by InvestGlass | Apr 28, 2022 | Blog
In this article, you will find all the best lessons we learned about building employee portals. Would your company be a small or large size, you will always find with InvestGlass the best way to collect the top and share content with your employees You will appreciate...
by InvestGlass | Apr 27, 2022 | Blog
The purpose of InvestGlass is to automate sales and compliance. IvestGlass is #1 Swiss CRM software built for banks and marketing automation Investglass is the only sales automation tool built in Switzerland and hosted on a Swiss cloud the company is owned by a Swiss...
by InvestGlass | Apr 6, 2022 | Blog
Get the most out of your client portal with InvestGlass. Enjoy complete customization options so you can make your portal work best for you and your business. Plus, our easy-to-use tools make it simple to get started. So why wait? InvestGlass is a powerful investor...
by InvestGlass | Mar 10, 2022 | Blog
Join us March 22-23 at Finovate London – 20% off with code FKV2432TFEU What we will introduce at Finovate? Hybrid onboardingMortgage & credit card onboarding,360° client portal,Live cryptocurrency brokerage solution,Automated advisory and campaigns...
by InvestGlass | Mar 3, 2022 | Blog
Closing is so crucial (but shouldn’t be difficult) for any sales rep Close-in is crucial and any sales rep should be able to do it without too much difficulty. However, what’s the best way to close a deal? What’s the question you need to ask in order...
by InvestGlass | Feb 24, 2022 | Blog
What is a marketing campaign and why is it important? Do you remember the last advertising campaign that you saw? Maybe it was for a new product release from your favorite company or an upcoming sale at your favorite store. Whatever the case may be, marketing...
