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Next-Gen AI Built to Kosten verlagen for Banking and Finance

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

Zwitserse servers
Using InvestGlass on any device
a woman sitting on a couch looking at a tablet

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.

Digitaal inwerken

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

Marketing Automatisering

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

Portfoliomanagement

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.
Een vergadering boeken
InvestGlass verkooppijplijn
CRM

Scale service for retail banking

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.
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Risk indicator
Software voor portefeuillebeheer

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.
Een vergadering boeken
ChatGPT integratie met InvestGlass om banken en adviseurs te helpen
Empower bankers and investors with AI

Scale service for retail banking

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.
Een vergadering boeken

These leading companies achieve retail banking success with InvestGlass.

Best Digital Banks in Switzerland

Arabische Bank Zwitserland

Met de op maat gemaakte, end-to-end oplossing van InvestGlass kan Arab Bank (Zwitserland) een superieure klantervaring bieden en voorop blijven lopen met innovatieve klantgerichte technologieën zonder de veiligheid, privacy of interactie met de klant te verwaarlozen. Het stelt adviseurs in staat om snel en efficiënt portefeuillerisico's te analyseren en kansen te benutten om geïndividualiseerd financieel advies te geven in overeenstemming met de meest recente regelgeving.