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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
Korzystanie z InvestGlass na dowolnym urządzeniu
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.

Cyfrowy onboarding

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 Automation

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

Zarządzanie portfelem

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.
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Potok sprzedaży InvestGlass
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
Oprogramowanie do zarządzania portfelem

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.
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Integracja ChatGPT z InvestGlass, aby pomóc bankom i doradcom
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.
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These leading companies achieve retail banking success with InvestGlass.

Najlepsze banki cyfrowe w Szwajcarii

Arab Bank Szwajcaria

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.