How they describe themselves: InvestGlass aims at supporting bankers daily. Robots are killing bankers business but we won’t let this happen. Do you know why? Because InvestGlass empowers wealth advisors to serve they customers smarter and faster than any robots.
Our customizable platform helps you to deliver the right message at the right time to the right investor.
Save time, money and offer a truly individualized experience to your customers.
How they describe their product/innovation: InvestGlass is dedicated to sales automation for wealth advisors. It’s an all-in-one CRM, CMS, artificial intelligence and financial information platform. InvestGlass covers on-boarding, portfolio generation, advice suitability, rebalancing, artificially augmented sales and client facing portal for CHF 850 per month per wealth advisor.
Product distribution strategy: Direct to Business (B2B), Direct to Business (B2B2C)
Bus. Dev. & Sales: Alexandre Gaillard, CEO & Founder, firstname.lastname@example.org, 0041 22 552 03 26
Press: Marine Communication, email@example.com, 0041 22 552 03 26