SRI : How to collect your clients’ preferences?

Today was our second luncheon webinar. This time Tiphaine Saltini introduced us to Neuroproflier’s new ESG profiling product, a new module launched in 2020 which assesses the appetence of investors for sustainable finance and recommend suitable ESG products based on...

Ways to Rebuild Trust in Your Business

How to rebuild trust? When you lose someone’s trust, it is extremely difficult to gain his trust back. You might find yourself constantly challenged between regrets and overconfidence. Obviously repair trust depends on why and how this trust has been damaged. It...

InvestGlass luncheon – Bitcoins the Derivatives Bubble?

What a lunch, today we started our first don’t be alone luncheon. Each week we will bring you a specialist is changing his knowledge during lunchtime. This time we have Cyril sharing his knowledge about cryptocurrencies, bitcoin, wallet and the right of a...

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....
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...