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Arab Bank Switzerland selects InvestGlass for digital onboarding

By Gloria Methri

February 08, 2023

  • Arab Bank Switzerland
  • client life cycle management
  • Digital Onboarding
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InvestGlass, Switzerland, FinTech, digital onboarding, client life cycle management, portfolio managementInvestGlass, the Swiss FinTech specialist for sales and automation, has entered a partnership with Arab Bank (Switzerland) Ltd. After 30 months of collaborative efforts, ABS – Arab Bank (Switzerland) is leveraging InvestGlass’s solution for digital onboarding, client life cycle management, portfolio management, and client portal.

InvestGlass CEO Alexandre Gaillard said, “ABS is the first private bank to give such support to build a whole new banking FinTech. We are glad that our collaboration with the bank will deliver faster tools to open complex bank accounts and deliver superior advisory services.”

This customized, end-to-end solution will allow ABS to offer a superior client experience with innovative client-centric technologies without neglecting security, privacy, or client-facing interactions. It will also enable advisors to analyse portfolio risk and capture opportunities to offer individualised financial advice in line with the latest regulations.

Founded in 1962, Arab Bank Switzerland is an independent sister company of Arab Bank plc. It has approximately 19,316 shareholders, mainly in the Middle East.

InvestGlass is a Swiss sovereign cloud solution offering a suite of automation tools that makes sales more productive. With InvestGlass, companies can onboard clients quickly and easily, keep track of their investment portfolios, and market services more effectively. It leverages the latest AI technology such as GPT3 to bring banks’ productivity to the next level.

InvestGlass code is proprietary and Swiss, making it ideal for banks, brokers, or any industrial entities looking for a “non-US CRM” which they can host on their server.

InvestGlass was founded in 2014 and is incorporated in Geneva Switzerland. It is now opening operations in the Gulf region bringing the best of private banking and neobank knowledge to the Emirates and beyond.

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