Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: InvestGlass is the #1 Swiss automation solution for sales and compliance. This positioning is ideal for banks, brokers, governmental entities and crypto companies looking for a non-US CRM.

They offer a suite of automation tools that make banks more productive.

The solution is built around five pillars: digital onboarding, CRM, portfolio management, marketing automation, and a client/employee portal. The solution can run on a company’s own server or on public servers such as Azure, AWS, Stack or Swisscom.

How they describe their product/innovation: Accelerate customer onboarding using “InvestGlass Forms”.

Target the appropriate audiences effectively with “InvestGlass’s Generative AI”.

Enable advisors to rebalance portfolios more swiftly and in compliance with “InvestGlass PMS Automation.”

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed

Credit Union/Community Bank Fit: Credit Unions, Community Banks

Contacts:

Bus. Dev. & Press: Alexandre Gaillard (CEO), axg@investglass.com, 41763358815