InvestGlass Blog

Let’s get real!  Read more and discover new ways to automate your sales with InvestGlass Swiss CRM.

January let’s get Digital Ready!

Our team has been partially remote since Feb 2019 and now 100% are working from home, including our sales. We've helped dozen of teams transition from on-premise to remote recently and of course, empowering them to communicate with clients through digital tools. But how do you deliver happiness to your teams and clients remotely? Having a sense of control over your own destiny is paramount to...

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Young Bankers – We Don’t Have Time for That!

Young Bankers – We Don’t Have Time for That!

You have been stuck home for several weeks or even few months... sometimes with beautiful kids... The volatility is spreading like a virus and investors are moving to new institutions and virtual practices too. How to get them all? Why not trying InvestGlass CRM tricks?   1. No time to call? You can easily send personal emails from InvestGlass but make sure you are asking the right question...

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