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How to automate KYC verification? Automate and develop your game!
What is KYC? Know your customer - KYC - is a regulatory requirement and standard in banks and the financial services industry in general. It represents a customer onboarding process that an institution needs to fulfill according to KYC and AML regulations. KYC...
5 cold email templates that will generate warm leads for your sales team
Salespeople and company funders are eager to find the perfect called email template. Cold email is like the Holy Grail but in reality... and COVID19 did not change the benefits of email. What is important is to be able to change those templates based on the feedback...
How to create a quiz online?
How to create a quiz online? Complying with regulations is a time-consuming, expensive endeavor. Often the best way to ensure full compliance is by having an expert guide you through the process. This blog post will outline how to create a quiz that ensures your...
Web Forms: The Ultimate Guide
In this article we will detail everything you need to know about embeding InvestGlass web forms into your website! What is a web form? A web form is one of the main points of interaction between a user and a web site. The controls can be single or multi-line text...
What are forms in HTML and why you should use InvestGlass web forms instead?
1. HTML Forms HTML form is used to collect user input from an HTML form. The user input is often sent to a server for processing. In this tutorial, you will learn how to create a form in HTML to collect your us... 2. What are web forms? Web forms are often used to...
8 Simple Tips for Creating Better Onboarding Forms with InvestGlass
InvestGlass is the best onboarding form creator on the internet, and it's for a reason. Our platform has helped +80 companies create better forms, get more conversions, and make more money-- all in less time than you would have spent doing this yourself with...
What is the best investment app for beginners and how you can build your own app too?
If you're a beginner investor, the investing world can be overwhelming. There are so many investment apps to choose from and it's hard to know which ones will work for your goals. In this blog post, we'll go over 10 of the best investment apps that beginners should...