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Which CRM software is best for crypto advisory?

Looking to offer Crypto services? Look no further! InvestGlass offers a CRM for financial professionals that make it easy to manage your Crypto clients. With InvestGlass, you'll be able to: -Get an overview of all your Crypto clients in one place -See the latest...

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How to Use RSS Feeds to Boost Your Productivity

5 popular ways to use RSS RSS was originally created to syndicate content from websites. It allows website users to subscribe to a website's content, and receive updates whenever new content is published. RSS (Rich Site Summary) can be easily added into the...

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Gender Neutral Pronouns: What They Are & How to Use Them

Why the resistance to gender pronouns? What are gender neutral pronouns? Gender neutral pronouns are pronouns that don't specifically refer to any one gender. They can be used to refer to people of any gender, whether that be male, female, non-binary, or any other...

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How to implement live chat for customer support?

How to implement live chat for customer support?

Because your customer time is money... I should say your customer time is gold, we implemented an amazing new feature InvestGlass Live Customer Chat hosted in Switzerland. Yes, InvestGlass is the only Swiss-hosted chat. Our servers are located in Geneva and Vaud...

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Predictions for the property market in 2022

Predictions for the property market in 2022

With so many changes occurring in 2021, making predictions for the property market in 2022 can be challenging. However, there are some key trends that investors should be aware of including rising living costs, an increase in interest rates and the continuation of...

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How to Scale up your sales team in 2022?

How to Scale up your sales team in 2022?

Automating the sales process is a critical step in scaling up your sales team. By automating repetitive tasks, you can free up your salespeople to focus on selling, not administrative work. There are a number of ways to automate the sales process, but one of the most...

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How architects can benefit from CRM software

How architects can benefit from CRM software

Business owners, corporations and architects will know that customer relationships are key to the success of your professional activities. While having productive staff on your team is important, architects can also benefit from the range of digital solutions offered...

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How a KYC risk rating can help your company?

How a KYC risk rating can help your company?

How a KYC risk rating can help your company? If you're working in the financial business you obviously know what KYC means KYC means Know Your Customer. This is an important process that allows financial institutions and any business to verify the reputation of their...

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