{"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":"investglass-%e5%8f%91%e5%b8%83%e7%94%a8%e4%ba%8e%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88%e7%ae%a1%e7%90%86%e8%bd%af%e4%bb%b6%e7%9a%84-copilot-ai-gpt%ef%bc%8c%e5%88%a9%e7%94%a8%e7%94%9f%e6%88%90%e5%bc%8f","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/","title":{"rendered":"InvestGlass \u53d1\u5e03 Copilot AI GPT"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong>InvestGlass \u53d1\u5e03\u7528\u4e8e\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8f6f\u4ef6\u7684 Copilot AI GPT\uff0c\u5229\u7528\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u6539\u53d8\u6bcf\u4f4d\u6295\u8d44\u8005\u7684\u4f53\u9a8c<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4ee5\u5176\u6700\u65b0\u521b\u65b0\u6280\u672f\u6539\u53d8\u4e86\u8d22\u52a1\u7ba1\u7406\uff1a\u00a0<strong>\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<\/strong>. .\u901a\u8fc7\u6574\u5408\u5148\u8fdb\u7684\u4eba\u5de5\u667a\u80fd\uff0c\u8be5\u5e73\u53f0\u5927\u5927\u63d0\u9ad8\u4e86\u8d22\u52a1\u987e\u95ee\u9ad8\u6548\u7ba1\u7406\u6295\u8d44\u8005\u6295\u8d44\u7ec4\u5408\u7684\u80fd\u529b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb\u9886\u5148\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8f6f\u4ef6\u548c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u4f9b\u5e94\u5546 nvestGlass \u81ea\u8c6a\u5730\u5ba3\u5e03\u63a8\u51fa\u65b0\u529f\u80fd\u3001,&nbsp;<strong>\u526f\u9a7e\u9a76\u5458 AI GPT<\/strong>.\u8fd9\u4e00\u521b\u65b0\u5de5\u5177\u5229\u7528\u4eba\u5de5\u667a\u80fd\u751f\u6210\u6280\u672f\uff0c\u6539\u53d8\u4e86\u9500\u552e\u4e13\u4e1a\u4eba\u5458\u548c\u94f6\u884c\u5bb6\u4e0e\u6295\u8d44\u8005\u6295\u8d44\u7ec4\u5408\u7684\u4e92\u52a8\u65b9\u5f0f\u3002\u901a\u8fc7\u6574\u5408 Copilot AI GPT\uff0c\u987e\u95ee\u53ef\u4ee5\u65e0\u7f1d\u4f18\u5316\u6295\u8d44\u5e76\u52a0\u5f3a\u4e0e\u6295\u8d44\u8005\u7684\u5173\u7cfb\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u8fd1\u7684\u7814\u7a76\u8868\u660e\uff0c\u5728\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u4e2d\u5229\u7528\u4eba\u5de5\u667a\u80fd\u7684\u4f01\u4e1a\u80fd\u663e\u8457\u63d0\u9ad8\u751f\u4ea7\u7387\u3002\u4f8b\u5982\uff0c\u5fb7\u52e4\uff08Deloitte\uff09\u9884\u6d4b\uff0c\u5230 2024 \u5e74\uff0c\u4f01\u4e1a\u5728\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u4e0a\u7684\u652f\u51fa\u5c06\u589e\u957f 30%\uff0c\u8fd9\u53cd\u6620\u51fa\u8be5\u6280\u672f\u5728\u52a0\u5f3a\u4e1a\u52a1\u8fd0\u8425\u65b9\u9762\u7684\u4f5c\u7528\u6b63\u5728\u4e0d\u65ad\u6269\u5927\uff08\u300a\u5fb7\u52e4\u9884\u6d4b\uff1a\u5230 2024 \u5e74\uff0c\u4f01\u4e1a\u5728\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u4e0a\u7684\u652f\u51fa\u5c06\u589e\u957f 30%\u300b\uff09\u3002<a href=\"https:\/\/www2.deloitte.com\/us\/en\/insights\/industry\/technology\/technology-media-and-telecom-predictions\/2024\/tmt-predictions-enterprise-ai-adoption-on-the-rise.html\">\u5fb7\u52e4\u900f\u89c6<\/a>).<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/08\/PM1.004.jpeg\" alt=\"InvestGlass \u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8f6f\u4ef6\" class=\"wp-image-30706\" style=\"width:558px;height:419px\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/08\/PM1.004.jpeg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/08\/PM1.004-300x225.jpeg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/08\/PM1.004-768x576.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8f6f\u4ef6 <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684 Copilot AI GPT \u662f\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8f6f\u4ef6\u7684\u9769\u547d\u6027\u7a81\u7834\uff0c\u5b83\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u548c\u9ad8\u5c42\u6b21\u7684 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e8%87%aa%e5%8a%a8%e5%8c%96%e5%b7%a5%e5%85%b7\/\" target=\"_blank\" rel=\"noopener\" title=\"\u4eba\u5de5\u667a\u80fd\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"341\">\u4eba\u5de5\u667a\u80fd<\/a> \u8be5\u5e73\u53f0\u91c7\u7528\u4eba\u5de5\u667a\u80fd\u6280\u672f\u548c\u76f4\u89c2\u7684\u7528\u6237\u4f53\u9a8c\uff0c\u4e3a\u94f6\u884c\u5bb6\u548c\u987e\u95ee\u4e0e\u5ba2\u6237\u7684\u4e92\u52a8\u521b\u9020\u4e86\u65e0\u4e0e\u4f26\u6bd4\u7684\u4f53\u9a8c\u3002\u901a\u8fc7\u4f7f\u7528\u4eba\u5de5\u667a\u80fd\u751f\u6210\u6280\u672f\uff0c\u8be5\u5e73\u53f0\u53ef\u4ee5\u6839\u636e\u6bcf\u4f4d\u6295\u8d44\u8005\u7684\u9700\u6c42\u5236\u5b9a\u548c\u63d0\u51fa\u4e2a\u6027\u5316\u6295\u8d44\u5efa\u8bae\u3002Copilot AI GPT \u5c06\u80fd\u591f\u63d0\u4f9b\u9ad8\u5ea6\u51c6\u786e\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7b56\u7565\u548c\u5efa\u8bae\uff0c\u4f7f\u6295\u8d44\u8005\u5728\u51b3\u7b56\u65f6\u66f4\u5177\u4f18\u52bf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\"(\u300a\u4e16\u754c\u4eba\u6743\u5ba3\u8a00\u300b) <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e7%ae%a1%e7%90%86%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88\/\" target=\"_blank\" rel=\"noopener\" title=\"PMS\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"538\">PMS<\/a> \u8be5\u5e73\u53f0\u53ef\u68c0\u6d4b\u5e02\u573a\u6761\u4ef6\u7684\u53d8\u5316\uff0c\u5e76\u63d0\u9192\u7528\u6237\u6ce8\u610f\u4efb\u4f55\u6f5c\u5728\u98ce\u9669\u6216\u673a\u4f1a\uff0c\u786e\u4fdd\u7528\u6237\u968f\u65f6\u4e86\u89e3\u5176\u6295\u8d44\u7ec4\u5408\u7684\u6700\u65b0\u60c5\u51b5\u3002InvestGlass Copilot AI GPT \u65e8\u5728\u5e2e\u52a9\u94f6\u884c\u5bb6\u548c\u987e\u95ee\u4ee5\u66f4\u4f4e\u7684\u6210\u672c\u751f\u6210\u6295\u8d44\u9080\u7ea6\uff0c\u5e76\u5c0a\u91cd\u6295\u8d44\u8005\u4fdd\u62a4\u89c4\u5219\uff0c\u5982\u6295\u8d44\u8303\u56f4\u5217\u8868\u3001\u8d8b\u52bf\u6295\u8d44\u4e3b\u9898\u3001\u9002\u5b9c\u6027\u548c\u9002\u5f53\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5f15\u7528\u9996\u5e2d\u6267\u884c\u5b98\u7684\u8bdd\uff1a<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alexandre Gaillard\uff1a\u201cInvestGlass \u5e86\u795d\u6210\u7acb 9 \u5468\u5e74\uff0c\u4e3a\u5ba2\u6237\u5e26\u6765\u4e86\u4e00\u4efd\u51fa\u8272\u7684\u793c\u7269 Copilot AI GPT\u3002\u8be5\u5de5\u5177\u5c06\u63d0\u9ad8\u7528\u6237\u53c2\u4e0e\u5ea6\uff0c\u8ba9\u5ba2\u6237\u4eab\u53d7\u66f4\u7cbe\u786e\u3001\u66f4\u76f4\u89c2\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u65b9\u6cd5\u3002\u6211\u4eec\u6b23\u559c\u82e5\u72c2\u5730\u53d1\u5e03\u4e86\u8fd9\u9879\u529f\u80fd\uff0c\u56e0\u4e3a\u5b83\u662f\u6211\u4eec\u670d\u52a1\u884c\u4e1a 9 \u5e74\u6765\u5f00\u53d1\u7684\u6700\u5177\u521b\u65b0\u6027\u548c\u94f6\u884c\u7a33\u5065\u6027\u7684\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u6280\u672f\u4e4b\u4e00\u3002\u5982\u679c\u4e00\u540d\u91d1\u878d\u4e13\u4e1a\u4eba\u58eb\u5728\u6ca1\u6709 InvestGlass \u7684\u60c5\u51b5\u4e0b\u6bcf\u5929\u53ef\u4ee5\u751f\u6210 10 \u4efd\u5efa\u8bae\u4e66\uff0c\u800c\u4f7f\u7528 InvestGlass \u65f6\u53ef\u4ee5\u751f\u6210 100 \u4efd\uff0c\u90a3\u4e48\u6211\u4eec\u73b0\u5728\u9884\u6d4b\uff0c\u4f7f\u7528\u8fd9\u4e00\u65b0\u5de5\u5177\u540e\uff0c\u4ed6\u4eec\u6bcf\u5929\u53ef\u4ee5\u63a8\u9001\u591a\u8fbe 1000 \u4efd\u5efa\u8bae\u4e66\uff01<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6280\u672f\u80cc\u666f\uff1a<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u6295\u8d44\u5de5\u5177\u5145\u5206\u5229\u7528\u9002\u5b9c\u6027\u548c\u9002\u5f53\u6027\u5f15\u64ce\u7684\u5f3a\u5927\u529f\u80fd\uff0c\u5927\u89c4\u6a21\u63d0\u4f9b\u667a\u80fd\u5316\u3001\u81ea\u52a8\u5316\u548c\u5b9e\u65f6\u7684\u4e2a\u6027\u5316\u4f53\u9a8c\uff0c\u540c\u65f6\u63d0\u9ad8\u6548\u7387\u3001\u751f\u4ea7\u529b\u548c\u4ef7\u503c\u5b9e\u73b0\u65f6\u95f4\u3002InvestGlass \u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177\u5df2\u88ab\u6b27\u6d32\u548c\u4e2d\u4e1c\u7684\u4e00\u7ea7\u548c\u4e8c\u7ea7\u94f6\u884c\u91c7\u7528\u3002\u5176 PMS \u7cfb\u7edf\u529f\u80fd\u5f3a\u5927\uff0c\u53ef\u6269\u5c55\u4ee5\u6ee1\u8db3\u5927\u578b\u6295\u8d44\u7ec4\u5408\u7684\u9700\u6c42\uff0c\u5176\u5148\u8fdb\u7684\u81ea\u52a8\u5316\u529f\u80fd\u6709\u52a9\u4e8e\u51cf\u5c11\u4eba\u5de5\u5de5\u4f5c\u91cf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8be5\u673a\u5668\u878d\u5408\u4e86\u4e25\u683c\u7684\u89c4\u5219\u3001\u76d1\u7763\u6307\u5bfc\u548c\u5f3a\u5316\u5b66\u4e60\u673a\u5236\uff0c\u4ee5\u6539\u8fdb\u9884\u6d4b\u3002  InvestGlass \u8fd8\u63d0\u4f9b\u7528\u6237\u53cb\u597d\u7684\u4eea\u8868\u76d8\u548c\u53ef\u5b9a\u5236\u7684\u5c0f\u5de5\u5177\uff0c\u4ee5\u4fbf\u505a\u51fa\u660e\u667a\u7684\u51b3\u7b56\uff1a\u4e3a\u987e\u95ee\u56e2\u961f\u63d0\u4f9b\u4ea4\u6362\u5668\uff0c\u4e3a\u7ecf\u7eaa\u4eba\u63d0\u4f9b\u76f4\u63a5\u4ea4\u6613\u5de5\u5177\u3002\u6709\u9274\u4e8e\u6b64\uff0c\u5c06 Copilot AI GPT \u4f5c\u4e3a\u5176\u5df2\u7ecf\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5e73\u53f0\u7684\u8865\u5145\uff0c\u4e5f\u5c31\u4e0d\u8db3\u4e3a\u5947\u4e86\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5feb\u8baf<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u8fd1\u5bf9 1000 \u591a\u540d\u9ad8\u7ea7 IT \u9886\u5bfc\u8005\u8fdb\u884c\u7684\u4e00\u9879\u8c03\u67e5\u53d1\u73b0\uff0c\u5927\u591a\u6570\u4eba\u8ba4\u4e3a\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u5c06 \u2018\u6539\u53d8\u6e38\u620f\u89c4\u5219\u2019\uff0c\u5176\u4e2d 85% \u8868\u793a\u5b83\u5c06\u5e2e\u52a9\u4ed6\u4eec\u66f4\u597d\u5730\u670d\u52a1\u5ba2\u6237\u3002.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass Copilot AI GPT \u662f\u5168\u7403\u9996\u5bb6\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u91d1\u878d\u79d1\u6280\u516c\u53f8\uff0c\u53ef\u4e3a\u6bcf\u4e2a\u9500\u552e\u3001\u94f6\u884c\u4e1a\u52a1\u63d0\u4f9b\u4eba\u5de5\u667a\u80fd\u521b\u5efa\u7684\u5185\u5bb9\u3001, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e8%90%a5%e9%94%80%e5%b7%a5%e5%85%b7\/\" target=\"_blank\" rel=\"noopener\" title=\"\u5e02\u573a\u8425\u9500\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"670\">\u5e02\u573a\u8425\u9500<\/a>, \u8d85\u5927\u89c4\u6a21\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u6b63\u5728\u5c06\u8be5\u6280\u672f\u5e94\u7528\u4e8e\u5176\u6574\u4e2a\u4ea7\u54c1\u7ebf\uff1a\u5e02\u573a\u8425\u9500\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\uff0c\u901a\u8fc7\u4eba\u5de5\u667a\u80fd\u751f\u6210\u6280\u672f\u6539\u53d8\u6bcf\u4e00\u4f4d\u5ba2\u6237\u548c\u6295\u8d44\u8005\u7684\u4f53\u9a8c\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>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&#8217; ability to manage investor portfolios efficiently and effectively. nvestGlass, a leading Swiss provider of portfolio management [&hellip;]<\/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":"<!-- 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 Announces Copilot AI GPT | InvestGlass<\/title>\n<meta name=\"description\" content=\"Discover InvestGlass&#039;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\" href=\"https:\/\/www.investglass.com\/zh\/investglass-\u53d1\u5e03\u7528\u4e8e\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8f6f\u4ef6\u7684-copilot-ai-gpt\uff0c\u5229\u7528\u751f\u6210\u5f0f\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"InvestGlass Announces Copilot AI GPT\" \/>\n<meta property=\"og:description\" content=\"InvestGlass Announces Copilot AI GPT for Portfolio Management Software to Transform Every Investor Experience with Generative AI InvestGlass is\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/investglass-\u53d1\u5e03\u7528\u4e8e\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8f6f\u4ef6\u7684-copilot-ai-gpt\uff0c\u5229\u7528\u751f\u6210\u5f0f\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2023-03-27T19:37:39+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-19T08:12:25+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/03\/gapgylvxae0.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 \u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"InvestGlass \u53d1\u5e03 Copilot AI GPT | InvestGlass","description":"\u4e86\u89e3 InvestGlass \u7684 Copilot AI GPT\uff0c\u5229\u7528\u5148\u8fdb\u7684\u4eba\u5de5\u667a\u80fd\u6280\u672f\u5f7b\u5e95\u6539\u53d8\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\uff0c\u5b9e\u73b0\u66f4\u667a\u80fd\u7684\u6295\u8d44","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/zh\/investglass-\u53d1\u5e03\u7528\u4e8e\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8f6f\u4ef6\u7684-copilot-ai-gpt\uff0c\u5229\u7528\u751f\u6210\u5f0f\/","og_locale":"zh_CN","og_type":"article","og_title":"InvestGlass Announces Copilot AI GPT","og_description":"InvestGlass Announces Copilot AI GPT for Portfolio Management Software to Transform Every Investor Experience with Generative AI InvestGlass is","og_url":"https:\/\/www.investglass.com\/zh\/investglass-\u53d1\u5e03\u7528\u4e8e\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8f6f\u4ef6\u7684-copilot-ai-gpt\uff0c\u5229\u7528\u751f\u6210\u5f0f\/","og_site_name":"InvestGlass","article_published_time":"2023-03-27T19:37:39+00:00","article_modified_time":"2025-03-19T08:12:25+00:00","og_image":[{"width":1600,"height":1067,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/03\/gapgylvxae0.jpg","type":"image\/jpeg"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u4f5c\u8005":"InvestGlass","\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4":"4 \u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"InvestGlass Announces Copilot AI GPT","datePublished":"2023-03-27T19:37:39+00:00","dateModified":"2025-03-19T08:12:25+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/"},"wordCount":624,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/03\/gapgylvxae0.jpg","keywords":["chat gpt for banking"],"articleSection":["Article"],"inLanguage":"zh-Hans","copyrightYear":"2023","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/zh\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/","url":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/","name":"InvestGlass \u53d1\u5e03 Copilot AI GPT | InvestGlass","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/03\/gapgylvxae0.jpg","datePublished":"2023-03-27T19:37:39+00:00","dateModified":"2025-03-19T08:12:25+00:00","description":"\u4e86\u89e3 InvestGlass \u7684 Copilot AI GPT\uff0c\u5229\u7528\u5148\u8fdb\u7684\u4eba\u5de5\u667a\u80fd\u6280\u672f\u5f7b\u5e95\u6539\u53d8\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\uff0c\u5b9e\u73b0\u66f4\u667a\u80fd\u7684\u6295\u8d44","breadcrumb":{"@id":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/#breadcrumb"},"inLanguage":"zh-Hans","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/"]}]},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/03\/gapgylvxae0.jpg","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/03\/gapgylvxae0.jpg","width":1600,"height":1067,"caption":"chat gpt for banking"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"InvestGlass Announces Copilot AI GPT"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"\u6295\u8d44\u73bb\u7483","description":"\u745e\u58eb\u4e3b\u6743 CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"zh-Hans"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"\u6295\u8d44\u73bb\u7483","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"\u6295\u8d44\u73bb\u7483","image":{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/zh\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/36495","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/comments?post=36495"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/36495\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media\/36496"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media?parent=36495"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/categories?post=36495"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/tags?post=36495"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}