InvestGlass Blog

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

Can a CRM replace marketing automation software?

Can a CRM replace marketing automation software?

What is marketing automation software? A marketing automation software is a solution designed for marketers. Such a platform is supposed to enhance lead nurturing, improve marketing efficiency, and analyze campaigns. Nowadays, more and more Customer Relationship Management – CRM – software compete with marketing automation software as stepping on their functionalities and, thus, clients. Yet,...

read more
Comment augmenter votre productivité tout en suivant les lois LBA et LSFin ?

Comment augmenter votre productivité tout en suivant les lois LBA et LSFin ?

La loi fédérale sur le blanchissement d’argent (LBA) date du 10 octobre 1997 (entrée en vigueur 1998) et est par conséquent courante dans les milieux financiers. La loi fédérale sur les services financiers (LSFin) est quant à elle relativement nouvelle (entrée en vigueur 2020) et les outils facilitant son application, quoique nécessaires, restent rares ou peu efficaces. Cet article reprend les...

read more
What are the benefits of digital banking?

What are the benefits of digital banking?

What are the benefits of digital banking? The Retail Banking Revolution – Digitalization of Human-Centered Advice   1 ­– Digitalization 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...

read more
The SaaS FinTech Banking Platform

The SaaS FinTech Banking Platform

Do you know Banking-as-a-Service (or BaaS)? This is a sector in FinTech that is disrupting the delivery of bank products and asset managers. This technology is allowing to directly plug different solutions into one single infrastructure. Capgemini's World Retail Banking Report 2019 shows the public's acceptance of FinTech and big tech companies over traditional banks: 75% of tech-savvy consumers...

read more
What are The Top 5 Advantages of Digital Signatures with RPA?

What are The Top 5 Advantages of Digital Signatures with RPA?

With this crazy COVID situation - security has become a cornerstone of our values and requirements when dealing with digitalization! What is Robotic process automation (RPA)? Robotic process automation (RPA) is the use of computer software 'robots' to handle repetitive, rule-based digital tasks such as filling in the same information in multiple places, reentering data, or copying and pasting....

read more
5 Must-See Video Marketing and Growth Hacking

5 Must-See Video Marketing and Growth Hacking

Hello InvestGlass lovers ! Today I'm going to show you all the latest video tools we use. InvestGlass is the number one Swiss cloud CRM made for people that want to be productive and not busy, right? We will present how you can use the following tools. Today I'm going to show you all the latest video tools we use. InvestGlass is the number one Swiss cloud CRM made for people that want to be...

read more

Subscribe

Join InvestGlass Newsletter