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Which CRM software is best for crypto advisory?
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...
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...
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 onboardingMortgage & credit card onboarding,360° client portal,Live cryptocurrency brokerage solution,Automated advisory and campaigns compatible with...
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...
What are marketing campaigns?
What are marketing campaigns?
Best Salesforce alternatives for 2022
CRM alternative to Salesforce
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...
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...
What is the biggest challenge facing retail banks in 2022?
What is the biggest challenge facing retail banks?
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...
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...
How InvestGlass CRM can be utilised for non-profits
While they may not have clients and customers in the same sense as a conventional for-profit business, non-profit organisations of all niches can still see massive benefits from the features provided by customer relationship management (CRM) software. In today’s...
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...
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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