What is digitization of documents?

What is digitization of documents?

How to leverage InvestGlass Workflow Cloud to easily and quickly replace your legacy forms! Is your organisation still relying on legacy form solutions with paper or Hubspot, Pipedrive?? With this COVID19 situation is now the time to modernize your digital forms and...
How to efficiently digitalize your onboarding process?

How to efficiently digitalize your onboarding process?

Digital onboarding is a widely used term in all sectors; yet, its meaning varies. In banking and financial services, digital onboarding means the creation of banking accounts or similar records online. Focusing on CRM – client relationship management software,...
What is the 6th Anti-Money Laundering Directive?

What is the 6th Anti-Money Laundering Directive?

Wow 5MLD was nearly done and now as the EU announced a sixth directive. EU money laundering directive is more sophisticated and extend criminal liability. We summarise here the five key elements. The new 6AMLD is due to be transposed into regulated entities and...
Can a CRM replace marketing automation software?

Can a CRM replace marketing automation software?

What is marketing automation software? A marketing automation software is a solution designed for marketers. Such a platform is supposed to enhance lead nurturing, improve marketing efficiency, and analyze campaigns. Nowadays, more and more Customer Relationship...