InvestGlass Blog
The Banking of the Future: 5 Trends to Follow
The banking industry has been transformed massively by digital transformation. The future of banking is rapidly approaching, and it will be unlike anything we have seen before. Everything started to change with the advent of customer experience in banking. The banks...
How to Find a valid Email Address: 5 steps Guide
Are you looking for a way to grow your prospect network? Do you want to find a valid email address in order to reach out and build relationships with potential clients, partners, or vendors? If so, then this article is just what you need. We will discuss 5 common ways...
6 Steps on How to Create a Successful Professional Invoice
It is important to create professional invoice templates for your business so that you can make a sale. In this blog post, we will go over six steps on how to create an invoice that is both easy and affordable! An invoice is a document that records an organization’s...
The Ultimate Guide to Digital Onboarding for Banking
Digital onboarding is a critical part of the customer experience for financial institutions. As a result, it’s important to have an effective customer onboarding process in place that will engage new customers and help them get up to speed with your company quickly....
The 5 most effective financial services marketing techniques
If you are in the financial services industry and want to learn more about how to market your business, this blog post is for you! We will go over 5 marketing techniques that can help all financial marketers in generating leads and increase revenue. These tips include...
SME lending: Where is it now, and where is it headed?
Small to medium enterprises (SMEs) are the backbone of many economies across the world. They create jobs, contribute greatly to innovation and offer a range of products and services that keep our society functioning. However, SMEs often lack access to financial...