by InvestGlass | May 27, 2022 | Blog
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...
by InvestGlass | May 23, 2022 | Blog
5 Simple Tips To Becoming a LinkedIn Pro Most people only use LinkedIn to search for jobs, and that’s a shame because LinkedIn can be so much more. With a little effort, you can turn your LinkedIn account into a powerful marketing tool that will help you find new...
by InvestGlass | May 23, 2022 | Blog
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...
by InvestGlass | May 22, 2022 | Blog
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...
by InvestGlass | May 21, 2022 | Blog
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...
by InvestGlass | May 20, 2022 | Blog
5 popular ways to use RSS RSS was originally created to syndicate content from websites. It allows website users to subscribe to a website’s content, and receive updates whenever new content is published. RSS (Rich Site Summary) can be easily added into the...
