Author: InvestGlass

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What is AML and LCB FT in France or CFT?

KYC PROCEDURES: WHY VERIFY CLIENT IDENTITY?

Why are we asking so much information during a know-your-client procedure? As a financial institution, we are legally obliged to implement customer due diligence measures, in order to comply with international anti-money laundering and countering the financing of terrorism (AML/CFT) regulations or in french LCB FT.

In this post, we will explain what is know-your-client procedure as well as the french AML / LCB-FT.

KYC procedure is used in the banking, payment, and insurance industries as part of the customer due diligence measures required by law. This measure is necessary in order to comply with international anti-money laundering and countering the financing of terrorism (AML/CFT) regulations.

In France, the legal framework for AML / CFT measures is set out in articles L561-2. The KYC is for people. The KYB or “know your business” is for companies.

The main purpose of the KYC procedure is to prevent financial institutions from being used, intentionally or unintentionally, by criminal elements for the purpose of money laundering or terrorist financing. The KYC process also allows banks and other financial institutions to better understand their customers and their financial dealings.

Governed by European and Swiss legislation come out the KYC key elements are similar in most national legislations. Procedures adopted by Prudential supervision bodies will enforce increased monitoring of traditional payments but also cryptocurrencies related. Most investment firms are adopting the European Union regulatory framework.

person holding round mirror with city buildings in the distance

What is the purpose of the KYC procedure for financial institutions?

The KYC procedure consists of collecting data and information about the customer in order to:

– Verify the customer’s identity

– Understand the customer’s business activities and profile

– Determine the customer’s risk profile

– Monitor the customer’s transactions

The data is checked against multiple databases. InvestGlass team connects your CRM to statistical data and risk assessment tools to ensure compliance. Each firm can manage different countries’ risk so the final decision to open an account is often your decision. Unless your operations are running under the umbrella of another company, then you have to comply with joint guidelines.

InvestGlass customers are always using the digital onboarding forms to collect information such as surname, first name, postal address, email, mobile phone… but also collect the following elements ID or Passport + Proof of address of less than 3 months.

For legal entities, firms will collect a copy of an identity document of the legal representative, the KBIS extract of less than 3 months, the copy of the statutes for example…

The business identity cart or “Extrait Kbis” includes more information than before. An Extrait Kbis card is established for each business registered with the Chambre de Commerce or Chambre de Metiers. This official document is called KBIS and attests to the identity and address of the business, its activity, its management or control, and the existence or not of collective proceedings against the business. This document is updated to reflect changes affecting the business.

For limited companies such as EURL, SARL, SAS, SASU it will indicate :

  • The extent of the powers of the liquidator, if applicable.
  • The date and location of the original registration if the business was transferred to a different area.
  • A reference to the reconstruction of capital, if applicable.

A face-to-face meeting could be needed but we build our solution to facilitate collect of documents with smart forms. KBIS might not be sufficient to spot the last beneficial owner of a company. FAFT guidance and organized crime filtering need a bit more control than public authorities’ document.

Eiffel Tower at Paris, France

Who is affected by KYC in the financial sector?

KYC procedures is important in Europe since 2015 terrorist attacks in Paris. The 4th EU Anti-Money Laundering Directive (4AMLD) requires Member States to ensure that customer due diligence (CDD) measures are carried out when firms enter into business relationships, and on an ongoing basis.

DSP 1 and DSP2 increase the need for AML and LCB-FT checks for firms. DSP2 is more stringent than DSP1 and requires firms to take into account both the customer’s business activities and their geographical location.

If a firm does not comply with KYC requirements, it may face financial penalties or be required to cease doing business with the customer in question. In extreme cases, firms may have their operating licenses revoked.

If you want to learn more about the directive 2015/849 then by the 5th Directive of May 30, 2018 known as 2018/843 and soon the “new and future” 6 AML.

Is KYC systematic for AML and LCB-FT ?

Yes, it is systematic for all financial institutions.

In Europe, the 4th EU Anti-Money Laundering Directive (4AMLD) requires Member States to ensure that customer due diligence (CDD) measures are carried out when firms enter into business relationships, and on an ongoing basis. Suspicious transactions are then reported to authorities via STR – Suspicious Transaction Reports. Credit institutions are conducting KYC on a daily basis.

InvestGlass KYC remediation dashboard

Why is KYC and anti-money laundering necessary?

Of course, you want to spot suspicious transactions. Of course, you want to remove all high-risk clients… but in the same time your need to operate in a “normal” and fluid way. European banking authorities understand that effective implementation in the financial system can be very complex. They are building a new European identity verification which should simplify your procedure. The European parliament is also pushing for more information exchange.

Opening bank accounts should be made easier from what we understood from the European supervisory authorities… let’s see! Payment service providers will still conduct risk-sensitive basis tests and the financial intelligence unit will still be stressed when national authorities conduct on-site inspections. The UK National law is another challenge that most fintech companies are working on. As the UK is outside the European banking authority since the Brexit, the new EBA directive is not applicable. The 5th Directive of 2018/843 is currently being implemented in the UK.

How to detect money laundering?

To detect money laundering you can use InvestGlass transaction automation. It will help you to monitor, in real-time, all your client’s transactions, and cross them with the data of the financial intelligence database. The intelligence behind automation can be setup by your compliance team without any programming knowledge. Illegal activity can be spotted, the machine will identify funds behavior, then send a message to your colleagues.

AML LCB FT measure can be used on new and existing clients. Internal controls are connected to the InvestGlass approval process and task management to develop a common understanding of what the risk-based approach involves when financing operations or any business relationship you will carry.

Is the information collected secure?

For InvestGlass, information storage quality is a priority. Our servers are hosted on bank-grade servers. By default, InvestGlass servers are hosted in Switzerland in two sites. You can also ask InvestGlass to be hosted on your servers. For more information please contact us.

InvestGlass is also subject to Swiss data protection and European GDPR. GDPR is a regulation in the EU in response to the UK’s Data Protection Act 1998. It strengthens EU data protection rules by giving individuals more control over their personal data, and establishing new rights for individuals. Credit institutions and banks care about GDPR because of the risks associated with non-compliance, including significant fines.

green trees on mountain under white clouds during daytime

New ideas in combating money laundering?

  1. The first step is to make sure that you eliminate high-risk third countries and that you collect quality statistical data.
  2. The second step is to build a good risk assessment process where you can open bank accounts easily and eliminate terrorism, fraud, and organized crime easily.
  3. The third step is to automate anti-money laundering and terrorist financing with the CRM automation. If the business fails to verify the identity of a client with reasonable certainty it will not establish a business relationship or proceed with the transaction.
  4. The fourth step is to setup a smart connection to an approved local ID check to identify the person or company
  5. The fifth step is to build the onboarding forms, connect to the API with respect to your risk-based approach, spotting the beneficial owner clearly
  6. The sith step is to update your AML CFT, AML LBC FT on a monthly basis to make sure that your process is respecting technical standards
  7. Last but not least, setup the automation for reporting suspicious transactions

InvestGlass CRM and KYC remediation tools are built to help any financial system. InvestGlass has been built for the financial sector and can be adapted to any industry. Investment firms will appreciate that InvestGlass is hosted and incorporated in Switzerland.

InvestGlass beneficial owners are Swiss which is another security for most financial institutions looking for a non US ownership. We are updating the InvestGlass AML template to help build modern credit institutions, modern neo banks, and more.

woman holding black smartphone near silver macbook

InvestGlass offers connections to multiple electronic identification fintech including ONFIDO, Basis ID, Credas and more. Those solutions are adapted to electronic money issuers and crypto broker-dealers too. Combating money laundering is easier thanks to those amazing Fintech solutions.

InvestGlass risk assessment machine is flexible which is great for financial institutions’ operations in a variety of financial sectors. Then the AML CFT process will be adapted to fit your regulatory technical standards.

Get started today with InvestGlass CRM and automation

LCB FT, lutte contre le blanchiment des capitaux et le financement du terrorisme

55 Iconic Company Slogans and Taglines

What do Wendy’s “Where’s the Beef?” commercial and Nike’s “Just Do It” have in common? They’re both iconic company slogans and taglines that have been ingrained in our culture over the years. Slogans are a very important part of a company’s marketing strategy, as they can help create brand awareness and differentiate a company from its competitors. In this blog post, we’ll take a look at 55 of the most iconic company slogans and taglines ever created. So sit back, relax, and enjoy!

three women walking on brown wooden dock near high rise building during daytime

Here you will find some cool ideas and brand’s name.

Just Do It         Nike

The Best a Man Can Get         Gillette

Think Different            Apple

America Runs on Dunkin’       Dunkin’ Donuts

I’m Lovin’ It     McDonald’s

Think Outside the Bun            Taco Bell

Think Big         IMAX

Taste the rainbow       Skittles

Red Bull gives you wings         Red Bull

What’s in your wallet?            Capital One

The Quicker Picker Upper       Bounty

Shave Time. Shave Money.     Dollar Shave Club

Fly the friendly skies   United Airlines

Have it your way         Burger King

All for Freedom. Freedom for All.      Harley Davidson

Quality never goes out of style.         Levi’s

Live in your world. Play in ours.         PlayStation

The Happiest Place on Earth  Disneyland

Eat Fresh         Subway

Belong Anywhere       Airbnb

I want my MTV!          MTV

Open happiness          Coca-Cola

Because you’re worth it         L’OREAL

Is it in you?      Gatorade

Can you hear me now?           Verizon

Diamonds are forever De Beers

Everywhere you want to be   Visa

It’s finger-lickin’ good KFC

Gotta catch ’em all!    Pokemon

The Ultimate Driving Machine           BMW

You’re in good hands  Allstate

Save money. Live better.        Walmart

Impossible is Nothing Adidas

King of Beers   Budweiser

It keeps going, and going, and going…           Energizer

Go Further      Ford

When you care enough to send the very best           Hallmark

Obey your thirst          Sprite

Have a break. Have a KitKat.  KitKat

Where’s the beef?      Wendy’s

Don’t leave home without it  American Express

Let’s go places Toyota

Challenge everything  Electronic Arts

Snap! Crackle! Pop!    Rice Krispies

We try harder Avis

How do I choose a slogan for my business?

There is no one-size-fits-all answer to this question, as the best slogan for your business will depend on factors such as your industry, target market, and company values. However, there are a few general tips you can follow to create an effective slogan for your business:

Keep it short and sweet

Consistent — use it everywhere, really

  • Make it catchy and memorable
  • Align it with your brand identity
  • Think about what makes you unique
  • Brainstorm with your team
  • Get feedback from customers and employees

Different — Differentiation

This will be key to your business. A slogan should communicate what makes your company unique and better than the competition. The best slogans are short, sweet, and to the point. Keep your slogan under 10 words for maximum impact A catchy slogan will stick in people’s minds, making it more likely

Timeless — For the future

You want a slogan that won’t date as your business grows and evolves. Avoid using trendy slang or references to current events, as these will quickly make your slogan feel outdated. For example, “We’re the Uber of XYZ” might be popular now, but in a few years, it will be meaningless.

Brand identity is about values and personality. Your slogan should reflect these and help you connect with customers on an emotional level. Consider your company values, such as creativity, trustworthiness, or innovation; and how you want people to view your brand in the marketplace

The values will be shared among your staff and customers, so it’s important to involve them in the brainstorming process. You could even consider conducting a survey or holding a slogan contest to gather ideas and feedback from your network.

This branding will be added to your communications. For example, your slogan will appear on your website and social media channels, as well as on marketing materials like brochures, packaging, ads and more.

So if you’re looking for a powerful email marketing tool that can help connect you with your customers and boost sales, look no further than InvestGlass.

InvestGlass offers a powerful email marketing tool that helps you connect with customers and promote your brand. With our easy-to-use platform, you can create beautiful emails that are personalized and relevant to your audience. Plus, our team of experts can provide guidance and support to help you get the most out of your email marketing campaigns.

Get started with InvestGlass today!

company slogan, email marketing

people seated on table in room

How To Build An Employee Portal

In this article, you will find all the best lessons we learned about building employee portals. Would your company be a small or large size, you will always find with InvestGlass the best way to collect the top and share content with your employees You will appreciate that InvestGlass embeds a customizable onboarding process form builder.

An employee portal is made for all the members of your team to access the information they need inside or outside the office. InvestGlass is a great platform for sharing the top content and organizing it in a simple way without losing any of its quality.

When employees will start working for your company they will share with you their personal data including ID Card. The employee portal it’s a great way to stay up-to-date on company events, happenings important information, and much more. We will describe the different steps used to engage your employees in a digital platform. Even for small businesses, the client portal will be helpful to collect relevant content.

How To Build An Employee Portals?

1. Identify the purpose of your company’s employee portal.

All companies should understand clearly what an employee portal can do for them. Here we will showcase some goals our clients are looking to achieve there in their employee portal:

  • To modernize operational activities such as data collection with digital forms.
  • Invite teams to collaborate securely with common share files
  • Encourage social activities such as charity and increase social engagement with campaigns
  • Centralize in few seconds enterprise-to-employee communication

The platform is used to collect tasks and make sure your employees will understand the company goals. As the platform is fully modular you will have multiple collaboration options. Anyone in the company can pilot the portal and no IT skills are needed to customize your employee portal. This means that anyone in the HR department will be able to customize the portal to collect documents and build in value centric workplace.

The portal is also connected to the CRM as well as desk automation. Task automation and approval process will facilitate the HR department’s day-to-day job as well as travel request pulling.

2. Define your requirements.

A company is a one-team job, therefore, it is important to collect all the information in one place. An employee portal is a fantastic way to bring all users into the same technology.

The portal is in a way a social engagement tool so it is important that you pull in all the information in indemnifying employees’ needs and preferred features. On special occasions like Christmas, you might find it useful to push company events in priority.

3. Determine the employee portal design.

The portal is fully customizable so you can bring into the portal your own logo, colour and verbiage. It’s important to extend your company branding to the portal. The portal is part of your brand identity. You can manage modularity based on tag and team groups. Creating a simple intranet is extremely easy. The portal can be embedded inside your website.

There are several crucial design aspects InvestGlass team recommends for optimal success:

  • Segment your portal in team groups, such as by line of business, and workgroup.
  • Showcase document management, event management, corporate fairs, creating communities, social connections, internal job postings, company policies and procedures, workflows, corporate responsibility offerings, new products, and more.
  • Include chat rooms
  • Show videos with company culture

Your employee portal should have HR information on the site such as company policies, corporate rules, and business expectations. Therefore the portal should also reduce phone calls and emails to the HR department. New employees will enjoy finding all information into an online portal and not a thick pack of paper.

Your portal should also be visually beautiful and engaging. As a digital workspace for your employees, it should joyful and show company news.

With InvestGlass files and folder recording, documents will be tagged a distributed based on their importance. You will keep all documents properly tagged and structured into a safe employee portal software.

We advise you to encourage your employees to fill out personal profiles so other employees with InvestGlass FORM.

4. Assign employees to appropriate roles.

InvestGlass portal is offering a sophisticated “who sees what” system. This means that the human resources departments will be able to track which information is visible from which department or employee. This feature could be a nice to haves for a small company but a must haves for large organisation.

5. Should you search the market for a suitable solution or build it in-house document management?

Medium and large-size companies love to be engaged in ambitious project management. Building the best employee portal is not something you will create out of the blur. With the portal that we are offering at InvestGlass, it is extremely easy to create your own customised experience. And you will find that it’s actually easier to purchase a solution that you will motivate them to build it from scratch.

woman in beige, gray, and red sweater holding silver tablet computer

5 Employee Portal Features To Look For

Your portal should be user-friendly so try to limit the content as you wanna a portal that will be employee self-service ready. You have to encourage employees to go and find information by themselves. Employees have to find the information they need in less than two clicks.

2. Blog

The blog is a great way to share content but some employees could prefer videos. We suggested to several clients to use Videoask to share great content in an interactive way.

3. Helpdesk

Employees can have technical issues and questions which need to be answered quickly. The HR and IT departments can implement a ticketing system within the employee portal to give employees a place to seek technical help.

4. Mobility

The portal is fully compatible with tablets and smartphones. Your employee portal is suitable for mobile use as an app. Business is on the go so your event boards will be visible on your teams’ smartphones.

5. Gamification

Gamification in the company aims to bring some healthy competition and fun into the workplace. It is a good way to keep employees fully engaged with their work. You can add some features such as quizzes, surveys, and voting polls to make the portal more interactive.

men playing cornhole boards

5 Tips To Optimize Your Company Employee Portal

1. Include a frequently asked question area.

FAQ are essential for any company employee portal as it helps to reduce the number of calls and emails to HR. By creating an FAQ section, you create a space where employees can go to find answers without having to contact support. Another great way to optimize your employee portal is by finding out what features or content.

Answering these questions takes up precious time from HR personnel and coworkers who should be concentrating on their own jobs. One way to make it easy for employees to access resources and information is by automating tasks and processes within the employee portal itself. For example, you can use an applicant tracking system to track job applications.

2. Organise the portal.

Keep it stupid simple. It’s better to show less information than to overwhelm employees with tons of information. You can organize the portal by department or content type to keep things organized and easy to browse and navigate. One way to encourage employee engagement on your company’s employee portal is by adding interactive features such as polls, surveys, and quizzes.

3. Make the portal personal.

The primary purpose is to help employees connect and stay in touch. We recommend spotlighting employee success stories, complete with pictures of and quotes from the employees. Employee success stories could be featured in several different areas of the portal, such as on the landing page or within an employees’ newsfeed.

4. Ensure the portal is easy to browse.

Keep it simple, with clean interfaces. Employees should be able to fully familiarise themselves within the first few uses.”

5. Promote the company’s values and purpose.

You certainly heard about WHY WHAT HOW from Simon Sinek. And it’s just the same for your company employee portal. You have to know WHY you’re building a portal and what it is for. By promoting the company’s values and purpose, not only will employees be more engaged on the portal, but they will also feel more invested in their work. Always show the company values through content, features, and design, and you will create a portal that employees are proud to be a part of.

Your search for an employee portal is already over—check out InvestGlass.

InvestGlass is your all-in-one employee portal that combines communication, event management, task management, and file sharing together to help your team reach optimal productivity levels.

You will find all the tools you need to build a powerful collaboration portal. The portal is hosted in Switzerland or in your own service – premise. Most companies will go with the Swiss cloud but you can decide to host it on your servers if your hr policies are more protective.

InvestGlass technology is fully customizable to suit a variety of needs.

With InvestGlass, you can:

  • Store and share files in a secure location, and complete their automatic version control and digital forms.
  • Leverage the approval process and travel request tools to reduce email exchanges
  • Manage and assign tasks for different members of the team, and track them
  • Create customized workspaces and take into account each team’s projects
  • Name check against AML KYC database such as ONFIDO

To create a perfect productivity platform, our specialist team will help you to navigate into InvestGlass options and tools. Our team will offer several examples of intranets we built with sophisticated access policies. Get ready to harvest digital benefits. Are you ready to try the platform your HR managers will love?

Start your free trial of InvestGlass today.

assign goals, CRM for employee, employee portal, new employee onboarding portal

Alexandre Gaillard CEO InvestGlass Presenting InvestGlass Vision and Purpose

InvestGlass Vision and Purpose

The purpose of InvestGlass is to automate sales and compliance.

IvestGlass is #1 Swiss CRM software built for banks and marketing automation

Investglass is the only sales automation tool built in Switzerland and hosted on a Swiss cloud the company is owned by a Swiss private family. This makes this CRM software the most unique solution for banks cautious about data privacy.

Investglass is built with five pillars Deshaun boarding, a full flexible customer relationship management software or a CRM, a sophisticated portfolio management tool, a powerful marketing productivity tool, and an engagement portal to help you build and design the digital experiences you need to come here 2022.

Today we will show you successful use cases inside your sales productivity cloud the first is a lead generation and account opening. The second is investment solicitation and customer retention point. Then the KYC remediation tool.

Try InvestGlass Today

Add Colors and Branding to InvestGlass

Get the most out of your client portal with InvestGlass. Enjoy complete customization options so you can make your portal work best for you and your business. Plus, our easy-to-use tools make it simple to get started. So why wait?

InvestGlass is a powerful investor portal that provides real-time data and analytics to help investors make better decisions. However, the investor portal lacks color and branding. Adding colors and branding to InvestGlass would give it a more professional look and feel, and would help it stand out from other investor portals. The colors should be designed to represent the brand’s identity, and the branding should be consistent with the company’s marketing materials. In addition, adding colors and branding would also help to remind investors of the company’s name and logo, making it more likely that they’ll remember InvestGlass when they’re looking for an investor portal.

Change Portal Branding for your customers and employees

InvestGlass is employee portal software that provides a central location for employee communications and collaboration. The software includes a variety of features, such as a news feed, memos, task management, and file sharing. Although the software is functional, it lacks branding and personality. Adding colors and branding to InvestGlass would give the software a more polished look and feel. It would also make it more recognizable and memorable for employees. In addition, colors and branding can help to convey the company’s culture and values. By adding colors and branding to InvestGlass, businesses can create a more engaging employee experience.

Portal branding is the process of creating a unique identity and voice for your website or online community. It’s about more than just choosing a color scheme and logo – it’s about creating an emotional connection with your audience.

There’s no one-size-fits-all answer to this question, as the most important branding steps will vary depending on your goals and target audience. However, in general, the following five steps are often critical in successful portal branding:

1. Define your branding goals

In order to create a successful brand, you need to first define your goals. What are you trying to achieve with your branding? Are you looking to build awareness of your business? Drive traffic to your website or physical location? Increase sales? Once you know your goals, you can begin to develop your brand strategy. This will involve creating or refining your logo, developing key messaging, and creating a visual identity that reflects your brand. With a clear goal and strategy in place, you can begin to execute your branding plan and start achieving your desired results.

2. Understand your target audience

No matter how great your service or product is, it won’t be successful unless you’re marketing it to the right audience. That’s why it’s essential to take the time to understand your target audience before you start promoting your business. Who are they? What do they need or want? What are their pain points? Once you have a clear understanding of your target audience, you can start crafting your marketing messages to appeal to them directly. And that’s when you’ll start seeing real results. So don’t skip this crucial step – take the time to get to know your target audience and you’ll be on your way to success.

3. Create a unique identity

Your business’s identity is more than just your logo. It’s the overall look and feel of your business, from your website and social media platforms to your physical location and marketing materials. And while it may seem like a daunting task to create a cohesive identity, it doesn’t have to be. The first step is to define your brand personality. What are the values that you want your business to represent? How do you want your customers to feel when they interact with your brand? Once you have a clear idea of your brand personality, you can start to choose colors that reflect those values. For example, if you want your brand to be seen as trustworthy and reliable, you might choose shades of blue or green. On the other hand, if you’re going for something more energetic and fun, brighter colors like yellow or orange might be a better fit. The important thing is to be consistent with your choices so that your customers will always know what to expect from your business.

InvestGlass Swiss CRM
InvestGlass Swiss CRM

4. Build an emotional connection

In order to build an emotional connection with customers and investors, businesses need to focus on creating a strong brand. A brand is more than just a logo or a name- it’s the emotional core of a company, the values that it represents. When customers feel strongly about a brand, they become loyal advocates, spreading the word about the products or services. And when investors feel emotionally connected to a company, they’re more likely to give it their financial support. So how can businesses create a strong brand? By communicating their unique story in a way that resonates with customers and investors alike. By staying true to their core values, even when times are tough. And by always putting the customer first. When businesses focus on creating an emotional connection, they build loyalty, trust – and ultimately, success.

5. Promote your brand

InvestGlass is excited to announce our new client portal where you can easily access your account information and act on it with a click of a button. The portal has been designed with the modern investor in mind and we are confident you will find it easy to use. Furthermore, the portal is mobile responsive so you can access it from anywhere. InvestGlass’s mission is to provide the best possible experience for our clients and this portal is another step in that direction. We believe that by making it easy for our clients to stay informed and take action on their accounts, we are helping them to achieve their financial goals. Thank you for being a part of InvestGlass and we look forward to continuing to serve you in the future.

Creating a strong brand for your website or online community is essential if you want to stand out from the competition and build a loyal audience. By taking the time to define your goals, understand your target audience, and create a unique identity, you can begin to build the emotional connection that will make your brand successful. And don’t forget to promote and automate!

Sign up today and see the power of InvestGlass in action.

branded investor portal, employee portal branding

It’s Show Time at Finovate London


Join us March 22-23 at Finovate London – 20% off with code FKV2432TFEU

What we will introduce at Finovate?

Hybrid onboarding
Mortgage & credit card onboarding,
360° client portal,
Live cryptocurrency brokerage solution,
Automated advisory and campaigns compatible with MIFID & LSFIN,
Private Equity data room.


We love Finovate – it’s a show we have been attending multiple times. Finovate is a unique event that showcases the latest and greatest in financial technology. This year’s show is no different, with an amazing lineup of companies demonstrating their innovative products and services.

Finoave is London is just the place to be in March

If you’re in the London area, be sure to check out Finovate this week! You won’t regret it – there’s something for everyone at this event. This event presents the latest innovations in financial technology. Whether you’re a financier, banker, or just plain interested in the world of money, this event is for you!

Finovate is great because it’s a place where you can meet VC and cutting-edge fintech. It’s a full short-form demos format and it’s two days long. If you’re looking for a place to network with the who’s-who in fintech, this is it! We highly recommend attending Finovate if you have the chance – it’s definitely one of the most interesting and unique events in the financial world.

Financial and banking technology

Digital demos are the best way for CTO to check what is inside the fintech customer journey. It’s also the first step to build successful partnerships and create advocates. The event will last two days in London O2 at Intercontinental Hotel.

Financial institutions can ask InvestGlass real demo or short-form demos. During these presentations, we will shore a more inclusive financial ecosystem concept, including open banking. Open banking is the term used to describe a system of enabling third-party providers to access bank customer data, using application programming interfaces (APIs).

The idea is that this will allow customers to share their data with trusted third-party providers, such as price comparison websites, who can then use it to offer more personalized services. Get the latest ideas for your future product roadmap and strategic planning!

Ver your ticket now !

photo of man swinging golf driver

Want to close more deals? This is sales rep advice

Closing is so crucial (but shouldn’t be difficult) for any sales rep

Close-in is crucial and any sales rep should be able to do it without too much difficulty. However, what’s the best way to close a deal? What’s the question you need to ask in order to seal the agreement?

Your sales should have the right tool which is to build the buying persona first. This will help identify their needs and wants.

From there, you can develop a strategy on how to close the deal. It’s important that you are aware of their buying process and when is the best time to make your offer. Customers are not approaching the sale the same way. Some are very analytical and need a lot of information before they make a purchase. Others are more emotional and might buy based on their gut feeling.

Understanding their persona will help you develop the right strategy on how to close the deal. When you know what is important to them, it’s easier to find the right words to influence their decision.

Asking the right questions will be different for each person and business. You have to make sure that you are soon identifying the right decision maker. Once you have, it’s time to ask the question that will get them to close the deal.

man sitting on gang chair with feet on luggage looking at airplane

What question works best for you?

There’s no one-size-fits-all answer for this question, as each sales situation is different. However, there are a few general tips that can help you close more deals.

When should sales reps ask open-ended questions?

For some reason, they don’t know how often they need to be asked these questions. Obviously, open-ended questions are important during the entire purchasing cycle. Open-ended questions are also important when the client says something like, “I’m not sure. Can you tell me more about that?” or “Can you give me an example?”

These questions help to get the client talking, so you can understand their needs and wants. Sales reps should also ask open-ended questions after they’ve presented their product or service. Open-ended is always increasing the risk as some decision-makers appreciate that you offer a detailed process. Open-ended questions can have negative consequences. Some decision-maker can be also looking to understand your ethics committee… Well, then you should make sure that your sales rep are transparent if you don’t have one. Remember the best answer could be asking more questions.

Make sure they understand the value of the transaction. It’s important to make sure that the pricing negotiation won’t last too long.

When deals require legal or tax advice, make sure that this is set a prerequisite in your common sales cycle. Some companies might not have enough knowledge on the sales cycle and be afraid to ask for the sale legal aspects. The legal step of the sales process could become your own major red flags. If this is a key element, make sure that they have a good idea to move forward quickly.

Why don’t they sign the contract? Is that enough time to make a decision?

Signing a contract is often a complex decision for large companies as they need to align numerous stars: a budget, an project authority, a timeline, and a roadmap. Budget is often the main issue. Sales reps should be prepared to answer critical questions about their product or service.

Remember that price is not the only factor that decision-makers consider when making a purchase. They also need to make sure that the product or service meets their needs and fits into their budget.

Sure your prospect is interested by your solution – are you talking with the right stakeholder? Is you contact a trusted advisor in the company? Will this trusted advisor share pain points? Companies are often sharing NDA ‘s, non-disclosure agreements, which could prevent you from getting to the right decision-maker.

Non-Profit-CRM

How to close the sales process?

We have a roadmap of steps for closing the deal. Get the prospect to talk more, and dig deeper. Potential customers are looking for an answer to their business problem. You should be ready for with a follow-up questions script. Don’t rush to quick to the budget question. However, your sales rep should present with transparency the cost of building the solution with you. Most salespeople will be looking for an assumptive close.

The real close – it’s money on your bank account… delivering benefits and focus on the prospects’ priorities is the best way to build a trusted dialogue and discover major reg flags. Never forget that your sales rep could need some automation to facilitate business repetitions.

Get personal, most people hate sales pitches. So, get to know about their family. What is their favorite food? Favorite drink? What’s their favorite hobby? Golf anyone?These personal questions help to build trust and make the sale much easier.

photo of man swinging golf driver

Never tell a prospect that previous solution s….ck. The conversation should be joyful, professional and make sure your sales are recording everything into your CRM with contact reports. Instead, make them talk bout the last time they made a purchasing solution like yours.

As the COVID19 pandemic is changing the behavior of your sales, you will find that virtual close is now widely accepted. Confident signing my require a physical meeting. The closing conversation is sometimes seen as a management success for large companies so the sales process could turn into a party, a sales honeymoon at least until you start delivering, building the solution.

How do you approach customers’ closing process?

Get your customer talking more and dig deeper. When you understand their persona, you can develop the right strategy on how to close the deal. Ask the right questions that will get them to close the deal.

A potential customer will be looking for an answer to their business problem. You should be ready with a follow-up question script. Don’t rush to quick to the budget question. However, your sales rep should present with transparency the cost of building the solution with you. Most salespeople will be looking for an assumptive close.

Decision-making process will require some new steps, like getting the final approval from other stakeholders.

man in black sweater using macbook pro

Why a CRM is a must have for closing deals?

CRM are used to record all customer interactions, including the contact information, the date and time of the interaction, the details of the interaction, and any follow-up actions that are required. A CRM can help you keep track of all your leads and customers, as well as all your interactions with them. This will help you to better understand your customers and their needs and facilitate purchasing decisions.

Is there any reason, if we gave you the product at this price, you wouldn’t do business with our company? “ This right here is the ultimate soft-close sales closing question.

Sales people appreciate those tools are they will present negative consequences and attract more business.

Let’s start today with InvestGlass CRM the only CRM hosted in the heart of Europe, Switzerland powered with automation you sales people will love!

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What are marketing campaigns?

What are marketing campaigns?

Do you remember the last advertising campaign that you saw? Maybe it was for a new product release from your favourite company or an upcoming sale at your favourite store. Whatever the case may be, marketing campaigns are a big part of most businesses. But what ARE marketing campaigns? And how can you create one that will be successful for your business? In this blog post, we’ll answer those questions and more! So keep reading to learn all about marketing campaigns and how to create your own.👇🏼

What are Marketing Campaigns?

First it’s important to understand what are your KPI. KPI is an acronym that stands for key performance indicators, which are the specific measurable goals that you want your marketing campaign to achieve. Once you know what your KPI is, you can start to design your marketing campaign around it.

There are many different types of marketing campaigns that you can create, but the most common ones are:

Measure success is important because it determines whether or not the campaign was successful. The most common ways to measure success are:

So, now that you know what marketing campaigns are and how to measure their success, it’s time to start creating your own! But before you do, there are a few things that you need to keep in mind.

Marketing campaigns are a series of marketing activities that are planned and executed together to achieve a specific goal. That might sound a little confusing, so let’s break it down. It’s important to look into other companies marketing for new ideas. Any small business can create a short video and start high contrast message.

Targeting the right audience will be a challenge for new companies. There are three main types of marketing campaigns: brand awareness campaigns, lead generation campaigns, and sales or conversion campaigns. To increase sales marketing campaign, use a CTA or Call to Action.

Brand awareness campaigns

Brand awareness campaigns are designed to increase awareness of your company and its products or services. They typically involve advertising and public relations efforts, such as TV commercials, radio ads, newspaper and magazine ads, website banner ads, and social media posts.

Lead generation campaigns

Lead generation campaigns are designed to generate leads (i.e., potential customers) for your business. They typically involve marketing activities that encourage people to provide their contact information, such as subscribing to a newsletter, filling out a form on your website, or calling you to schedule a consultation.

Conversion campaigns

Conversation campaigns are designed to encourage people who have expressed interest in your products or services to buy them. They typically involve email marketing, paid search engine advertising, and retargeting.graTA business could run campaigns that

Targeting an audience can be a very expensive job. I remember buying expensive add words, going to Linkedin or Facebook clueless about my audience. Yes, an ad agency would have been welcomed … but it’s entrepreneurship right?

Successful marketing campaigns with digital channels

Digital channels are the various ways that you can communicate with your customers and potential customers online. They include websites, social media platforms, email newsletters, and paid advertising campaigns.

Audience’s attention is constantly changing so it’s important to keep up with the trend.

When planning a marketing campaign, you need to consider which digital channels will be most effective for reaching your target audience. You also need to think about what kind of message you want to send and what call to action you want your audience to take.

Search engines can help you to spot target market interest by searching words and analyzing them on Google Search Console or Semrush. Those tools will help you planning stage. Successful campaigns on the internet should have also clear call to action like “subscribe”, “download” or “shop now”. Digital is different from print advertising because people can take action immediately.

Email marketing can be very effective if you have a database of potential customers or if you’re running a lead generation campaign. You can use email to send out newsletters, product information, coupon codes, and special offers. You can also use it to cultivate relationships with your customers and potential customers by sending them personal messages.

How to Run a Successful Marketing Campaign

To run a successful marketing campaign, a business should take the time to plan extensively. First, you have to make a difference between your prospects and your loyal customers.

Prospects are individuals who have not bought anything from you, while customers are individuals who have already made at least one purchase. Once you’ve identified your target audience, you need to come up with a messaging strategy that will resonate with them. Your messaging should be clear, concise, and relevant to your target audience.

Small businesses have big potential

Small companies don’t have the same issues as large coca-cola like companies. They can easily increase brand awareness with A/B testing. With InvestGlass digital forms, you can build in less than 10 minutes a web form to collect leads information or ask questions in the form of a test. Drive engagement is made easy with simple and short questionnaires.

You can also add those web forms inside your blog and website where you grab attention. Online marketing is a great way to start small businesses because it’s affordable and measurable. Once you’ve developed your messaging, you need to create a plan for how you will execute your campaign.

Useful Tools for Marketing Campaigns

With InvestGlass we built a unique all-in-one tool. You will find a fully customizable CRM. A CRM is a system that helps you keep track of your leads and customers. You can also use it to store your customer’s contact information, purchase history, and other important data. The web forms are then connected directly to the CRM to collect information with no code, no paper…

Then sales reps can select the audience they want to target, the products they want to promote, and then add those contacts into a list – campaign list. The campaign is set with a pipeline, a stage, and a default form if you wish to use the campaign tool for systematic telephone interaction.

SMS and marketing campaigns

SMS is very useful too to reach your customers. You can use SMS for notifications (payment, delivery, reservation…), for marketing or for customer retention. Depending on the country where you operate you might need some special authorization to use SMS. We have built great examples of SMS marketing with banks and KYC remediation companies.

More customers appreciate having an SMS instead of an email. Plus email can be lost in the SPAM folders. Not everyone can have access to email but everyone will have access to s SMS.

person writing on white paper

Email and your marketing teams

With the COVID situation, social distancing made email a core tool for marketing campaigns and KYC remediations. Email is an easy way to send messages for a loyalty program, pride month, or event marketing for instance. With the InvestGlass form, you can send the individual form with password protection to make sure that it will be the right contact opening the right form. This tool is extremely powerful to build an effective marketing campaign. The message is obviously longer than a simple SMS. Furthermore, you can add “canned” variables inside the email. Then emails are customized with fields you previously collected… dear Mr… dear Mme… your business #… this is what we call user-generated content.

Campaigns are not solely reliant on advertising and can include demonstrations, video conferencing, and other interactive techniques. Elements can be added into your emails.

Make sure that you have the right strategy with your email as your ranking can be reduced with direct mail that would be considered by the algo spams. Make sure that you target current customers with full GDPR authorization.

Phone and marketing strategy

When your intended audience represents a complex process, share a limited edition opportunity or you want to make sure you will provoke positive emotions, then you will go for the phone solution. InvestGlass is working with VOIP tools like Aircall, Skype, Genesys. The tools are directly connected to InvestGlass CRM which means that interactions are recorded inside a contact report. This is very handy to calculate the return on your marketing costs.

A good campaign gets people talking. We suggest you add with bespoke button and digital forms a ready-made questionnaire. Those questionnaires can drive buying decisions with the pre-built sales processes and pitches.

In conclusion, don’t limit yourself to one channel, multiply distribution channels to reach a wider audience, and make sure that your message will deliver compelling experiences.

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Robotic process automation is a must in 2022

Robotic process automation is a term for software that can partially or completely automate the work of a human. It is related to artificial intelligence and machine learning, which are other terms used to describe computer systems that can learn and work on their own, without being explicitly programmed.

Automating email marketing is a great way to improve campaign efficiency and increase ROI. It’s no secret that automating routine tasks can help you focus on more important things, but what about marketing? Is automating email marketing a good idea? The answer is a resounding yes! InvestGlass CRM will help you with reporting tools to measure the success of your marketing campaign. Marketing efforts, but the campaign itself would retain that one sole purpose of generating leads, and that one sole purpose only. 

Key performance indicator of a marketing campaign

A key performance indicator (KPI) is a metric used to evaluate the success of a marketing campaign. There are many different KPIs that can be used, and the ones you choose will depend on your goals for the campaign.

Some examples of KPIs that could be used for a marketing campaign include:

  • Number of leads generated
  • Number of sales made
  • Number of new customers acquired
  • Increase in brand awareness or reach
  • Increase in web traffic
  • Mobile devices connection
  • Existing customers visit
  • Search results increase
  • Pay-per-click ratio
  • Organic Traffic Conversion
  • User engagement in minutes
  • Funneling brand awareness on a specific product- more complex to track

Examples of Good Marketing Campaigns

Good marketing campaigns will first address customers’ problems. Therefore your message has to be simple and direct. Make sure that this little sentence, this image or video will perfectly serve your campaign’s goal. The campaign goals should align upward with the overall company goals

A new concept can be tested with an A/B strategy but your should make sure that you will reach your ultimate goal. Therefore you should conduct market research before you shoot.

If you are pushing a new product, fund, bank, or product launch campaign is a question of calendar and agenda. You have also to make sure that you will contact with public relations campaign specialist and journalist.

Final Thoughts about the best marketing campaigns

If you’re ready to take your business to the next level and start leveraging all of the amazing marketing tools that InvestGlass has to offer, then sign up for a Swiss Cloud account today. Our team is standing by to help you get started and make the most of our platform. With everything from lead management and tracking to social media monitoring and content optimization, we have everything you need to turbocharge your digital marketing strategy. So what are you waiting for? Start your free trial today!

Aircall VOIP, Genesys VOIP, SMS automation, what is marketing campaign

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Best Salesforce alternatives for 2022

CRM are built for managing customer relationships. They can help your organization manage sales, marketing, and customer service activities. Most CRMs include features like contact management, lead management, opportunity tracking, task management, and reporting.

Salesforce and Microsoft Dynamics is the most popular CRM on the market today. But there are a number of Salesforce alternatives that offer similar or even better. We are going to list here some CRM with their pro and cons.

Best Salesforce alternatives for 2022

  1. InvestGlass
  2. Zoho CRM
  3. Insightly
  4. HubSpot CRM
  5. Freshworks CRM
  6. SugarCRM

1. InvestGlass as customer relationship management software

InvestGlass

InvestGlass

This web-based sales CRM is #1 Swiss CRM hosted and designed in Switzerland. The solution gathers digital onboarding tools, a flexible CRM built for financial professionals, a portfolio management tool you can connect to banks, marketing automation and client portal.

InvestGlass CRM is a good solution for small and medium-sized businesses. It has a simple and intuitive user interface, good customer support, and a wide range of features. The downside is that it’s not as popular as some of the other CRMs on this list, so there may not be as many people to help you learn how to use it.

InvestGlass Digital onboarding is flexible web forms that speed up your customer onboarding process. With these forms, you can easily request all the required information from your new customers and automatically import it into your CRM.

InvestGlass marketing analytics will help you to track all your digital marketing campaigns and measure their success. You can connect to your Google Analytics account and get all the data you need in one place.

InvestGlass CRM is a good solution for financial professionals who want to manage their customer relationships, portfolios, and finances in one place. The portfolio management tool is also made to manage crypto wallets and smart contracts. The machine is connected to multiple brokers and tools to make sure that your operations will be safely recored.

InvestGlass sales automation will help you to follow up with your leads and close more deals. It includes a wide range of email templates, automatic lead scoring, and lead routing.

2. Zoho CRM

Zoho CRM

Zoho CRM encompasses lead management tools you need to track sales.

Their real-time tracking keeps your entire sales team on task. This system will help sales rep to organize a CRM for small businesses. It has a simple and intuitive user interface, good customer support, and a wide range of features. The downside is that it’s not as popular as some of the other CRMs on this list, so there may not be as many people to help you learn how to use it.

Zoho is not hosted on Swiss servers and the setup is not sufficiently customizable for a complex sales cycle. Lead generation is collected and you can easily create a simple sales funnel. Salesforce competitors might do a better job with Zoho. The free user version is limited to three users. It’s a versatile tool with simple sales tools.

3. Insightly

Insightly

Insightly is an all-in-one CRM solution that incorporates marketing, sales, projects, and more. This solution office sales forecasting tools and social media tracking. It also offers a Gmail extension and an Outlook add-in.

Insightly is a good solution for small businesses that want to track all of their activities in one place. It has a simple and intuitive user interface, good customer support, and a wide range of features. The solution is also useful for pipeline management as it has built-in forecasting tools. The downside is that it can be expensive for larger businesses, and it’s not as popular as some of the other CRMs on this list, so there may not be as many people to help you learn how to use it.

4. HubSpot CRM

HubSpot CRM

HubSpot CRM offers a completely free plan but the nice features and in paid plans. Sales productivity will boost with this CRM. Spot CRM is a good solution for small businesses that want to track all of their activities in one place. It has a simple and intuitive user interface, good customer support, and a wide range of features. The solution is also useful for pipeline management as it has built-in forecasting tools. The downside is that it can be expensive for larger businesses The solution is like Salesforce a US-based solution.

They are well known for their email marketing and free version. Spot CRM integrates with a number of other HubSpot products, including HubSpot Marketing, HubSpot Sales, and HubSpot Service.

The free plan offers unparalleled value. You can store up to 1 million contacts, and you’ll get unlimited users and storage. You’ll also save money and time on training since the platform is user-friendly and easy for staff to learn — which will get your business up and running faster. Key features are very easy to use but flexibility is less important than other CRM.

5. Freshworks CRM

Freshworks CRM

Freshsales is a great CRM for small business. Freshworks offers a 21-day free trial so you can determine if it’s right for you. You will find in this solution a great sales intelligence dashboard. The solution is also easy to use on a mobile access. The free support will be appreciated. Linkedin sales navigator can be connected to the CRM. This is a serious salesforce competitor and perfectly built for sales pipelines and contract management.

Freshales is good CRM for sales teams that want to focus on activities that result in closed deals. The solution is easy to use and has a simple user interface. It also offers a number of integrations, including Google Apps, Zapier, and more

6. SugarCRM

SugarCRM

SugarCRM is a cloud-based platform that offers everything from sales and automation features to account management and customer relationship management. Email marketing is well built and easily connected to the sales pipeline. Sales reps will like the Campaign Wizard.

Sales reps can edit their contract based on customer data. Contact management is visually pleasing and business management is simply visible with nice dashboard.  

The CRM platform is easy, and integrations with Mailchimp, Zendesk, Zapier, and more help streamline workflows.

Choosing the right CRM software

These CRM tools are excellent choices, and they each offer slightly different features and benefits. However, we stress that InvestGlass is the only CRM with a portfolio management tool. Marketing automation are connected directly to the portfolio tool.

Thanks to a simple user interface it comes to choosing the best CRM for your business, it’s important to consider your specific needs and what you want to get out of the system. If you’re looking for a comprehensive, all-in-one CRM solution, then InvestGlass is a good option. It offers a wide range of features and integration.

In 2022 sales process automation will the key to your success

Sales process automation is a hot topic in the CRM world, and for good reason. Automating your sales process can help you close more deals, faster. And as technology advances, it’s becoming easier and easier to do just that. InvestGlass offers an amazing all in one solution with business intelligence built for financial professionals.

The InvestGlass CRM + PMS is ready for MIFID and LSFIN FINMA regulation. Not only it will help you for leag generation, but it will also collect all the team you need for the entire sales process. It’s the perfect salesforce alternative with pre-built business processes for multiple industries.


Are you ready to try InvestGlass CRM ?

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How To Create A Marketing Campaign That Will Produce Results? InvestGlass Campaign Feature

Few things are more frustrating than trying to communicate with someone who doesn’t speak your language. Not only do you have to contend with the communication barrier, but you also have to figure out how to express yourself in a way that the other person will understand. It can be a daunting task, and often leads to misunderstandings and frustration on both sides.

To build a successful marketing campaign you need the following:

The best way to increase website traffic and generate leads is to create an email marketing campaign. By using an email autoresponder, you can easily send out a series of emails that promote your website or product and encourage subscribers to take action.

However, simply creating an email marketing campaign is not enough to guarantee success. You need

1. Choose your target audience

When creating an email marketing campaign, it is important to target a specific audience. This can be done by identifying the needs and interests of your target market. Once you know who you are targeting, you can create content that is relevant and appealing to them.

2. Create a catchy headline

Your email marketing campaign is not complete without a catchy headline! The headline is what will grab the attention of your readers and make them want to learn more about your product or service. A good headline should be clear, concise, and to the point. It should also be unique and eye-catching. Keep in mind that the headline is one of the most important elements of your email marketing campaign, so take the time to craft a great one!

3. Craft a compelling message

InvestGlass was looking to run an email marketing campaign and needed someone to craft a compelling message. The target audience was potential customers who were interested in investing in glass. InvestGlass had some ideas for what they wanted to include in the email, but they weren’t sure how to make it all come together in a way that would be effective.

After some brainstorming, I came up with the following message: “Investing in glass is a smart way to protect your assets. InvestGlass is the leading provider of glass investment products, and we’re here to help you make the most of your investment. Contact us today to learn more about our products and services.”

This message hit on all of the key points that InvestGlass wanted to communicate, and it did so in a way that was concise and easy to understand. Most importantly, it convinced potential customers that InvestGlass was the best choice for their needs. As a result, the campaign was a success, and InvestGlass saw a significant increase in sales.

4. Create an email template with InvestGlass

Email templates can be a lifesaver when it comes to efficiency and productivity in the workplace. By having a pre-written email sequence that can be easily customized, you can save yourself and your team a lot of time. Not only that, but email templates can also help to ensure that important information is communicated clearly and effectively. When creating an email template, there are a few things to keep in mind. First, make sure to include all of the essential information that your team needs to know. Second, try to keep the email concise and to the point. And finally, be sure to proofread the email carefully before sending it out. By following these simple tips, you can create an email template that will be a valuable asset to your team.

5. Determine the best time to send your email

If you want to maximize the chances that your email will be seen and read, it’s important to pay attention to the time zone of your recipient. Depending on their location, they may start checking their email first thing in the morning, or they may save it for later in the day. If you’re not sure what time zone they’re in, a quick Google or via a time website search should give you the answer. Once you know their time zone, try to send your email when it’s around 9 or 10 AM in their time zone. That way, it will be near the top of their inbox when they start checking their email for the day. Of course, there are exceptions to this rule. For example, if your recipient is a night owl, they may appreciate receiving your email later in the evening. The key is to know your audience and adjust accordingly.

6. Produce marketing campaign report pdf

Email marketing campaign reports are essential for understanding the performance of your campaign and identifying ways to improve results. To get the most out of your campaign report, it’s important to measure key metrics such as open rate, click-through rate, and unsubscribe rate.

Make sure that you are correctly also using GDPR regulation. What is GDPR?

The General Data Protection Regulation (GDPR) is a new EU data protection law that came into effect on May 25, 2018. The GDPR replaces the 1995 EU Data Protection Directive. It strengthens EU data protection rules by giving individuals more control over their personal data and establishing new rights for individuals.

The GDPR applies to any company that processes the personal data of EU citizens, regardless of whether the company is based inside or outside of the EU.

Email segmentation is a must-have. Email segmentation is the process of dividing your email list into smaller groups based on certain criteria. By segmenting your list, you can send more targeted and relevant emails to each group

By understanding how your campaign is performing, you can make necessary adjustments to improve results. Additionally, campaign reports can help you understand which elements of your campaign are most effective and which need improvement. By regularly reviewing your campaign report, you can ensure that your email marketing campaigns are as efficient and effective as possible.

Email marketing is a powerful tool that can be used to improve your business. However, it’s important to make sure that you’re using best practices in order to get the most out of your campaigns. By following the tips outlined in this blog post, you can create successful email marketing campaigns that will help your business achieve its goals.

Ready to build a successful campaign, let’s try it today!

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