InvestGlass Unveils a Groundbreaking Solution for Sales: Introducing AI-Powered CRM and Portfolio Management

Exciting news for InvestGlass enthusiasts and sales professionals worldwide! InvestGlass has just launched an innovative solution that's set to revolutionize the way businesses interact with data. Known for its robust client relationship management software and portfolio management system, InvestGlass is now taking a giant leap forward.

Watch how we built it or try it today!

Transforming Data into Conversational Knowledge

InvestGlass's new AI solutions, Copilot and Mistral, are designed to transform unstructured data into valuable, conversational knowledge and actionable insights. Whether you choose Copilot, which operates on the cloud and allows the use of your OpenAI API key, or Mistral, InvestGlass's local server/on-premise option, you're guaranteed a more intuitive and insightful approach to managing client relationships and portfolios.

A Closer Look at InvestGlass AI Capabilities

With the integration of these AI technologies, InvestGlass users can now enjoy enhanced features such as conversation summaries and new portfolio insights. Copilot AI, available on all plans. This accessibility ensures that businesses of all sizes can leverage the power of advanced AI to streamline their operations and boost sales effectiveness.

Experience the Future of Sales Today

InvestGlass is inviting all its users and potential clients to explore the capabilities of its new AI-powered solutions. Whether you're eager to test it out today or prefer to watch a detailed webinar, InvestGlass is ready to show you how these innovations can benefit your business.

How It Works: A Simple Three-Step Process

1. CRM Field & Value Set Setup: Begin by customizing your CRM with Copilot AI. Tailor fields specifically for your industry needs, ensuring a seamless fit for your business operations.
2. AI Template with Data Variable: Next, design pre-formatted questions to guide your teams in making more effective queries to ChatGPT. This step ensures that your interactions are both efficient and insightful.
3. Actionable Insights: Finally, select from template questions, fine-tune them, and seek assistance from GPT. GPT delves into contact and portfolio pages to provide your team with exceptional insights, making every decision informed and strategic

The Importance of Running ChatGPT on a Swiss Secured Environment

In today's digital age, data security is paramount. InvestGlass's decision to offer the option of running ChatGPT on a Swiss secured environment underscores its commitment to ensuring the highest standards of data protection for its users. Switzerland's stringent data privacy laws and secure digital infrastructure make it an ideal location for managing sensitive information, offering peace of mind to businesses concerned about the security of their data.

By incorporating these advanced AI solutions into its offerings, InvestGlass is not just enhancing the functionality of its CRM and portfolio management systems; it's also providing businesses with the tools they need to navigate the complexities of modern sales environments more effectively.

Don't miss out on this opportunity to redefine your approach to sales and client relationship management. Explore InvestGlass's new AI solutions today and discover how they can transform your business operations for the better.

Watch how we built it or try it today!