{"id":34210,"date":"2022-08-19T09:21:31","date_gmt":"2022-08-19T07:21:31","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=34210"},"modified":"2026-03-26T16:44:01","modified_gmt":"2026-03-26T15:44:01","slug":"%ea%b3%a0%ea%b0%9d","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/ko\/customers\/","title":{"rendered":"\uace0\uac1d"},"content":{"rendered":"<h1>InvestGlass Delivery Success<br \/>in a Safe Swiss Sovereign World<\/h1>\n<div>\n<p>With InvestGlass, the world\u2019s most trusted brands harness the power of AI to unlock the full potential of their data revealing deeper insights, streamlining processes, and delivering exceptional customer experiences.<\/p>\n<\/div>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/blog-hero-01.svg\" alt=\"\"><\/p>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/patrick-federi-DtJSERJmtDc-unsplash-scaled.jpg\" alt=\"\"><\/p>\n<h3>Credit Agricole Next Bank<\/h3>\n<p>Retail Bank and Mortgage<\/p>\n<div>\n<p>In a strategic move aimed at transforming the customer experience and automating internal operations, Cr\u00e9dit Agricole Next Bank deployed its new prospect management platform and CRM in March 2024. This launch marks a significant step in the digitalisation of retail banking.<\/p>\n<p>Maxime Charton, Deputy Director of Development, is at the forefront of this initiative and expresses his satisfaction with the successful implementation of this new automation tool. \u201cThe deployment of InvestGlass within Cr\u00e9dit Agricole&#8217;s Next Bank represents much more than a technical improvement; it is a cultural transformation which allows the bank to continue to innovate and improve its digital journeys in the service of its customers&#8221;, declares Maxime Charton.<\/p>\n<p><strong>The right message at the right time, thanks to personalised journeys<\/strong><\/p>\n<p>The choice of InvestGlass as a lead management solution responds to a major challenge encountered by Cr\u00e9dit Agricole Next Bank: responding effectively to the needs of a growing customer base while managing significant linguistic diversity among employees and customers, who speak more than four different languages. The flexibility and automation capabilities of InvestGlass were decisive in offering an adapted response to this imposing flow of new clients while guaranteeing a personalised and efficient service.<\/p>\n<p><strong>The digitalisation of prospect management: the InvestGlass platform as a backbone<\/strong><\/p>\n<p>The appointment scheduling, prospect flow automation, and mailing tools integrated into InvestGlass were crucial in achieving this objective. They allowed the bank to manage its communications more agilely and personalizedly, regardless of the channel used. \u201cInvestGlass allows us to optimise our operational efficiency while significantly improving our clients&#8217; experience,\u201d adds Stephane Graeffly, Director of the online agency.<\/p>\n<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Learn more<\/a><\/p>\n<\/div>\n<h2>Stories in the Spotlight<\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/05\/Paris-tour-effeil.jpg\" alt=\"Eiffel Tower at Paris, France\"><\/p>\n<h2>Palatine<\/h2>\n<p>Asset Management<\/p>\n<div>InvestGlass has streamlined every aspect of our asset management workflow. From investor onboarding to portfolio tracking and reporting, everything is now faster and fully compliant. The automation and customizable dashboards allow our team to focus more on strategy and client relationships: not manual tasks.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Learn more<\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/08\/ekhp0n1bnee.jpg\" alt=\"Building in Zurich\"><\/p>\n<h2>Amana<\/h2>\n<p>Multi Family Office<\/p>\n<div>InvestGlass has completely transformed how our Multi Family Office operates. With its automated onboarding, customizable CRM, and client portal, we now manage complex family structures and portfolios with ease. The platform\u2019s Swiss hosting and compliance tools give us: and our clients: total peace of mind.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Learn more<\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/photo-1699954669485-812988f5c2db-scaled.jpg\" alt=\"Building in Zurich\"><\/p>\n<h2>CORDAP- KAUST<\/h2>\n<p>Sustainable Funding Models &#8211; MGO<\/p>\n<div>InvestGlass has been a game-changer for our NGO fundraising operations at CORDAP KAUST. It helps us manage donor relationships, track funding progress, and report transparently to stakeholders: all in one secure platform. The automation and CRM tools save us valuable time, allowing us to focus on what truly matters: advancing our mission and growing our impact.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Learn more<\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/04\/yfxhqaw5x0c.jpg\" alt=\"United Nations in Geneva\"><\/p>\n<h2>Embassy of Lebanon<\/h2>\n<p>Public Sector<\/p>\n<div>The embassy and consulate are using InvestGlass for their national\u2019s application forms, booking events and more. The fact that InvestGlass is Swiss-neutral can be a significant advantage for its public sector clients. Switzerland is known for its political neutrality and stability, which can provide reassurance to governments and other public sector organizations that their data and processes are secure and protected.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Learn more<\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/02\/8iypumbarzo.jpg\" alt=\"Geneva, Switzerland\"><\/p>\n<h2>Arab Bank (Switzerland)<\/h2>\n<p>Private Bank<\/p>\n<div>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.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Learn more<\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/05\/Geneva.jpg\" alt=\"Geneva, Switzerland\"><\/p>\n<h2>Siega<\/h2>\n<p>Fund distribution<\/p>\n<div>Siega SA is one of the Swiss leading fund advisor and distributor. InvestGlass is perfectly suited CRM for fund distributor looking to automate content distribution and track fund investments.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Learn more<\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/05\/Paris-tour-effeil.jpg\" alt=\"Eiffel Tower at Paris, France\"><\/p>\n<h2>Majorel<\/h2>\n<p>Business Process Outsourcing<\/p>\n<div>They offer industry-specific Business Process Outsourcing (BPO) services for our clients with a focus on our different growth verticals.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Learn more<\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/02\/7_wyzplsase.jpg\" alt=\"London\"><\/p>\n<h2>Linear<\/h2>\n<p>Prime Broker<\/p>\n<div>Established in London since 2010, and with over 50 employees, Linear Investments is one of the country\u2019s leading prime broker. InvestGlass offers a turn-key solution to build a \u201crobo-advisor\u201d. Linear Investments\u2019 clients build their on-boarding forms to acquire their prospects\u2019 investment preferences. Answers are stored into a professional grade client relationship management cloud.\n<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Learn more<\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/08\/asia-investglass.png\" alt=\"Geneva, Switzerland\"><\/p>\n<h2>Conduit Group <\/h2>\n<p>Wealth Management<\/p>\n<div>Based in Singapore and Switzerland, Conduit Group helps individuals, families, corporations, and institutions raise, manage, and distribute the capital they need. InvestGlass offers a frictionless solution to grow our operation sustainably. It\u2019s all about automations.\n<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Learn more<\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/02\/iszjxklblkw.jpg\" alt=\"london\"><\/p>\n<h2>AEON<\/h2>\n<p>Asset Manager<\/p>\n<div>Credit-focused investment manager based in London. They are fixed-income investors and operate globally. They invest across the credit spectrum on behalf of our stakeholders, families, foundations, institutions, and sovereigns.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Learn more<\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/08\/v7grftvwdko.jpg\" alt=\"brown and white concrete building near body of water during daytime\"><\/p>\n<h2>B-sharpe<\/h2>\n<p>Fintech<\/p>\n<div>b-sharpe is a Swiss company that works with you: offering transparent, reliable, and straightforward currency exchange services at a fair price: so you stay in control of your finances, whether you\u2019re a business or a private individual.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Learn more<\/a><\/p>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"header_transparent\":true,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"props\":{\"column_gap\":\"collapse\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"InvestGlass Delivery Success<br \/>in a Safe Swiss Sovereign World\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"left\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"title_element\":\"h1\",\"title_style\":\"heading-small\"}},{\"type\":\"text\",\"props\":{\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>With InvestGlass, the world\u2019s most trusted brands harness the power of AI to unlock the full potential of their data revealing deeper insights, streamlining processes, and delivering exceptional customer experiences.<\/p>\n\n\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"maxwidth\":\"large\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"left\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"text_style\":\"lead\"}},{\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/blog-hero-01.svg\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"image_width\":\"1050\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"position\":\"absolute\",\"position_left\":\"16vw\",\"position_top\":\"-12vh\",\"position_z_index\":\"0\",\"visibility\":\"m\"}}]}]}],\"name\":\"Hero\",\"modified\":\"2021-03-22T10:07:09.875Z\"},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"name\":\"Panel Image Left\",\"type\":\"panel\",\"props\":{\"block_align\":\"center\",\"content\":\"\n\n<p>In a strategic move aimed at transforming the customer experience and automating internal operations, Cr\u00e9dit Agricole Next Bank deployed its new prospect management platform and CRM in March 2024. This launch marks a significant step in the digitalisation of retail banking.<\/p>\n\n\\n\n\n<p>Maxime Charton, Deputy Director of Development, is at the forefront of this initiative and expresses his satisfaction with the successful implementation of this new automation tool. \u201cThe deployment of InvestGlass within Cr\u00e9dit Agricole's Next Bank represents much more than a technical improvement; it is a cultural transformation which allows the bank to continue to innovate and improve its digital journeys in the service of its customers\\\", declares Maxime Charton.<\/p>\n\n\\n\n\n<p><strong>The right message at the right time, thanks to personalised journeys<\/strong><\/p>\n\n\\n\n\n<p>The choice of InvestGlass as a lead management solution responds to a major challenge encountered by Cr\u00e9dit Agricole Next Bank: responding effectively to the needs of a growing customer base while managing significant linguistic diversity among employees and customers, who speak more than four different languages. The flexibility and automation capabilities of InvestGlass were decisive in offering an adapted response to this imposing flow of new clients while guaranteeing a personalised and efficient service.<\/p>\n\n\\n\n\n<p><strong>The digitalisation of prospect management: the InvestGlass platform as a backbone<\/strong><\/p>\n\n\\n\n\n<p>The appointment scheduling, prospect flow automation, and mailing tools integrated into InvestGlass were crucial in achieving this objective. They allowed the bank to manage its communications more agilely and personalizedly, regardless of the channel used. \u201cInvestGlass allows us to optimise our operational efficiency while significantly improving our clients' experience,\u201d adds Stephane Graeffly, Director of the online agency.<\/p>\n\n\",\"content_column_breakpoint\":\"m\",\"content_margin\":\"small\",\"image\":\"wp-content\/uploads\/2024\/05\/patrick-federi-DtJSERJmtDc-unsplash-scaled.jpg\",\"image_align\":\"left\",\"image_expand\":true,\"image_grid_breakpoint\":\"s\",\"image_grid_width\":\"2-5\",\"image_height\":\"1280\",\"image_svg_color\":\"emphasis\",\"image_vertical_align\":true,\"image_width\":\"960\",\"link\":\"https:\/\/www.investglass.com\/contact-our-sales-team\/\",\"link_margin\":\"medium\",\"link_style\":\"primary\",\"link_text\":\"Learn more\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"meta\":\"Retail Bank and Mortgage\",\"meta_align\":\"above-title\",\"meta_element\":\"div\",\"meta_margin\":\"small\",\"meta_style\":\"text-meta\",\"panel_image_no_padding\":true,\"panel_padding\":\"default\",\"panel_style\":\"card-default\",\"title\":\"Credit Agricole Next Bank\",\"title_align\":\"top\",\"title_element\":\"h3\",\"title_grid_breakpoint\":\"m\",\"title_grid_width\":\"1-2\",\"title_hover_style\":\"reset\",\"title_margin\":\"small\"}}]}]}]},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"\"},\"children\":[{\"type\":\"row\",\"props\":{\"margin_bottom\":\"remove\",\"margin_top\":\"xlarge\",\"width\":\"default\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"Stories in the Spotlight\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"title_element\":\"h2\"}},{\"type\":\"grid\",\"props\":{\"content_align\":true,\"content_column_breakpoint\":\"m\",\"content_margin\":\"medium\",\"filter_align\":\"left\",\"filter_all\":true,\"filter_grid_breakpoint\":\"m\",\"filter_grid_width\":\"auto\",\"filter_position\":\"top\",\"filter_style\":\"tab\",\"grid_default\":\"1\",\"grid_medium\":\"3\",\"grid_row_gap\":\"large\",\"grid_small\":\"2\",\"image_align\":\"top\",\"image_grid_breakpoint\":\"m\",\"image_grid_width\":\"1-2\",\"image_link\":false,\"image_svg_color\":\"emphasis\",\"image_width\":\"610\",\"item_animation\":true,\"lightbox_bg_close\":true,\"link_style\":\"text\",\"link_text\":\"Learn more\",\"margin_bottom\":\"large\",\"margin_top\":\"large\",\"meta_align\":\"above-title\",\"meta_color\":\"muted\",\"meta_element\":\"div\",\"meta_style\":\"\",\"panel_content_width\":\"small\",\"panel_image_no_padding\":true,\"panel_link\":true,\"panel_link_hover\":\"true\",\"panel_padding\":\"default\",\"panel_style\":\"card-default\",\"parallax_easing\":\"1\",\"show_content\":true,\"show_hover_image\":true,\"show_hover_video\":true,\"show_image\":true,\"show_link\":true,\"show_meta\":true,\"show_title\":true,\"show_video\":true,\"text_align\":\"center\",\"title_align\":\"top\",\"title_element\":\"h2\",\"title_grid_breakpoint\":\"m\",\"title_grid_width\":\"1-2\",\"title_hover_style\":\"reset\",\"title_link\":false,\"title_margin\":\"small\",\"title_style\":\"h4\"},\"children\":[{\"type\":\"grid_item\",\"props\":{\"content\":\"InvestGlass has streamlined every aspect of our asset management workflow. From investor onboarding to portfolio tracking and reporting, everything is now faster and fully compliant. The automation and customizable dashboards allow our team to focus more on strategy and client relationships: not manual tasks.\",\"image\":\"wp-content\/uploads\/2022\/05\/Paris-tour-effeil.jpg\",\"image_alt\":\"Eiffel Tower at Paris, France\",\"item_element\":\"article\",\"link\":\"https:\/\/www.investglass.com\/contact-our-sales-team\/\",\"link_text\":\"Learn more\",\"meta\":\"Asset Management\",\"title\":\"Palatine\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"InvestGlass has completely transformed how our Multi Family Office operates. With its automated onboarding, customizable CRM, and client portal, we now manage complex family structures and portfolios with ease. The platform\u2019s Swiss hosting and compliance tools give us: and our clients: total peace of mind.\",\"image\":\"wp-content\/uploads\/2023\/08\/ekhp0n1bnee.jpg\",\"image_alt\":\"Building in Zurich\",\"item_element\":\"article\",\"link\":\"https:\/\/www.investglass.com\/contact-our-sales-team\/\",\"link_text\":\"Learn more\",\"meta\":\"Multi Family Office\",\"title\":\"Amana\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"InvestGlass has been a game-changer for our NGO fundraising operations at CORDAP KAUST. It helps us manage donor relationships, track funding progress, and report transparently to stakeholders: all in one secure platform. The automation and CRM tools save us valuable time, allowing us to focus on what truly matters: advancing our mission and growing our impact.\",\"image\":\"wp-content\/uploads\/photo-1699954669485-812988f5c2db-scaled.jpg\",\"image_alt\":\"Building in Zurich\",\"item_element\":\"article\",\"link\":\"https:\/\/www.investglass.com\/contact-our-sales-team\/\",\"link_text\":\"Learn more\",\"meta\":\"Sustainable Funding Models - MGO\",\"title\":\"CORDAP- KAUST\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"The embassy and consulate are using InvestGlass for their national\u2019s application forms, booking events and more. The fact that InvestGlass is Swiss-neutral can be a significant advantage for its public sector clients. Switzerland is known for its political neutrality and stability, which can provide reassurance to governments and other public sector organizations that their data and processes are secure and protected.\",\"image\":\"wp-content\/uploads\/2023\/04\/yfxhqaw5x0c.jpg\",\"image_alt\":\"United Nations in Geneva\",\"item_element\":\"article\",\"link\":\"https:\/\/www.investglass.com\/contact-our-sales-team\/\",\"link_text\":\"Learn more\",\"meta\":\"Public Sector\",\"title\":\"Embassy of Lebanon\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"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.\",\"image\":\"wp-content\/uploads\/2023\/02\/8iypumbarzo.jpg\",\"image_alt\":\"Geneva, Switzerland\",\"item_element\":\"article\",\"link\":\"https:\/\/www.investglass.com\/contact-our-sales-team\/\",\"meta\":\"Private Bank\",\"title\":\"Arab Bank (Switzerland)\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Siega SA is one of the Swiss leading fund advisor and distributor. InvestGlass is perfectly suited CRM for fund distributor looking to automate content distribution and track fund investments.\",\"image\":\"wp-content\/uploads\/2022\/05\/Geneva.jpg\",\"image_alt\":\"Geneva, Switzerland\",\"item_element\":\"article\",\"link\":\"https:\/\/www.investglass.com\/contact-our-sales-team\/\",\"meta\":\"Fund distribution\",\"title\":\"Siega\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"They offer industry-specific Business Process Outsourcing (BPO) services for our clients with a focus on our different growth verticals.\",\"image\":\"wp-content\/uploads\/2022\/05\/Paris-tour-effeil.jpg\",\"image_alt\":\"Eiffel Tower at Paris, France\",\"item_element\":\"article\",\"link\":\"https:\/\/www.investglass.com\/contact-our-sales-team\/\",\"meta\":\"Business Process Outsourcing\",\"title\":\"Majorel\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Established in London since 2010, and with over 50 employees, Linear Investments is one of the country\u2019s leading prime broker. InvestGlass offers a turn-key solution to build a \u201crobo-advisor\u201d. Linear Investments\u2019 clients build their on-boarding forms to acquire their prospects\u2019 investment preferences. Answers are stored into a professional grade client relationship management cloud.\\n\",\"image\":\"wp-content\/uploads\/2023\/02\/7_wyzplsase.jpg\",\"image_alt\":\"London\",\"item_element\":\"article\",\"link\":\"https:\/\/www.investglass.com\/contact-our-sales-team\/\",\"meta\":\"Prime Broker\",\"title\":\"Linear\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Based in Singapore and Switzerland, Conduit Group helps individuals, families, corporations, and institutions raise, manage, and distribute the capital they need. InvestGlass offers a frictionless solution to grow our operation sustainably. It\u2019s all about automations.\\n\",\"image\":\"wp-content\/uploads\/2022\/08\/asia-investglass.png\",\"image_alt\":\"Geneva, Switzerland\",\"item_element\":\"article\",\"link\":\"https:\/\/www.investglass.com\/contact-our-sales-team\/\",\"meta\":\"Wealth Management\",\"title\":\"Conduit Group \"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Credit-focused investment manager based in London. They are fixed-income investors and operate globally. They invest across the credit spectrum on behalf of our stakeholders, families, foundations, institutions, and sovereigns.\",\"image\":\"wp-content\/uploads\/2023\/02\/iszjxklblkw.jpg\",\"image_alt\":\"london\",\"item_element\":\"article\",\"link\":\"https:\/\/www.investglass.com\/contact-our-sales-team\/\",\"meta\":\"Asset Manager\",\"title\":\"AEON\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"b-sharpe is a Swiss company that works with you: offering transparent, reliable, and straightforward currency exchange services at a fair price: so you stay in control of your finances, whether you\u2019re a business or a private individual.\",\"image\":\"wp-content\/uploads\/2023\/08\/v7grftvwdko.jpg\",\"image_alt\":\"brown and white concrete building near body of water during daytime\",\"item_element\":\"article\",\"link\":\"https:\/\/www.investglass.com\/contact-our-sales-team\/\",\"meta\":\"Fintech\",\"title\":\"B-sharpe\"}}]}]}]}],\"name\":\"Posts\",\"modified\":\"2021-02-02T16:11:30.372Z\"}],\"version\":\"5.0.10\"} --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>InvestGlass Delivery Successin a Safe Swiss Sovereign World With InvestGlass, the world\u2019s most trusted brands harness the power of AI to unlock the full potential of their data revealing deeper insights, streamlining processes, and delivering exceptional customer experiences. Credit Agricole Next Bank Retail Bank and Mortgage In a strategic move aimed at transforming the customer [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":47740,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-34210","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>InvestGlass Happy Customers Transforming Banking | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore how InvestGlass helps brands achieve Happy Customers by leveraging AI for enhanced insights and streamlined processes.\" \/>\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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