{"id":40083,"date":"2024-05-03T16:57:09","date_gmt":"2024-05-03T14:57:09","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=40083"},"modified":"2026-02-04T12:30:39","modified_gmt":"2026-02-04T11:30:39","slug":"oprogramowanie-bankowe","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/pl\/banking-software\/","title":{"rendered":"Oprogramowanie bankowe"},"content":{"rendered":"<h1>Next-Gen AI Built to <em>Reduce Costs<\/em> for Banking and Finance<\/h1>\n<div>\n<p>#1 Swiss Sovereign Solution &#8211; AI-born platform that delivers enhanced efficiency, productivity, &amp; customer satisfaction.<\/p>\n<\/div>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/about-hero-19.jpg\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/02\/9drs5e_rguc.jpg\" alt=\"Swiss servers\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/10\/pk3ozorgqgc.jpg\" alt=\"Using InvestGlass on any device\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/10\/j-zofcrwobs.jpg\" alt=\"a woman sitting on a couch looking at a tablet\"><\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-03.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><\/p>\n<h2>\n<h2 style=\"text-align: center;\">Combining powerful tools for<br \/>banking with swiss quality support<\/p>\n<p><\/h2>\n<\/h2>\n<ul>\n<li>\n<h3>CRM and Client Portal<\/h3>\n<div>\n<p style=\"text-align: left;\">Enhance client relationships with integrated CRM and a user-friendly client portal that personalized experiences.<\/p>\n<\/div>\n<\/li>\n<li>\n<h3>Digital Onboarding<\/h3>\n<div>\n<p>InvestGlass automates client onboarding, accurate data collection and streamlining processes for individuals and corporations.<\/p>\n<\/div>\n<\/li>\n<li>\n<h3>Risk Monitoring<\/h3>\n<div>\n<p>InvestGlass&#8217;s risk monitoring feature provides continuous oversight of financial exposures and compliance requirements<\/p>\n<\/div>\n<\/li>\n<li>\n<h3>Marketing Automation<\/h3>\n<div>\n<p>InvestGlass automates <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/marketing-tools\/\" target=\"_blank\"  rel=\"noopener\" title=\"marketing\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5882\">marketing<\/a> efforts, and insights based on client data, which enhance lead generation\u00a0<\/p>\n<\/div>\n<\/li>\n<li>\n<h3> Portfolio Management<\/h3>\n<div>\n<p>InvestGlass offers robust portfolio management tools that enable real-time tracking, and tailored investment strategies to meet individual client needs.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-03.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><\/p>\n<h2>On-Premise or On Swiss Cloud<br class=\"uk-visible@m\" \/>#1 Trusted Solution for Banks and Financial Institutions<\/h2>\n<ul>\n<li>\n<div>2014<\/div>\n<p>InvestGlass Launched<\/p>\n<\/li>\n<li>\n<div>500K<\/div>\n<p>Active Investors<\/p>\n<\/li>\n<li>\n<div>1M+<\/div>\n<p>Active Portfolio<\/p>\n<\/li>\n<\/ul>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-LeadCapture-2024.png\" alt=\"\"><\/p>\n<h3>Streamline customer onboarding<\/h3>\n<p>Digital On-boarding<\/p>\n<div>\nInvestGlass&#8217;s <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/digital-onboarding\/\" target=\"_blank\"  rel=\"noopener\" title=\"digital onboarding\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5881\">digital onboarding<\/a> 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.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Book a meeting<\/a><\/p>\n<\/div>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024.png\" alt=\"InvestGlass Sales Pipeline\"><\/p>\n<h3>Scale service for retail banking<\/h3>\n<p>CRM<\/p>\n<div>InvestGlass Swiss CRM harnesses powerful automation and <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/automation-tools\/\" target=\"_blank\"  rel=\"noopener\" title=\"ChatGPT\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5883\">ChatGPT<\/a> AI, optimizing efficiency and personalization in customer interactions. With a focus on Swiss sovereignty, it ensures data protection and compliance, aligning with Switzerland\u2019s strict privacy standards, ideal for institutions prioritizing data security.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Book a meeting<\/a><\/p>\n<\/div>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Portfolio-2024.png\" alt=\"Risk indicator\"><\/p>\n<h3>Boost investors satisfaction with data and AI-powered experiences<\/h3>\n<p>Portfolio Management Software<\/p>\n<div>\nInvestGlass&#8217;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.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Book a meeting<\/a><\/p>\n<\/div>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Template-GenAI.png\" alt=\"ChatGPT integration with InvestGlass to help banks and advisors\"><\/p>\n<h3>Scale service for retail banking<\/h3>\n<p>Empower bankers and investors with AI<\/p>\n<div>\nInvestGlass 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&#8217;s dynamic environment.<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Book a meeting<\/a><\/p>\n<\/div>\n<h2>These leading companies achieve retail banking success with InvestGlass.<\/h2>\n<div>\n<p>    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/09\/xiquvljydn8.jpg\" alt=\"Best Digital Banks in Switzerland\"><\/p>\n<h3>Arab Bank Switzerland<\/h3>\n<div>\n<p><span>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.<\/span><\/p>\n<\/div>\n<\/div>\n<p><!--more--><br \/>\n<!-- 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experiences.<\/p>\n\n\",\"image\":\"\",\"image_focal_point\":\"top-left\",\"title\":\"CRM and Client Portal\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>InvestGlass automates client onboarding, accurate data collection and streamlining processes for individuals and corporations.<\/p>\n\n\",\"image\":\"\",\"title\":\"Digital Onboarding\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>InvestGlass's risk monitoring feature provides continuous oversight of financial exposures and compliance requirements<\/p>\n\n\",\"image\":\"\",\"title\":\"Risk Monitoring\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>InvestGlass automates marketing efforts, and insights based on client data, which enhance lead generation\u00a0<\/p>\n\n\",\"image\":\"\",\"title\":\"Marketing Automation\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>InvestGlass offers robust portfolio management tools that enable real-time tracking, and tailored investment strategies to 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Management\"}}]},{\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/background-square-100-03.png\",\"image_svg_color\":\"emphasis\",\"image_width\":\"1050\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"position\":\"absolute\",\"position_bottom\":\"-10\",\"position_right\":\"-55vw\",\"position_z_index\":\"0\",\"visibility\":\"xl\"}},{\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/background-square-24.png\",\"image_svg_color\":\"emphasis\",\"image_width\":\"600\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"position\":\"absolute\",\"position_bottom\":\"-22vh\",\"position_left\":\"-50vw\",\"position_z_index\":\"0\",\"text_align\":\"right\",\"visibility\":\"xl\"}}]}],\"props\":{\"column_gap\":\"large\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\",\"row_gap\":\"large\"}}],\"name\":\"About\",\"modified\":\"2021-01-08T13:56:27.050Z\"},{\"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\":\"small\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"On-Premise or On Swiss Cloud<br class=\\\"uk-visible@m\\\" \/>#1 Trusted Solution for Banks and Financial Institutions\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"center\",\"title_element\":\"h2\"}},{\"type\":\"grid\",\"props\":{\"content_column_breakpoint\":\"m\",\"filter_align\":\"left\",\"filter_all\":true,\"filter_grid_breakpoint\":\"m\",\"filter_grid_width\":\"auto\",\"filter_position\":\"top\",\"filter_style\":\"tab\",\"grid_column_align\":true,\"grid_default\":\"1\",\"grid_medium\":\"3\",\"grid_row_align\":false,\"grid_small\":\"auto\",\"image_align\":\"top\",\"image_grid_breakpoint\":\"m\",\"image_grid_width\":\"1-2\",\"image_svg_color\":\"emphasis\",\"item_animation\":true,\"lightbox_bg_close\":true,\"link_style\":\"default\",\"link_text\":\"Read 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