In his demo at FinovateEurope 2016, InvestGlass founder and CEO Alexandre Gaillard stated, “We believe that, if bankers don’t go digital, they won’t be bankers tomorrow.” He diplomatically followed with, “This is an invitation to keep you in business.” InvestGlass works like a robo-advisor for financial professionals by providing technology to help them find suitable investments for clients.

Gaillard began working on the idea for InvestGlass after the collapse of Bear Stearns when he noticed the power the media has on people’s financial decisions. By focusing on the client rather than the product, the platform generates the right financial information to engage the right clients to help optimize their portfolio.

Company facts:

• Privately owned
• 5 employees
• Founded in 2014
• Headquartered in Switzerland

CEO Alexandre Gaillard Presenting with CTO Sébastien Thevenaz at FinovateEurope 2016 in London.

At FinovateEurope 2016, InvestGlass launched Leads, an artificial intelligence engine to help financial professionals save time by identifying which client to contact first, why they should call, and exactly what advice to provide based on trending financial products in their geographical area.

InvestGlass simplifies the process of balancing a client’s portfolio and provides templates to help create, tailor, and publish a PDF report to send to clients.

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In an interview with the company’s CEO, Alexandre Gaillard, we discussed the value that InvestGlass brings advisers. Gaillard is a French citizen and speaks English, French, and Mandarin. He is passionate about behavioral finance and has worked as a banker, adviser, and was once head of equity sales.

Finovate: What problem does InvestGlass solve?
Gaillard:

• Account profitability
• Client disintermediation
• Real-time digital interactions
• Appropriateness and suitability

Finovate: Who are your primary customers?
Gaillard: IFA, bankers, brokers, family offices, VC PE Sales

Finovate: How does InvestGlass solve the problem better?
Gaillard: Our subscription process is smooth as we are accessible from the internet SAAS and we onboard clients without paper. Once you’re onboard, we generate proactive lead and investment opportunities, and we publish tailored and white-labeled investment proposals. To subscribe from InvestGlass.com, you simply enter your credit card information to get a 14-day free trial. If you make money, then InvestGlass is a great deal.

Finovate: Tell us about your favorite implementation of your solution.
Gaillard: Independent financial advisers flourishing in London and Zurich were looking for an out-of-the-box solution with CRM and market feeds. Integration took one week to connect with their custodian data. We have a simple promise: If they make more money in one week, then it’s a deal! InvestGlass offers a 14-day free trial for InvestGlass Professional starting at one license £550 per seat per month.

Finovate: What in your background gave you the confidence to tackle this challenge?
Gaillard: As an ex-head of equity sales, I knew that delivering the right financial information at the right time was the best way to increase return on asset. It was not about performance but relevancy. My objective is to empower financial professionals with an automated selling tool to make sure that they will increase the return on relevancy!

Finovate: What are some upcoming initiatives from InvestGlass that we can look forward to over the next few months?
Gaillard: In the coming months, InvestGlass will focus on retail banks and on more alliances with SAAS solution and feeds providers. Since Finovate, at least three feed providers or SAAS companies are calling us per week. Our objective is simple: partner and onboard on InvestGlass—bridge!

Finovate: Where do you see InvestGlass a year or two from now?
Gaillard: Everywhere, mostly banks. FinovateEurope in London has been a fantastic steppingstone to attract prospects.