InvestGlass Blog
Robotic Process Automation (RPA) – 4 ways on how it can Transform your Business?
You may have heard of Robotic Process Automation (RPA) and wondered how this can transform your business. In this article, we will explain to you what it is and the benefits that come with it. We will also share some tips for implementing it into your company’s...
4 ways to prepare your business for the post-pandemic era
The world has changed. The post-pandemic era is upon us and the way we do business will change accordingly. Economic trends will change dramatically for certain industries. Today, you'll need to be more cautious than ever when it comes to your company's bottom line...
What are the theories of portfolio management? Why It’s Still Hip?
In this guide, we will explore the basics of Modern Portfolio Theory. This theory is a great way to analyze how your investments are doing and what you should do next. In the real world, whether you're looking for a new...
The Digital Transformation of Finance: What it means for your business
The digital transformation of finance is inevitable. It will happen, and it will change the way we do business. So what does this mean for you? The answer depends on how prepared you are to adapt to digital technologies, and digital finance transformation in your...
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...