メインコンテンツへスキップ

Next-Gen AI Built to Reduce Costs for Banking and Finance

#1 Swiss Sovereign Solution – AI-born platform that delivers enhanced efficiency, productivity, & customer satisfaction.

Swiss servers
Using InvestGlass on any device
ソファに座ってタブレットを見る女性

Combining powerful tools for
banking with swiss quality support


CRM and Client Portal

Enhance client relationships with integrated CRM and a user-friendly client portal that personalized experiences.

デジタル・オンボーディング

InvestGlass automates client onboarding, accurate data collection and streamlining processes for individuals and corporations.

Risk Monitoring

InvestGlass’s risk monitoring feature provides continuous oversight of financial exposures and compliance requirements

マーケティングオートメーション

InvestGlass automates marketing efforts, and insights based on client data, which enhance lead generation 

ポートフォリオ管理

InvestGlass offers robust portfolio management tools that enable real-time tracking, and tailored investment strategies to meet individual client needs.

On-Premise or On Swiss Cloud
#1 Trusted Solution for Banks and Financial Institutions

2014
InvestGlass Launched
500K
Active Investors
1M+
Active Portfolio
Digital On-boarding

Streamline customer onboarding

InvestGlass’s digital onboarding feature streamlines the client intake process, automating data collection and verification to enhance accuracy and compliance. This tool simplifies setup for various account types, speeding up integration and improving the customer experience in the banking and financial sectors.
Book a meeting
InvestGlass Sales Pipeline
CRM

リテール・バンキング向けスケール・サービス

InvestGlass Swiss CRM harnesses powerful automation and ChatGPT AI, optimizing efficiency and personalization in customer interactions. With a focus on Swiss sovereignty, it ensures data protection and compliance, aligning with Switzerland’s strict privacy standards, ideal for institutions prioritizing data security.
Book a meeting
Risk indicator
Portfolio Management Software

Boost investors satisfaction with data and AI-powered experiences

InvestGlass’s digital onboarding feature streamlines the client intake process, automating data collection and verification to enhance accuracy and compliance. This tool simplifies setup for various account types, speeding up integration and improving the customer experience in the banking and financial sectors.
Book a meeting
ChatGPTとInvestGlassの統合で銀行とアドバイザーを支援
Empower bankers and investors with AI

リテール・バンキング向けスケール・サービス

InvestGlass AI offers a tailored solution for bankers and investors, incorporating specific banking rules to prevent hallucinations and ensure reliable outputs. This technology enhances decision-making and operational efficiency by providing accurate, rule-compliant data analysis and insights, crucial for the financial industry’s dynamic environment.
Book a meeting

These leading companies achieve retail banking success with InvestGlass.

スイスのベスト・デジタルバンク

アラブ銀行 スイス

InvestGlass customized, end-to end solution allows Arab Bank (Switzerland) to offer a superior client experience while staying ahead of innovative client centric technologies without neglecting security, privacy or client facing interactions. It enables advisors to quickly and efficiently analyse portfolio risk and capture opportunities in order to offer individualised financial advice in-line with the latest regulations.