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What is KYC for cryptocurrencies?
In order to understand why KYC matters for crypto, it’s important to first understand what KYC is. KYC is short for “know your customer,” and it refers to the process of verifying the identity of a person or company who wants to do business with another party. This...
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15 Less Annoying Alternatives to “Please Find Attached”
Do you hate the phrase "please find attached"? So do we! That's why we've put together a list of 15 less annoying alternatives that you can use in your sales emails. By using these phrases, you'll make your sales emails more engaging and interesting to read. And who...
How to start a brokerage firm?
When it comes to the world of finance, there are a few career paths that one can take. One of those is becoming a stockbroker. A stockbroker is responsible for buying and selling stocks on behalf of their clients. In this blog, we will explain the steps and tools you...
Which CRM software is best for crypto advisory?
InvestGlass Vision and Purpose
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...
Add Colors and Branding to InvestGlass
https://youtu.be/AemY3VvsXU4 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?...
It’s Show Time at Finovate London
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 compatible with...
Want to close more deals? This is sales rep advice
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 to seal the...
What are marketing campaigns?
What are marketing campaigns?
Best Salesforce alternatives for 2022
CRM alternative to Salesforce
How To Create A Marketing Campaign That Will Produce Results? InvestGlass Campaign Feature
Few things are more frustrating than trying to communicate with someone who doesn't speak your language. Not only do you have to contend with the communication barrier, but you also have to figure out how to express yourself in a way that the other person will...
How to implement live chat for customer support?
Because your customer time is money... I should say your customer time is gold, we implemented an amazing new feature InvestGlass Live Customer Chat hosted in Switzerland. Yes, InvestGlass is the only Swiss-hosted chat. Our servers are located in Geneva and Vaud...
What is the biggest challenge facing retail banks in 2022?
What is the biggest challenge facing retail banks?
Predictions for the property market in 2022
With so many changes occurring in 2021, making predictions for the property market in 2022 can be challenging. However, there are some key trends that investors should be aware of including rising living costs, an increase in interest rates and the continuation of...
How to Scale up your sales team in 2022?
Automating the sales process is a critical step in scaling up your sales team. By automating repetitive tasks, you can free up your salespeople to focus on selling, not administrative work. There are a number of ways to automate the sales process, but one of the most...
How InvestGlass CRM can be utilised for non-profits
While they may not have clients and customers in the same sense as a conventional for-profit business, non-profit organisations of all niches can still see massive benefits from the features provided by customer relationship management (CRM) software. In today’s...
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