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What is KYC for cryptocurrencies?

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...

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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...

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Which CRM software is best for crypto advisory?

Looking to offer Crypto services? Look no further! InvestGlass offers a CRM for financial professionals that make it easy to manage your Crypto clients. With InvestGlass, you'll be able to: -Get an overview of all your Crypto clients in one place -See the latest...

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Add Colors and Branding to InvestGlass

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?...

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How to implement live chat for customer support?

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...

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Predictions for the property market in 2022

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...

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How to Scale up your sales team in 2022?

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...

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