{"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-annonce-copilot-ai-gpt-pour-le-logiciel-de-gestion-de-portefeuille-afin-de-transformer-lexperience-de-chaque-investisseur-grace-a-lintelligence-artificielle-generative","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/fr\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/","title":{"rendered":"InvestGlass annonce Copilot AI GPT"},"content":{"rendered":"

InvestGlass annonce Copilot AI GPT pour le logiciel de gestion de portefeuille afin de transformer l'exp\u00e9rience de chaque investisseur gr\u00e2ce \u00e0 l'IA g\u00e9n\u00e9rative<\/strong><\/p>\n\n\n\n

InvestGlass transforme la gestion financi\u00e8re avec sa derni\u00e8re innovation :\u00a0Gestion de portefeuille pilot\u00e9e par l'IA<\/strong>. En int\u00e9grant une intelligence artificielle avanc\u00e9e, la plateforme am\u00e9liore consid\u00e9rablement la capacit\u00e9 des conseillers financiers \u00e0 g\u00e9rer les portefeuilles des investisseurs de mani\u00e8re efficace et efficiente.<\/p>\n\n\n\n

nvestGlass, l'un des principaux fournisseurs suisses de logiciels de gestion de portefeuille et de solutions CRM, est fier d'annoncer le lancement de sa nouvelle fonctionnalit\u00e9, Copilote AI GPT<\/strong>. Cet outil innovant s'appuie sur la technologie g\u00e9n\u00e9rative de l'IA pour transformer la fa\u00e7on dont les professionnels de la vente et les banquiers interagissent avec les portefeuilles des investisseurs. En int\u00e9grant Copilot AI GPT, les conseillers peuvent optimiser les investissements de mani\u00e8re transparente et renforcer les relations avec les investisseurs.<\/p>\n\n\n\n

Des \u00e9tudes r\u00e9centes indiquent que les entreprises qui tirent parti de l'IA dans la gestion de portefeuille enregistrent des gains de productivit\u00e9 importants. Par exemple, Deloitte pr\u00e9voit que d'ici 2024, les d\u00e9penses des entreprises en mati\u00e8re d'IA g\u00e9n\u00e9rative augmenteront de 30%, refl\u00e9tant le r\u00f4le croissant de la technologie dans l'am\u00e9lioration des op\u00e9rations commerciales (Deloitte Insights<\/a>).<\/p>\n\n\n

\n
\"Logiciel
Logiciel de gestion de portefeuille InvestGlass <\/figcaption><\/figure>\n<\/div>\n\n\n

Copilot AI GPT d'InvestGlass est une avanc\u00e9e r\u00e9volutionnaire dans le domaine des logiciels de gestion de portefeuille, combinant un CRM et un logiciel de gestion de portefeuille de haut niveau. intelligence artificielle<\/a> La plateforme associe les techniques de l'IA g\u00e9n\u00e9rative \u00e0 une exp\u00e9rience utilisateur intuitive afin de cr\u00e9er une exp\u00e9rience in\u00e9gal\u00e9e pour les banquiers et les conseillers qui s'engagent aupr\u00e8s de leurs clients. L'utilisation de la technologie g\u00e9n\u00e9rative de l'IA permet \u00e0 la plateforme de d\u00e9velopper et de pr\u00e9senter des recommandations d'investissement personnalis\u00e9es, adapt\u00e9es aux besoins de chaque investisseur. Copilot AI GPT sera en mesure de fournir des strat\u00e9gies et des conseils tr\u00e8s pr\u00e9cis en mati\u00e8re de gestion de portefeuille, donnant aux investisseurs un avantage lors de la prise de d\u00e9cision.<\/p>\n\n\n\n

Le PMS<\/a> La plateforme InvestGlass Copilot AI GPT peut d\u00e9tecter les changements dans les conditions du march\u00e9 et alerter les utilisateurs de tout risque ou opportunit\u00e9 potentiels, garantissant qu'ils restent \u00e0 jour et inform\u00e9s au sujet de leurs portefeuilles. InvestGlass Copilot AI GPT est con\u00e7u pour aider les banquiers et les conseillers \u00e0 g\u00e9n\u00e9rer des sollicitations d'investissement \u00e0 moindre co\u00fbt et \u00e0 respecter les r\u00e8gles de protection des investisseurs telles que la liste d'univers, les th\u00e8mes d'investissement en tendance, l'ad\u00e9quation et le caract\u00e8re appropri\u00e9.<\/p>\n\n\n\n

Citer le PDG :<\/strong><\/p>\n\n\n\n

Alexandre Gaillard : \u201cInvestGlass c\u00e9l\u00e8bre son 9\u00e8me anniversaire avec un cadeau exceptionnel pour ses clients : Copilot AI GPT. Cet outil augmentera l'engagement de l'utilisateur et permettra aux clients de profiter d'une approche plus pr\u00e9cise et intuitive de la gestion de portefeuille. Nous sommes ravis d'avoir lanc\u00e9 cette fonctionnalit\u00e9, car il s'agit de l'une des technologies d'IA les plus innovantes et les plus robustes que nous ayons d\u00e9velopp\u00e9es au cours de nos 9 ann\u00e9es de service \u00e0 l'industrie. Si un professionnel de la finance pouvait g\u00e9n\u00e9rer 10 propositions par jour sans InvestGlass, et 100 avec InvestGlass, nous pr\u00e9voyons maintenant qu'il pourrait faire jusqu'\u00e0 1000 propositions par jour avec ce nouvel outil !<\/p>\n\n\n\n

Contexte technologique :<\/strong> <\/p>\n\n\n\n

Les outils d'investissement InvestGlass exploitent toute la puissance du moteur d'ad\u00e9quation et de pertinence pour offrir des exp\u00e9riences personnalis\u00e9es \u00e0 grande \u00e9chelle qui sont intelligentes, automatis\u00e9es et en temps r\u00e9el, tout en am\u00e9liorant l'efficacit\u00e9, la productivit\u00e9 et le temps de retour sur investissement. L'outil de gestion de portefeuille InvestGlass est utilis\u00e9 par des banques de premier et de second rang en Europe et au Moyen-Orient. Son PMS est robuste et \u00e9volue pour r\u00e9pondre aux besoins des grands portefeuilles, tandis que ses fonctions d'automatisation avanc\u00e9es aident \u00e0 r\u00e9duire la charge de travail manuelle.<\/p>\n\n\n\n

La machine combine des r\u00e8gles strictes, des directives supervis\u00e9es et un m\u00e9canisme d'apprentissage par renforcement pour am\u00e9liorer les pr\u00e9dictions. InvestGlass propose \u00e9galement des tableaux de bord conviviaux et des widgets personnalisables pour une prise de d\u00e9cision \u00e9clair\u00e9e : swapper pour les \u00e9quipes de conseillers, outils de n\u00e9gociation directe pour les courtiers. Dans cette optique, il n'est pas surprenant que Copilot AI GPT vienne s'ajouter \u00e0 leur plateforme de gestion de portefeuille d\u00e9j\u00e0 impressionnante.<\/p>\n\n\n\n

En bref :<\/strong><\/p>\n\n\n\n

Une enqu\u00eate r\u00e9cente men\u00e9e aupr\u00e8s de plus de 1 000 responsables informatiques a r\u00e9v\u00e9l\u00e9 qu'une majorit\u00e9 d'entre eux pensent que l'IA g\u00e9n\u00e9rative va changer la donne, 85% affirmant qu'elle les aidera \u00e0 mieux servir leurs clients. <\/p>\n\n\n\n

InvestGlass Copilot AI GPT, la premi\u00e8re fintech de CRM g\u00e9n\u00e9ratif AI au monde, fournit un contenu cr\u00e9\u00e9 par l'IA \u00e0 travers toutes les ventes, les services bancaires, marketing<\/a>, \u00e0 grande \u00e9chelle.<\/p>\n\n\n\n

InvestGlass int\u00e8gre la technologie dans toute sa gamme de produits : marketing et gestion de portefeuille, afin de transformer l'exp\u00e9rience de chaque client et investisseur gr\u00e2ce \u00e0 l'IA g\u00e9n\u00e9rative.<\/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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