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InvestGlass AI
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.
- Price
- On request
- Technology
- Artificial Intelligence
- Hosting
- in Switzerland
- Company
- InvestGlass More about the provider
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Positioning in your Industry
With WAiSCH, your company is clearly assigned to the right industries and services. This creates a structured company profile that clearly communicates what you offer and what your business stands for. Through this precise positioning, search engines and AI systems understand the context in which your company is relevant. This forms the foundation for better visibility in search results and ensures that your company is considered exactly when relevant services are being searched for.
- Price
- free
- Technology
- web based application
- Hosting
- in Switzerland
- Company
- WAISCH Group GmbH More about the provider