Category: Blog

Welcome to the InvestGlass blog!

We are excited to share our knowledge and insights on all things related to impact investing. Our goal is to educate and empower individuals and organizations to make informed decisions about where to invest their money.

We believe that impact investing can have a positive impact on society, the environment, and the economy.

How to choose a CRM in 2023?

Choosing the right CRMS for your business can be difficult. CRM means Customer Relationship Management. There are a lot of options out there, and no two CRMs are alike. That is why it’s important to do your research before making any decisions. In this blog post, we will discuss what factors you should consider when making a decision about which CRM is best for you and your business in 2023.

InvestGlass Workflow
InvestGlass Workflow

How do I choose a small business CRM?

To choose a CRM you have to plan the ratio cost to revenues you will save using will the CRM. A good CRM should have an affordable price, be easy to use and provide the features you need.

It is also important to consider what type of CRM will work best for your company. There are two main types:

– On-Premise CRM which means on your server which is more expensive

– Cloud-based CRM (also known as off-premise) is cheaper.

On-premise CRMS usually costs less than the cloud.

Then your CRM should have good email marketing tools. Email marketing is an important part of marketing and should be considered when making a decision on CRM.

If you want to use your data in other software, then make sure the CRM can export or import your data into different formats like CSV for example. This is called interoperability.

Most CRM will have a free trial and SAAS pricing. You can pay per month and per seat your CRM to grow the number of seats as you grow.

How do small businesses keep track of sales?

You should have with any CRM a little learning curve. We publish weekly webinars and videos and direct help. Small businesses will appreciate seeing sales forecasting, sales pipeline, lead scoring without programming or complex setup.

CRM for small businesses should be more or less ready to run in the hour. Sales team will easily import their contacts with a drag and drop solution.

The COM can be connected to phone calls and a direct connection between both solutions will prevent dual data entry. Businesses of all sizes can connect to this calling system. We suggest you have a look at Aircall.

Dissolution with S pipeline management will facilitate the reading of the sales process. Marketing and sales staff if you have both he’ll appreciate that the user interface is easy to use. The marketing specialist will appreciate the marketing campaign replacing tools commonly used like Mailchimp, Freshworks CRM, Hubspot CRM, Zoho CRM or Pipedrive CRM.

InvestGlass is hosted on Swiss servers which you will definitely appreciate if you care about your data privacy and hosting. Customer support also is important and we offer a premium version of InvestGlass where our team will spend the time needed to setup your CRM and make business owners confident of tool.

InvestGlass the Swiss CRM and PMS
InvestGlass the Swiss CRM and PMS

What about sales workflow automation?

If your small business wants to scale fast and your number of users is limited we suggest you have a look at our automation tool. Those tools are connected to Zapier which is a bridge to connected to +1000 cloud-based applications. Business owners dream right?

We can suggest, like an art curator, which mobile apps will better suit your business needs, and which pieces of customer data will connect into which features.

There is no programming for your marketing and customer service and InvestGlass will do the “plumbing” between the cloud-based applications if it’s needed. If you wish to connect Intercom, Docusign, Slack, even Whatsapp this is possible. Sales reps will progress with new needs so it’s important to connect new bricks to existing CRM features.

Once you pick the bricks, you will create into your CRM for small businesses a sales workflow automation like a Forbes 500 company! Yes, customer relationships with artificial intelligence are accessible to small businesses. For example, based on your customer data collected from lead generation, the AI can filter the leads and address them to the right sales or service.

If sales pipelines are slowing down too much, the CRM will send a nudge to your sales reps to speed up the project management. No more stress for business owners and sales teams because the machine does sales automation WITH you.

InvestGlass pipeline
InvestGlass pipeline

Marketing campaigns also are an important tool as you are growing. When a campaign is not properly open, the CRM can trigger another sequence to make sure that your marketing sales team is actively following customers. Now you deserve the best CRM possible and marketing automation is easy to set up. Sales and marketing teams will collaborate because it’s simple EASY. 

CRM trends

10 Best Stock Trading Apps for 2023

There are tons of trading apps out there, but not all of them are made equal. We compiled a list of the best platforms for you to choose from based on your needs and preferences. If you’re looking for an app that is really easy to use or if you need one with advanced features then this article is perfect for you! InvestGlass is a professional tool for bankers and brokers and you can connect the InvestGlass portfolio management tool to some of the apps below. You can connect via API and flat file into InvestGlass your positions and transactions to monitor them.

What to Consider When Choosing a Stock Trading App

Top 12 Stock Trading Apps best for beginners or retails investors

1. eToro is a fantastic platform for mutual funds and trend following

2. E-trade mobile top trading app for beginners

3. Charles Schwab an easy trading platform

4. Plus500 is good for stock and ETFs and also options trades

5. Robinhood well know for “free trade”

Best trading application for professionals?

1. Interactive Brokers perfect for stock traders

2. MetaTrader 5 for forex and stock trading experience savvy

3. Itiviti tools for professional investors

4. TD Ameritrade mobile app with a great customer service

5. Tradingscreen Quo for banks and asset managers

stock trading app allows you to buy and sell shares in a company, commodity or currency from the comfort of your home. A good trading application is one that provides you with all the information needed to make an informed decision about when to buy, hold or sell stocks. The best platforms are those which can help traders maximize their profits while reducing risk as much as possible.

What to Consider When Choosing Stock Trading Apps?

When deciding on which app is best for you, consider the following:

  • Knowledge level – are you a beginner or an experienced trader?
  • Fees – what are the fees and commissions for using this app?
  • Platforms available – is your favourite mobile platform on offer, or do you need to use a desktop computer instead?
  • Ease of Use – how easy will it be to get started with trading from this application,

Are you looking for investments for retirement to help you reach your long-term goals?

Are you looking to trade with ETFs or derivatives? ETFs are exchange-traded funds that are built up of different stocks and you can trade them on the stock market. If you are buying traditional funds then you should also consider the quality of the broker’s customer service. You might not find this quality service in Robinhood as a solution for retail investors.


Derivatives are an agreement between two parties, where they agree to exchange one thing for another at a certain date in the future, with there being no physical transfer of goods or money.

All this could be too complex and you might simply be looking for robo-advisors. Robo advisors are a type of automated investment service, that usually provides online personal finance management. They are not made for active traders or options trading. Opening an account is usually easier with those robot solutions because they are made as apps for beginners. When you are opening an account with a more traditional broker, the brokerage account process can be slower however you will be able to trade with a large choice than simple stocks and ETFs.

Most stock trading apps offer market research and some kind of commission-free trades…. but as you know they are no free lunch! So be careful when picking your stock broker apps.

When choosing an app you have to understand also how its risk management works. InvestGlass is a professional trading app that offers risk management tools, research and analytics. InvestGlass has all the features you need to trade from one place. It also has an advanced portfolio management module that helps investors analyze their portfolios and make informed decisions.

Are trading apps safe?

When it comes to the safety of trading apps, it is important to be very vigilant when sharing your bank details. Fraudulent practices can be present almost anywhere, so it pays to do your research and make sure that the app you are using is legitimate. Additionally, always look for apps that have strong security measures in place, such as two-step authentication and encryption for any data that is stored. Be sure to read the app’s terms and conditions before signing up, as well as reviews from other users.

The best stock trading apps are those that provide a secure and transparent platform for traders, allowing them to make informed decisions with their money. Here are some of the most important features to look out for when choosing a trading app:

– Low fees and commissions

– Comprehensive market research tools

– A wide range of order types

– Real-time news and updates

– Charting capabilities

– Advanced risk management tools

– Ease of use.

Can I trade for free?

Yes, you can trade for free. Many online trading apps, such as Zerodha, Upstox, and Angel Broking, offer zero brokerage charges on equity delivery trades. This means that traders no longer have to pay a commission when they buy or sell their stocks. Instead, the traders will only need to pay the applicable exchange charges.

However, you should be careful as they are doing profits as well you should be careful when trading CFD and options.

Trading app
Trading app

What will be your minimum deposit for the best stock trading apps?

If you are looking for a minimum deposit or simulator we suggest you try eToro but if you are looking for larger tickets with ETF trades or even larger risk with options trading then you should consider Interactive Brokers. With InvestGlass software, you can automate numerous tasks so it will be easier to reduce your running cost. However free trading is a real challenge unless you have special agreements with marketplaces and banks.

Which trading platform is best for long-term investment?

As you see you see investors will find a different trading app for different investors’ objectives. From traditional Fidelity investments to a modern eToro you have a large choice of trading platforms. Most banks in the world offer their own trading apps.

What is interesting about a solution like Interactive Brokers is that you can easily modulate which research, market news, and trading data you wish to consume. Depending on your level of knowledge and experience as a trader, you can customize the data that is displayed in order to best serve your needs. This makes it easier for beginners to learn how to trade and for experienced traders to stay informed.

All in all, you need to consider your specific needs when choosing a stock trading app. There’s the knowledge level, fees associated with using the app, platforms available, ease of use, type of trades you’re looking to make, portfolio management features offered, minimum deposits required and more.

We hope that this article has helped you to decide which app is best for you. If not, just take a look at our top five trading apps and see what’s right for your needs!

The information is being presented without consideration of the investment objectives, risk tolerance or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. Investing involves risk including the possible loss of principal.

stock trading apps

How to Create a Successful Email Marketing Strategy in 2023?

How to create a successful email marketing strategy in 2023?

In this email strategy, you will find examples and templates for generating and higher return on investment often called ROI. With COVID increasing numbers of emails, you might be thinking that emails are something from the past. No way! We believe that it’s still needed to contact your prospects and clients with this means

So let’s dive into our best tips and strategies to grow, engage and retain your subscribers for the long term.

1.    Start with your inbound marketing strategy

2.    Manage and segment your list appropriately

3.    Create high-performing and hyper-targeted emails

4.    Optimize your emails to drive conversations and conversions

5.    Create email templates for your campaigns

Start with your inbound marketing strategy

Key Elements of Inbound Marketing: Understanding and Engaging with Prospects

To understand the inbound marketing methodology, you have to understand the difference between outbound and inbound first. When you write your email, you have to understand what your prospect’s current mindset is. Find a way to make them happy with the product and services you are promoting.

In your mind, you should always have three steps which are attraction, engagement and delight. It’s only once you understood the three elements of your targeted clients that you can start thinking about your inbound strategy.

Importance of Strategy Alignment and Funnel Optimization in Inbound Marketing

Your software should be connected to your CRM database and you should make sure that your CRM has all the basic information to target your customers with specific information. You should make sure that you turn on mandatory fields to highlight missing fields and update them before you sent a personalized email.

Then you have to make a choice about the funeral of conversations and conversions. Are your clients reading blogs? Which media are there consuming? Might be using chatbots? It’s important that you find the right funnel and make sure that the conversation will engage seamlessly with your clients and prospects. The funnel is more important than the message itself!

And your strategy should reflect your goals. As Simon Sinek says, “People don’t buy what you do but why you do it.

Manage and segment your list appropriately

To create a segment, we suggest you think out loud about a buyer’s journey. This is by a person or associated with a behaviour. Of course, this behaviour is the behaviour that you want and may not be the behaviour of your clients however it’s the right way to start to create a contextual message and test and try – this is pure A/B testing. Testing scenario until you find the best ideal message.

To create this list, you should collect the right information and using the CRM and the forms will help you to make sure that you collect information correctly. The data should be explicit and obviously compliant with email regulations called GDPR.

The client segment should have a life with leads, customers, subscribers, topics and perhaps also some elements such as Christmas or Chinese New Year, Hanukkah… We suggest you use TAGS for that segmentation too.

It’s important to make sure that you have a healthy database and make sure that your clients have the option to unsubscribe

Create high-performing and hyper-targeted emails

Defining a powerful and high-performing email strategy is something easy. We suggest you set a goal with a “SMART” goal.

S for a specific

M for measurable

A for attainable

R for relevant

T for timely

This is the core of our solution to deliver the right financial information at the right time to the right investor. Sending the right email means also making sure you use the moustache or “added variable” inside your template email to deliver the hyper-targeted message.

This is what we call hyper-targeted communication which means sending information that will be slightly individualized to make sure that each consumer will believe that it was a 1 to 1 message.

Obviously, the conversation should be based on words, but you can also attach some documents and forms. As InvestGlass generates forms linked to the CRM database, you can therefore ask an extremely specific question and even ask your contacts to update their own preferences with those questionnaires!

Optimize your emails to drive conversations and conversions

 Once you crafted the perfect email the objective is to increase the number of clicks. This is what we called the click to action or something I like to call also the compelling call to action. Here we have to make sure that we will limit to one click to encourage customers to click on the link and follow through with one goal.

Create the right email templates for your campaigns

Then you will definitely create templates that can be saved and shared among your colleagues to promote a product and service but also for KYC remediation. You can define in the email template different types of business needs to create the perfect message and a frictionless experience for prospects and investors.

4 key ideas for 2023 don’t try to do it!

 So how to create an email that we trust? The first step is to make sure that those elements of emails educate your customers and investors.

Email should provide valuable downloads and resources and therefore help and educate your clients.

The call to action should be clear and you should only have one call to action in an email. And the email can be of various formats with a video, a picture or dress very basic text. You can customize form InvestGlass email templates function with the “link name”.

 In 2023, you must make sure that you collect expressed consent. This is the key to the can-spam and GDPR regulations which is to make sure that you collected in one way or another and express permission to contact those people who consent to be contacted via email. If someone asked you to stop emailing, then you should do it – and send a breaking up email.

Sales script ideas?

{{first name}} the first name and all information in brackets are directly promoted from your CRM.

Hi {{first name}},

My name is {{My Name}} and I head up business development efforts with {{My Company}}. We recently launched a service/platform that {{One Sentence Pitch}}

I read about you and based on your online profile, you appear to be an appropriate person to connect with…or might at least point me in the right direction.

 I’d like to speak with someone from {{Company}} who is responsible for {{handling something that’s relevant to my product}}

If that’s you, are you open to a ten-minute call on {{time and date}} to discuss ways the {{Company Name platform}} can specifically help your business? 

If not, can you please put me in touch with the right person? I appreciate the help!

Kind regards,

{{My Name}}



One or two other steps are needed such as the template colours, the complex logos and the setup of your outbound email communication centre. This takes no more than 10 minutes to do and will make your email feel like they are leaving your own mailbox! 

Analyze more and more

To analyze your email, you should have a look at the following. How many emails were delivered, how many emails were missing, how many emails were opened, how many emails were clicked, and how many emails get converted?

How to build your Return on Investment for email marketing?

First, you have to subscribe the money you invested in this campaign from the money you will make with an additional investor or sales. For example, CHF.10,000 is the money you made in additional sales CHF.1000 is the money you invested which equals CHF.9000.

Then divide the total money invested in your company so CHF.9000 divided by CHF.1000 equals nine and multiply this result by 100 here it will make 900%. The ROI is 900%.

Now you are ready! Go and get them!

email marketing

OFAC adds crypto addresses as identifiers on its sanction list

On February 1st, the Office of Foreign Asset Control (OFAC) announced enforcing blocking sanctions on several individuals and entities in relation to a sanction evasion group supporting Russia’s military-industrial complex.

For one of the sanctioned individuals, OFAC added two crypto addresses as identifiers, one Ethereum and one Bitcoin address.


OFAC is the first US government agency to publicly add cryptocurrency addresses to its sanction list. This highly publicized move signals that OFAC is expanding its scope of enforcing sanctions beyond traditional banking and financial systems, into the digital era – including cryptocurrencies.

This public enforcement action by OFAC demonstrates increased attention on individuals who use cryptocurrencies for illicit activities and highlights their vulnerability to financial sanctions. It is expected that similar enforcement actions will be taken in the future, as OFAC continues to expand its efforts to monitor and enforce sanctions on those who attempt to exploit digital currencies for illicit activities.

You can connect with Scorechain our partner to identify those wallets. Scorechain provides the most reliable and updated wallet intelligence solution on the market. Monitor suspicious addresses, wallets or transactions with ease using our blockchain analytics solutions. With Scorechain’s solutions, you can quickly detect criminal activities involving cryptocurrencies in order to help ensure better compliance with AML regulations.

OFAC, OFAC adds crypto

How To Use ChatGPT To Analyze A Stock?

With all the buzz about ChatGPT, it got me thinking: can you use the sophisticated artificial intelligence (AI) chatbot to analyze a stock? The answer is yes! With #ChatGPT, users can leverage its advanced natural language processing capabilities to accurately assess and analyze a given stock.

Introduce the concept of ChatGPT and its capabilities

ChatGPT is a powerful AI chatbot that can understand and interpret natural language. It can generate logical responses to questions posed by users in real-time, as well as assess complex financial data such as stock prices.

When analyzing a stock with ChatGPT, users can ask questions about the company’s performance, its competitors, the current market conditions, and even its future prospects. ChatGPT is able to analyze financial data available on the web and generate accurate predictions and insights based on that information.

ChatGPT is not the only one. Google AI and Apple Siri are also advanced AI chatbots that can be used to analyze stocks. Baidu also is going to release its own AI. InvestGlass allows you to connect ChatGPT and we will also let you connect to other AI APIs soon.

The power of Artificial Intelligence for Banks and Financial Analysts

Now, when you’re looking to invest in a company, you can use ChatGPT to gain an initial understanding of that business. With AI technology powering it, ChatGPT can provide quick and accurate insights into the fundamentals of a company. To begin, simply type in a company’s ticker symbol or name like TESLA. I asked it to “explain to me Tesla’s exact business model”

Taking it a step further, you can use ChatGPT to figure out a company’s economic structure. This is the query I have done on the left. On the right, I asked another question to chatGPT, “how easy is it for Tesla to scale”.

How can AI be used in financial services?

You can also use ChatGPT to do a SWOT analysis. A Swot analysis is used for asking “what are Tesla’s strengths, weaknesses, opportunities, and threats?” And here’s what I got this! This is really impressive.

The SWOT analysis is used for assessing a company’s competitive position and finding the areas of potential growth. It is often used by investors, bankers, and financial analysts to assess the risk associated with an investment in a particular stock.

SWOT should not be used for making buy or sell decisions, as there might be other factors that could affect the outcome of an investment. ChatGPT should only be used to provide insights into a company’s fundamentals and the industry it operates in, not making specific buy/sell calls.

Say you wanted to see whether it’s a good time to buy a stock based on some technical analysis indicator – for example, the relative strength index (#RSI). To do this, you could use ChatGPT to generate code that can automatically analyze the RSI of your chosen stock and tell you when it’s time to buy.

InvestGlass Portfolio Management with Suitability Tests
InvestGlass Portfolio Management with Suitability Tests

How InvestGlass Swiss CRM & PMS will boost financial services?

InvestGlass is the number one Swiss CRM and portfolio management tool built to automate sales and compliance. To the left, save your bankers’ time with AI-generated portfolio reviews, rebalancing, and hyper-targeted solicitations. To the right, send individual messages with the power of artificial intelligence. Save time, engage individually and with more relevancy.

Are you looking to implement this with your broker or bank? InvestGlass can be connected to your core banking system. Contact me today and let’s discuss and boost your sales with InvestGlass and chatGPT.

chatgpt for stock analysis

7 Benefits Of Digital Banking In 2023

1 ­– Go digital it’s never too late

The global pandemic has tremendously impacted the speed of technology adoption. Indeed, lockdowns and remote work has made face-to-face encounters rarer. This trend forces executives and managers to, if not yet the case, accelerate digital adoption and offer digital products and services. In the wealth management industry, this implies a greater focus on digital advisory.

The global pandemic disrupted the means of communicating and satisfying clients. Besides, it also modified clients’ demands and approaches. The economic crisis and the ongoing uncertainty have led to increasing demand for financial advisory. InvestGlass provides the means for wealth managers to offer digital advising, be it via their workforce or artificial intelligence, and, thus, to develop a clear competitive advantage over laggards. With this pandemic – private banking – previously the most reluctant to move is running to catch up.

2 – Nurture all customer segments we mean ALL

Over the past years, the role of wealth managers, as well as their client targeting, has changed. From a pure wealth focus, wealth managers are now considering other customer segments. Pricing structures of wealth managers are shifting to include lower balance prospects. Indeed, in order to succeed and be able to provide their service to all market segments by reducing costs or improving efficiency, wealth managers need to partner with Artificial Intelligence advisory providers or similar fintech solutions and SAAS solutions.

Correspondingly, these previously underserved markets are surging as key interests for the future. Women’s and mass-affluents’ presence in the financial markets is getting important and the trend can be assumed to grow. The increasing interest in underserved markets enhances the wealth managers’ need to reformulate their pricing strategies to convince these customer segments and partner with InvestGlass. We provide an all-in-one CRM as the cheapest solution on the market and enable offering your service to other segments.

3 – Trust me I am your banker!

Studying the client’s expectations and behaviour, only 27% of Swiss individuals have worked with a financial advisor and over 50% manage their finances internally. This trend of behaviour is a worrying aspect for wealth managers with the rise of new, more efficient, advisors such as Artificial Intelligence and Fin-tech companies.

The Swiss financial environment clearly showcases a duality: most use a bank but choose other means to manage their wealth. This opens a large array of opportunities to convince sceptics, yet, it also conveys long-term risks.

The challenge for wealth managers is that every decision of any individual is now demanding some kind of advice, ranging from buying a house to which insurance a client is selecting. This is where wealth managers need to evolve in the future, in order to gain market shares and fulfil clients’ expectations more thoroughly.

InvestGlass’s platform enables compliance with the need of the market by providing the means to make fast and efficient investment decisions. Satisfy your clients’ expectations starting today!

4 – Marketing hyper-personalization and All-in-one solution

Our customer-focused society has long supported mass customization. This trend is slowly but surely impacting financial services and wealth managers and has been exacerbated by the pandemic as the health crisis creates and enhances a plurality of needs within customer segments. Wealth managers are thus expected to connect with Artificial Intelligence and digital advisory fintech to tailor their offering to each customer. The two main focuses are going to be risk-assessing firms, whose technology can interpret a client’s risk profile, and predictive analytics firms, which are expected to have extreme growth potential within the wealth management industry. Use InvestGlass CRM and tailor your offering to each customer with our customizable client portal.

Additionally, customers’ expectations have been changing and shifting towards all-in-one solutions. Indeed, clients and prospects aim for the most inclusive offer on the market. Therefore, wealth managers and financial companies, in general, need to include supplementary services or products in order to compete against inclusive competitors. Wealth managers, who can recognize this trend and act on it, will experience higher client satisfaction and retention. InvestGlass’s all-in-one solution, fin-tech ecosystem and open API embrace the trend.

5 – Get out with trendy thematics – even if you don’t share them. It’s the client first!

Over the last decades, before the pandemic became the main topic of discussion, sustainability and sustainable investment trend were gaining ground. Global warming, child labour, and, more generally, ethical and environmental issues were increasingly important for investors. The pandemic accelerated the trend and wealth managers’ clients consider ESG (environmental, social, and corporate governance) criteria more closely than in the past. The focus is thus to understand clearly the values and needs of your clients.

Consequently, wealth managers are expected to strengthen their sustainability offerings and showcase priority in sustainable compliant products. InvestGlass provides the means and ends to integrate ESG criteria in your offering as well as an AI rebalancing advisor to match your investment strategy.

6 – Next-Gen Reporting when less is more – or maybe not

For any business, the tech age our society is in has redefined competition. Firms, companies, stores, and individuals are fighting for awareness and attention. In order to foster engagement and attention from clients, processes have to be easy to use, interactive, and customer friendly. Therefore, technologies and innovations try to enhance clients’ attention by providing visualizable data, graphs, and images to engage and interact with them. Similar account aggregation makes a more friendly and comprehensive view of the client’s assets.

Consequently, wealth managers can, via the InvestGlass module, deal with clients’ expectations to implement wealth tech which encompasses gamification in forecasting strategies and interaction in client wealth reporting.

7 – Instant Data is not flying cars

Data is the most important source of information for any sales manager. For wealth managers, it is imperative to know your customer and, thus, to base your advice and product propositions on data. The more data is gathered, the better tailored your service or product will be to the client and the higher will be his/her satisfaction. As the way to gather such data is limited, advisors and wealth managers are now aiming for an alternative source of information such as behavioural data or localization data.  Additionally, machine learning is an important asset when pursuing predictive analytics and alternative data collection. E.g., Artificial Intelligence can scan the web and extract complex data on sentiments and social network critical trends.

Hence, it is clear that wealth managers will have to develop competencies and capabilities to deal with alternative data and to support machine learning processes, capabilities inherent to the InvestGlass solution.

7 Benefits Of Digital Banking In 2023  – Key Takeaways

Digitalization: Digital transformation has been accelerated by the pandemic. It becomes a crucial point for wealth managers and the financial industry, in general, to innovate and embrace the revolution.

Nurture all segments: the range of potential customers for wealth managers is rapidly growing. The industry must understand this trend and change its offering to include lower-balance prospects

Financial Trust: Individuals are lacking trust and interest in financial advisory. This leaves room for opportunities and threats within the industry.

Hyper-personalization is an all-in-one solution: the mass-customization trend is also affecting customers’ expectations in the retail banking industry. Products should be customizable and integrate all relevant services via an ecosystem and integration.

Values and Sustainable investment: Competition and matching clients’ needs is a key focus during uncertain times. Recognizing the ESG trend and values within customer segments is the next focal point.

Next-Gen reporting: Interact with your clients. Clients are demanding gamification of performance reporting in order to increase their engagement with your product.

Instant Data: It is imperative to know your customer and, thus, to base your advice and product propositions on data. Sources of data collection increase and your awareness should too.


The Definitive Guide to Approval Processes

InvestGlass Approval process offers your company all the tools you need to master the quote-to-cash, sales process, and compliance processes. Easily configure workflows. Your team can generate contracts and follow all opportunities into InvestGlass. So how does it work?

All you need to know about approval process

What you should know to start using approval processes?

Approvers’ list. An approver is a user who receives approval request emails or notifications. Usually, a group represents a team. You can add multiple approvers to a list.

The approval steps will call an approvers list to cast a vote.

Then you can decide if you wish for a series or parallel scenario.

InvestGlass offers two types of approval processes: series and parallel. An approval process in series is when the request is sent to each approver one after the other. The validation must be done by each approver in order, before being sent to the next approver. This type of approval process ensures that all necessary approvals are obtained before an action can be taken.

A process in parallel is when multiple requests for approval are sent out at the same time and all of the approvers can validate or reject the request simultaneously. This type of approval process is often used when a decision needs to be made quickly and it is essential that everyone’s opinion or contribution is taken into account.

InvestGlass also provides options for customizing an approval process to meet specific requirements for example if an approver group rejected an account opening because a document is not correct. The sales, or banker will have a recall option to upload the right document and notify the group that rejected to redo a vote and if accepted, the process will continue without asking again to groups that previously accepted. This will save your company hours of tedious processes.

Now let’s build an approval process together.

First, create your approver’s group.

Then create a new approval process. Set the target object which is the contact record or a document if you wish to approve a PDF for example. Set the conditions variable if you wish to automate this approval process. Usually, we put none. Then select the communication method set up by default to notification on the website and email. You can create your own email template if you wish. Then the vote conditions. Here you can set up a recall function and also the re asign function. The last step in this approval process is the ending of communication.

Congratulations, you built your first approval process.

The next step is to set the chain of the approval process. The system is set to series by default but you can also select the approval process in parallel.

I’m sure that you are now convinced. Manual approval processes take a longer time to complete and they are also more prone to errors. On the other hand, automating approval processes can give you more control, and transparency, and allow your team members to get approvals quickly.

Thanks for watching. Ready to test InvestGlass? See how the world’s fastest-growing companies use InvestGlass to power efficient revenue engines

approval process

11 Consulting Sales Tips To Help You Attract More Clients

As a consultant, you’re always looking for ways to increase your sales and attract more clients. But it can be hard to stay on top of the latest trends in consulting sales. That’s why we’ve put together this list of 11 tips that will help you grow your business and get more clients through the door. From understanding customer needs better to utilizing technology like InvestGlass, these tips will give you an edge over the competition and keep your business running smoothly. Read on to discover how InvestGlass can help with your consulting sales!

What is consulting sales?

Consulting sales is the process of offering advice, products and services to businesses or individuals in exchange for monetary compensation. It involves building relationships with clients and helping them identify solutions to their problems. This could involve providing market research analysis, finding potential cost savings or providing strategic guidance on marketing, finance or operations. All of these activities require an understanding of the customer’s needs and the ability to identify and propose solutions.

1. Set clear targets

Before you start your consulting sales process, it’s important to set clear targets. This will give you a good idea of what success looks like and help you focus on the right tasks. Consider setting both long-term and short-term goals, as well as measurable metrics that can be used to track progress over time.

2. Determine who your ideal client is

Before you begin to market your services, it’s important to identify who your ideal client is. Consider factors like the customer’s size, industry and budget when making this decision. The more targeted your message is, the more likely you are to attract clients who will be a good fit for your business.

3. Constantly increase your client base

Consulting sales require steady marketing efforts in order to keep the pipeline full of potential clients. Consider investing in a mix of paid and free advertising, as well as networking events and referrals. This will help you generate more leads and keep your business growing.

4. Thoroughly listen to your clients

Listening to your clients is just as important as talking. Make sure that you take the time to understand their needs and concerns before proposing any solutions. This will help you develop a better understanding of the customer’s problem and ensure that you are providing appropriate advice and services. You should make sure that you write enough contact report. A contact reports aims to provide a summary of the interaction between you and your client.

Calling clients once per month

5. Adopt a selling mentality

Consulting sales require you to take a proactive approach to selling. This means staying on top of current trends in the industry and actively engaging customers with features and services that are relevant to their needs. Make sure that you’re always pushing your clients towards solutions that will benefit them the most, while still being respectful of their decisions.

6. Edit your sales pitch based on client characteristics

No two clients are the same. When you’re preparing your sales pitch, make sure to tailor it according to the client’s needs and interests. This will help you create a more personalised experience that resonates with potential customers.

You should use Tags inside InvestGlass CRM. Tags are used to classify customers according to their characteristics and needs. This will help you quickly create groups of potential clients based on common traits or interests, making it easier for you to target them with relevant offers.

7. Reward client loyalty

Once you have established a relationship with a client, don’t forget to reward their loyalty. This could be through discounts, exclusive deals or other incentives that will help keep them engaged and invested in your services.

8. Constantly promote your expertise

Finally, don’t forget to keep your expertise top of mind. Invest in a website and content marketing efforts that showcase your skills and experience. This will help you attract more clients and build credibility in the marketplace.You can use InvestGlass email marketing tool to create targeted campaigns and nurture your prospects. InvestGlass CRM helps you manage existing clients and track their journey throughout the sales cycle. With InvestGlass, you can have a 360 view of your clients which will enable you to better understand their needs, identify opportunities for growth, and provide tailored solutions that will result in increased sales.

9. Show potential clients what their benefits are

Finally, make sure to focus on the value you can offer potential clients. Show them how they can benefit from your services and how they can take advantage of the solutions you provide. This will help them make a more informed decision when considering your advice or products.

InvestGlass helps with consulting sales by providing an all-in-one CRM platform to keep track of your sales activities, contacts and deals. With the help of InvestGlass you can easily create pipelines, track performance, perform customer segmentation and gain insights into customer behavior. This will help ensure that your consulting sales process is efficient and effective.

10. Bundle multiple services or products

Consider bundling multiple services or products together to create a more comprehensive offering. By doing this you can provide your customers with a “one-stop shop” for their needs and make it easier for them to access the solutions they need.

11. Ask clients to recommend you

Developing a positive reputation is essential for any consulting business. Encourage your clients to recommend you to their contacts, and make sure that you’re providing them with the best possible service in order to ensure they do so. InvestGlass helps you track customer feedback and monitor reviews in order to stay on top of what people are saying about your business.

In conclusion, selling can be an arduous process but InvestGlass provides the tools and features needed to make it easier. Whether you’re looking for a way to segment customers based on their characteristics or need help bundling multiple services together, InvestGlass has your back. With its comprehensive CRM platform, you can easily track customer feedback and monitor reviews in order to stay ahead of what people are saying about your business. Get started with InvestGlass today and take advantage of all the great features that will help increase sales success!

Consulting Sales

What does it mean to eat a frog?

“The quote, “Most people overestimate what they can get done in a year and underestimate what they can do in a decade,” which is often attributed to Bill Gates, holds true over shorter time spans as well.

It is true that we often overestimate what we can accomplish in a single day, while underestimating what can be done within the span of a year. After all, it is a lot easier to envision our short-term plans and goals, but much more difficult to set and take action on longer-term objectives.

One way to combat this tendency to overestimate our short-term goals and underestimate the importance of long-term objectives is to break bigger projects down into smaller, more manageable pieces. By breaking down big tasks into smaller, more achievable chunks, it becomes easier to stay motivated and focused on progress over a longer period of time. For example,

Eat The Frog is perfect for anyone who:

  • Struggles with procrastination
  • Gets a lot done but isn’t making progress on the important stuff
  • Has a hard time sticking to a productivity system
  • Has trouble deciding what to work on at any given time
  • Feels overwhelmed by their to-do list
  1. Identify your FROG 🐸
  2. Eat it 🍽
  3. Repeat every day ⏰

What is Eat The Frog?

Productivity consultant Brain Tracy named the Eat The Frog method after this vivid piece of advice from Mark Twain. While there’s more power and nuance to this method than meets the eye, it all boils down to this: Identify one important task for the day and do it first.

Agile Results calls for 3 tasks a day, the Ivy Lee method calls for 6. We encourage you to try out the most extreme version first.

The extreme simplicity and hyper-focus of just one task is a powerful tool to help individuals reach their goals. It serves as an effective way to break down bigger projects into smaller, more manageable pieces. The focus of this productivity method is to identify one important task for the day and do it first. This can be extremely useful for those who struggle with procrastination, who get a lot done but aren’t making progress on the important stuff, or who are overwhelmed by their to-do list.

Tips for eating your frogs

Eat The Frog is a simple and straightforward productivity hack that can help you stay focused on the tasks that are most important to you and reach your long-term goals faster. By identifying one important task for the day and doing it first, you can increase your productivity and make meaningful progress toward achieving your goals.

The steps to Eat a Frog!

  1. Decide on your frog
  2. Pick something you’ll be able to complete in 1-4 hours
  3. Break it down into smaller steps if needed
  4. Resist the temptation to plan ahead
  5. Prepare your frog the night before
  6. Eat your frog first thing

Eat The Frog is a productivity technique that can help you stay focused on the tasks most important to you and reach your long-term goals faster. It works by identifying one important task for the day and doing it first, before moving onto anything else. InvestGlass task management is perfect for priority setting and helping you stick to a productive routine. This will help you move closer to your goals, one frog at a time! Start eating those frogs today and make progress on the things that matter most.

With the Eat The Frog method, you can break down larger tasks into smaller steps and manage your priorities. This will help keep you focused on what matters most and make progress towards achieving your goals faster. InvestGlass task management is great for setting priorities and maintaining productivity routines that are tailored to suit each individual’s needs. So start eating those frogs today with InvestGlass – it may take some time but it will be worth it in the end!

eat a frog

Is there a secondary market for private equity?

The secondary market for private equity has been growing in recent years, as more investors look to cash out of their investments. InvestGlass can help you distribute your private equity holdings to a wider audience of potential buyers, and get the best price for your shares. With our platform, you can reach a global network of accredited investors, and receive bids from multiple interested parties. Contact us today to learn more about how we can help you sell your private equity interests.

Define the term “secondary market” in relation to private equity

The private equity secondary market is an investment market in which investors purchase existing interests in private equity funds from other investors rather than directly from the fund. This provides a liquid marketplace for investors to acquire or divest exposure to alternative asset managers, and can provide liquidity for holders of limited partner commitments who need to offload their stakes. Private equity secondaries involve the sale of portfolios that contain illiquid investments since these kinds of ventures are not listedby public stock exchanges. Therefore, InvestGlass offers a solution for this burgeoning industry by providing its clients with an automated system that easily connect buyers and sellers to facilitate transactions.

Discuss how the secondary market for private equity has grown in recent years

The private equity secondary market has experienced tremendous growth in recent years, primarily due to changes in investor sentiment. Investors are now embracing the concept of leveraging another party’s existing investments to access a pool of previously inaccessible assets. With InvestGlass, investors can now efficiently and seamlessly connect with other buyers and sellers on the global PE secondary market. As more investors take advantage of this new capability, it’s sure to tend to further expand the private equity secondary market. Additionally, InvestGlass helps ensure transparency and trust in all business transactions by providing an automated process that helps save time and money while also protecting confidential information. Such advancements help drive this booming industry towards an even brighter future.

Describe how InvestGlass can help with the distribution of private-equity securities

InvestGlass is an innovative new platform dedicated to helping businesses with the distribution of private-equity securities. Its user-friendly interface and powerful cloud technology allow investors to easily collate and analyze all their data regarding any private-equity security they may be interested in. InvestGlass accesses real-time data across multiple locations, enabling investors to quickly identify the best investments for their goals and make informed decisions faster than ever before. Additionally, a built-in trading platform makes it simple and secure to put a deal together and execute transactions in no time. With InvestGlass, businesses can quickly and confidently ensure the prompt and successful distribution of private-equities, leading to increased profitability and enhanced customer satisfaction.


Offer advice for investors interested in getting involved in the secondary market for private equity

Private equity investing can be intimidating for those new to the concept, so it’s important to approach the secondary market with confidence and an understanding of the risks and rewards associated. InvestGlass can provide investors interested in the private equity secondary market with advice on how to access a wide range of opportunities, consisting of both primary and secondary investments. Financial advisors leveraging InvestGlass will have a comprehensive platform that integrates key data points from multiple sources in the private capital market, giving them analytical insight and real-time intelligence necessary to make an informed decision when deciding which investments to pursue. In addition, InvestGlass can help advisors identify potential opportunities within their clients’ portfolios where they can recommend diversifying with private equity offerings. With this guidance, investors looking to capitalize on the secondary market for private equity can feel empowered knowing that they are making informed decisions with the support of a leading technology platform.

Share some success stories of investors who have made money by investing in the secondary market for private equity

Many investors have found success exploring the secondary market for private equity. With the right tools and a little patience, savvy investors can uncover amazing opportunities for significant growth. Take for example, one of InvestGlass’ clients who made more than double their initial investment through choosing to invest in the secondary market. By working with InvestGlass, this investor had access to a platform to manage workflows and investments in private equity investments. They were able to easily track deals from origination to closing on one central platform, giving them the data insights they needed to make smart investments decisions. With real-time notifications too, InvestGlass can help investors stay up-to-date with industry movements and take advantage of lucrative opportunities available on the private equity secondary market whenever they arise.

InvestGlass can help you get started by connecting you with the right people and give you the tools you need to succeed. If you’re interested in learning more about how to make money in the secondary market for private equity, contact us today. We’d be happy to share some success stories and offer advice on how to get started.

secondary market for private equity

Ready to Chat?

See how the world's fastest-growing companies use InvestGlass to power efficient revenue engines.

Copyright © InvestGlass SA. All rights reserved.
Made in Switzerland 🇨🇭