Get industry-specific innovations that modernise your business, save time, and lower costs.
One potent strategy is leveraging a lead scoring model, a methodology to rank prospects...
InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business.
Former Swiss banker is now getting 100-plus banking businesses to go digital worldwide
In the heart of Switzerland, a group of ambitious individuals began to dream of automation. Learn more
The approval process is designed to facilitate and streamline approval workflows within your company.
A serie approval process involves sequential approval step by step, while a parallel approval process allows for simultaneous approvals.
Provides a comprehensive traceability of activities, enabling enhanced transparency and compliance in investment management.
A feature that enables simultaneous approval or rejection of a set of requests or transactions.
It involves grouping specific users who have the authority to approve or reject certain requests or transactions.
Implementing a structured process for the approval of requests or transactions within the platform.
Submit a request or transaction for a pre-configured approval process.
Gather the decisions of the approvers regarding a submitted request or transaction for approval.
Generate detailed reports on the outcomes of approval processes, including approvals, rejections, processing times, and other relevant information.
Give a name for your approval rule, choose your target object, approver and your specific conditions
Finally, you must choose the approval conditions of the approvers and how you want to be notified at the end of your approval process.
Automation & ChatGPT
Portfolio and Invoice