Want to Close More Deals? This is the #1 Question You Need to Ask Happy Friday! Fintech is eating the World!Why test virtual close is possible and what is the most important question: What will it take for you to become a customer?Why? Because if you...
How a KYC risk rating can help your company? If you’re working in the financial business you obviously know what KYC means KYC means Know Your Customer. This is an important process that allows financial institutions and any business to verify the reputation of...
What problem does digitalization solve? We are looking forward to seeing you at this unique presentation organize with Investglass CEO Alexander. During this presentation, we will highlight our latest findings in digitization trends what are the cost of digitalization...
With about 2 billion Muslims globally in the world, this represents a quarter of the world’s population. Adapting wealth management and asset management tools for this client segment is currently a very hot topic. Interestingly, we can join this topic with...
The Beginner’s Guide to CRM: Customer Relationship Management Whether you replacing your existing CRM or adopting a new one it is important to set up your fields correctly. This InvestGlass Walkthrough video will show you how to set up records and fields to make...
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