marketing / advertising > providers from switzerland

InvestGlass brings all industries, and of course banking and sales into the future with its powerful Artificial Intelligence recommendation system, seamlessly connected to the entire InvestGlass ecosystem. Far more than a simple CRM add-on, this AI acts as a smart co-pilot for sales teams, private bankers and relationship managers. It analyses client behaviour, portfolios, market data and compliance rules to deliver timely, relevant and personalised recommendations. From spotting cross-selling opportunities to suggesting ESG investments or rebalancing strategies, the system turns data into action. Integrated across digital onboarding, client portals and portfolio tools, it streamlines workflows and ensures every step remains compliant. The result? Stronger client engagement, faster decisions and a truly modern banking experience – all driven by InvestGlass AI.