u00f3n de los inversores, como la lista de universos, la tem\u00e1tica de inversi\u00f3n en tendencia, la idoneidad y la conveniencia.<\/p>\n\n\n\n

Cite al Director General:<\/strong><\/p>\n\n\n\n

Alexandre Gaillard: \u201cInvestGlass celebra su noveno aniversario con un regalo excepcional para sus clientes: Copilot AI GPT. Esta herramienta aumentar\u00e1 el compromiso de los usuarios y permitir\u00e1 a los clientes disfrutar de un enfoque m\u00e1s preciso e intuitivo de la gesti\u00f3n de carteras. Estamos extasiados de haber lanzado esta funci\u00f3n, ya que es una de las tecnolog\u00edas impulsadas por IA m\u00e1s innovadoras y s\u00f3lidas para los bancos que hemos desarrollado en nuestros 9 a\u00f1os de servicio a la industria. Si un profesional financiero pod\u00eda generar 10 propuestas al d\u00eda sin InvestGlass, y 100 con InvestGlass, \u00a1ahora prevemos que podr\u00eda impulsar hasta 1000 propuestas al d\u00eda con esta nueva herramienta!<\/p>\n\n\n\n

Contexto tecnol\u00f3gico:<\/strong> <\/p>\n\n\n\n

Las herramientas de inversi\u00f3n de InvestGlass aprovechan toda la potencia del motor de idoneidad y adecuaci\u00f3n para ofrecer experiencias personalizadas a escala que son inteligentes, automatizadas y en tiempo real, al tiempo que impulsan la eficiencia, la productividad y el tiempo de obtenci\u00f3n de valor. La herramienta de gesti\u00f3n de carteras InvestGlass es utilizada por bancos de primer y segundo nivel en Europa y Oriente Medio. Su PMS es robusto y escalable para satisfacer las necesidades de grandes carteras, mientras que sus avanzadas funciones de automatizaci\u00f3n ayudan a reducir la carga de trabajo manual.<\/p>\n\n\n\n

La m\u00e1quina mezcla reglas estrictas basadas en reglas, con directrices supervisadas y mecanismo de aprendizaje de refuerzo para mejorar las predicciones. InvestGlass tambi\u00e9n ofrece cuadros de mando f\u00e1ciles de usar y widgets personalizables para una toma de decisiones informada: swapper para equipos de asesoramiento, herramientas de negociaci\u00f3n directa para brokers. Teniendo esto en cuenta, no es de extra\u00f1ar que Copilot AI GPT se introduzca como un a\u00f1adido a su ya impresionante plataforma de gesti\u00f3n de carteras.<\/p>\n\n\n\n

Datos de inter\u00e9s:<\/strong><\/p>\n\n\n\n

Seg\u00fan una encuesta reciente realizada a m\u00e1s de 1.000 altos directivos de TI, la mayor\u00eda cree que la IA generativa cambiar\u00e1 las reglas del juego, y 85% afirman que les ayudar\u00e1 a prestar un mejor servicio a sus clientes. <\/p>\n\n\n\n

InvestGlass Copilot AI GPT, la primera tecnolog\u00eda financiera de CRM de IA generativa del mundo, ofrece contenido creado por IA en todas las \u00e1reas de ventas, banca, marketing<\/a>, a hiperescala.<\/p>\n\n\n\n

InvestGlass est\u00e1 incorporando la tecnolog\u00eda en toda su l\u00ednea de productos: marketing y gesti\u00f3n de carteras para transformar la experiencia de cada cliente e inversor con IA generativa.<\/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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