{"id":36495,"date":"2023-03-27T21:37:39","date_gmt":"2023-03-27T19:37:39","guid":{"rendered":"https:\/\/www.investglass.com\/?p=36495"},"modified":"2025-03-19T09:12:25","modified_gmt":"2025-03-19T08:12:25","slug":"a-investglass-anuncia-o-copilot-ai-gpt-para-o-software-de-gerenciamento-de-portfolio-para-transformar-a-experiencia-de-todos-os-investidores-com-ia-generativa","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/pt\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/","title":{"rendered":"InvestGlass anuncia o Copilot AI GPT"},"content":{"rendered":"

A InvestGlass anuncia o Copilot AI GPT para o software de gerenciamento de portf\u00f3lio para transformar toda a experi\u00eancia do investidor com IA generativa<\/strong><\/p>\n\n\n\n

A InvestGlass est\u00e1 transformando a gest\u00e3o financeira com sua mais recente inova\u00e7\u00e3o:\u00a0Gerenciamento de portf\u00f3lio com tecnologia de IA<\/strong>. Ao integrar intelig\u00eancia artificial avan\u00e7ada, a plataforma aumenta significativamente a capacidade dos consultores financeiros de gerenciar portf\u00f3lios de investidores de forma eficiente e eficaz.<\/p>\n\n\n\n

A nvestGlass, uma das principais fornecedoras su\u00ed\u00e7as de software de gerenciamento de portf\u00f3lio e solu\u00e7\u00f5es de CRM, tem o orgulho de anunciar o lan\u00e7amento de seu novo recurso, Copiloto AI GPT<\/strong>. Essa ferramenta inovadora aproveita a tecnologia de IA generativa para transformar a forma como os profissionais de vendas e os banqueiros interagem com os portf\u00f3lios dos investidores. Ao integrar o Copilot AI GPT, os consultores podem otimizar perfeitamente os investimentos e fortalecer os relacionamentos com os investidores.<\/p>\n\n\n\n

Estudos recentes indicam que as empresas que utilizam a IA no gerenciamento de portf\u00f3lio obt\u00eam ganhos significativos de produtividade. Por exemplo, a Deloitte prev\u00ea que, at\u00e9 2024, os gastos das empresas com IA generativa crescer\u00e3o 30%, refletindo o papel crescente da tecnologia no aprimoramento das opera\u00e7\u00f5es comerciais (Insights da Deloitte<\/a>).<\/p>\n\n\n

\n
\"Software
Software de gerenciamento de portf\u00f3lio InvestGlass <\/figcaption><\/figure>\n<\/div>\n\n\n

O Copilot AI GPT da InvestGlass \u00e9 um avan\u00e7o revolucion\u00e1rio no software de gerenciamento de portf\u00f3lio, combinando um CRM e um software de alto n\u00edvel. intelig\u00eancia artificial<\/a> com experi\u00eancia de usu\u00e1rio intuitiva para criar uma experi\u00eancia inigual\u00e1vel para banqueiros e consultores interagirem com seus clientes. O uso da tecnologia de IA generativa permite que a plataforma desenvolva e apresente recomenda\u00e7\u00f5es de investimento personalizadas, adaptadas \u00e0s necessidades individuais de cada investidor. O Copilot AI GPT ser\u00e1 capaz de fornecer estrat\u00e9gias e conselhos de gerenciamento de portf\u00f3lio altamente precisos, dando aos investidores uma vantagem na tomada de decis\u00f5es.<\/p>\n\n\n\n

O PMS<\/a> A plataforma InvestGlass Copilot AI GPT pode detectar mudan\u00e7as nas condi\u00e7\u00f5es de mercado e alertar os usu\u00e1rios sobre quaisquer riscos ou oportunidades em potencial, garantindo que eles se mantenham atualizados e informados sobre seus portf\u00f3lios. O InvestGlass Copilot AI GPT foi projetado para ajudar os banqueiros e consultores a gerar solicita\u00e7\u00f5es de investimento a um custo menor e respeitar as regras de prote\u00e7\u00e3o do investidor, como lista de universo, tend\u00eancias de investimentos tem\u00e1ticos, adequa\u00e7\u00e3o e apropria\u00e7\u00e3o.<\/p>\n\n\n\n

Citar o CEO:<\/strong><\/p>\n\n\n\n

Alexandre Gaillard: \u201cA InvestGlass comemora seu 9\u00ba anivers\u00e1rio com um excelente presente para seus clientes, o Copilot AI GPT. Essa ferramenta aumentar\u00e1 o envolvimento do usu\u00e1rio e permitir\u00e1 que os clientes desfrutem de uma abordagem mais precisa e intuitiva para o gerenciamento de portf\u00f3lio. Estamos entusiasmados com o lan\u00e7amento desse recurso, pois \u00e9 uma das tecnologias de IA mais inovadoras e robustas que desenvolvemos em nossos 9 anos de servi\u00e7o no setor. Se um profissional financeiro pudesse gerar 10 propostas por dia sem a InvestGlass, e 100 com a InvestGlass, agora prevemos que ele poderia gerar at\u00e9 1.000 propostas por dia com essa nova ferramenta!<\/p>\n\n\n\n

Contexto tecnol\u00f3gico:<\/strong> <\/p>\n\n\n\n

As ferramentas de investimento da InvestGlass aproveitam todo o poder do mecanismo de adequa\u00e7\u00e3o e apropria\u00e7\u00e3o para oferecer experi\u00eancias personalizadas em escala, que s\u00e3o inteligentes, automatizadas e em tempo real, ao mesmo tempo em que aumentam a efici\u00eancia, a produtividade e o tempo de valoriza\u00e7\u00e3o. A ferramenta de gerenciamento de portf\u00f3lio InvestGlass \u00e9 utilizada por bancos de primeira e segunda linha na Europa e no Oriente M\u00e9dio. Seu PMS \u00e9 robusto e dimensionado para atender \u00e0s necessidades de grandes portf\u00f3lios, enquanto seus recursos avan\u00e7ados de automa\u00e7\u00e3o ajudam a reduzir a carga de trabalho manual.<\/p>\n\n\n\n

A m\u00e1quina combina regras estritas baseadas em regras, com diretrizes supervisionadas e mecanismo de aprendizado por refor\u00e7o para melhorar as previs\u00f5es. A InvestGlass tamb\u00e9m oferece pain\u00e9is de controle f\u00e1ceis de usar e widgets personaliz\u00e1veis para a tomada de decis\u00f5es informadas: swapper para equipes de consultoria, ferramentas de negocia\u00e7\u00e3o direta para corretores. Com isso em mente, n\u00e3o \u00e9 de surpreender que o Copilot AI GPT esteja sendo introduzido como um acr\u00e9scimo \u00e0 sua j\u00e1 impressionante plataforma de gerenciamento de portf\u00f3lio.<\/p>\n\n\n\n

Fatos r\u00e1pidos:<\/strong><\/p>\n\n\n\n

Uma pesquisa recente com mais de 1.000 l\u00edderes seniores de TI descobriu que a maioria acredita que a IA generativa \u00e9 um \u2018divisor de \u00e1guas\u2019, com 85% dizendo que ela os ajudar\u00e1 a atender melhor seus clientes. <\/p>\n\n\n\n

O InvestGlass Copilot AI GPT, a primeira fintech de CRM com IA generativa do mundo, oferece conte\u00fado criado por IA em todas as \u00e1reas de vendas e servi\u00e7os banc\u00e1rios, marketing<\/a>, em uma hiperescala.<\/p>\n\n\n\n

A InvestGlass est\u00e1 incorporando a tecnologia em toda a sua linha de produtos: marketing e gerenciamento de portf\u00f3lio para transformar a experi\u00eancia de cada cliente e investidor com IA generativa.<\/p>","protected":false},"excerpt":{"rendered":"

InvestGlass Announces Copilot AI GPT for Portfolio Management Software to Transform Every Investor Experience with Generative AI InvestGlass is transforming financial management with its latest innovation:\u00a0AI-powered portfolio management. By integrating advanced artificial intelligence, the platform significantly enhances financial advisors’ ability to manage investor portfolios efficiently and effectively. nvestGlass, a leading Swiss provider of portfolio management […]<\/p>\n","protected":false},"author":1,"featured_media":36496,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[419],"class_list":["post-36495","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-chat-gpt-for-banking"],"yoast_head":"\nInvestGlass Announces Copilot AI GPT | InvestGlass<\/title>\n<meta name=\"description\" content=\"Discover InvestGlass's Copilot AI GPT to revolutionize portfolio management with advanced AI technology for smarter investments\" \/>\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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